70 Aum Jobs - Page 2

QuickTurtle is seeking a dynamic Regional Head to lead our Stock Broking & Investment Products business within the B2B Franchisee channel. This leadership role is crucial for driving AUM and revenue growth, building strong relationships with our partners, and leading a high-performing regional sales team. Key Responsibilities Achieve given Assets Under Management (AUM) and Revenue targets for your designated region. Mentor, monitor, and drive the regional sales team to achieve sales numbers through Partner Alliances including IFA (Independent Financial Advisor), Franchisee, and Remisier Channels . You'll engage and influence them to sell a comprehensive range of products: Mutual Funds (MF) Portfolio Management Services (PMS) Private Equity (PE) Alternative Investment Funds (AIF) Unlisted Shares Equity Advisory Products Insurance Direct Equity Bonds Conduct seminars for Franchisees and their clients on various investment products to enhance their knowledge and sales capabilities. Maintain strong relationships with the existing network of Partner Alliances Franchisees & IFAs. Recruit potential new IFAs and Franchisees to expand our B2B network. Manage, recruit, and drive the regional sales team to meet their efforts and performance targets. Ensure the highest servicing standards for IFAs and Franchisees in areas such as sales support, query resolution, product training, and client seminars. Conduct thorough training for Partners on all our products, across Direct Equity and Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bonds, Fixed Deposits, etc., collaborating with the product and training teams.

Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients. Key Responsibilities Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions. Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service. Conduct periodic reviews of clients portfolios to ensure they remain aligned with their investment objectives and risk profiles. Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices. Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships. Candidate Profile Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients. Team Handling Experience: Proven experience in managing and leading a team is required.

Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth in serving mass affluent and HNI clients. Key Responsibilities Drive a team of Wealth Managers to effectively cater to the investment needs of mass affluent clients. This involves recommending a diverse suite of products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet required Assets Under Management (AUM) and investor acquisition targets for your assigned area, contributing both through team efforts and personal contributions. Ensure the timely delivery of customized wealth advice to HNI (High Net Worth) customers, maintaining our high standards of service. Conduct periodic reviews of clients portfolios to ensure they remain aligned with their investment objectives and risk profiles. Conduct periodic trainings on products and processes for your team, ensuring they are well-equipped and up-to-date with market offerings and best practices. Engage in joint calls with Relationship Managers/Team to support sales efforts, provide mentorship, and foster client relationships. Candidate Profile Experience: 5+ years in sales/wealth management, with significant experience in handling HNI clients. Team Handling Experience: Proven experience in managing and leading a team is required.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth management products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Equity Broking. Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences. Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs. Possess a deep understanding of capital markets and all financial products , enabling you to provide precise and timely advice to clients. Build Assets Under Management (AUM) and expand the client base in alignment with targets defined by the company. Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged. What We're Looking For Proven experience in acquiring, deepening, and retaining HNI/UHNI client relationships in wealth management. Extensive knowledge of equity and debt-based products, including Mutual Funds, PMS, AIF, and Equity Broking. Familiarity with loan products is a plus. Exceptional selling, communication, and interpersonal skills. A strong grasp of capital markets and financial products to provide sound advice. A results-driven mindset with a track record of building AUM and client base.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Three Posts. Chennai, Bangalore and Vadodara location each one . Reporting to Divisional Manager. Degree\Diploma in Electrical Engineering with 12 to 15 years experience in Marketing of Electrical Capital Goods preferably Transformer \ Switchgear \ substation equipment . Responsible for collecting market intelligence, business development, quarterly budget achievement, strict debtor control, effective utilization of subordinates, representing company in seminars\conferences, update management on technology trends. Deling with EPC Contractor, Government Utility and private industries also(.) Must be multilingual with excellent analytical ability apart from oral and written communication aptitude. Permanent vacancy with expected association of five years. Must be willing to travel minimum 15 days in a month.CTC upto 18 to 20 Lakh. Age.40 years.Role & responsibilities Preferred candidate profile

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience Candidates willing to shift along with their teams are welcome Non Sales experience not handling portfolio kindly do not attempt Perks and benefits CTC ; 22 - 30 lacs (Negotiable & not a constrain for the right candidate)

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

Key Responsibilities: Reconciliations & Valuations: Position reconciliation, including quantity, cost, and fair value Profit & Loss (P&L) reconciliation and analysis Other NAV-related checks, including unsettled trades, OID (Original Issue Discount), and interest receivable Biweekly cash and debt reconciliations Preparation of PDF valuation materials Expense & Interest Tracking: Interest expense calculations for credit facilities, unsecured notes, and other debt instruments Quarterly Board of Directors invoice preparation Reporting & Presentations: Preparation of quarterly board meeting materials, including integrating time series data into presentation decks Support the creation of monthly marketing materials Assistance with the submission of AUM (Assets Under Management) requests to BDIR Provide BAML performance files and Morningstar templates to relevant stakeholders Regulatory & Financial Reporting: Assist in the preparation of financial documents related to quarterly and annual filings (10-Qs, 10-Ks) Contribute to internal reporting processes and performance analysis

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives. 6) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 7) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 8) Send news and market related inputs & reports to the clients. Work experince: 1) Minimum 5 to 12 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 75 Cr _

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Chennai location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Vadodara location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Kolkata location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

Job Description - Investment Specialist Grade- AVP Location- Delhi KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/Managerial Responsibilities Building a focus towards investment cross-sell among RM population and increasing investment penetration for HNI clients. Transitioning towards an advisory model on wealth products for HNIs by offering structures across platforms, including alternate products. Core Responsibilities Ensuring RM activation and focus on investment products by conducting joint meetings to boost volumes and increase new investment penetration within the portfolio. Ensuring 100% compliance with regulatory matters, including EUIN and NISM certifications within defined timelines. Training RMs and enhancing their knowledge through workshops and collaboration with partner teams. People Management or Self-Management Responsibilities Driving AUM growth by expanding the investment book of the bank and offering a one-stop platform for managing client investments across wealth products and platforms. Conducting client risk profiling before reviewing client portfolios and making recommendations, along with ensuring portfolio rebalancing based on client needs. Risk and Internal Control Responsibilities Achieving 100% certification compliance and driving adherence to internal risk control measures.