2010 Broking Jobs - Page 35

We are looking for a highly skilled and experienced Regional Credit Manager to join our team in Tiruchirappalli. The ideal candidate will have 6-10 years of experience in credit management, underwriting, and risk assessment. Roles and Responsibility Manage all activities related to the sanction life cycle of retail loan business for short and medium term products. Support and collaborate with business teams to manage end-to-end credit approval for the designated region. Underwrite for all customer segments for retail and high-value cases, presenting to senior level. Authorize deviations documented by underwriters in compliance with credit policy. Finalize review of credit memos and sign off on approvals or declines after checking documentation requests. Lead a team of credit approvers to ensure portfolio quality and minimize delinquencies. Ensure timely completion of personal discussion documents through customer visits if required. Oversee and initiate follow-ups with external vendors to resolve queries and eliminate undue delays, coordinating with the recoveries team to generate business insights. Engage in developing, implementing, reviewing, and monitoring various credit programs, providing training and coaching to upgrade the competency of the team and improve processing efficiency. Ensure due diligence in credit analysis, customer application screening, evaluation, underwriting, and sanctioning of loans. Evolve underwriting norms tailored to local market needs and enhance consumer credit risk strategy. Adhere to all norms and regulations. Job Post Graduate/Graduate in any discipline. Minimum 6 years of experience in credit management, underwriting, and risk assessment. Strong knowledge of credit underwriting, financial services, broking, and banking. Excellent leadership and team management skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced professional to join our team as a Manager - DSMG - Recovery Pool in Delhi. The ideal candidate will have 1171+ DPD experience. Roles and Responsibility Manage and oversee the recovery pool process to ensure timely debt collection. Develop and implement strategies to improve recovery rates and reduce delinquencies. Collaborate with cross-functional teams to resolve customer complaints and issues. Analyze market trends and competitor activity to identify opportunities for growth. Provide training and coaching to junior team members to enhance their skills and performance. Monitor and report on key performance indicators to senior management. Job Strong knowledge of banking operations, financial services, and broking. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills with attention to detail. Experience working with videocon towers or similar technologies is an added advantage. Familiarity with JM* software or other relevant systems is desirable. For more information, please contact us at ref=6586623.

We are looking for a highly motivated and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-11 years of experience in sales, relationship management, and team leadership. Roles and Responsibility Aggressively drive sales numbers and achieve business targets for home loans and through cross-selling while enhancing client relationships. Retain and expand the company''s customer base for home loan and LAP channel to ensure repeat business or referrals. Maximize sales through a network of DSAs by effectively managing connector and builder relationships. Develop and maintain strong client relationships for repeat business or referrals. Identify and develop new builder/channel relationships to penetrate new markets and increase business. Ensure files are processed from login stage to disbursement and liaise with internal departments for completion. Job Graduate or Masters/Postgraduate degree. Minimum 6 years of experience in sales, relationship management, and team leadership. Possess strong skills in sales process management, sales planning, and team management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong knowledge of industry trends, competitor intelligence, and market analysis is required. Experience in housing finance, banking, financial services, or broking is preferred.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in Shivamogga. The ideal candidate will have excellent communication skills, a strong background in sales, and the ability to build strong client relationships. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Minimum 1 year of experience in sales or customer service. Possess strong knowledge of banking, financial services, and broking. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a highly motivated and results-driven Customer Sales Executive to join our team in Hubli. The ideal candidate will have 2 to 7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products with the guidance of the Supervisor/Manager. Job Minimum 2 years of experience in sales, preferably in banking or financial services. Strong knowledge of audit and RBI regulations. Ability to empanel new vendors and develop relationships with them. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet targets. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.

We are looking for a highly skilled and experienced Customer Relationship Executive to join our team in Bhubaneshwar. The ideal candidate will have 2-5 years of experience in sales, customer relationship management, and dealer relationship management. Roles and Responsibility Generate leads for ILSCV/MHCV/PV/UV deals through interactions with DSE or channel partners. Manage end-to-end customer relationships, including explaining product offerings and resolving sales queries. Cross-sell product offerings to customers and educate them about issues and capabilities. Maintain relationships with assigned dealers and ensure smooth processing of loan applications. Collect pre-sanction and post-sanction documents and perform accurate data entries. Interact with operations and credit teams to ensure efficient processing of loan applications. Job Minimum 2 years of experience in sales, customer relationship management, or a related field. Strong knowledge of banking, financial services, and broking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in lead generation, customer relationship management, and dealer relationship management is preferred. Educational qualificationsAny Graduate or Postgraduate degree. Additional Info The company offers a competitive salary and benefits package.

We are looking for a highly motivated and experienced Collection Manager to join our team in Erode. The ideal candidate will have 2 to 4 years of experience in collections, preferably in the housing sector, and a strong background in managing collections and ensuring compliance with regulatory requirements. Roles and Responsibility Manage assigned portfolios to achieve expected resolution rates and ensure timely execution of legal tools such as Warrants execution under Section -138/Section -25. Coordinate with Legal teams/Lawyers for timely filing of Sec 14 and obtaining DM orders & Enforcement of agents for timely and smooth possessions. Ensure customer satisfaction through quick resolution of customer issues and complaints, and conduct personal visits on assigned customers. Allocate visit priorities based on value, demography, and payment patterns to drive resolution through personal visits and achieve set targets. Regularly monitor M Collect and Delinquency file and manage trail/feedback. Ensure collection and deposition of customer payments within timelines. Job Graduate degree required. Minimum 2 to 4 years of experience in collections, preferably in the housing sector. Possess strong knowledge of banking regulations, financial services, and broking. Demonstrate excellent communication and interpersonal skills. Ability to work effectively in a team environment is essential. Strong analytical and problem-solving skills are necessary. Familiarity with auditing, NHB, and IRB regulations is preferred. Additional Info The company offers a competitive salary and benefits package.

We are looking for a highly skilled and experienced professional with 10 to 13 years of experience to join our team as a Manager-Equipment Finance-Product in Kolkata. Roles and Responsibility Develop strategies from inception to completion of products, working closely with Sales, Credit & Risk teams. Collaborate with the Marketing team to effectively market products and outside vendors to distribute and sell them. Conduct financial analysis to model product costs and potential margins. Drive different teams and departments to achieve initial goals. Present strategies to partners and shareholders, highlighting opportunities and mitigating risks. Build networks and pitch products to third-party vendors. Job Post Graduate or MBA in Finance & Marketing. Minimum 10 years of experience in a related field. Strong understanding of financial services, broking, and banking. Excellent communication and presentation skills. Ability to work with cross-functional teams and drive results-oriented approaches.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in the Sales department, specifically focusing on Micro LAP - Housing - EM - Sales. The ideal candidate will have a strong background in sales and customer service, with excellent communication and interpersonal skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding their needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and establish a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 1 year of experience in sales or customer service. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and negotiation skills are required.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Strong analytical and problem-solving skills are essential.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Customer Service Executive to join our team in Chennai. The ideal candidate will have 1-3 years of experience in customer service, preferably in the banking or financial services industry. Roles and Responsibility Perform various tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the process for disbursement. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products under the guidance of the Supervisor/Manager. Job Minimum 1 year of experience in customer service, preferably in banking or financial services. Strong knowledge of audit and RBI regulations. Ability to work with vendors and develop relationships. Excellent communication and interpersonal skills. Ability to meet sales targets and cross-sell products. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.

We are looking for a highly motivated and experienced Customer Sales Executive to join our team in Bokaro. The ideal candidate will have 1-3 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Perform tasks under the guidance of the Supervisor/Manager. Identify potential business customers with the help of the Supervisor/Manager. Collect and validate customer documents according to organizational norms. Log cases in the system as per SOP and follow the disbursement process. Fulfill the sanction ratio as per organizational requirements. Meet customer needs and cross-sell multiple products with the guidance of the Supervisor/Manager. Job Minimum 1 year of experience in sales, preferably in banking or financial services. Strong knowledge of audit and RBI regulations. Ability to work with vendors and develop relationships. Excellent communication and interpersonal skills. Ability to meet sales targets and achieve results. Any graduate degree is required. Additional Info The company name is TATA CAPITAL LIMITED, and the industry is Banking / Financial Services / Broking.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Proficiency in financial products such as Debt, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in the housing sector. The ideal candidate will have excellent communication skills, a strong background in sales, and a passion for delivering exceptional customer service. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Job Graduate in any discipline. Minimum 1 year of experience in sales or customer service. Possess strong knowledge of banking, financial services, and broking. Demonstrate excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and negotiation skills are required.

We are looking for a highly skilled and experienced professional to join our team as a Manager - Retail Credit - Housing - EM in Bangalore, specifically in Sahakar Nagar. The ideal candidate will have 6-9 years of experience. Roles and Responsibility Manage and oversee the retail credit housing process. Develop and implement strategies to enhance customer satisfaction and increase sales. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify growth opportunities. Build and maintain relationships with key stakeholders, including customers, partners, and internal teams. Monitor and control risk associated with retail credit lending. Job Strong knowledge of banking operations, financial services, and broking. Excellent communication, interpersonal, and problem-solving skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and decision-making skills. Experience in managing teams and leading projects. Familiarity with credit underwriting, risk management, and compliance regulations. A graduate or postgraduate degree is required. For more information, please contact us at 6586343.

We are looking for a highly skilled and experienced professional to join our team as a Manager - DSMG - Retail Finance in Dibrugarh. The ideal candidate will have 6-8 years of experience in collections, retail finance, or a related field. Roles and Responsibility Handle collections for assigned areas and achieve targets on resolution, flows, credit cost, and roll rates. Ensure NPA''s are within the assigned budget and minimize them through active efforts. Increase fee income/revenue and develop initiatives to control vendor payouts. Conduct asset verifications and possession as per SARFESI/Section 9 process through court receivers. Track and control delinquency, focusing on non-starters. Build relationships with key clients to ensure timely collections and monitor defaulting customers. Represent the organization in front of legal/statutory bodies as required by the legal team and ensure the collection team adheres to legal guidelines. Allocate work to field executives and ensure agencies perform as per defined SLA, with payments and audit receipts deposited within the defined SLA. Ensure adequate Feet on Street availability area-wise/bucket-wise/segment-wise and obtain daily updates from all collection executives on the delinquent portfolio, initiating detailed account level reviews of high-ticket accounts. Ensure compliance with all Audit/Regulatory bodies and company policies and procedures. Job Post Graduate or Graduate in any discipline. Minimum 6 years of experience in collections, retail finance, or a related field. Strong knowledge of banking operations, financial services, and broking. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Patna. The ideal candidate will have 2-7 years of experience in sales, preferably in the banking or financial services industry. Roles and Responsibility Develop and maintain strong client relationships to drive business growth. Manage and lead a direct sales team to meet and exceed expectations. Acquire new customers and expand existing customer base through effective sales strategies. Analyze market trends and competitor activity to identify opportunities for growth. Collaborate with cross-functional teams to achieve business objectives. Provide excellent customer service and support to ensure high levels of customer satisfaction. Job Post Graduate or Graduate in any discipline. Minimum 2 years of experience in sales, preferably in the banking or financial services industry. Proven track record of success in sales and relationship management. Excellent communication, leadership, and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills with attention to detail. Responsible for P&L and portfolio growth of the business for the region. Interest income - cost of fund (as of month of measurement). Fee income charged upfront and through syndication, down selling, cross sell, and insurance. Total value of outstanding loans - auto & non-auto. Health of portfolio - provisioning for customer, overdue control, customer connect. Customer acquisition - number of new customers added, number of products per customer. Customer satisfaction score. Corporate tie-ups - book, NII, FEE in new corporate tie-ups entered through large, mid, and govt. business. Documentation & audit - PDD outstanding%, TAT. Additional Info The company offers a dynamic and supportive work environment with opportunities for professional growth and development.

We are looking for a highly motivated and results-driven individual with 1 to 6 years of experience to join our team as a Customer Service Representative in the Sales department, specifically focusing on Micro LAP - Housing - EM - Sales. The ideal candidate will have a strong background in sales and customer service, with excellent communication skills. Roles and Responsibility Achieve business targets by acquiring new client relationships and maintaining existing ones. Identify target areas for prospective business and pre-screen customer segments according to organizational norms. Ensure high customer satisfaction levels by proactively understanding customer needs and cross-selling multiple products. Execute sales promotion activities to build customer interest in the TCFSL brand. Build strong client relationships both internally and externally, and develop a strong brand identification with potential customers. Ensure vendor empanelment and develop relationships with new vendors. Develop strong distribution channels and ensure compliance with all Audit/RBI regulations. Job Graduate in any discipline. Minimum 1 year of experience in sales or customer service. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets is essential. Strong analytical and problem-solving skills are required.

We are looking for a highly skilled and experienced Senior Manager to lead our product development team in the banking industry. The ideal candidate will have 7-10 years of experience. Roles and Responsibility Develop strategies from inception to completion of products, including financial analysis and modeling. Collaborate with Sales, Credit & Risk teams to develop products, and work with marketing teams to effectively market them. Drive different teams and departments to achieve initial goals. Present strategies to partners and shareholders, highlighting opportunities and mitigating risks. Build networks and pitch products to third-party vendors. Complete financial analysis to model product costs and potential margins. Job Post Graduate or MBA in Finance & Marketing. Minimum 7 years of experience in product development or a related field. Strong understanding of financial services and broking. Excellent communication and presentation skills. Ability to drive teams and achieve goals. Experience in developing and implementing product strategies.

We are looking for a highly skilled and experienced Business Development Manager to join our team in Rudrapur. The ideal candidate will have 2-5 years of experience in sales, marketing, or business development. Roles and Responsibility Generate leads for ILSCV deals through interactions with DSE or channel partners. Manage end-to-end customer relationships, including explaining product offerings and resolving sales queries. Maintain relationships with assigned dealers and ensure smooth loan application processing. Collect pre-sanction and post-sanction documents and perform accurate data entry. Collaborate with operations and credit teams to ensure efficient loan application processing. Cross-sell product offerings to customers and educate them about issues and capabilities. Job Graduate in any stream; commerce graduate preferred. Strong communication, negotiation, and analytical skills. Good knowledge of RTO (UV) and product knowledge (UV). Ability to work in a fast-paced environment and meet sales targets. Comfortable moving around the market and having a bike and license. Strong understanding of sales principles and practices. Experience in financial services, banking, or broking is an added advantage.

We are looking for a highly motivated and experienced Collection Officer to join our team in Nandyal, Sanjeev Nagar. The ideal candidate will have 2 to 7 years of experience in collections and financial services. Roles and Responsibility Negotiate payment schedules with customers to suit their current financial situation while satisfying the debt. Track portfolio for specific buckets and control delinquency, focusing on non-starters. Provide efficient customer service regarding collection issues, process refunds, and review account adjustments. Monitor and maintain customer account details for non-payments, delayed payments, and other irregularities. Ensure compliance with all Audit/NHB/IRB regulations and company policies. Identify defaulting accounts and investigate reasons for default while maintaining healthy relationships with customers. Job Graduate or Master''s degree in any field. Minimum 2 years of experience in collections and financial services. Possess strong knowledge of banking operations, financial services, and broking. Demonstrate excellent communication and negotiation skills. Ability to work in a fast-paced environment and meet deadlines is essential. Strong analytical and problem-solving skills are required. Additional Info The selected candidate will be responsible for driving the collection process of receivables across multiple sources, reducing outstanding amounts and associated average number of days, while maintaining client partnerships.

We are looking for a skilled professional with 6 to 11 years of experience to join our team as a Manager - DSMG - BL, PL, UCL & LAP - X Bucket - Hubli - Central Building - JM* in the banking industry. Roles and Responsibility Manage and oversee daily operations of the business. Develop and implement strategies to achieve business objectives. Lead and motivate a team to meet sales targets. Build and maintain relationships with clients and stakeholders. Analyze market trends and competitor activity. Identify and mitigate risks to ensure compliance with regulatory requirements. Job Strong knowledge of financial services and broking. Excellent leadership and communication skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience in managing teams and achieving sales targets. Familiarity with risk management and compliance regulations.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Surat. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, portfolio modeling, and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. Profiling customers and providing financial products to meet their needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 11 years of experience in banking or financial services, with a focus on wealth management and portfolio performance analysis. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills, with the ability to build strong relationships with HNI clients. Exhibit strong analytical and problem-solving skills, with the ability to provide financial solutions to meet customer needs. Ability to work in a fast-paced environment and consistently meet sales targets.