385 Financial Advisory Jobs - Page 11

Responsible for growing revenues of broking, lending products, Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Trade ideation to PMS and AIF Category III fund management, client interaction, cash management,compliance review Generate equity investment ideas with fundamental/quantitative backing Track & deploy derivative & forex strategies for alpha & hedging Required Candidate profile 3 + yrs of market & fund-side experience,PMS/ AIF Strong command over equity research, options strategies,currency markets Passion for markets Willing to work with high intensity & no micromanagement

We are looking for an Analyst Corporate Paralegal who will collaborate closely with corporate governance team and internal firm services colleagues, and business colleagues, assisting with the corporate entity compliance including, management of documents, corporate filings, records and information associated with corporate entity maintenance, ultimate beneficial owner disclosures and registers. You will perform assigned tasks with accountability, independence, judgment, and meticulousness. The role will focus primarily on global entity corporate governance and compliance. Day-to-day responsibilities : Serve as the main custodian for corporate records and minute books, including annual entity management and ad-hoc requests (including but not limited to annual meetings, director and officer appointments terminations, assignments or revocations of Powers of Attorney, and maintenance of ultimate beneficial owner registers). Work with outside vendors and internal firm service groups to assist with various corporate filings and license registrations and renewals. Assist with SEBI reporting and its compliance frameworks Perform file management and maintenance of legal records Participate in due diligence processes for potential and existing clients. E-mail communication to stakeholders seeking additional information where required in response to routine queries. Overall management of all activities pertaining to secretarial and legal compliance. Monitor and review relevant regulations, advise on regulatory changes, and support statutory and regulatory compliance efforts and corporate transactions and board and committee processes. Respond to requests for information and work with outside auditors, regulators, and other stakeholders. Establish, develop and manage effective working relationships at all levels of the organization. Manage and provide oversight and support in corporate records and data integrity. Essential traits : Bachelors degree or equivalent combination of experience in business related field. Ability to multitask, effectively prioritize and meet deadlines for simultaneous projects Demonstrate an ability to interpret and understand corporate legal documents Ability to interact comfortably with executives and senior management Ability to operate autonomously to efficiently and independently problem solve, and be a strong team player when working with cross-functional teams 1-3 years of work experience in legal or compliance Strong PC Skills, Microsoft Office application Familiarity with and understanding of corporate records, such as certificates of formation, operating agreements, minutes and resolutions. Ability to thrive in a high growth and fast-paced environment Must be capable of operating in tandem with colleagues in a highly collaborative fashion and execute assigned tasks with precision, thoughtfulness and attention to detail. Strong verbal and written communication skills About Kroll Join the global leader in risk and financial advisory solutions Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, youll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients valueYour journey begins with Kroll. In order to be considered for a position, you must formally apply via careers. kroll. com Kroll is committed to equal opportunity and diversity, and recruits people based on merit. #LI-Hybrid #LI-JC1

About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - Manager / Sr Manager / TL /AVP / VP/ Head Experience - 5 to 20+ yrs Location - Mumbai ,Delhi Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes 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.

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, Hyderabad CTC - Best in industry Job Role: Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Leading the team. Desired Candidature Must have relevant work experience in a Wealth management/Private Banking platform. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.

Job description Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Kolkata, Mumbai, Pune Salary- 15 lpa- 25 lpa Interested Candidates can mail there resume- Gaurav Singh@bajajcapital.com Thanx & Regards Gaurav Singh Sr AVP- Talent Acquisition

To Apply - Submit Details via form - https://forms.gle/BubdUksV52R3v8Tp8 Ey is looking for a highly skilled and experienced Project Consultant to join their team in Gurgaon. The ideal candidate will have 6-10 years of experience in customer services, with excellent communication skills and the ability to handle customers efficiently. Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Role & responsibilities Collaborate with multiple client departments to provide services while adhering to commercial and legal requirements. Utilize practical problem-solving skills to deliver insightful and practical solutions. Work collaboratively with cross-functional teams to achieve business objectives. Develop and maintain strong relationships with clients and stakeholders. Analyze complex problems and develop effective solutions. Ensure timely delivery of high-quality results and meet project deadlines. Preferred candidate profile Any graduation degree with prior experience in customer services. Minimum 6 months of experience in an international or domestic BPO/contact center. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and adapt to changing priorities Strong analytical and problem-solving skills. Experience working with diverse client groups and teams. What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach. The opportunity : Project Consultant-NAT-PAS WKFA-CNS - PC - Workforce Advisory - Gurgaon Your key responsibilities Technical Excellence Understanding of TA processes and technical understanding of IT landscape Skills and attributes To qualify for the role you must have Qualification Worked with GCCs in tech and financial services Experience 6-10 years As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom. At EY, we don't just focus on who you are now, but who you can become. We believe that its your career and Its yours to build’ which means potential here is limitless and we'll provide you with motivating and fulfilling experiences throughout your career to help you on the path to becoming your best professional self.

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

CONSULTANT/ ASSISTANT MANAGER/ MANAGER/ ASSOCIATE DIRECTOR/ SR. ASSOCIATE DIRECTOR - FINANCIAL CONTROLLER - GURGAON AND MUMBAI Interested candidates kindly get in touch on 8447354794 or share cvs on sanjeet@teaminnovative.net Experience I IFRS, Reporting, preferably banking experience. Candidate should have Oracle Implementation experience Experience in Financial Controllership.

YES SECURITIES is looking for Client Relationship Associate to join our dynamic team and embark on a rewarding career journey. This position involves effective communication, problem-solving, and a commitment to ensuring client satisfaction The Client Relationship Associate serves as a primary point of contact between clients and the organization, aiming to foster long-term partnerships Key Responsibilities : Client Engagement : Build and maintain positive relationships with clients by understanding their needs and providing proactive support Serve as the main point of contact for client inquiries, addressing concerns, and ensuring prompt resolution Client Onboarding : Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of products or services Collaborate with internal teams to gather necessary information and resources for client onboarding Needs Assessment : Conduct needs assessments to understand clients' goals, challenges, and requirements Identify opportunities to upsell or cross-sell products and services that align with client needs Communication : Communicate effectively with clients through various channels, including phone, email, and in-person meetings Provide regular updates on product enhancements, promotions, and relevant industry news Issue Resolution : Address client issues and concerns promptly, working closely with internal teams to find solutions Ensure a high level of client satisfaction by providing timely and effective problem resolution Client Feedback : Gather feedback from clients regarding their experiences and satisfaction with products or services Use feedback to improve processes and enhance the overall client experience Cross-Functional Collaboration : Collaborate with sales, marketing, and product teams to relay client feedback and contribute to continuous improvement Work closely with internal stakeholders to coordinate client-related initiatives Client Retention : Implement strategies to retain existing clients and prevent churn Proactively reach out to clients to understand evolving needs and recommend suitable solutions Documentation : Maintain accurate and up-to-date records of client interactions, communications, and service-related activities Prepare reports on client engagement and satisfaction as needed

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Mega Drive for Sales Executive/ Sr. Sales Executive/Mutual Fund Sales Locations - Bangalore, Chennai, Hubli ctc - 2.5 to 6.5 lacs Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Contact Anitha on 9869504403 or Email on qrn.anitha@gmail.com

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships 9. Keep abreast of the market news, financial trends and current affairs 10. To attend post result concals, analyst meets for improved client servicing SKILLS & KNOWLEDGE 1. Graduate / Post graduate with 3 to 8 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

Position: Wealth Manager (Certified: NISM XA & XB) Location: Multiple Location Employment Type: Full Time About the Job Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our clients lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Our commitment and main objective are to deliver personalized, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management. Fydaa has obtained SEBI’s license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances. You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio. How You Will Fulfill Your Potential Build and manage a B2C portfolio of clients Plan and manage new account onboarding process, asset transfers and other account service requests Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach. Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients. Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings. You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client. Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes. Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements. Complete positive/negative consent client emails, handle exception tracking and comments. QUALIFICATION & SKILLS WE’RE LOOKING FOR Bachelor’s degree required as minimum. Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Gmail Enthusiastic and positive approach to problem-solving and client service Demonstrated excellent verbal and written communication skills Proven track record with cross-training, task-sharing and mutually supportive teamwork.

About Bluevine Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we re empowering entrepreneurs to grow with confidence. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed. At Bluevine, you ll be part of a collaborative, fast-paced team that s reshaping the future of banking. Ready to make an impact? Bluevine is a high-growth FinTech company empowering small businesses with innovative banking. By combining industry-leading technology and security with our teams expertise and care, weve helped 4500,000+ businesses, funding more than $10 billion since 2013. Were headquartered in Jersey City, NJ, and are backed by top investors, including Menlo Ventures, Lightspeed Ventures, Citi Ventures, SVB Financial, Nationwide Insurance, and M12. For more information, check out our LinkedIn Page . This is a hybrid role . At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. ABOUT THE ROLE: We are looking for a Talent Acquisition Manager for our Bengaluru (India) office. If you meet the requirements below, this could be your next big opportunity at Bluevine! As a Talent Acquisition Manager , you will lead and manage the recruitment function for our Bengaluru site, overseeing the full hiring lifecycle and driving the performance of the recruiting team. You will be responsible for achieving and exceeding hiring targets and key talent acquisition metrics, ensuring that the business consistently receives high-quality hires in a timely manner. This role involves partnering closely with hiring managers and senior leadership to design and execute effective, scalable hiring strategies that support current and future business growth. You will foster a high-performing, professional, and customer-focused recruiting team, dedicated to delivering an exceptional candidate and stakeholder experience while continuously improving recruiting processes and outcomes. WHAT YOULL DO: Lead the recruitment function: Own and drive the full-cycle recruitment process, from aligning hiring expectations with the business and sourcing strategy to interviews, negotiations, and onboarding. Collaborate with hiring managers to define hiring strategy, create JDs, and design structured interview processes. Consistently meet and exceed hiring targets by delivering high-quality, diverse talent quickly, while ensuring a best-in-class candidate experience. Build and lead a team of 2-3 recruiters to scale hiring efforts across functions. Strategy and process optimization: Develop and implement efficient, scalable recruitment strategies to support ongoing business growth. Own and manage recruiting SLAs, leveraging dashboards and performance data to identify gaps, drive continuous improvement, and develop targeted strategies to meet or exceed hiring goals. Identify and implement tools, process improvements, and best practices to streamline recruitment operations. Employer branding and stakeholder partnership: Strengthen Bluevine s employer brand in India through social media, recruitment events, and university engagement. Work closely with People, Marketing, and business leaders to create compelling recruitment campaigns and messaging. Cultivate relationships with recruitment agencies, job boards, and talent communities to expand reach. Recruitment data and analytics: Track, analyze, and report on key hiring metrics such as time-to-fill, quality-of-hire, source effectiveness, and diversity. Leverage data to provide insights, influence decisions, and continuously improve recruiting performance. WHAT WE LOOK FOR: Bachelor s degree in Human Resources, Business Administration, or related field (Masters preferred). 8+ years of experience in recruitment, with at least 3 years in a managerial role. Strong understanding of full-cycle recruitment, talent sourcing strategies, and stakeholder management. Demonstrated success in hiring across technical and non-technical roles in a fast-paced environment. Experience working in startups or scaling organizations is highly preferred. Deep understanding of Greenhouse is a must Excellent communication, leadership, and organizational skills. Data-driven mindset with experience in reporting and recruitment analytics. Experience working with international stakeholders, experience working with USA and/or Israel a plus BENEFITS & PERKS: Excellent group health coverage and life insurance Meal allowance Transportation assistance Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities Benefits & Perks Excellent group health coverage and life insurance Stock options Hybrid work model Meal allowance Transportation assistance (terms and conditions apply) Generous paid time off plan, Holidays Company-sponsored mental health benefits Financial advisory services for both short- and long-term goals Learning and development opportunities to support career growth Community-based volunteering opportunities

We are looking for Young and energetic Relationship Manager/Sr Relationship Manager for Bangalore location. Salary is not a constraint for right candidates. Interested aspirants can share CV to sharanya.s@bajajcapital.com. Job Description - As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. Location - Bangalore

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Job Profile: Job location : Jaipur Role Name : Investment Specialist - Branch Banking/Affluent 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category 2 2.A priority customers Sources new bank customers through external individual efforts and acquisition channel 3.Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers 4. Informs customers of new products or product enhancements to further expand the banking relationship 5. Plans and conducts special sales initiatives and events for prospective and existing clients 6. Coordinates with other group companies to provide seamless access to other products 7. Maintains complete relationship record for assigned customer accounts Job requirements: 8.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services MIS generation Graduate/Post Graduate - 8 years of experience with AMFI / IRDA

Responsibilities: * Provide financial advice on investments & insurance * Maintain confidentiality at all times * Monitor market trends & risks * Develop personalized financial plans * Collaborate with clients' financial goals Work from home Travel allowance Sales incentives Performance bonus Job/soft skill training

CTC- 3 LPA - 7 LPA (Salary is not a Constraint for Right Candidates) + Variable Pay + Contest Rewards + Fast Track Career Growth Job Description :- Designation - Relationship Manager / Senior Relationship Manager / Deputy Branch Head (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. Location - Coimbatore, Madurai, Tirunelveli and other cities across Tamil Nadu Please share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

Job Title : CA Inter Qualified ( Senior Accountant ) Experience: 3+ years Location: Borivali Professional Summary: Detail-oriented and analytical Senior Accountant with over 3+ years of experience in financial reporting, tax compliance, and internal audits. Pursued Chartered Accountancy till Intermediate level (CA Inter), bringing strong conceptual knowledge in accounting standards, taxation laws, and cost control. Adept at managing end-to-end accounting operations and streamlining finance processes for enhanced accuracy and efficiency. Key Responsibilities: Prepare monthly, quarterly, and annual financial statements. Handle accounts payable/receivable, bank reconciliations, and ledger scrutiny. Ensure compliance with TDS, GST, and income tax regulations. Coordinate with auditors during internal and statutory audits. Assist in budgeting, forecasting, and variance analysis. Maintain accurate records of all financial transactions. Generate MIS reports and analyze financial data. Support ERP implementation and automation of accounting processes. Key Skills: Financial Accounting & Reporting GST, TDS, and Tax Filing Budgeting & Forecasting Bank Reconciliation Ledger Management

Building and maintaining relationships with clients, particularly High Net Worth Individuals (HNIs), to understand their investment needs and provide tailored financial solutions. Required Candidate profile A bachelor's degree in finance, business, or a related field Strong knowledge of financial markets, particularly equities. Excellent communication and interpersonal skills.

We are looking for Senior Paraplanners to assist wealth advisors operating in U.S. financial markets. This role plays a vital part in delivering high-quality financial planning services by providing administrative support to help deliver exceptional service to individual clients. Role Dimensions Collaborate closely with U.S. based wealth advisors to support comprehensive financial planning needs Providing support for processing client service needs (digital paperwork, report generation, agenda preparation) Document preparation for new clients Provide comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM Handle all communication between custodians and advisors or clients, including researching custodial issues Ensure timely and accurate completion of client documentation and follow-up action items Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience Conducting investment research (Stocks, Mutual Funds, ETF and Bonds) Preparing financial analyses and financial plans for HNI/UHNI clients Skill Set Preferably have 3-4 years experience of the US financial services market Strong understanding of U.S. financial planning concepts including investments, insurance, tax, and estate planning. Proficiency in using financial planning and wealth management tools and CRMs. Are willing to keep up to date with US based technical, taxation, legislation, product and provider changes Proficient in MS Office suite. Excellent Communication skills (Oral and Written) Are motivated for a career within the financial services industry Are a strong organiser with the ability to prioritise and have a positive self-motivated attitude Enjoy working within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently

Relationship (Sr.) Executive We are seeking a dynamic, self-motivated and result driven Relationship Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering companys financial services as well as selling subscription plans of Companys business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Role & Responsibilities: Achieve monthly targets set by the organization for selling Investment related Services/Products. Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients. Provide ongoing support and service to clients. Retaining and renewing the existing client base. Handle customer queries and objections effectively. Location : Pune Work from office No. Open Position : 10 Preferred candidate profile Requirements: Should have a Graduation Degree. SEBI certification - NISM-Series-XV Research Analyst is mandatory. If not currently certified, then will need to do so within 2 months of joining. Should be passionate & aggressive for outbound calling. Demonstrated sales background and proven selling abilities. Excellent interpersonal and communication skills. Proficiency in English, Hindi, and one regional language. Preferred experience in share market, insurance, banking, or Stock broking sectors. Salary: Rs. 3 lac to 3.5 lac per annum (Excluding Incentives)