385 Financial Advisory Jobs - Page 4

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar 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 , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 24th Jul'25 (Thursday) Time 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

1. Achieving Business Objectives of the Retail Branch Banking Team through sales of CASA, FD, Loans & TPP like Insurance, Mutual Funds, Demat Accounts etc. 2. Branch handling & team management. 3. Customer service & escalation handling. Required Candidate profile 1. 2+ yrs. as BM from any private sector bank. 2. Good stability with top 2 ratings in last 2 yrs. 3. Must have managed 100 Crs. CASA book branch. Pls connect on 7827930908 for further discussion. Perks and benefits Attactive Incentives

This role is for one of our clients in the Sales industry, based in Delhi. As a Mid-Senior level Investment Sales Consultant, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include promoting mutual fund solutions, nurturing investor relationships, and driving revenue across retail and HNI segments. Your role will involve client acquisition, lead generation, client engagement, advisory services, product consultation, sales closure, market tracking, insights sharing, reporting, and compliance. You will be responsible for proactively identifying and onboarding new investors through various channels, maintaining a pipeline of high-potential leads, and offering personalized investment advice based on clients" needs. Your goal will be to promote and sell mutual funds and related investment products, achieve revenue targets, stay updated on market movements, and ensure compliance with regulatory standards. To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual funds, wealth management, banking, or insurance. Additionally, certifications such as NISM VA, CFP, or AMFI would be advantageous. Strong interpersonal skills, consultative selling abilities, and a deep understanding of retail investment products are essential. Fluency in English and at least one regional language is required. Having an existing network in the financial advisory or wealth space, experience with HNI clients, exposure to investment platforms, CRM tools, or wealth-tech products would be beneficial. You will have the opportunity to be part of a purpose-driven team, access a strong product suite and marketing support, and benefit from a competitive salary with an uncapped incentive model. Transparent career growth opportunities within sales or advisory leadership are also provided. If you are passionate about wealth management, enjoy advising clients on investment strategies, and are energized by closing deals, this role offers a rewarding opportunity to grow within one of India's most exciting financial platforms.,

As a Senior Financial Advisor at UWC Wealth Management, a trusted financial planning and advisory firm since 2008, you will play a crucial role in enriching the lives of individuals and families through the power of investing. Your responsibilities will include developing and implementing personalized financial plans, advising clients on investments, and providing strategies for investment and retirement planning. You will be expected to demonstrate proficiency in Financial Planning, Finance, and Financial Advisory, along with expertise in Investments and Retirement Planning. Strong analytical and problem-solving skills are essential for this role, as well as excellent written and verbal communication abilities. You should be able to work both independently and collaboratively as part of a team. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Business, or a related field. Possessing certifications such as CFA, CFP, or other relevant credentials will be advantageous. Prior experience in wealth management or financial advisory services will be considered a plus. This is a full-time hybrid role based in Indore, offering some work-from-home flexibility. Your daily tasks will involve conducting financial assessments, designing customized planning strategies, managing client portfolios, and nurturing strong relationships with clients. If you are passionate about guiding individuals towards financial confidence and long-term prosperity, we welcome you to join our team at UWC Wealth Management.,

The Summer Analyst Program is a nine to ten-week internship designed for students pursuing a bachelor's or graduate degree. Throughout the program, you will have the opportunity to fully immerse yourself in the day-to-day activities of the firm. As a participant, you will attend an orientation session where you will gain insights into our culture, understand the benefits, and responsibilities associated with being a part of our organization. You will also undergo training sessions that are specifically tailored to help you succeed in your role. During the internship, you will work on real responsibilities alongside fellow interns and experienced professionals. When submitting your application, each applicant can apply to up to 4 different business or location combinations in a single recruiting year. Any additional applications beyond this limit will be automatically withdrawn. If you wish to apply to an additional opportunity, you must first withdraw a current application that has not been rejected. It is important to note that creating multiple email addresses to apply for additional opportunities is not permitted and discouraged. Asset Management is a division within our organization that offers investment management solutions across various asset classes to a diverse clientele comprising institutional and individual clients. By combining traditional and alternative investments, we provide our clients worldwide with dedicated partnership and focus on long-term performance. As a prominent investment area within the firm, Asset Management delivers investment and advisory services to leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, overseeing assets worth over $2 trillion. In a culture that prioritizes integrity and transparency, you will collaborate with a diverse team that is dedicated to its craft, clients, and sustainable success. We are a team of investors who cover traditional and alternative markets, offering a wide range of products and services. As advisors, we strive to understand our clients" priorities and provide tailored investment advice and strategies that align with their portfolios. Additionally, we aim to be thought leaders by providing timely insights on macro and secular themes to guide our clients" investment decisions. As innovators, we are constantly seeking new ways to enhance our services and offerings to meet the evolving needs of our clients.,

As a Client Relationship Executive at Jainam Broking Limited, located in Bhavnagar, your primary responsibility will be to build and maintain long-term relationships with clients. You will focus on ensuring high levels of client satisfaction and retention by understanding their financial needs, risk tolerance, and investment goals. By recommending suitable stock market products and services, you will play a crucial role in providing financial advisory to clients. In addition to client relationship management, you will also be responsible for addressing client queries and resolving issues through various communication channels such as phone, email, or chat. You will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for them. Being updated on stock market trends and investment opportunities is essential in this role. You will provide regular market updates and share portfolio performance reports with clients. Identifying and recommending additional products and services to enhance client portfolios through cross-selling will also be part of your responsibilities. Collaboration with the research and advisory team is necessary to provide personalized investment solutions to clients. Meeting monthly and quarterly sales targets by converting leads into active clients is a key performance indicator for this role. Adherence to regulatory guidelines and maintaining accurate records of client interactions is crucial. Therefore, you must possess a Bachelor's degree in Finance, Commerce, or a related field. A minimum of 1 year of experience in financial services, stock markets, or relationship management is preferred. Technical knowledge of stock market products, trading platforms, and investment strategies is required. Strong communication and interpersonal skills are essential for effective client engagement. Proficiency in CRM tools and virtual communication platforms will be beneficial in performing your duties effectively.,

Job Title: Corporate Banking (Organization & Strategic Client Acquisition) Experience: 9 to 14 years Industry: Banking, Financial Services & Insurance (BFSI) Sector: Corporate Banking About the Role: We are looking for a strategic and entrepreneurial professional to lead client organization and early market penetration for our Corporate Banking division. This role demands a gatecrasher mind-set someone who thrives on opening new doors, building relationships from scratch, and driving go-to-market (GTM) efforts in untapped or underpenetrated sectors. You will combine deep corporate banking expertise with strong sales and marketing instincts to establish and grow strategic client relationships, particularly with mid to large corporates. Key Responsibilities: Lead client organization and corporate outreach efforts to open new relationships Act as the first point of contact in new sectors/geographies; build initial traction and hand over for scaling Develop and execute go-to-market strategies for corporate finance offerings Identify new business opportunities through industry mapping, network referrals, and proactive engagement Work closely with promoters, CFOs, and decision-makers to position financial solutions Structure proposals and coordinate with internal teams (credit, treasury, product) to close deals Maintain a strong pipeline of prospects and regularly report progress on outreach and origination metrics Represent the firm at industry events, conferences, and networking platforms Key Requirements: 9 - 14 years of experience in Corporate Banking / Corporate Lending / Financial Advisory Strong experience in deal organization, relationship building, and early-stage client acquisition Understanding of credit, risk assessment, and structured finance Demonstrated ability to act as a market opener or business developer in a new vertical or region Excellent communication, presentation, and negotiation skills MBA (Finance) / CA / CFA Entrepreneurial mindset with a self-starter attitude; comfort with ambiguity and building from scratch Preferred Background: Corporate Banking / Mid-Market Lending at ICICI, HDFC, Axis, SBI, Kotak, Yes Bank, HSBC, etc. Financial advisory firms, boutique investment banks, or NBFCs focused on corporate clients Candidates who have led new market initiatives, product launches, or sector-based entry strategies What We Offer: A strategic platform to build new client relationships from the ground up Opportunity to work in an entrepreneurial environment with high autonomy Strong internal support for execution and credit, allowing you to focus on organization

Position : Business Manager-Wealth Location : Ludhiana/ Chandigarh We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends. Key responsibilities Client Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients. Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies. Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics. Financial Planning & Advisory: Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning. Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products. Sales & Revenue Generation: Meet and exceed sales targets through proactive client engagement and cross-selling. Generate leads via referrals, networking, and events. Track revenue, AUM (Assets Under Management), and other performance metrics. Compliance & Documentation: Ensure complete KYC and regulatory documentation for all client transactions. Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards. Must-Have Qualifications Ability to build trust and manage long-term client relationships. Goal-oriented with a proactive approach toward problem-solving. Strong in data management and into excel work. Basic Qualifications Bachelors or masters degree in Finance from an reputed institute or any equallent course certificate will preferred. Minimum 2-3 years into wealth, investment advisory, or financial planning. Exceptional interpersonal and communication skills (written and verbal ) Good-to-Have Qualifications Background in fintech. Open to adapt new tasks.

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile excellent verbal and written communication is required graduate is mandatory with NISM Certificate

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Jodhpur Sikar Ajmer Udaipur Bhilwara Bikaner ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9811985863 OR email cv on qrn.placement@gmail.com

Job Description: Tyger Capital, formerly known as Adani Capital, is a non-banking financial company (NBFC) that commenced lending operations in April 2017. The company aims to become the foremost financial services firm with a strong focus on entrepreneurship. Tyger Capital is committed to providing financial solutions that enable businesses to grow and thrive. This full-time on-site role for a Relationship Manager, located in Bhinmal, requires strong relationship management and client servicing skills. As a Relationship Manager, your primary responsibilities will include managing client relationships, understanding client needs, providing tailored financial solutions, and maintaining regular communication. You will be expected to conduct client meetings, perform financial assessments, develop and implement financial plans, and ensure customer satisfaction through excellent service and support. To excel in this role, you should have experience in financial planning and financial advisory roles, possess excellent communication and interpersonal skills, and demonstrate the ability to analyze financial data to create strategic plans. A Bachelor's degree in Finance, Business, or a related field is required, along with proficiency in financial software and tools. Previous experience in the financial services sector would be advantageous. The ideal candidate will be able to work in a fast-paced environment, manage multiple tasks simultaneously, and exhibit strong problem-solving and decision-making abilities. If you are looking to join a dynamic team in the financial services sector and contribute to the growth and success of businesses, this role as a Relationship Manager at Tyger Capital may be the perfect opportunity for you.,

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your responsibilities will encompass a wide range of content production areas, including web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must possess excellent research skills and a deep understanding of the target audience's needs. This involves analyzing existing content, conducting online research, and engaging in interviews and collaborations with financial advisors. You will also be required to ensure the accuracy, timeliness, and quality of the content you produce while adhering to strict deadlines. If you are a detail-oriented individual with a passion for creating impactful content and can deliver flawless work consistently, this role offers an exciting opportunity to showcase your skills and contribute to WA's digital presence effectively.,

Hiring for Investment Advisor and cross sales 5 Days Working * Graduation mandatory. * NISM Certificate is required * Preferred background in BFSI Sales * Experience in BPO or financial services. HR Arti 9522754537 Required Candidate profile Excellent communication is mandatory Graduate also is mandatory NISM Certificate is required

As the Finance Manager for a company related to Car Accessories in Saudi Arabia, you will be responsible for overseeing financial planning, budgeting, and performance analysis across all business entities. Your role will involve preparing and presenting accurate financial statements, reports, and key performance indicators to stakeholders. It is essential to ensure full compliance with local and international financial regulations, corporate policies, and taxation standards. Establishing and maintaining effective internal financial controls to safeguard company assets will be a crucial aspect of your responsibilities. Managing cash flow operations, financial forecasting, and risk mitigation strategies will be part of your daily tasks. You will also need to coordinate with external auditors, banks, and investment consultants for financial audits and advisory services. Leading and mentoring the finance team to foster performance, development, and accountability will be key to achieving departmental goals. Monitoring budgetary adherence, driving cost-efficiency, and optimization initiatives will be essential for the financial health of the company. Providing strategic financial insights and recommendations to support business growth and decision-making processes will be a significant part of your role. In addition to overseeing the financial aspects related to Car Accessories, you will also be responsible for managing and monitoring the owner's diversified investment portfolio, assets, and funds. Identifying new investment opportunities and ensuring cash flow efficiency and return on investment will be critical in this aspect of the role. To be successful in this position, you should ideally hold a qualification such as CA or CMA (partly or fully qualified) and have a minimum of 3 years to a maximum of 10 years of relevant experience. Prior experience in a similar role involving financial portfolio management and strategic investment oversight will be advantageous. Other qualifications and skills that are preferred for this role include advanced knowledge of accounting software and tools, strong proficiency in Excel (including dashboards and financial modeling), experience in budget preparation, financial reporting, ROI analysis, and team leadership. Demonstrated ability to manage complex financial operations within the trading sector will also be beneficial. Fluency in English and Malayalam is required for effective communication in this role.,

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Anil Sekhri & Company, established in Mumbai in 1983, is a leading financial firm specializing in Media & Entertainment. With over four decades of experience and proprietary processes, our firm has played a pivotal role in the industry's transformation. We provide tailored financial solutions for clients ranging from leading celebrities in film, television, and advertising to performers, authors, and production houses. Our comprehensive services encompass financial advisory, taxation, budgeting, and costing. This is a full-time on-site role for an Article Assistant located in Mumbai. As an Article Assistant at Anil Sekhri & Company, you will be responsible for assisting in audit, financial advisory, taxation, budgeting, and costing tasks. You will work closely with our team to provide tailored solutions for our clients in the Media & Entertainment industry. There is also an opening for the insolvency and bankruptcy team. Qualifications: - Pursuing or has a Bachelor's degree in Finance, Accounting, or related field - Possess financial advisory, taxation, budgeting, and costing skills - Demonstrate excellent analytical and problem-solving skills - Strong attention to detail and accuracy - Ability to work effectively in a team - Good communication and interpersonal skills - Knowledge of the Media & Entertainment industry is a plus It is recommended to have knowledge of the IBC code before the interview.,

Responsibilities: * Provide investment advice & financial planning solutions * Manage client queries & problems with expertise * Execute wealth management strategies * Handle client interactions with care

You should have a minimum of 3-5 years of experience as a Chartered Accountant in Financial advisory or Debt Syndication, with the capability to create and interpret financial models. Your role will require strong interpersonal skills and networking capabilities. It is essential to have a good grasp of Credit/Corporate Finance and stay updated on global market trends. Being a quick thinker, possessing excellent time management skills, and having strong communication abilities are key attributes for success in this position. To apply for this position, please send your resume to hr@blendfinance.com with the job title mentioned in the subject line.,

We are looking for a motivated and detail-oriented Loan Advisor to join our team. The Loan Advisor will assist clients in identifying and securing the best loan options based on their needs. This role involves assessing financial eligibility, guiding clients through loan applications, and maintaining relationships with financial institutions to ensure a seamless experience. Key Responsibilities: Assist clients in understanding different loan products, including home loans, personal loans, and business loans. Evaluate client eligibility by analyzing financial documents, credit history, and repayment capacity. Provide clients with tailored loan solutions based on their requirements and budget. Guide clients through the loan application process, ensuring timely submission of necessary documentation. Coordinate with banks and financial institutions to secure approvals and negotiate favorable terms. Address client queries and provide expert advice on interest rates, repayment options, and other financial matters. Maintain an updated database of loan applications and approvals, ensuring compliance with company policies. Key Requirements: Education: Bachelor s degree in Finance, Business Administration, or a related field. 0-3 years of experience in financial advisory, loan processing, or a similar role (freshers with strong communication skills are welcome to apply). Strong understanding of loan products, financial regulations, and credit assessment. Proficient in MS Office and financial management tools. Excellent communication and interpersonal skills to build trust with clients. Preferred Qualifications: Experience working with multiple financial institutions or NBFCs. Knowledge of Kannada and Hindi is an added advantage. Certifications in financial planning or credit analysis will be a plus. What We Offer: Competitive salary and attractive performance-based incentives. Training programs to enhance your knowledge of loan products and the financial sector. Opportunities for career growth and advancement within the organization. A dynamic and supportive work environment that values innovation and customer satisfaction.

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.

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: 22nd Jul 2025 ( Tuesday) Time - 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Your tasks Organise client meetings to discuss financial goals, risk tolerance and investment preferences. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments. Evaluate investment opportunities, considering factors like risk, return potential and liquidity. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives. Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously. Share your Cv at milki.bisht@nlbtech.in

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

Job Summary The key responsibilities are to build and manage strategic partnerships with VCs, accelerators, and incubators, Support startups through webinars, workshops, and 1-on-1 consultations, Oversee the Startup Ambassador Program and drive its growth, Stay updated on industry trends and identify new opportunities. Job Description Responsibilities and Accountabilities: Explore new partnership opportunities with VCs, Accelerators, and Incubators across India and onboard them as startup program partners. Manage existing relationships startup partners across India to help them enable their portfolio companies to grow better via webinars, knowledge sessions, virtual 1- on-1 calls, etc. Manage the to be launched Vakilsearch Startup ambassador program and help onboard new startup ambassadors to the program. Participate in Startup Events and build relationships with startup ecosystem stakeholders. Build engagement programs with partners to drive a stronger adoption of Vakilsearch/ Zolvit services. Educate startups about Vakilsearch / Zolvit offerings and capabilities. Work on market intelligence, partnership development, and startup development. Implementation of Financial Processes and guiding on process improvements. Designing impactful pitch decks that captivate audiences. Tools & Resources required: Desktop Mobile Job Specifications Qualification(s): Bachelor's or Master's degree in Finance, MBA in Finance, or equivalent professional qualification. Experience Nature of Experience: Proven experience in strategic planning, financial modeling, risk analysis, financial planning, management, data tracking, and lean management. Skill Set & Personality Traits required: Entrepreneurial mindset, to understand and relate to challenges faced by startups and ability to strategize and build solutions through a startup program. Minimum 2 years of experience working with or for startups. Ability to understand startup business models. Demonstrated consistency in performance over a sustained period of time. Understanding of the startup ecosystem value chain in terms of accelerators, incubators, and venture capital industries. Age Group: 24 30 years. Additional information: Multilingual and client-facing skills are a plus.,