887 Hni Acquisition Jobs - Page 35

About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role Acquisition Manager KRAs To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporate"™s. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customer"™s Graduate/Post Graduate 1-2 years of experience Customer orientation High energy levels with a motive to succeed

Leading Bank hiring CASA Sales Officer Salary upto 4 Lacs Candidate should be from Banking Background Should have experience into Current Account & Savings Account Candidate should be currently working Age Max 35 Only Graduates should apply

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment ...Branch Handling.

Job Title Relationship Manager YES Premia/YES FIRST Management Band Junior Management KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Self- Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. KNOWLEDGE & EXPERIENCE Minimum Qualifications Bachelors degree

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Authorizer - RBB across Bangalore. Job Locations: Bangalore - Kengeri Satellite Town Note: Candidates having 3+ years experience in Banking need to apply. Job Name Personal Banker Authorizer - Retail Branch Banking Job Title : (Job Name) Personal Banker Authorizer Business Unit (PA) : Retail Branch Banking Job Purpose To work in an error free environment and ensure that all the processes as laid out by the bank are followed properly without any deviations with proper supervision of the tellers as per the expectations of the bank and its constituents To ensure that the branch customers are adequately serviced and appropriate products sold to them in a customer friendly environment that in turn ensures the branch attains profitability on all parameters with superior customer service and superior cross sell of products Job Responsibilities(JR) : Actionable Sales & and Process Implementation Maintain Daily Sales Report Monitoring of CH 106 and CH 126 calling Ensure quality new acquisition on SA and CA for Resident/Non Resident a. Depletion control Penetration of Saving Accounts on non liability customers Ensure that all staff are aware of the benefits that a customer would enjoy if they do not opt for DNC registration Calling on Large Value Attrition: a. Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained b. To impress upon customers to make us the primary bankers and ensure that all funds are retained. A/c Closure: To talk to all clients who have approached to close their accounts and ensure that genuine customers a/cs are retained. Managing and monitoring performance of the sales resources (BDR/COEX/Asset Coordinator) for optimal sales support Penetration of FD to unique customers Responsible for penetration and activation of credit cards a. Ensure that all sales staff pitch for enhancement of limits b. Promote active usage of credit cards Sales of Third Party Products to the customers a. MF/Insurance/RBI Bonds b. Ensure that requisite certifications are done (AMFI) Sales of Asset Products Disseminating product information to the customer and staff Audit & SQ Handling & Mandatory Compliances Basic Hygiene Parameter like "Customer Instruction FTNR, Demat FTNR, CASA Activation" Escalations Handling" and Complaints Maintaining Branch Upkeep and decorum at all times Enhancing customer wallet size a. Ensuring that customers make us their primary bank i. Knowing about where all the customer is currently banking and moving him to our Bank ii. Ensuring that customer scope is done and products targeted accordingly iii. Sales to family members and associates (all network) Attrition control of customers a. Includes persuading the customer to continue and if required renew FDs b. Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite c. Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPGH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Hand holding and mentoring resources at all levels Nurturing PBs on all Job Description of PBs Online updation of CRM at every stage of customer contact on the portfolio Customer Services Lobby Management a. Queue handling Branch Administration including house keeping, upkeep, etc Ensure quality customer service is delivered a. Manage irate customers if required or escalated Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs a. Monitor all complaints received and ensure that staff are closing it within the TAT b. Improve customer communication on closures c. Check with customers if the process of complaint has been managed well Preventive complaint management a. Asking for feedback from customers, who are not complaining b. Discussing with staff the importance of getting feedback from customers on a regular basis Promoting all direct banking channels and ensuring that the customer is utilizing the same a. Check back on recent customers registered to DBC channel and give any specific help required b. Monitor PB, PB-WD are selling aiding customers and are actively selling DBC services Responsibility of opening the customer account within the TAT. Ensure that all PBs are dressed as per the dress code & grooming standards. Operations As vault custodian is responsible for all related process checks Joint custodian for sys-admin and setup within the branch a. Ensure that password sharing does not happen Checking of all account opening forms and authorizing the same before it being sent to CPU a. Monitor CPU TATs b. Ensure certification of documentation required for opening and maintaining customer accounts c. Exceptions d. Check Dummy a/c monitoring Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) a. Monitor and audit internally if this is being followed by all concerned sales staff Maintaining Tatkal kits as per laid down process Monitor lockers allocation and all other related operations Submission of daily e-schedule indicating the third party sales done Updation of LTS for the asset leads generated a. Monitor the same for all PBs Updation of weed-out database on the portal Authorise all PB transactions and ensure that proper process has been followed Check all finware reports and action the same (CH 123, CH 167, BA 001, CH 180, ST 044, ST 043, SM 108, etc) Monitoring branch stationery (other than security stationery) requirement and ensure that the same has been indented for. Ensure that Branch batch is closed within 3 hrs of closure of branch limit. Checking of deliverable tally register All death claims to be settled within 15 days of submission of all documents Interface Entries: To ensure that all interface entries are authorized within the TAT and no entry is left unauthorized. Instant Accounts: To ensure that all instant a/cs are activated within 48 hours of dispatch Corporate salary A/Cs to be sent to CPU only after thorough scrutiny of documents. To ensure that there are no discrepancy in these A/Cs so that there are no delay in activation Marketing Activities Ensure that the branch have banners, collaterals, pamphlets as per the merchandising manual Ensure that 5-S norms are adhered to for all workstation including self Staff Management Ensure that all staff are adequately trained on the Products of the bank and sales process Ensure that all staff are trained on the process to be followed (including amendment with new circulars) Monitor Staff productivity and give guidance on improving the same in conjunction with the BM Ensure that all PBs are sent for class room training on a regular basis Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Banking Product Knowledge Planning and Organizing Skills Team Management / Interpersonal Skills Sales and Influencing Skills Communication - Written and verbal both Knowledge of Competition Awareness of Banking regulations Awareness of TF & FX Experience Required Minimum experience in years – 4-5 yrs Exposure to banking preferable 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 HLIC Insurance CAM MF Fund houses personnel HSL personnel Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Competencies Banking Product Knowledge Planning and Organizing Skills Team Management / Interpersonal Skills Sales and Influencing Skills Communication - Written and verbal both Knowledge of Competition Awareness of Banking regulations Awareness of TF & FX Team Management Experience Required Minimum experience in years – 3-4 yrs Exposure to banking preferable 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 HLIC Insurance CAM MF Fund houses personnel HSL personnel 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 need to apply. Interested candidates directly walk-in at HDFC Bank NO.10, J C Industrial Area, Elechenahalli, Konanakunte Cross, Kanakapura Road, Bangalore - 560062 (Branch Code - 1753) Date: May 09, 2024 (Friday) Time 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

The Relationship Manager (RM) is responsible for onboarding HNI customers into the Imperia programme and delivering a superior customer experience to grow and retain profitable relationships Key responsibilities include increasing relationship value, cross-selling appropriate banking products, acquiring family accounts, and enhancing customer engagement The RM is also tasked with acquiring new-to-bank Imperia relationships and acting as a single point of contact for all financial needs By deepening wallet share and offering tailored solutions, the RM aims to strengthen customer loyalty and maximize profitability from each relationship, ensuring long-term value for both the client and the bank

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Mylasandra, Kengiri, Magadi and Komaghatta Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers. Job Responsibilities(JR) Actionable Sales Maintain Daily Sales Report CH 106 and CH 104 Calling Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident Walk Ins Portfolio Referrals Friends Associates Family members Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards Activation Pitch for enhancement of limits Promote active usage of credit cards Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers MF/Insurance/RBI Bonds Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Activation of LTD a/cs: To ensure that all LTD accounts are activated and remain in the same state month on month. Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell. Calling of customers who have not transacted and know the reasons. Escalate to BM / Product on any change in market situation / threat from competition due to which customers have stopped operations. Corporate Salary: Calling on customers who transfer their salary a/cs to other banks immediately on credit To ensure such customers are engaged and brought back to bank fold To cross sell loan products with other banks for which such transfer may take place To cross sell investments to such customers by which they will tend to maintain balances Calling on Large Value Attrition: Customers who have attrited over a certain value (as defined by product) for both savings and current accounts to be called and reasons ascertained To impress upon customers to make us the primary bankers and ensure that all funds are retained. Enhancing customer wallet size Ensuring that customers make us their primary bank Knowing about where all the customer is currently banking and moving him to our Bank Ensuring that customer scope is done and products targeted accordingly Sales to family members and associates (all network) Attrition control of customers Includes persuading the customer to continue and if required renew FDs Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite Ensure that the marketing analytics list on possible attrite, is called and retained Managing Classic Portfolio Manage the benchmark no. of customers in the portfolio Extend Classic benefits to customers basis identification in eligibility lists/ LTR Ensure that individual customers are grouped and C ustomer T o G roup (CTG) Ratio is maintained on the portfolio By grouping them with their family members who already hold accounts with us By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of I ncome generating P roduct G roup H olding (IPH) is reached Ensure that within each customer group a minimum number of stipulated Income Generating products are sold Ensure that the Customer Group profitability is achieved Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above Enhance Values within each of the customer groups Online updation of CRMNext at every stage of customer contact on the portfolio Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme Ensure that all classic customers within the portfolio are contacted Usage of APT and data in CRM for effective call planning and review with BH / PBA(Pre call planning and post call review ) Detailed updation of interaction to be captured in CRM , Tasks/ leads to be created , profiler to be updated on same day of interaction. Achievement of income plans and other benchmarks within portfolio Ensure that income plans for the month and year are duly met across products Achieving of portfolio level benchmarks of and IPH Income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per month is met Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met CEP to be met as per cycle All customers to have valid mobile and email address . Customer services Ensure quality customer service is delivered Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs Ensure appropriate customer communication on closures & copy of that to be filed. Preventive complaint management Asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Check back on recent customers registered to DBC channel and give any specific help required Responsibility of opening the customer account within the TAT. Operations Ensure certification of documentation required for opening and maintaining customer accounts Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Maintaining Tatkal kits as per laid down process As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process Includes managing standing instructions Submission of daily e-schedule indicating the third party sales done Updation of CRM for the asset leads generated Updation of weed-out database on the portal Ensure KYC norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation Opening of accounts under smart account mode Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification 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 1 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Insurance CAM MF Fund houses personnel HSL personnel 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 directly walk-in at HDFC Bank NO.10, J C Industrial Area, Elechenahalli, Konanakunte Cross, Kanakapura Road, Bangalore - 560062 (Branch Code - 1753) Date: May 09, 2024 (Friday) Time 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

About our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Relationship Manager - Wealth Location: Hyderabad Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 2 to 9 years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios. Technical Skills Deep knowledge of financial markets, investment products, and wealth management strategies. Soft Skills Exceptional communication, presentation, and negotiation skills. High integrity, ethical standards, and a collaborative approach. Entrepreneurial mindset with a passion for client servicing and business growth. Key Performance Indicators (KPIs) Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy. Act as the primary relationship holder, addressing clients' holistic financial management needsincluding investments, lending, and insuranceby leveraging subject matter experts from the group. Lead team performance, mentor junior colleagues, and actively align with organizational objectives.

Role & responsibilities 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Candidates should be from Financial Services & brokerage agent background 6) Knowledge about Equity & Stock Market 7) Cross selling of 3rd party products Preferred candidate profile 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic computer knowledge of using email, Microsoft office and etc.Role & responsibilities

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Locations: Chennai, Coimbatore, Hyderabad, Jaipur, Chandigarh, Indore, Surat, Vadodara, Mumbai, Ahmedabad, Kanpur and Pune Please send applications to isha.shah@spocto.com

Urgent Hiring : BSM - Team Handling : In Leading PVT Sector Bank Role : BSM Job location : Kharghar & Belapur Key Responsibilities: • Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. • To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features • Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents • To achieve the given No and value targets for the month for CASA. • To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance • Banking product knowledge • Customer handling & Customer Servicing & Team handling. Apply Now! URGENT HIRING IN Leading BANK . Send your resume to [people1qc@gmail.com] - SHRADDHA BAMNE OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : 9324700692

Role & responsibilities Hiring for Retail Branch Banking - PB Sales, Pb classic, BSm , RM Mandatory Banking Experience , Specifically for Jamshedpur Location Cross selling of bank products, Client acquisition, HNI client handling, Portfolio Management Cash Handling Good Communication skills Knowledge of Competition & Current trends in the financial Industry. Portfolio Manange and dealing HNI clients

Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality. Why Join Us? Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture. If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights. Location- Kolkata, Pune, Noida, Bangalore, Chennai &Hyderabad Interested Candidate can mail there resume. Gaurav. Singh@bajajcapital.com Regards Gaurav Singh Sr Associate Vice President- Talent Acquisition

Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising 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 them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Naveeen 9962331867 for more info Thanks, Naveen 9962331867

Mega Drive for Mutual Fund Sales - No Freshers please Locations - Bangalore, Delhi, Mumbai, Chennai, Gujrat, Hyderabad Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts ctc - 2.5 to 3.5 lac Required Candidate profile Managing portfolio of clients and mutual fund sales Minimum 6 months experience keen in sales can apply. Contact Priyanka on 9900933432 or whatsapp cv on same number

We are conducting a Mega Walkin drive on 10th May 2025 at 10:00 AM to 02:00 PM at Spencer Plaza. Hiring for various locations across Chennai. Job Description Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction