Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. Drive overall growth in liabilities and investment products within the HNI segment. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). Develop and expand customer relationships for both liability and retail asset products. Inform clients about new products and enhancements to deepen and broaden banking relationships. Ensure portfolio profitability by cross-selling and up-selling across the Banks product suite. Manage segment-wise customer migration to enhance profitability and optimize service delivery. Additional Responsibilities: Deliver a superior service experience that exceeds the expectations of AU clients. Proactively identify potential problem accounts and implement risk-mitigating strategies. Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies. Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs. Accurately and consistently record all sales and client engagement activities in the CRM system. Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management. Foster long-term client relationships through trust, transparency, and proactive engagement. Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Key Performance Indicators: Business Volume, Average Ticket size, Boarding rate Required Competencies: ownership and accountability for results Customer-centric mindset and actions adept at handling digital business apps and software hard work and detail-orientation eager to learn and grow as a banking professional positive mindset, ethical and high integrity Bias for Action and Urgency Required Knowledge: Aptitude for lead generation Target Market Knowledge - Local Area geography familiarity Familiarity with Digital applications Detailed data collection/recording Required Skills: Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken Relationship Management - Client-Centric Approach, respectful Sales Forecasting & Reporting Required abilities Physical: Physical fitness Mental agility Ability to do extensive field travel/work Ability to handle work pressure and demanding clients Other: Valid Two-Wheeler Driving License Personal 2-wheeler Own Smartphone track record of past employment Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler Other details Time Constraints: Flexibile workhours as per business requirement Compliance Related: Aherence to Code of Conduct policy of the bank Non-disclosure of confidential information about bank, clients Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.

About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.

About the Role We are seeking a dynamic and results-driven Regional TeleSales Agent to join our growing team. In this role, you will be responsible for selling products or services and providing tailored advice to meet individual and business client needs. This is an exciting opportunity for individuals passionate about sales, customer service, and building long-term client relationships. Key Responsibilities Understand Client Needs: Identify and assess clients requirements through effective questioning and listening. Relationship Management: Build, manage, and nurture long-term client relationships to ensure high levels of satisfaction, trust, and policy renewals. Sales Performance: Consistently meet or exceed assigned sales targets, conversion goals, and other key performance indicators (KPIs). Market & Product Knowledge: Stay updated on products, industry trends, and regulatory changes to provide accurate and timely advice. Customer Service Excellence: Address client queries, objections, and concerns in a patient, professional, and timely manner. Work Schedule: 6 days a week (24 working days per month) with daily login hour adherence and attendance expectations, requiring 8 login hours per day INTERNAL Required Qualifications: Language Proficiency: Fluent in English and a regional language ( Tamil/Kannada) Must score Versant Level 3 or above Educational Qualification: Minimum qualification: 12th Pass (Higher Secondary) Communication & Interpersonal Skills: Strong verbal communication with clear articulation Excellent listening skills and ability to hold natural, non-scripted conversations Patient, empathetic, and customer-focused approach Sales & Client Handling Abilities: Good negotiation and persuasion skills Proven ability to build and maintain client relationships Problem-Solving & Decision-Making: Capable of handling objections and queries smartly Sound judgment and quick thinking during customer interactions Personal Attributes: Should come across as genuine, not robotic Professional, polite, and positive attitude under pressure Device Requirements Must have a working laptop Noise-cancellation headphones Stable Wi-Fi connection Preferred Qualifications: Sales Experience: Prior experience in B2B or B2C sales Graduates Compensation & Benefits: Competitive Base Salary Fixed monthly salary of INR 16,000, aligned with industry standards and individual experience. INTERNAL Performance-Based Commissions Attractive incentive structure tied to individual and team sales performance potential to earn INR 4,000+ monthly. Comprehensive Health Insurance Health coverage for both self and immediate family members. Professional Development Opportunities Access to ongoing training, sales coaching, certifications, and clearly defined career growth paths within the organization. Rewards & Recognition Programs Monthly and quarterly awards to celebrate top performers, consistent achievers, and employees who exemplify organizational values.

Responsibilities Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls. Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time Skills: negotiation,amc, b2b sales, mutual funds,b2c sales, mutual fund,communication, client acquisition,financial advice, relationship management, investment,hni, generate fresh leads,presentation, sales.

Requirements: 2+ years of B2B/B2C sales experience in financial services (Good to have) Strong understanding of financial products like Insurance, PMS, AIF, MF, etc. Excellent communication and negotiation skills. Proficiency in CRM

About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of fixed income markets and products Excellent communication skills, both written and spoken Keen focus on execution & outcomes High energy and ownership Passionate about creating a new category of investment fund at scale Willingness to Travel covering base and other nearby areas Location: Ahmedabad / Gurugram Mode: Work from office Work Environment details Founder-led entrepreneurial set-up which is defined by speed, agility and creativity Highly empowered and critical role, which makes a difference to Vivriti AMC Young, energetic, and highly talented team

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling. Apply Now !!

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

Relationship Manager -Private Wealth Location: Delhi, Bangalore About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Relationship Manager - Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Dear Candidate, Interested candidates can mail their updated resumes on bhagyashree.sinnur@sbicapsec.com Designation: Equity Dealer Location: Mumbai-Chinchpokli/Cotton Green Relevant Experience : 1 year minimum in broking industry Note : Experienced with good market knowledge can also apply for this position Walk in Interview on Saturday 31st May 2025 from 10.30 am to 12.30 pm Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation Walk In Interview Details Venue : SBI CAP Securities Voltas House, A Block C.S No -760, T. B Kadam Marg, Chinchpokli, Mumbai - 400033 Walkable Distance : Chinchpokli (Central Line) Cotton Green ( Harbour Line) Saturday Timing would be 11am to 12.30 pm (1st,3rd and 5th Saturday) Grab the opportunity before it gets closed.

To ensure acquisition & value build of new to Bank YES FIRST BUSINESS Product/Program & Trade/Fx led CA customers in the branch in the identified segments To Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience To ensure high value enhancement through acquisition & deepening in the mapped portfolio To Provide a differentiated customer experience that supports our YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of business customers. To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To ensure on boarding, M+1 activation, Value build up & AQB maintenance of accounts acquired To Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. To ensure Sales process adherence & desired value productivity of BRPs To ensure that team of BRPs meets Yes Performance standards (YPS) To manage, mentor and motivate the BRP team and evaluate and recommend the appropriate programs for differential training needs To ensure catchment mapping & scoping for the CA business with the help of BRPs along with BBL & prepare a wish list of potential high value customers from each identified segment in the catchment To monitor customer profile, understand customers business needs & provide appropriate product / pricing solution. To Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools To ensure proactive migration of portfolio customers to direct banking channels esp. Net Banking To maintain continuous customer engagement with all customers sourced by self & team through customer visits & proactively resolve customer issues/queries To provide regular inputs to product team on opportunities & segmentation, product features & quality of portfolio acquired along with competition benchmarking To develop and continuously upgrade new innovative sales channels & techniques to maximize productivity To implement the sales monitoring mechanism to measure the productivity of the team

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: [ Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Role & responsibilities Direct Responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc. Should be responsible for expansion of client base including (HNI, Ground, and Web). Develop business through appointment of new franchisees in the territory. Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers. Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation. Should ensure training of team members in building Asset gathering skills, and take initiatives to build employees capability. Contributing Responsibilities Responsible to drive Team members to achieve their business targets and ensure their productivity. Taking initiatives in building Mirae Asset Sharekhan brand in the Location To Drive business with help of Business Development RMs in the branch Maintain I/E Ratio from Direct business & franchisee business as per company targets. Help in attracting, retaining and developing the Talent for the branch and fulfill the recruitment targets Should be responsible for doing activities for lead generation and brand building for the branch. Work on accounts transferred from DIY and make sure clients are active and generating the revenues. Preferred candidate profile Graduate or above with 4 or more years relevant experience, with overall 7 years experience in BFSI. At least 2 yr exp as Branch Manager or as Team Leader

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families. Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE: a) Qualifications - Graduation b) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

We are looking for a highly driven and result-oriented Bancassurance Manager to join our Banca Channel sales team in Bangalore . The ideal candidate will be responsible for driving sales through bank branches, building strong relationships with bank staff, and ensuring achievement of business targets. This is a key sales role focused on selling life insurance products through partner bank branches. Key Responsibilities: Build and manage strong relationships with bank branch staff and management. Drive life insurance sales through the banks customer base and walk-ins. Provide training and support to bank staff to enhance their understanding of life insurance products. Generate leads from bank walk-ins and provide product solutions to meet customer needs. Conduct regular follow-ups with clients and ensure high levels of customer satisfaction. Ensure compliance with regulatory and company policies at all times. Track performance and provide regular updates to regional and zonal sales heads. Requirements: Bachelors degree in any discipline Minimum 2–5 years of experience in life insurance sales, preferably in the banca channel. Strong communication and relationship management skills. Proven track record of achieving sales targets. Ability to train and motivate partner bank staff. Familiarity with local language (Kannada) is a plus. For More Information: Komal B. / HR Team Phone/WhatsApp: +91 93289 59079 Email: komal@tekpillar.com Ready to grow with us? Apply Now!

Urgent Hiring YES Bank : Relationship Manager HNI Clients (YES FIRST) Location: Mumbai Grade: Manager / Senior Manager Business Unit: Affluent Banking & Retail Wealth Experience Required: Minimum 4 years in Banking/Financial Services Industry: Retail/Consumer Banking, Wealth Management Role Summary: We are looking for dynamic and results-driven professionals to join our YES FIRST team. The Relationship Manager will manage banking and investment relationships with high-net-worth individuals (HNI), ensuring customer satisfaction, portfolio growth, and deepening of relationships across multiple financial products. Key Responsibilities: Client Relationship Management Manage a portfolio of HNI clients under the YES FIRST segment Deliver superior customer service and maintain high relationship value Act as the single point of contact for all banking and financial needs Business Development Drive growth across liabilities (CASA), retail assets, investments, insurance, forex, and cards Proactively identify cross-sell opportunities and upsell full suite of banking products Achieve revenue and acquisition targets through deepening and new client acquisition Investment & Financial Advisory Provide end-to-end financial planning and advisory Recommend wealth and investment solutions to suit client risk profiles Generate fee income through third-party investment products Compliance & Process Adherence Ensure complete and accurate documentation and client profiling Adhere to internal risk, audit, and operational guidelines Candidate Profile: Education: Graduate (Postgraduate preferred) Certifications: AMFI/NISM/IRDA preferred Skills: Strong communication and interpersonal skills High networking ability and client-centric approach Knowledge of retail banking products, financial markets, and regulatory guidelines Proficient in MS Office Why Join Us? Work with a leading private bank in a high-growth HNI segment Attractive incentives, career growth, and performance-driven culture Immediate joining preferred Apply now or refer candidates! Shortlisting and interviews on a rolling basis.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Skill required: Talent & HR - Talent Management Designation: Portfolio Delivery Lead Senior Manager Qualifications: Any Graduation Years of Experience: 16 to 25 years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com What would you do Improve workforce performance and productivity, boosts business agility, increases revenue and reduces costsTalent & HR processSupport workforce behavior in alignment with the organization`s business strategy by designing, developing, implementing, and executing key HR processes:strategic planning; supply demand; hiring and sourcing; on-boarding and integration; training and development; objective-setting and performance management; and compensation and rewards. What are we looking for NAStakeholder ManagementChange ManagementTalent ManagementDemand ManagementLeadership DevelopmentSuccession PlanningJourney ManagementDemonstrates excellent client care skills.Expert knowledge and vision for the assigned service line. Produces solutions to complex business problems.Develops new concepts and opportunities within their Service Line.Contributes to policy and direction setting. Roles and Responsibilities: In this role you are required to identify and assess complex problems for area(s) of responsibility The individual should create solutions in situations in which analysis requires in-depth knowledge of organizational objectives Requires involvement in setting strategic direction to establish near-term goals for area(s) of responsibility Interaction is with senior management levels at a client and/or within Accenture, involving negotiating or influencing on significant matters Should have latitude in decision-making and determination of objectives and approaches to critical assignments Their decisions have a lasting impact on area of responsibility with the potential to impact areas outside of own responsibility Individual manages large teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Lead provided by the company Visit Client offices and close lead Need to Sell Life Insurance to the company assigned customers Cold calling to arrange meetings with potential customers Required Candidate profile Freshers can't apply age between : 21 to 37 Graduation compulsory Experience: Atleast one year in Sales

Role & responsibilities • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. 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.

Role & responsibilities Acquisition of current accounts Ensure value enhancement in the mapped portfolio. Drive customer acquisition Manage and analyze portfolio quality Develop Sales Pitch, Brochures, Collaterals, Sales Aids in collaboration with marketing Define and ensure effective / active customer engagement, customer life cycle & campaign management framework Manage, mentor and motivate the BOs (CA) team and evaluate and recommend the appropriate programs for differential training needs Co-work with BO's (CA) team to define and improvise product related branch. Ensure Sales process adherence & desired productivity of BO’s (CA) Ensure that team of BO’s (CA) meets AU Performance standards (APS) Develop and continuously upgrade new innovative sales channels & techniques to maximize productivity Ensure catchment mapping & scoping for the CA business with the help of BO’s (CA). Conducting market / competition analysis Implement the sales monitoring mechanism to measure the productivity of the team Ensures high levels of customer service orientation and application of bank policy Manages the team of current accounts with an end result of building a quality portfolio in line with the budgets Continuous training and mentoring of team to keep them updated and motivated Ensuring productivity benchmarks of the team Driving various marketing activities through the Team with the help of different Product Team Monitor the quality of sourcing of products to evaluate developmental needs of the sales teams and drive the sales system towards quality standards where risks are well controlled Query Management of Branches & others Preferred candidate profile