Recruiting Managing Partner from own social contact on commission basis. *Train the agents on product. *Motivate the agents to achieve targets. *Also sell Life Insurance in natural marke Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Keywords: SALES,MARKETING,BUSINESS DEVELOPMENT,BANKING,MEDIA Required Candidate profile *MINIMUM GRADUATE WITH 2+YRS OF SALES EXP. *VERY GOOD SOCIAL NETWORK AND NATURAL MARKET. *PREFERABLY LOCALITE WITH GOOD PRESENTATION AND Perks and benefits High incentives

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

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

Job Purpose 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 Preferred 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. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet 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 Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management 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 Product Team Asset Team Treasury Credit Life General and Health Insurance Partners AMCs HDFC Securities

Develop and implement personalized wealth management plans aligned with clients' financial goals and risk profiles. Offer a comprehensive suite of products, including Mutual Funds, PMS/AIFs, Structured Products, Alternate Assets, Direct Equity, and Loans. Collaborate with internal product and research teams to deliver tailored investment solutions. Conduct regular portfolio reviews and recommend adjustments based on market trends and client needs. Educate clients on financial products and risks. Identify and onboard new high-net-worth individuals (HNIs), fostering long-term relationships. Consistently achieve or surpass revenue targets while providing exceptional service and financial guidance to grow and retain client portfolios. Locations : Mumbai,Pune,Hyderabad,Indore,Ahmedabad,Chennai,Bengaluru

Location - Pune Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies : Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification Post Graduate / MBA from a reputed institute Experience Minimum of 8 - 12 years of experience

Location - Bangalore Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies : Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification Post Graduate / MBA from a reputed institute Experience Minimum of 8 - 12 years of experience

Job description: 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Required Candidate profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 22 to 35 years * MBA Freshers who are presentable and have excellent communication skills can apply Perks and Benefits Salary -Up to 5.5 Lpa Job Type: Full-time Interested candidates can call ABIN (HR) 9486375824 share there CV - abin.m5@sbicapsec.com

"Kick Start Your Career With US Required Candidate Profile- -Good Communication -Leadership -Team Handling -Inter-Personal Skills -Decision Making -Positive Attitude -Creative -Good Etiquites -Well Groomed Please contact HR- 9324483283 to validate your eligibility Age 18-27 Freshers can apply Immediate joiner Send us your resume to schedule an interview . Responsibilities: Client Relationship Management: Establish and maintain positive relationships with clients through regular communication and exceptional service. Client Support: Address client inquiries and concerns promptly and professionally, ensuring a high level of client satisfaction. Coordination: Coordinate with internal teams to ensure seamless delivery of services to clients. Client Onboarding: Assist in the onboarding process of new clients, ensuring they are well-informed about our services and processes. Feedback Collection: Gather feedback from clients to identify areas for improvement and relay this information to relevant departments. Location - Dombivli,Panvel, Mumbai all areas, Mumbai Suburbs, Kalyan.

We are seeking highly motivated and ambitious B2B sales executive to join our team. The candidate will be responsible for performing B2B corporate sales Job Responsibilities- -identify potential clients and industry types -analyze market conditions to develop a comprehensive understanding of business -client engagement & management -decision making -training and development -team building and management . Please contact HR- 9324483283 to validate your eligibility Age 18-27 Freshers can apply Immediate joiner If you are a sales and marketing enthusiast, we invite you to join Caliber Organisation as a Sales and Marketing Executive. Location - Mumbai all areas, Mumbai Suburbs, kalyan, Dombivli,Panvel

Mega Hiring Started In Thane For Product Sales Executive. Apply Now And Join Us Immediately. Key Responsibilities: Promote and sell company products to potential customers. Identify and target prospective clients through various sales channels. Provide product information, features, and benefits to customers. Build and maintain strong customer relationships. Achieve and exceed sales targets set by the company. Required candidate profile- -Fresher -Graduate or post graduate -Eager to learn new things -Leadership qualities -Travel enthusiastic -Team handling -well dressed -Can join immediately (next day of the interview) - Please contact HR- 9324483283 to validate your eligibility Age 18-27 Freshers can apply Immediate joiner Location - Mumbai All Areas, Mumbai Suburbs, kalyan,Dombivli,Panvel. If you are a sales and marketing enthusiast, we invite you to join us. Please contact our HR at 9324483283 for further clarifications.

Kick start your career as a corporate banking sales executive with us. We are hiring fresher candidates to train and develop them in various aspects as SALES AND MANAGEMENT . To cultivate effective managers, we ensure they acquire a comprehensive understanding of various departments encompassing Branding and Promotion, Sales and Marketing and more. This approach enhances their understanding of the corporate sector, fostering well-rounded expertise. You will begin your role with sales and marketing, client management, business strategy and your growth would be into the management profile. Eligibility criteria- Age 18-27 Freshers can apply Immediate joiner Work Experience 0-3 years Please contact our HR at 9324483283 to schedule an appointment. Location - Mumbai all areas, mumbai suburbs, kalyan, Dombivli,Panvel.

Do you want to start your career in marketing? JOIN US NOW Hiring freshers for marketing in thane, mumbai Required candidate profile- *Knowledge about the market *Eager to explore the market *Hardworking and good decision maker *Leadership qualities *Good ettiquites *Good communication *Freshers can apply *Graduate or undergraduate Key Clients: Our esteemed clientele includes industry leaders such as Google, Tata Group, HDFC Bank, ICICI Bank, IndusInd Bank, AXIS Bank, Future Group, UNICEF, and many more, totaling over 18 high-profile clients. JOB TIMING - 9:00 am to 5:00 pm WORKING DAYS - Monday to Saturday Kindly give a call to our HR- 9324483283 for further clarifications. Locations : mumbai all areas, MUMBAI SUBURBS, kalyan, Thane,Navi Mumbai,Mumbai,Dombivli,Panvel

We are hiring candidates totrain and develop them in various aspects as Banking Sales Executive. To cultivate effective managers, we ensure they acquire a comprehensive understanding of various departments encompassing Branding and Promotion, Sales and Marketing and more. This approach enhances their understanding of the corporate sector, fostering well-rounded expertise. You will begin your role with sales and marketing, client management, business strategy and your growth would be into the management profile. Eligibility criteria- Age 18-27 Freshers can apply Immediate joiner Please contact our HR at 9324483283 to schedule an appointment. Location - Mumbai all areas, Mumbai Suburbs, kalyan, Dombivli,Panvel.

Urgent Hiring for !!! Location Manager !!! for one of the leading pvt ltd bank. Role Purpose: To lead a team of 1015 Relationship Officers focused on acquiring New-to-Bank (NTB) Current Account customers, building stable liabilities balances, and generating revenue through cross-selling. Key Responsibilities: Recruit, manage, and train a team of Relationship Officers Achieve monthly targets on customer acquisition, liabilities growth, and cross-sell Identify catchment areas and drive lead generation for HNI/Affluent customer acquisition Build a referral model and support PAMs in lead conversion via joint meetings Conduct regular sales reviews, monitor team performance, and enhance productivity Ensure adherence to onboarding, compliance, and customer service standards Experience & Qualifications: Graduate with 48 years in liabilities acquisition (preferably Current Accounts) Team handling experience preferred Strong communication, sales, and negotiation skills Good knowledge of local markets and current account products Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Urgent Opening for Relationship Manager - Wealth Location - Chandigarh/ Jalandhar/ Zirakpur Job description Role & 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) 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. Interested candidates can send updated resume to ankita.kolambkar@yesbank.in

We are looking for a highly skilled and experienced Premium Acquisition Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have a strong background in the BFSI industry, with 2-7 years of experience. Roles and Responsibility Develop and implement effective strategies to acquire premium customers. Build and maintain relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the customer base. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to stay ahead in the market. Provide excellent customer service and support to ensure high levels of client satisfaction. Job Requirements Strong knowledge of the BFSI industry and its regulations. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience in managing and developing relationships with clients. Ability to work collaboratively as part of a team. Any Graduate or Postgraduate degree. id="additional-info">Additional Info The company offers a dynamic and supportive work environment, with opportunities for growth and development.

Who are we Looking ForGA Wealth Management is seeking an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will play a pivotal part in guiding and supporting our clients to achieve their financial aspirations. This includes developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management. We are looking for a driven individual who excels in offering tailored, customized financial solutions, building lasting client relationships, and driving business growth. And passionate in Sales and Business Development. Eligibility Criteria Masters degree in marketing & finance, business administration or a related field. 7+ years of experience as a wealth manager in banks or in reputed financial services. Preferably Certified Financial Planner, or relevant certification of Investment & wealth management. Should be self-starter with an existing client book. Proven track record of achieving sales targets and building a successful client portfolio. Knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Excellent communication & interpersonal skills to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers clients to take control of their wealth creation journey and build lasting financial success. GA Wealth Management Private Limited is the result of our extensive experience as Corporate and Management Consultants, where we have consistently provided growth solutions to medium and small enterprises. We have successfully supported businesses in raising capital, navigating public market listings, and optimizing their financial structures. As anchor investors, we have excelled in key areas such as: - Fund Raising - Capital Restructuring - Private Equity - Investment Banking - IPO Listings Building on this expertise, GA Wealth Management Private Limited was established in mid-2024 to extend these capabilities to a broader client base, offering comprehensive wealth management solutions. Who are we Looking For- GA Wealth Management is seeking an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will play a pivotal part in guiding and supporting our clients to achieve their financial aspirations. This includes developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management. We are looking for a driven individual who excels in offering tailored, customized financial solutions, building lasting client relationships, and driving business growth. And passionate in Sales and Business Development. Eligibility Criteria - Masters degree in marketing & finance, business administration or a related field. - 7+ years of experience as a wealth manager in banks or in reputed financial services. - Preferably Certified Financial Planner, or relevant certification of Investment & wealth management. - Should be self-starter with an existing client book. - Proven track record of achieving sales targets and building a successful client portfolio. - Knowledge of developing and implementing financial plans and managing investments. - Understanding of financial markets, investment products, and wealth management principles. - Excellent communication & interpersonal skills to build trust and rapport with clients. - Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Our Offer At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that fosters growth and success.

Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Urgent opening with leading Bank for Senior / Pioneer RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on people1qc@gmail.com Any query can call Shraddha : +91-22-40697704 / MOBILE : 9324700692 Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

Lead Generation & conversion. Understand client requirements and suggest suitable properties. Conduct property site visits. Stay updated with real estate market trends, pricing, and upcoming projects. Monitor competitor activity. Required Candidate profile Exp. in gurgaon's real estate, proven track record of closer revenue generation, maintain good no. of site visits & customer handling. Exceptional interpersonal and communication skills. Graduate. Perks and benefits UNLIMITED INCENTIVES & REVENUE SHARE,