Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Janvi.n@theinfinityspace.com / 884 940 5064 Sr HR Janvi N Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Sr HR Disha Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Kriti@theinfinityspace.com / 92270 53915 Sr HR Kriti Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Meera@theinfinityspace.com / 70462 50645 Sr HR Meera Perks and benefits Full Time On Roll Medical benefits Career Growth

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - Meera@theinfinityspace.com / 70462 50645 Sr HR Meera Perks and benefits Full Time On Roll Medical benefits Career Growth

Hi. Openings in Leading AMC Company, Job description (Direct Channel - B2C)- Hni / Retail Clients To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Role Purpose The purpose of the role is to provide effective technical support to the process and actively resolve client issues directly or through timely escalation to meet process SLAs. Do Support process by managing transactions as per required quality standards Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue Update own availability in the RAVE system to ensure productivity of the process Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Follow standard processes and procedures to resolve all client queries Resolve client queries as per the SLA’s defined in the contract Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients Identify and learn appropriate product details to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Maintain and update self-help documents for customers to speed up resolution time Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by complying with service agreements Deliver excellent customer service through effective diagnosis and troubleshooting of client queries Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Assist clients with navigating around product menus and facilitate better understanding of product features Troubleshoot all client queries in a user-friendly, courteous and professional manner Maintain logs and records of all customer queries as per the standard procedures and guidelines Accurately process and record all incoming call and email using the designated tracking software Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client Update job knowledge by participating in self learning opportunities and maintaining personal networks Deliver NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completedMandatory Skills: Institutional_Finance_Buy_Side_Others. Experience1-3 Years.

Location - Chandigarh 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

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.

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall professional acumen. *Collaborative Projects: Work on real-time projects alongside experienced professionals, contributing your ideas and gaining hands-on experience. *Client Interaction: Shadow senior team members during client meetings, presentations, and negotiations to observe and learn effective client engagement strategies. *Skill Enhancement: Build and refine your communication, teamwork, and problem-solving skills through practical experiences and mentorship. *Networking: Connect with professionals across departments and establish valuable connections within the industry. *Qualifications and Skills: Recent graduate or final-year student in Business, Marketing, or any related field. Basic understanding of business concepts. Excellent communication and interpersonal skills. Eagerness to learn and a positive attitude. Ability to work collaboratively in a team-oriented environment. Benefits: Practical exposure to different departments. Training and mentorship from industry professionals. Opportunity for skill development and personality enhancement. Possibility of future career growth within the organization. If you are a fresh graduate ready to embark on a challenging yet rewarding journey in business , we encourage you to apply. Please contact our HR at 9324483283 for further clarifications. Location:Dombivli,Panvel

Job description: We are seeking highly motivated and ambitious individuals to join our team as Management Trainees in Business Development. The role involves intensive training, exposure to various aspects of the organization, and the potential to lead a team based on individual performance. Key Responsibilities: Undergo intensive training and development programs Gain exposure to various aspects of the organization Assist in business development activities Support in brand management, client management, and business promotion Participate in sales and marketing initiatives Collaborate with team members and contribute to team objectives Location- Thane,Navi Mumbai,Mumbai,Dombivli,Panvel,Karjat,mumbai all areas, MUMBAI SUBURBS, kalyan, For any queries feel free to contact HR at 9137891307.

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-14 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain customer profitability by capturing a larger share of Wallet. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral. • Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. • This role is to acquire B2C or B2B clientele & build a portfolio thereon. • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: • Ensure profitability of the portfolio: Generate high Income per Customer. • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Role & responsibilities Preferred candidate profile Perks and benefits

Dear Candidate, Urgent opening with leading Bank for Senior 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 qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Across Bangalore Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ 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/ 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. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ 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 Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 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 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account 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 Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) 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 Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET 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 : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly. m)To build relationships with a newer target segment To upsell and cross sell products like real estate and PMS to existing direct UHNIs Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Drive the business by targeting HNI KRA1 Business Management and achieving the set target Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by oering Combo products. KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Maintain excellent relationship with KRA2 Build strong Client Relationship existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base.KRA3 Compliance on all regulatory rules Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied.KRA4 Create a Strong mind Recall for ABSLAMC Organize meetings with Fund manager/CEOs and Head of Sales. oDisseminates updates and other product related information in timely manner Push for reference of their relatives and social circle. Be the wealth one stop solution for investor for all investment related Needs.KRA5 •Absolute Gross Sales- Equity (20%) •Absolute Gross Sales- Debt & Liquid (20%) •Net sales in Alternate products (20%) Incumbent will be on variable pay scheme (Bonus) KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) •Re-activation of Clients (20%) •NCA/Activities/Engagements (20%)

Job Title Business Development Executive (BDE) About Quantsapp : - Founded in 2016, Quantsapp is India's Largest Option Analytics platform. Our application has been made to enable a systematic and smooth experience, making it easier for option enthusiasts to trade. We have more than 75 Analytical tools which cater to data needs of all kinds of Option Traders. - We have more than 10,00,000 (and counting!) users of our application within such a short span of time. Currently, we are not only expanding our business in Mumbai, but we are also widening our horizons globally. - For more details about our company & our products, the links are provided below: Websitehttps://www.quantsapp.com/ About the role: We are looking for enthusiastic go-getters to join our business development team at Quantsapp. In this role, you will work with HNI/UHNI clients by calling on the leads provided. You will be responsible for helping users understand various products offered. You will be provided required training on Wealth products and Future & Options depending on your Role at Quantsapp. What we expect - At least 6 months of sales experience, preferably in banking and financial services like wealth firms, AMCs, Broking houses etc - Have excellent communication skills. Any additional languages like Marathi, Telugu, Gujarat, etc. will provide an edge - Is able to analyze the requirement of the clients basis their financial goals - Has ability to perform in target driven environment - Should be persuasive and have the ability to convert leads - Follow Quantsapp's guidelines and compliance needs - Should have the enthusiasm about financial markets and open to learning new products What you will work on : - Build and grow client base of HNI/UHNI Clients - Increase client base and manage existing client relationship - Outbound calling role (No cold calling or physical meetings) - Reasonable revenue targets Education & Certifications : - Bachelor's Degree - NISM Mutual Funds certificate would be an added advantage Experience Minimum 6 months This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

About the job PositionHead /Sr Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties.Key Responsibilities of the Role holder:A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services.Key responsibilities include:- Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.- Track the HNI/Ultra HNI segment in the market for new client acquisition.- To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.- Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling- Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.Skills and Competencies:- Ability to use & analyze data tools related to wealth products- Benchmarking Peers/ Execution on Key Initiatives/Management- Discussion/ MIS Review- Maintaining external network i.maintaining contact with the customers- Attitude to service clients by providing them with smooth and superior service delivery- Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization- Aptitude toward delivering high-quality customer service with good organizational and interpersonal skills- Decision-making skills with a strong sense of ownership and the ability to work under pressure- Ensure compliance with key regulatory and organization-level requirements- Our commitment to Diversity, Equity, and Inclusion- The diversity of our people is one of our greatest strengths.- An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities.- From day one, you will l be encouraged to be yourself and supported to perform at your best.Preferred Educational Qualifications and Work Experience:- Min 10 years of relevant experience in Investment Advisory / Wealth management- MBA / CA or equivalent from a premium institute- Relevant certificationsDesired Knowledge / Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations- Ability to think and execute strategically, prioritize and resolve complex problems- Detail-oriented with superior organizational and time management skills, including delegation of work- Team player with the ability to collaborate with others- Ability and interest to work in a fast-paced, evolving environmentApplySaveSaveProInsights

Role & responsibilities Acquisition and on-boarding of potential investors. Understanding business expansion strategies. Understanding investors area of interests and executing plans to on-board investors, cultivate profitable investor relationships. Resolve investor complaints quickly and effectively with an aim to preserve investor's interests. Entrepreneurship models: Identification and on-boarding of valued fund aggregators in rural and semi-urban geographies, achieving individual targets in the portfolio. Direct sales vertical: Effectively managing end to end investor lifecycle during the active tenure of business association with the clients. Coordination with backend support team for excellent investor service. End-to-end investor on-boarding, investor management, timely signing-off agreements with the Investors, ensuring in-depth knowledge on the investor variants available with the company (for investors with different capacity and appetite). Adherence with all the SOPs and compliances in line with the preset policies. Compliance with all the applicable taxes and investor awareness on the relevant SOPs. Preferred candidate profile Good at handling and managing investor relations, resolving queries within the least TAT. Zeal to work in business debt financing for business expansion and stage wise funding of new projects financing. Proven experience in investor relationship management with expertise in sales. Problem-solving attitude and excellent interpersonal skills. Attitude of fostering positive relationships with Clients. Investor-oriented mindset with expertise in Client Acquisition

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile 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. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month