1) Responsible for Handling NRI / HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Skills / Experience: 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking) , 2) NISM Series - VIII (Equity derivatives). Location - , Telangana, Delhi, Trivendrum, Vadodara, Hyderabad,Kolkata, Ahmedabad, Kochi,Coimbatore,Pune,Indore.

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S

Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10 AM to 12 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: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ 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 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 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.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - International Tech Park (IT Park) 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. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10 AM to 12 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

We Do Have an urgent hiring for Sales Associate Role & responsibilities 1. Identifying and acquiring new clients 2. Providing expert advice on equity/mutual fund investments 3. Assisting clients in creating and managing their investment portfolios 4. Building and maintaining strong client relationships 5. Staying updated with industry trends and market developments to enhance sales strategies. 6. Collaborating with the team to achieve business goals and contributing to overall business growth. Interested Candidate Please share your resume on this mail id- nisha@allianceinternational.co.in Contact Number- 9099408000

We're Hiring: Relationship Manager (PRM/IRM) Kolkata One of the leading private sector banks is looking to onboard Relationship Managers (PRM/IRM) to manage and grow their High Net-Worth (HNW) customer portfolio in Kolkata . Role: Relationship Manager (PRM/IRM) Location: Kolkata Bank: One of Indias leading banks Key Responsibilities: 1. HNW Portfolio Management (Acquisition, Growth, Retention): Identify and onboard eligible customers from Classic/Preferred portfolio Drive portfolio enhancement through regular client engagement Deepen relationships and ensure retention of key accounts Maintain high standards of portfolio quality and hygiene Offer advisory solutions in coordination with PBG Achieve revenue targets (MTD/YTD) 2. Operations, Marketing & Compliance: Ensure error-free documentation and adherence to KYC/AML norms Maintain process hygiene as per 5S standards 3. Increase in Wallet Share: Cross-sell banking products to clients, their families, and associates Position the bank as a one-stop financial solution for clients 4. Product Penetration & Contribution: Drive IPGH (Income-generating Product Group Holding) Increase CTG (Customer to Group) level 5. Exceptional Customer Service: Provide prompt and quality support Proactively address complaints and ensure smooth handovers Promote digital channels and maintain timely customer communication Qualifications: Graduate (mandatory) Postgraduate (preferred) Certifications: AMFI (mandatory) IRDA (mandatory) NCFM (optional) Key Skills: Strong sales and influencing skills Excellent communication and interpersonal skills Deep knowledge of banking products & processes Understanding of NRI regulations Awareness of financial industry trends and competition Organizational and planning abilities Send your resume to [qcnaukri8@gmail.com] - Anshika Trivedi OR Can contact on given number. We look forward to hearing from you! Thanks & Regards, Anshika Trivedi Senior Executive : HR Recruitment Quotient ConsultancyTM Tel : +91-22-40697701 / 9136134801

Portfolio Handling Cross selling the Banking Products and Handling the HNI Portfolio size Profiling Customers and provide financial products to meet customer needs

1) Requirement - Individual private banker – AVP/DVP level (Mumbai, Pune, Ahmedabad) 2) Candidate should have his/her own book and client base. Reasonable book size - preferred is 100 crs plus category Managing All wealth investment Portfolio Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at preeti.soni@hdfcsec.com Regards, Preeti Soni HR - HDFC Securities ltd

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients If anyone is interested request you to share your profile to trivenis@rathi.com( 8951380792)

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 04Lpa - 10 Lpa + Incentive as per policy Office Address : Anand Rathi Share & Stock Broker Ltd Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , - India Tel No: +91 712 663 5600 Website: www.rathi.com

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

Greeting from HDFC Bank!! We have urgent opportunity of PB Teller Authorizer - RBB across Hinjewadi area Pune. Note: Candidates having 5+ years experience in Banking need to apply. Job Name - PB Teller Authorizer - Retail Branch Banking Job Title : (Job Name) PB Teller Authorizer Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Purpose Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio Job Responsibilities(JR) : Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank. Educational Qualifications

Job description - Managing & handling high-net-worth clients. - Advising clients on market movements and trade-related activities. - Executing trades on behalf of clients. - Keeping clients informed about market trends and developments Required Candidate profile - Bachelor's degree in Finance, Business, or related field. - Minimum 6 months experience in equity dealing . - Excellent understanding of financial markets. - Investment Advisory

A Wealth RM in the Bancassurance Channel is responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) through strategic partnerships with banking institutions.

Hiring for a Fastest growing Bank - 1. Banking officer 2. CA Banking officer Location -Ahmedabad Experience - minimum 6 months in Field Sales Interested Candidates can whtsapp or Call Directly 9891066650 Madhuri

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& 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

Role & responsibilities • Manages a team of Wealth Relationship Managers • Leading, guiding and mentoring team of Banking Managers • Strategic planning and implementation to achieve business goals • Enhancing engagement of High Net Worth Customer through joint calls with RMs • Ensuring team focus and consistent delivery across all products as per defined vectors Balance-sheet, Contactibility, Investment & Insurance, Asset products, Trade Forex • Monitoring & reviewing Relationship Manager’s Portfolio quality and hygiene metrics • Achievement of Relationship Manager Targets • Effectively manage and motivate team • Hiring and retaining of competent team members • Portfolio analysis with RMs and alignment with client needs • Ensuring 360 client engagement – “Total Client Ownership” • Working closely with other Business Units, Regional level sales team and Branch Team to leverage Cross-sell opportunities • Ensuring adherence to Compliance processes and guidelines • Coordination with other departments to ensure an enabling work environment and infrastructure for the team • Performance evaluation of RM Team in consultation with other stakeholders

Role & responsibilities Preferred candidate profile 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 - Graduationb) 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.