1582 Hni Jobs - Page 36

Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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. 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 Yes FIRST HNI 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 wallet share with YES 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. Investment Advisory: Financial Planning and Investment Advisory to HNI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance. Process and Audit: Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities: Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, 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 trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, 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 plan to acquire new HNI Clients for increasing 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 which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad

Locations: Mumbai, Pune, Nasik & Ahmedabad. 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 HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial 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 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 dailyweekly 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 InitiativesManagement - Discussion MIS Review - Maintaining external network i.e. 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 towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and 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: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired 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 environment

Locations: Mumbai, Pune, Nasik & Ahmedabad. 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 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.e. 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 towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and 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: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired 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 environment

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables 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 prioritise 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 Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, 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 trend to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, 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 plan to acquire new HNI Clients for increasing 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 which 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.e. to maintain contact with the customers - Attitude to service clients by providing them smooth and superior service delivery - Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and 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: - 08-18 years Relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including 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 environment

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our 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.e. maintaining contact with the customers Attitude to service clients by providing them smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization Aptitude towards 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: 15-25 years of relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired 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 environment.

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.e. 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 towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and 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: 10-25 years relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired 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 environment.

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, 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 trend to determine whether they fit into clients' portfolios Focus on business development and achieve growth in relationship value, 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 plan to acquire new HNI Clients for increasing 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 which may be required by the Team to keep up-to-date records of sales & performance Location - New Delhi, Mumbai, Bangalore, Hyderabad.

Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems

Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems

Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems

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 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.e. 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 towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and 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: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired 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 environment

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. Location- Pune Interested candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

About The Role Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for deepening of the relationship with them Responsible for cross sell of CASA and TPP. Job Requirements: Should have good interpersonal skills. Ability to manage, motivate and lead team. Should possess relationship building skills. Job Specifications: Should have minimum work experience of 8-10 years. Expertise in banking products specially Assets.

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

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

About The Role JOB DESCRIPTION ROLE : Investment Specialist Branch Banking - Sales GradeM1 Associate Vice President (M5) / Deputy Vice President (M6) FUNCTION Branch Banking-Sales SEGMENT CONSUMER BANK LOCATION : JOB DESCRIPTION Job Role "¢ Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. "¢ Detailed Performance analysis of client portfolios and periodical review the portfolio "¢ Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. "¢ Assist RM in acquiring newrelations / customers. "¢ Drive sales of financial products to suitable client portfolios Job Requirements "¢ 6-8 years of experience in financial & banking industry with relevant experience in investments "¢ High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view "¢ High understanding of investment products "¢ Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA / PG Preferred AMFI / IRDA Certification - Mandatory

1.Job TitleCity Head / State Head (Pune ,Ahmedabad, Kolkata ) 2.Job SummaryWe are seeking a dynamic Sales Representative to drive Life Insurance Business by identifying and closing sales opportunities with Kotak Securities Private Client Group (PCG Vertical), Essentially HNI / UHNI / NRI Channel 3.Responsibilities The main duties shall involve relationship management and prospecting, lead generation, client meetings, and closing deals. Tracking basic sales management activities, Training, Persistency 4.Qualifications Graduate / Post Graduate, with minimum work Ex of 4 to 5 Years in life Insurance preferably in Banca / Wealth / Broking set up 5.Attributes Highlight personal qualities or attributes that are essential for success in the role, such as being results-driven, self-motivated, and possessing strong interpersonal skills. 6.Company Overview Kotak Life Insurance with a leading brokerage company 7.Contact Information Provide contact details for candidates to reach out with questions or to submit their applications.

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

About The Role JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

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. Candidate should be from Retail Banking/ AMC / Securities / Wealth & Asset Management /Investment Advisory / Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 References would be Highly appreciable !! Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi