Additional Job Description Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Responsible for managing complete life cycle of New Products, maintenance of existing products and continuous process improvements Manage Relationships and Acquire New Clients from the Segment leading to acquisition of Accounts (NOA) Responsible for Manage Relationships and Acquire New Clients from the Segment leading to Total Deposit (CASA & ITD) Responsible for 50% of CA accounts to be in premium Segment, Responsible for POS Installation,

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager. 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 Function : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred program 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

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with 1-3 years of sales exp Good communications skills (Hiring across Maharashtra - Sales manager) Share CV on below details:- Call / WhatsApp - 70462 50645 Regards, HR Meera Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Dear Sir, I hope this msg finds you well. I am reaching out to share an exciting opportunity that may align with your expertise and career aspirations. We are currently hiring for the position of Cluster Head in the Wealth Management department at MOFSL. This role is based in [Mumbai/Kolkata/Pune/Ahmedabad] and involves managing HNI clients with investments of 1 crore and above. It also includes leading a team to achieve sales targets, resulting in revenue growth of 3.5 times the CTC. Key Highlights of the Role: Executing cluster business plans to drive sales. Enhancing sales effectiveness and directing the team toward achieving targets. Building and maintaining strong client relationships with HNI/UHNI and corporate clients. Focusing on brand-building exercises backed by research-based strengths. Requirements: A graduate or MBA in Marketing, with AMFI certification. 10+ years of sales experience, with 5+ years in wealth management or banking. We believe this role offers a fantastic opportunity to leverage your experience and skills while making a significant impact on the companys growth. If you are interested or would like to discuss this opportunity further, please let us know. Additionally, feel free to share an updated copy of your resume for consideration. Looking forward to hearing from you!

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity Market Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for delivering Webinar and Seminar on various financial products Will be responsible for keeping self-updated on stock market outlook and product knowledge Should be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting process Should be able to speak continuously for full day Will be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees training Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location. Locations:- Kolkata, Guwahati

Dear Candidate, Urgent opening with leading bank for RM. Designation : Sr Wealth RM CTC : Upto 20 LPA Location : Western • Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. • Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. • Ensure quality of sourcing by acquiring Potential Insignia Clients. • Acquiring and managing both business, individual (resident and NRI) clients. • Increase product penetration and exit barriers, by cross- selling more number of products per client. • Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. • Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. • Work in close coordination with Client Experience Managers to deliver superior service to clients. • Ensuring adherence to Compliance processes and guidelines. • Reduce rejection rates and improve quality of documentation. • Ensuring 360 client engagement Total Client Ownership”. Interseted candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Role & responsibilities Personal Banker- - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits. - Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients - Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience. Preferred Relationship Manager- - Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts. - Recommend tailored financial solutions ,including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth. - Review and access the clients portfolio, to align basis market condition and client objective. - Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets. - Generate leads through Catchment Working, Referrals and Working on the internal databases

Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Gorakhpur Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

What You'll do Roles & Responsibilities: Responsible for Direct Client Interactions, Account Management and Driving Revenue. Responsible for identifying customer needs, assessing their risk appetite and providing them with Investment options. Assist in New Client Acquisition, building new Relationship and increasing the depth of existing Relationships. Conduct Regular Client Meetings and update same in meeting tracker. Provide Regular updates to the clients regarding the market changes and subsequent changes to the portfolios. Have a clear focus on client mining. Location : Andheri - Mumbai Qualification : Any Graduation/ Post Graduation Certification : NISM 8 (Equity Derivative) Age : Upto 40 Years Candidates may also send their resume to Pushpendra.solanki@sbicapsec.com Whatsapp : 9116539974 Thanks & Regards, Team HR SBICAP Securities Ltd.

Manage client portfolios & relationships Ensure exceptional service delivery Maintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios

Job description 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, UTTAM. Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years (Immediate Joiner Preferable) KRA : Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly Role & responsibilities For more Information or candidate who can join immediately can share their resume on- 9776969376

Job Title: Senior Relationship Manager / Relationship Manager Investment Products Location: Noida And Gurugram Department: Investment Products Job Purpose: The Senior Relationship Manager (Sr RM) / Relationship Manager (RM) will manage the investment needs of mass affluent clients, providing tailored advice and recommending a wide range of investment products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Bonds, Direct Equity, and Equity Advisory Services. The role is aimed at meeting AUM (Assets Under Management), revenue, and client acquisition targets, ensuring client satisfaction through customized financial solutions. Key Responsibilities: Investment Advisory: Recommend and manage a diverse portfolio of investment products (MF, PMS, AIF, PE, Bonds, Direct Equity, etc.) based on client needs, goals, and risk profiles. Achieve Targets: Meet or exceed assigned AUM, client acquisition, and revenue targets within the region. Focus on driving growth by acquiring new HNI clients and expanding relationships with existing ones. Portfolio Management: Conduct periodic reviews of client portfolios, ensuring they are aligned with clients' financial objectives. Suggest adjustments based on market conditions and changing client needs. Collaboration & Relationship Building: Work closely with the branch teams for joint client meetings and foster strong, long-term relationships by providing proactive wealth management advice. Role Requirements: Educational Qualifications: Post-graduate degree, preferably in Finance, Business Administration, or a related field. Experience: Minimum 1+ years of experience in sales/wealth management, handling HNI clients. Experience with investment products like MF, PMS, and AIF is a plus. Skills & Knowledge: Strong knowledge of capital markets and investment products. Excellent relationship management, communication, and presentation skills. Preferred Background: Prior experience in Wealth Management, Banking, or Investment Counselling is preferred. To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218

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

Key Responsibilities: Client Acquisition: Identify and proactively source high-value potential clients within the targeted Yes First segment through networking, referrals, and market outreach. Conduct detailed client needs analysis to understand their financial goals and tailor customized banking solutions. Present compelling value propositions to secure new Yes First accounts. Relationship Management: Build strong, long-lasting relationships with existing Yes First clients through regular engagement and proactive communication. Understand client needs and proactively address their concerns, ensuring a seamless banking experience. Actively cross-sell and upsell a wide range of Yes Bank products and services including cash management, trade finance, working capital loans, commercial cards, and investment solutions. Business Development: Achieve and exceed assigned revenue targets by maximizing cross-selling opportunities within the Yes First client portfolio. Identify new business opportunities within existing client relationships and actively pursue them. Participate in business development initiatives and marketing campaigns targeted towards the Yes First segment. Compliance and Risk Management: Adhere to all KYC, AML, and regulatory compliance guidelines while managing client accounts. Ensure proper documentation and record-keeping related to client interactions and transactions. Proactively identify and report any potential risks associated with client relationships.

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.

Responsible for acquiring new customers for business banking. Knowledge on liability, Forex, trade and client relationships, delinquency management, relationship management, and an analytical mindset.

Job Description: Responsible for generating brokerage and activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Responsible for Handling HNI Clients too. Coordinating with clients for their daily trades in equity/FNO. Help customers to Execute trade online and place orders on behalf of customers.. Making confirmation of orders and trades done during the day to clients.. Advising clients of Sharekhan research and information regarding the market condition. Acquiring new clients through existing clients referrals.

Dear Candidate, Urgent opening with leading bank. Exp - Grade - CTC 4 Yrs - E2 - 6 LPA 6 Yrs - E3 - 8 LPA Job Responsibilities : Sales : • Maintain Daily Sales Report • Ensure quality new acquisition on SA and CA for Resident/Non Resident • Penetration of FD to unique customers • Sales of Third Party Products to the customers • Sales of Asset Products • Enhancing customer wallet size Managing Classic Portfolio : • Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR • Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme • Ensure that all classic customers within the portfolio are contacted Achievement of income plans and other benchmarks within portfolio : • Ensure that income plans for the month and year are duly met across products • Achieving of portfolio level benchmarks of and IPH • Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met • All customers to have valid mobile and email address Customer services : • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received (self, branch, other units) within the stipulated TATs • Ensure appropriate customer communication on closures & copy of that to be filed. • Preventive complaint management • Asking for feedback from customers, who may not be complaining • Promoting all direct banking channels and ensuring that the customer is utilizing the same Operations: • Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) • Maintaining Tatkal kits as per laid down process • As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process • Opening of accounts under smart account mode Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Job Role- PCG Elite Sales Key responsibilities and accountabilities Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Skills required 6 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute. Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Role & responsibilities Exceptional communication skills are a must. Candidates should be presentable and dressed in formals for interviews. Candidates must be willing to travel to multiple branches in Delhi. A minimum of 2 years' experience in a banca role is required. Experience in handling HNI customers is essential. Candidates should have a stable career history (no frequent job changes). Preferred candidate profile A background in PSU banks is preferred.

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Locations:- Ahemdabad, Surat, Hyderabad, Delhi, Kolkata, Chennai, Bangalore, Pune, Mumbai

Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary market Offering various corporate bonds, government securities, state securities to Provident Fund, Family Offices, HNI ,Sub broker / IFA . Sourcing of securities from Banks ,Primary Dealers & Institutions. Building relationship with clients Desired Profile : Candidates should be having exposure to the Debt market. Candidates should be having a good educational background.

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complaints of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.