Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Contact/Whatsapp - 6351 954 334 HR Mitava

Develop & execute the sales strategy to meet/exceed sales targets. Identify business opportunities & market trends to drive revenue growth. Work closely with team to align sales & marketing strategies. Monitor team productivity & Sales performance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll - Full Time Insurance Career Mediclaim

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured products* Optimize client portfolios for maximum returns Stay ahead with market insights & wealth strategies *What We’re Looking For:* Minimum *8 years of experience* in wealth management Proven ability to manage *100 Cr+ AUM* Strong expertise in *PMS, AIFs, and financial products* Excellent *client acquisition & relationship* skills *Competitive Compensation | Growth Opportunities | Leading Financial Institutions* Ready to take your career to new heights?

1. Communicating with clients via phone calls, emails 2. Identifying and resolving client queries 3. Maintaining a detailed and accurate record of all client details and communications 4. Building and maintaining long-lasting business relationships with clients 5. Ensuring to respond to client queries in a professional and timely manner 6. Providing clients with relevant information on the products and services offered by the company 7. Responsible to acquire new HNI Partner or Clients 8. Responsible to manage different offline events. Basic Criteria: 1) Experience in client handling and resolving queries 2) Knowledge of Derivative and Capital Market 3) Acquisition of New HNI Client 4) Good Communication Skills 5) Must have NISM 8 Certified.

Acquiring new customers Increasing the size of existing relationships Cross-selling banking products

Urgent Hiring for !!! Branch Relationship Manager !!! for one of the leading pvt sector bank. Location Of Placement : Hadapsar/Kharadi / Charoli Phata / Chikhali. Key Deliverables Achieve Retail Liabilities Sales objectives and meet Value, Volume, and Productivity metrics. Generate revenue through CASA, X-Sell, and Third-Party Products like Insurance. Source High-Value CASA customers and Family Banking relationships. Acquire new-to-bank customers via personal efforts and acquisition channels. Contact 20 customers and meet 4 prospects daily. Upgrade customers to higher product categories. Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. 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 - 9328380990 Sr HR Jyoti S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the clientHNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Designation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Reporting to: Channel Manager

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. 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 - 9328380990 Sr HR Jyoti S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 70462 50645 Sr HR Meera V Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 70462 50645 Sr HR Meera V Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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.

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.

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.

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

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 yogesh email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Senior Wealth Manager Location: Bengaluru, Hyderabad, Chennai Experience: 7-20 years Company: Leading Financial Services Firm backed by a Top Corporate Group Job Description: We are seeking a highly skilled and experienced Wealth Manager to join our team at one of the nations leading financial services companies, backed by a top corporate group. In this role, you will be responsible for providing personalized financial advice and investment solutions to high-net-worth individuals (HNWIs) and clients. Your expertise will help clients achieve their financial goals while managing risks and optimizing returns. Key Responsibilities: Build and manage relationships with high-net-worth clients and prospects. Provide tailored wealth management advice on investments, asset allocation, retirement planning, and tax-efficient strategies. Develop and implement personalized financial plans for clients, with a focus on long-term growth and wealth preservation. Continuously monitor clients portfolios and offer proactive advice to adjust strategies based on market conditions. Stay updated on financial products, market trends, and regulatory changes to offer the best solutions to clients. Collaborate with internal teams to provide comprehensive wealth management solutions. Achieve and exceed revenue and client retention targets. Qualifications & Skills: 7-15 years of experience in wealth management, private banking, or financial advisory services. Strong understanding of investment products, asset management, and financial planning. Excellent communication, relationship-building, and interpersonal skills. Proven track record of managing HNWI clients and delivering exceptional financial outcomes. Certification in financial planning or related field (CFA, CFP, etc.) is preferred. Ability to work independently and in a team-oriented environment. Benefits: Competitive salary and performance-based incentives. Opportunity to work with a leading national firm with extensive resources and support. Career growth and development opportunities.

JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/ SENIOR INVESTMENT SPECIALIST (Sr. IS) About Business line/Function: Super Investor team is responsible for servicing and growing the Super Investor client segment. Super Investors are defined as those clients having a total relationship between 20 lakhs to 2 crores with Sharekhan and who are not active traders. The Investment Specialist (IS) / Senior Investment Specialist (Sr.IS) is the Single Point Of Contact (SPOC) for a set of Super Investor clients. As the SPOC for the defined set of clients, the IS / Sr. IS is responsible for meeting asset gathering and revenue targets through identifying and meeting the financial needs of the clients. The IS / Sr. IS is the key person responsible for the delivery of the value proposition of the segment to his clients. To enable the IS / Sr. IS meet the diverse financial needs of the client all products of Sharekhan shall be available on offer through the Super Investor. Additionally, the IS / Sr. IS shall be supported with an Portfolio Expert (PE) and other product experts to guide him / her on an ongoing basis. The IS / Sr. IS shall report into the Regional Head / Territory manager of the Super Investor segment, the IS / Sr. IS shall also have a dotted line reporting to the Branch Manager (BM) of the branch that these clients belong to. Job Title: Investment Specialist / Sr. Investment Specialist Date:Department: Super Investor Location: Branch / Regional Office Sub Department Reports to: (Direct) Regional Head / Territory Manager SI Grade: (if applicable) M1 (Functional) People Management Responsibility(Y/N) N Number of Direct Reportees: NA Position Purpose As an IS / Sr. IS, your primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering asset gathering products like Mutual Funds (Lumpsum and SIP), PMS, AIF, Investiger, Corporate Fixed Deposits, trading and lending products, helping client trade better volumes with the help of education driven products and providing protection driven products along with other financial products within Sharekhan as well as third party product providers. You will be responsible for cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization. As an IS / Sr. IS, your primary objective will be asset gathering and wallet expansion of the client. The IS / Sr. IS will also be responsible for making clients eligible for upgrades to other segments Responsibilities Direct Responsibilities The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Contributing Responsibilities • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. • Responsible for growing revenues of broking, lending products and Sharekhan Education products • Add new to SK customers. • Ensure connect with all mapped Super Investor clients. • Increase the AUM, SIP Flow & Revenue from the mapped book. Technical & Behavioral Competencies • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonal skills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self –motivated Specific Qualifications • Graduate in any stream with basic knowledge of financial markets across different product lines. • Certifications required for offering various trading, insurance and asset products. Skills preferred: Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable Behavioral Skills : (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Ability to synthetize / simplify Transversal Skills : (Please select up to 5 skills) Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level : Bachelor Degree or equivalent Experience Level : At least 3 Years for IS and At least 5 years for Sr. IS Other/Specific Requirements (if any) JOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Key Performance Indicators (KPI) Super Investor - Investment Specialists / Senior Investment Specialists Annual Target (INR MN) Performance Evaluation Category Performance Objectives Indicative Weightages IS Sr. IS Core cross sell (50%) Mutual Funds NES LS, PMS NS, AIF NS and Investiger (Managed Brokerage) 40% 96 126 Cross sell (20%) Incremental SIP Flow & Fixed Income (SGB, Corporate Fixed Deposit and any other fixed income product) 30% 0.9 1.2 Brokerage and other Products (10%) Revenue through Brokerage, Lending, Education, and all other products 10% 0.6 0.72# New to SK SI Eligible clients 24 Clients Annually Streamlining Initiatives (20%) NPS Score Adherence to Sales Process and Sales Quality 20% Above segment average NPS score^ At Branch level or IS Level depending on availability *Insurance KPI will be added once it’s available. Note: For newly appointed IS and Sr. IS, minimum performance standards (equivalent to 25% achievement of Business KPI’s for a quarter) are applicable. These apply not only to new employees but also to existing employees being reassigned to these roles. *Refer SI points provided as part of the Incentive Plan document pack for IS / Sr. IS roles ^NPS at IS level or at segment level depending on what is available JOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS)

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

Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Kindly apply on below link. https://app.candidhr.ai/app/candidate/gAAAAABnyZtfKToEDI2i8TD4lxUADxZM-RhpfDZEXiCYBWtaXnWHFVoJgUg6xjQzwtQ0E-f2cML3JzvMiZ5QBG1rTxwXvJEyvg==/ Job Description Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A. Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B. Position Responsibilities Sr. Key Responsibilities 1 • 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. C. Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA/ Post Graduate Experience Essential Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager 6+ years Relationship Manager 3 6 years

JOB DESCRIPTION Position Title Investment Manager Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage. About the Brand ‘ Vama’ stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients’ wealth This Position is a XXXXXXXXXXXXXXXX Nuvama wealth the is the wealth management arm Headed by Rahul Jain. It focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. We have an adaptive approach and have kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience. Our experienced management team leads 65+ branches, 1200+ advisors, and 20,000+ partners across India. Functional Responsibilities / KPIs As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards. The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies. The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards. Sales and Business Development: Work closely with Nuvama Wealth RMs on driving the insurance products. Promote and sell insurance products to existing and potential customers through relationship managers mapped to you. Achieve sales targets and contribute to the LOB overall targets with self and team. Develop new business opportunities through networking and referrals. Client Consultation: Assess clients' insurance needs and provide suitable recommendations. Explain insurance policies and coverage options to clients clearly and effectively. Assist clients with the application process and ensure proper documentation. Customer Service: Provide exceptional customer service and support to clients regarding their insurance policies. Address client inquiries and resolve any issues or concerns related to insurance products. Conduct regular follow-ups with clients to ensure satisfaction and retention. • Compliance and Documentation: Ensure all insurance transactions comply with company regulations and policies. Maintain accurate records of sales and client interactions in the company system. Stay updated with changes in insurance laws and regulations. Training and Development: Participate in ongoing training programs to stay current with industry trends and product knowledge. Share best practices and knowledge with team members to improve overall performance. Job Requirements Qualifications 1. Bachelor’s degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry. 3. Strong knowledge of insurance products and services. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team.. Experience 1. Minimum 5 years’ experience in life insurance sector 2. Fresher to be considered only from Insurance institutes Functional Competencies 1. Full-time position, typically within standard office hours. 2. May require occasional travel outside the present location to meet clients or attend training session. 3. Office-based with some flexibility to work outside the main office, depending on company policies

Responsible for revenue generation and branch profitability through brokerage. Manage a team of Relationship Managers to drive client acquisition, focusing on MNI and HNI segments. Provide regular updates to superiors. Required Candidate profile Oversee Equity dealers/advisors to generate brokerage via long-term equity investments and short/medium-term trading. Build and maintain strong client relationships for retention and new business.

Maintain Relationship with clients and customers. Generate business through the team. Lead and manage the activities of sales and marketing team. Motivate them to achieve goals. Develop and implement sales strategies. Handle walk in customers Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Bike mandatory Perks and benefits - Paid Leave - Incentive - Allowances - Insurance