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 min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or whatsapp resume on (9328380990) SR.HR Jyoti S Perks and benefits On roll with HDFC Group Career growth

Post : Business Development Manager (BDM) • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : between 24 to 38 • Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9081369513 HR Tanvi Perks and benefits Incentive + PF + Mobile with Several

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Responsible for achieving Insurance premium targets through the sales distribution channels & delivery on customer retention targets. Effectively manage the sales and Onboarding of customers. Kindly call/send your resume at 9731592570 (Whatsapp). Required Candidate profile FLS candidates preferred: Any industry from sales experience 1 to 3 Years. Eligibility: Graduate /post-graduate. Should have high relationship building quotient. Influencing and selling skills. Perks and benefits Incentive can be earned in lakhs + Bonus & Rewards

Need Candidates from Big 4 companies Description: EA to MD & CEO. Written and vocal communication. Organising calendar, appointments, and travel Business Analyst, maintaining reports.

•To manage existing as well as acquiring new customers into Preferred / Imperia programme and offering them superior customer experience to enhance profitability of the relationship by increasing relationship size

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager. Job Locations: Jamshedpur, Jharkhand 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

Identify & onboard Channel partners to expand market reach, for business growth. Plan sales effective strategies & targeted promotions. Stay updated on banking products & provide customer services. Achieve monthly targets by B2C and B2B marketing. 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

Location : Gujarat Job Overview: We are seeking a highly motivated and experienced NRI Relationship Manager to join our esteemed banking institution. As an NRI Relationship Manager, you will be responsible for managing and nurturing relationships with Non-Resident Indian (NRI) clients, ensuring their financial needs are met, and offering tailored banking solutions to enhance their overall banking experience. Your expertise in portfolio management and knowledge of the banking industry will be instrumental in achieving our business objectives and maintaining client satisfaction. Responsibilities: NRI Client Relationship Management : Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. Portfolio Management : Utilize your 5-7 years of experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. Business Development : Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. Compliance and Regulations : Stay up-to-date with banking regulations, tax laws, and other compliance requirements pertaining to NRI banking. Qualifications and Skills: Candidate must have a Masters degree 5-7 years of proven experience in managing NRI clients and portfolios in a banking environment. Must have a portfolio of NRI clients in previous organization In-depth knowledge of banking products and services related to NRI banking. Excellent communication, negotiation, and interpersonal skills. Ability to build trust with clients and provide exceptional customer service. Demonstrated track record of meeting and exceeding targets. Familiarity with relevant banking regulations and compliance requirements. Should have knowledge of Forex Remittances (retail as well as trade) to facilitate the customers.

Motivating and inspiring the team to generate new business opportunities To meet and exceed organization's goal, including conversion targets, and lead generation Monitor and coach team to achieve sales target Maintain an accurate record of all sales Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com Regards Piyush D

Motivating and inspiring the team to generate new business opportunities To meet and exceed organization's goal, including conversion targets, and lead generation Monitor and coach team to achieve sales target Maintain an accurate record of all sales Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com Regards Piyush D

We have an urgent openings for the position of Regional Manager with most of the leading financial firm. Key Responsibilities: Develop and execute the overall advisory and sales business strategy Build and maintain strong relationships with key clients and partners Oversee the development and delivery of sales Drive revenue growth and profitability for the advisory and sales business Manage and develop the advisory and sales team (team of vertical managers>team leaders> relationship managers) Ensure compliance with regulatory requirements Conduct market research and identify new business opportunities Represent the company at industry events and conferences Collaborate with other departments to achieve business objectives For more information on profiles, please feel free to call us @ 7814404567 or share your updated resume at neha.rani@lavyaassociates.com

We are seeking experienced and skilled person to manage HNW clients. You will provide tailored financial planning/investment advice, identify x-selling opportunities, &acquire new customers while ensuring exceptional customer experience&retention. Required Candidate profile 5+ years exp & sales oriented ,should possess excellent communication skills, a customer-centric approach, proven track record, consistent high performance and a strong focus on service quality

Dear Candidate, URGENT OPENING FOR RGENT OPENING FOR E4/D1/D2 Manager Relationship Manager Private banking role for pbg/private banking department lo cation Bhilai Bhiwadi Guwahati Jabalpur Jaipur Kolkata Kota Mumbai Bangalore Job Purpose • To identify objective, agree plans and time frames, to review and record progress. • To know where to go and to ensure that we get there Job Responsibilities(JR) : 6 – 8 Areas Actionable (4-6) Slab 150, 250 and 350 Lacs TPP Target slab and additional Banking target Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets – Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for self-base for RM and self & team level for Senior RM Client sign on objectives as defined by Business Head (10%) Minimum client sign on objectives as defined by RH/BH including new to bank clients to be achieved Focus to ensure conversions from existing bank clients by offering PBG services to other eligible managed clients Customer Relationship Management Objective (10%) Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective (10%) Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications (examples listed below) Key Skills • Graduation/Post-Graduation: Marketing/Finance, CA • Certifications: o AMFI Certification o NCFM Certification (Optional) o CAIIB • Sales and Influencing Skills • Banking Product & Process Knowledge • Relationship Management and Negotiation Skills • Planning and Organizing Skills • Communication • Knowledge of Competition & Current trends in financial Industry Experience Required (examples listed below) • Minimum experience in years – 8 yr+ • Wealth experience preferred Major Stakeholders(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) • Customers • Branch Banking Team • Operations • Product Team • Treasury • HLIC • Insurance CAM • MF Fund houses personnel • HSL personnel mahesh fortune 9970159907

About our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Relationship Manager Location: Chennai / Hyderabad / Coimbatore / Trichy / Madurai / Salem Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 2 to 9 years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios. Technical Skills Deep knowledge of financial markets, investment products, and wealth management strategies. Soft Skills Exceptional communication, presentation, and negotiation skills. High integrity, ethical standards, and a collaborative approach. Entrepreneurial mindset with a passion for client servicing and business growth. Key Performance Indicators (KPIs) Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy. Act as the primary relationship holder, addressing clients' holistic financial management needsincluding investments, lending, and insurance—by leveraging subject matter experts from the group. Lead team performance, mentor junior colleagues, and actively align with organizational objectives.

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 & complains 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. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

Minimum 2 years of experience in general insurance investigation portfolio Data entry in system for investigation cases Telecalling for paid unpaid recoveries, able to improve the paid unpaid recovery% Preparing reports, maintaining in system sharing with stakeholders Able to identify a good network of investigators recovery agents. Exposure to investigation process for all LOB recovery of theft vehicles Hands on computer, MS office Must be a good learner. Qualifications BachelorDegree About Us Minimum 2 years of experience in general insurance investigation portfolio- Data entry in system for investigation cases- Telecalling for paid & unpaid recoveries, able to improve the paid & unpaid recovery%- Preparing reports, maintaining in syst