1146 Hni Jobs - Page 6

Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank. Preferred candidate profile Graduation from a recognized institute AMFI and IRDA certifications 3-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification Sales incentives

PCG Vertical HNI Clients "KASHIF@D2NSOLUTIONS.COM"

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Hyderabad region (including areas like Jubilee Hills, Banjara Hills, Gachibowli, etc.). Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Hyderabad wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Chennai metropolitan area and surrounding regions. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Chennai wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

A largest vertically integrated real estate service provider company require "Head Sales - Luxury Homes" for Kolkata location. Role & responsibilities : Client Acquisition and Relationship Management Lead the team of Luxury business Property Marketing and Promotion Market Research and Expertise Negotiation and Sales Administrative Duties Institutional Duties Preferred candidate profile : Minimum 10 Years of team management. Prior Experience in Leading & scaling business or working in HNI & UHNI domain will be an advantage. Preferred Industry Experience: Hospitality Sales, Wealth Management, Luxury Automobile, Edtech, Real Estate Ancillary, Real Estate from Channel Partner firm. Communication: Fluent in English, Hindi & Bengali. The ability to work with details and meet deadlines. Traits: Go Getter, Market Penetration, Independent Work Ethics, High Integrity. Education: Minimum Graduate in any Discipline, MBA would be preferred. Proficiency in using real estate software and CRM tools Professional appearance and demeanour. • Affinity for work on weekends & Sundays (Alternate Week-offs structured) Ability to Penetrate Market by building great business relationships. Analytical with strong ability to identify Key Business Indicators & implement the Key business drivers. Interested candidates please share profiles to: sataparna@empowerresources.in

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Currently hiring! A Sales Team Lead Manager lead a sales team by providing guidance, training and mentorship, setting sales quotas and goals, creating sales plans,analyzing data, assigning sales territories and building their team. Role & responsibilities Responsible for generation of revenues the Sales Channel. Responsible for Achieving the Business Objectives Sales Team for the Branch and meet the Value, Volume and channel Productivity. Responsible for leading a large Sales Channel comprising Team Leaders and Sales. Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. Experience in handling large team Preferred candidate profile Bachelor's Degree in any stream Proven Work experience required of 1 to 4 + sales and marketing in BFSI/lnsurance or Investment Sectors Good conflict-resolution and problem-solving skills Background BFSI industry is a bonus. For more information: Komal B.I HR Team Phone/WhatsApp: +91 93289 59079 Email: komal@Tekpillar.com Also, Kindly share this Job Opening with your Friends and Colleagues who is looking for a Job Change in BFSI Domain In Andhra Pradesh.

JOB DESCRIPTION Job title: Fundraiser Executive Department: Marketing & Resource Mobilization Reporting to: Team Leader Travel Requirement: 80% The position holder shall be responsible to adhere & work within the ambit of Plan Indias Safeguarding Policy & Gender Equality Policy. ABOUT PLAN INDIA Plan International (India Chapter), also referred to as Plan India, is an Indian registered not-for-profit organization that is constantly striving to advance welfare and development for children and equality for all girls and women in India. Through its grassroots social development work, Plan India seeks to create lasting impact in the lives of poor and vulnerable children, their families and communities, by gender transformative child-centered community development. Since 1996, Plan India has improved the lives of millions of children and young people by enabling them to access and benefit from the safety nets and schemes of the government for child protection, quality education and healthcare services, healthy environment, livelihood opportunities and participation in community development. To know more about Plan India, visit www.planindia.org SUMMARY OF THE OVERALL JOB This role will contribute to this purpose by managing an assigned portfolio of fundraising activities to achieve agreed targets. Reporting to the Team Lead, you will make decisions on how best to deliver activities and be accountable for the development and management of budgets, plans, marketing, stewardship, reporting and evaluations. KEY FUNCTIONS / RESPONSIBILITIES Positively engage with the public and motivate them to support Plan by donating on a long term Represent Plan India in different malls, residential premises, etc. Work with your Team Leader and Coach to achieve weekly quantity and quality fundraising targets . Raise awareness of Plan work with children. Develop fundraising techniques with your Team Leader and Coach to improve the income of Plan Ensure you possess relevant collateral/resources to carry out your role Obtain and identify quality donors using methods outlined in Core Skills training. Maintain the highest possible standards of integrity, consistent with Plans values. Treat all information obtained by donors as confidential and safely and securely . Participate in t raining sessions as directed by your Team Leader or Coach. Actively share Plan information and fundraising techniques with fellow team members . ELIGIBILITY (EDUCATION AND EXPERIENCE) Graduate/ Post Graduate Excellent English communication skills with demonstrated ability to talk and listen to people and build rapport with them. Highly performance-oriented and ability to work in a team. Energy and drive to inspire people Public Speaking skills COMPENSATION & EMPLOYMENT Plan is an equal opportunity employer and qualified women candidates are encouraged to apply. Our policies and procedures reflect our commitment to child rights and child protection. How to apply Please send us your updated resume along with a suitability note (Single Word document only) at Parvinder.kaur@planindia.org . Please mention Fundraising Executive in the subject. Given the volume of applications received, only shortlisted candidates will be contacted.

JOB DESCRIPTION Job title: Fundraiser Executive Department: Marketing & Resource Mobilization Reporting to: Team Leader Travel Requirement: 80% The position holder shall be responsible to adhere & work within the ambit of Plan Indias Safeguarding Policy & Gender Equality Policy. ABOUT PLAN INDIA Plan International (India Chapter), also referred to as Plan India, is an Indian registered not-for-profit organization that is constantly striving to advance welfare and development for children and equality for all girls and women in India. Through its grassroots social development work, Plan India seeks to create lasting impact in the lives of poor and vulnerable children, their families and communities, by gender transformative child-centered community development. Since 1996, Plan India has improved the lives of millions of children and young people by enabling them to access and benefit from the safety nets and schemes of the government for child protection, quality education and healthcare services, healthy environment, livelihood opportunities and participation in community development. To know more about Plan India, visit www.planindia.org SUMMARY OF THE OVERALL JOB This role will contribute to this purpose by managing an assigned portfolio of fundraising activities to achieve agreed targets. Reporting to the Team Lead, you will make decisions on how best to deliver activities and be accountable for the development and management of budgets, plans, marketing, stewardship, reporting and evaluations. KEY FUNCTIONS / RESPONSIBILITIES Positively engage with the public and motivate them to support Plan by donating on a long term Represent Plan India in different malls, residential premises, etc. Work with your Team Leader and Coach to achieve weekly quantity and quality fundraising targets . Raise awareness of Plan work with children. Develop fundraising techniques with your Team Leader and Coach to improve the income of Plan Ensure you possess relevant collateral/resources to carry out your role Obtain and identify quality donors using methods outlined in Core Skills training. Maintain the highest possible standards of integrity, consistent with Plans values. Treat all information obtained by donors as confidential and safely and securely . Participate in t raining sessions as directed by your Team Leader or Coach. Actively share Plan information and fundraising techniques with fellow team members . ELIGIBILITY (EDUCATION AND EXPERIENCE) Graduate/ Post Graduate Excellent English communication skills with demonstrated ability to talk and listen to people and build rapport with them. Highly performance-oriented and ability to work in a team. Energy and drive to inspire people Public Speaking skills COMPENSATION & EMPLOYMENT Plan is an equal opportunity employer and qualified women candidates are encouraged to apply. Our policies and procedures reflect our commitment to child rights and child protection. How to apply Please send us your updated resume along with a suitability note (Single Word document only) at Parvinder.kaur@planindia.org . Please mention Fundraising Executive in the subject. Given the volume of applications received, only shortlisted candidates will be contacted.

Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferred) * Relevant Experience: 2 - 3 years Experience in Selling Financial Products * Age 24 to 35 years Interested Candidates kindly share your cv to mohanraj.bhushnam@sbicapsec.com

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Mumbai Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Maintaining relationships with partners to generate business Regards, HR Team

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

Dear Candidate, We have urgent opening for Relationship Manager - YES FIRST Surat Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Interested candidates can send updated resume to ankita.kolambkar@yesbank.in

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

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services – for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer