422 Investment Advisory Jobs - Page 15

Senior Priority Relationship Manager - Distribution Network Job Details Job Summary As a Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the worldss fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalized advice. We also support small business clients with their business banking needs. Key Responsibilities Provide outstanding client experiences. Organized, follow-up leads, complete and record appointments, close customer requests Support our clients to meet their financial needs, as they progress through their career and life-stages. Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. Keep abreast of market trends, new product offerings and the latest campaigns. Skills and Experience Banking knowledge and sales experience. Excellent communication, interpersonal and relationship building skills. Ability to learn new products and services quickly. Market awareness and benchmarking. Management information. Work in a flexible and agile way. Courageous, creative, responsive, and trustworthy. Thrives in an international environment. Enjoys being in a team, engaging with co-workers. Motivated self-starter, identifying opportunities. Maintains a high standard of personal conduct and lives our valued behaviours. About Our Bank We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. For more details Contact: Kavya.p(8341137995) kavya.p@vipanyglobal.com

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.7) Build AUM and client base as per the target defined by the company.8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr _ Location - Mumbai, Kolkata,Hyderabad, Ahmedabad, Trivendrum , Kochi, Bangalore, Chennai, Vadodra, Delhi, NCR, Chandigarh, Coimbatore, Pune, Jaipur, Indore

About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank 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 Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads 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 Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute 6-10 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 handle pressure and meet deadlines Good networking and relationship building skills. Contact Viveka Lakshmi-HR Axis Bank 7842852532 pulagum.lakshmi@axisbank.com

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality. Why Join Us? Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture. If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights.

Share your CV on sonam.singh@bajajcapital.com Join Our Elite Wealth Management Team! Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact. Position: Corporate Wealth Manager Key Responsibilities: Client Relationship Management Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions. Wealth & Investment Solutions Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans. Strategic Business Development Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients. Corporate Financial Planning Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability. Cross-Functional Collaboration Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients. Market Intelligence & Advisory Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities. Client Retention & Service Excellence Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions. Risk Management & Compliance Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality. Why Join Us? Work with a team of industry-leading financial experts. Access to cutting-edge financial tools and resources. Unparalleled growth opportunities in a thriving financial sector. Competitive compensation and performance-driven incentives. A collaborative, client-centric, and innovative work culture. If you're ready to make a mark in corporate wealth management, we want to hear from you! Apply today and take your career to new heights.

Dear Candidate, Greetings from Axis Bank!!! We have urgent openings for Wealth RM role with Axis Bank. Job Location - Mumbai (Vile Parle) & Pune (Koregaon Park) Job Description :- About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/she is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: Post graduate from a recognized institute 5- 8 years in a relevant role/ BFSI sector AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self within a dynamic priority-setting environment Ability to handle pressure and meet deadlines If interested then please share your resume on suprita.pawar@axisbank.com Regards, Suprita Pawar Axis Bank HR Team

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore Trivendrum , Vadodra, Delhi, NCR

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad, Kochi, Bengaluru, Chennai, Chandigarh, Coimbatore, Pune, Jaipur, Indore

1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Experience - 1) Should have 5 To 8 Yrs of job experience working with Bank / NBFC as a Relationship Manager- Pioneer / Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Navi Mumbai Delhi, NCR, Ahemdabad, Vadodara, Bengaluru,Hyderabad, Chennai,Kolkata,Kochi,Pune,Udaipur,Jodhpur,Jaipur,Surat.

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward _ Location-Kolkata,Mumbai,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore,Trivendrum , Vadodra, Delhi, NCR

1) HNI / UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr onward _ Location-Mumbai,Thane,Ludhiana,Chandigarh,New Mumbai

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - JP Nagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable 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- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10 AM to 12 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. 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 Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme 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 Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program Acquire new customers who meet product criteria and flag them on the system Regularly interact with the customer to build rapport and understand the profile. Achieving MTD and YTD Revenue Targets Enhance the value/book size of the given portfolio Achieving Top Line targets for various products like LI, MF etc. Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization Contact 15 unique customers daily for sales calls Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date Update any Event Based Triggers (EBTs) Update any portfolio client related process like LTR etc Handling Service Request for NR HNW clients Ensure certification of documentation required for opening and maintaining customer accounts Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time) Increase in market 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 NRI Preferred Customer Product Penetration & contribution towards focused product •Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance client's CTG level and Ensure that the Customer Group profitability is achieved Customer Service Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features. Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT. Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification (NR Modules) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required : Minimum experience in years 3-4 yrs Exposure to NRI segment (preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Notes (Any specifications apart from all mentioned above, to be communicated for the role) Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Concern Person: Abhai Srivastava - HR Date: 16th May 2025 (Friday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

About The Role : Job Title- Vendor Management Lead, VP Location- Pune, India Role Description Outsourcing is key to PB global strategy. It is important to manage strategic partners and Vendor Management (VM) team is responsible for outsourcing activities and work closely with vendors to bring desired value to the organization. This position is part of global VM team that will work on service delivery, governance & change related activities on global scale. This role will work closely with Front office, Technology and onsite vendor managers covering end to end process. Vendor Management is responsible for the service relationship with a vendor on a transactional level and for transactional vendor related support tasks. Work includesManaging or performing strategic sourcing work to manage risk and optimize the value/resilience of materials/services sourcing including, Establishing supplier relationship management processes and continuous improvement goals/programs, Negotiating contracts and coordinating supplier integration plans with internal clients, Monitoring market dynamics that impact materials/services availability and/or pricing, Partnering with internal clients to identify sourcing needs, develop buyer/market profiles, identify marketplace trends, and define acceptable service levels What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll 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 Understanding of Wealth Management business / products and align the performance of vendors accordingly. Responsible for service delivery risk and change, aligned to business vision & strategy. Manage Service Delivery across multiple businesses, products & contracts including application, infrastructure and back-office services. Measure KPIs, KRIs, Volume vs spend, delivery trends, capacity, non-conformances, % of escalations, incidents & near misses, policies & policy compliance, and act as first line of defense for vendor. Ensure full knowledge of service levels and metrics defined in the vendor engagement. Effective governance around risk and change. Globally consistent timely reporting. Experienced in risk management framework to continuously assess the risk followed by effective mitigate or reduction. Perform risk assessment, periodic due-diligence, policy reviews and related reporting for all the global & /or regional vendors. Conduct review meetings, dispute resolution and ensures timely escalation. Undertakes periodic reviews of the efficiency and effectiveness of VM end- to- end processes to identify opportunities to eliminate waste, improve efficiency and performance. Oversight of ongoing project implementation or change initiatives. Engages product / function development to ensure a superior vendor offering in the face of changing client needs and market trends Build and manage relationships with key stakeholders Effective communication & engagement with senior stakeholders across functions. People Management: Understands & actively supports plans and values, contributing to the achievement of a high-performance culture. Personally, contributes to an environment where people are greatest asset. Takes ownership and maintain healthy working relationship while seeking opportunities for continuous development of personal capability and improved performance contribution. Provides help and support to facilitate early integration and assimilation of employees in the new environment post implementation Highlights performance issues within the team, where appropriate, to drive for high performance Your skills and experience Atleast overall 15 years of relevant experience in Wealth Management processes / products e.g Deposits, Investments (equities, bonds, OTC, funds), Lending and vendor risk management of which, atleast 3 years of direct experience in managing global vendors Consulting experience with analytical skills and production problem solving Excellent communication skills, fluent in English and local language (written/verbal) as appropriate Excellent team worker, able to work in virtual global teams and a matrix organization Open minded, able to share information, transfer knowledge and expertise to team members Knowledge of core banking system setup and licenses management. Understanding of contracts, policies and third party risk assessment. Project management and change management. Attention to detail and ability to prioritize Innovative with ability to drive change Able to work independently but with strong team work, and under pressure Good computing skills How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities 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 The Role : Job TitleSales Coverage Support Analyst, AS LocationBangalore, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll 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 Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material. Ensure timely completion of internal reporting Oversee Service Assistant desk the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules. Resolve client queries Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc. Your skills and experience The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (verbal and written) Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking 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 The Role : Job TitleNDPMS Portfolio Manager, VP Location Mumbai , India Corporate TitleVP Role Description: The non-discretionary portfolio manager will provide tailored, strategic, innovative advice/solutions to the clients/prospective clients, delivering superior investment opportunities to the clients in line with the clients objectives and personal needs. They will lead the due diligence, preparation of relevant client reports and assist in the implementation/execution of the transaction. They will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients. Given the advisory nature of the roles, the portfolio manager will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements.Deutsche Investment India Private Limited is looking for a replacement hire managing the Non-Discretionary PMS business as Portfolio Manager. The Current Portfolio Manager has resigned and this request is for replacement. The replacement hire is required to manage Equity as well as multi asset portfolios of large HNWI / UHNWI / family office clients under a non-discretionary mandate providing customized services and solutions reporting regionally to the PB APAC Capital Markets Head and locally to India WM Coverage Head. He will partner with the Sales/Coverage and Origination teams, working closely to provide holistic solutions to the clients. Given the advisory nature of the roles, the portfolio manager will ensure that the advice provided is in good faith and always in the best interests of the client and in adherence to all regulatory and compliance requirements. What we'll offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements 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 Provide professional advice on customised multi asset portfolios (under Non-Discretionary PMS business) for Wealth clients in India create, maintain and manage clients equity portfolios tracking in house equity model portfolio with the stated mandate of beating the benchmark Partner up with the Relationship Manager and Investment Manager to cover WM clients as strategic advisor and help in building/reconstructing model portfolios by providing guidance to WM clients Support the Relationship Managers in their new client acquisition efforts through participation in prospecting, client pitches and showcasing Deutsche Bank Wealth Management capabilities across all WM Locations in India Responsible for delivering non-discretionary business revenue targets and increasing wallet shares from existing clients . Able to generate referral from existing client for Prospects. Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on DB PB house views. To regularly engage with clients and provide views on client portfolios, markets asset classes and securities. Able to lead investment discussions in one-on-one meetings & group meetings with clients and provide constructive advice in compliance with the research guidelines and mandates. The role also entails liaising with external research teams (empanelled brokers) on research ideas on Equities and other asset classes and securities, getting them vetted internally and recommending them to clients and including them in model and client portfolios and wherever possible look to conduct primary research. Proactively seek to manage and control risks while maximizing financial returns in line with regulations. Work in close co-ordination with different internal teams like the mid office function, compliance, divisional control office and audit functions. Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct flagging and managing reputational risks and conflicts issues. Your skills and experience Senior resource with at least 15+ years of experience in managing client portfolio with a strong understanding of Equities and other asset classes. Excellent presentation and communication skills in English is a must. Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred. Relevant local licenses and qualifications mandatory Proven experience in Equity investment advisory and sales, with good understanding of private clients and U/HNW clients needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business Professional Integrity with excellent client-facing advisory & sales skills with proven track-record Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint and other research / data compilation tools Knowledge of relevant regulations pertaining to PMS business. Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple equity mandates of clients Demonstrate ability to work with a structured approach towards clients portfolio construction and management Ability to maintain a cool head during volatile markets to manage the trade execution desk and also to manage clients temperament good client relationship management skills Good interpersonal and communication skills How we'll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team in Germany & Pune 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 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.

Role & responsibilities • Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of clients

Acquired and managed institutional and corporate clients. Retained and deepened relationships. Advised on fixed income investments including Government Bonds and Securities based on client needs for investment or liquidation. Required Candidate profile Experienced fixed income professional with expertise in client acquisition, govt. securities, bond markets, and investment advisory for institutional and HNI clients.

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

Client Relationship Management Identifying and acquiring new high-net-worth individuals (HNIs). Providing financial advice on investments, asset allocation, and other relevant topics.

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Office Address Raipur CG Branch Manager - ATUL DUBEY - Mobile 9833947268 U G 51/52, SAMVET SHIKHAR BUILDING , PRESS COMPLEX RAJBANDHA MAIDAN , RAIPUR - 492 001 . India, Tel No: + | Direct: + 91771222 1549 Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile - pradeepjain@rathi.com

Job description Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. Review relationship in case of existing clients and increase revenue through them Obtain minimum five client references from existing and new clients for business expansion. Client Servicing based on research and back office inputs Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required Resolve all customer queries Desired Candidate Profile Any Graduate and Experienced in Dealing Equity and Derivative Perks and Benefits Salary 02.50Lpa - 05..00Lpa + Incentive as per policy on Company payroll Interested Candidates please share your profile on pradeepjain@rathi.com Office Address: Anand Rathi Share & Stock Broker Ltd. S -2, Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , -