1835 Investment Jobs - Page 14

Mount Litera Zee School Wagholi, Pune is looking for Accountant to join our dynamic team and embark on a rewarding career journey. Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision - making process by preparing budgets and financial forecasts.

Manage and mentor a team of sales associates or junior agents. Drive achievement of individual and team sales targets. Facilitate onboarding and initial training for new hires Coordinate with other agency leaders and departments for smooth operations Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

The Objective of the role is to oversee risk oversight across diverse asset classes and regulatory environments, supporting the firm s Mutual Fund, Alternative Investment Fund (AIF), National Pension System (NPS), and GIFT City-based businesses. The following are the key responsibilities: Investment Risk Oversight Monitor investment risk exposures across equity, fixed income, hybrid, and alternative portfolios. Design and implement portfolio risk dashboards and exception reports for CIOs, investment committees, risk committees, and trustees. Perform daily/weekly risk assessment basis the defined risk appetite and thresholds & conduct concentration risk assessments. Evaluate portfolio compliance with scheme investment objective, client guidelines, and internal risk limits. Conduct stress test or scenario analysis basis regulatory models, internal models or predefined scenarios i.e. macro, geopolitical and idiosyncratic stress viz. interest rate spikes, credit events, geopolitical shocks, etc. Hedge fund & Cross-Border Risk Evaluate investment risks related to Alternative funds & funds operating out of GIFT City including cross-currency exposures, offshore allocations, and derivative strategies. Design and implement portfolio risk dashboards and exception reports for the hedge funds and alternative funds Product & Regulatory Risk Ensure investment management adherence under SEBI (MF, AIF), PFRDA (NPS) and IFSCA regulations. Support various regulatory and internal risk filings & disclosures Review new product proposals from a risk perspective and contribute to Executive committee or Investment committee documentation. Represent the risk evaluation of various schemes to the investment committee, risk committees & trustees on periodical basis Tools, Analytics & Frameworks Enhance use of risk and performance attribution systems like Bloomberg PORT, FACTSET, etc. Enhance use of quantitative tools such as Python, R, Excel VBA, or Power BI for automated risk reporting. Collaborate with tech teams to integrate external risk engines and internal tools. Maintain risk models, monitor exceptions, and back test portfolio risk behavior. Years Of Experience: 5 to 7 years with relevant experience in investment risk management Qualifications: Postgraduate degree in Finance, Economics, Mathematics, or related field. CFA/FRM preferred. Strong command over fixed income and derivative risk analytics.

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 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 behavior, 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 Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Ebizneeds (India) Internet Solutions Pvt. Ltd is looking for Accountant to join our dynamic team and embark on a rewarding career journey Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

nderabad, Vijayawada, Visakhapatnam, Vizianagaram, West Godavari, YSR Kadapa. Builds market position by locating, developing, defining, negotiating, and closing business relationships. Roles and Responsibilities - Identifies trend-setter ideas by researching industry and related events, publications, and announcements; tracking individual contributors and their accomplishments. - Locates or proposes potential business deals by contacting potential partners; discovering and exploring opportunities. - Screens potential business deals by analyzing market strategies, deal requirements, potential, and financial; evaluating options; resolving internal priorities; recommending equity investments. - Develops negotiating strategies and positions by studying integration of new venture with company strategies and operations; examining risks and potentials; estimating partners needs and goals. - Closes new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations. - Protects organization s value by keeping information confidential. - Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. - Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Skills and Qualifications - Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Selling to Customer Needs, Territory Management, Market Knowledge, Presentation Skills, Energy Level, Meeting Sales Goals, Professionalism

Responsibilities: *Manage client relationships through equity advisory & sales. *Contribute to business growth through effective relationship management. *Acquire new clients through networking & marketing efforts. *Preferred profile from broking Annual bonus Health insurance Sales incentives

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Please share resume on taru@avaniconsulting.com Contact : +91 7355922379

Job Description Job Responsibilities Review and draft legal documents related to real estate transactions, including contracts, leases, and purchase agreements. Advise clients on real estate transactions, ensuring compliance with local, state, and federal laws. Conduct due diligence on properties, including title searches and property assessments. Negotiate terms of sales and leases on behalf of clients. Represent clients in disputes related to property ownership, zoning issues, and landlord-tenant conflicts. Assist clients with obtaining financing for property purchases and advise on mortgage-related legal issues. Work with real estate agents, brokers, and other professionals to facilitate smooth transactions. Keep up-to-date with relevant laws, regulations, and industry trends affecting real estate. Prepare and file legal documents in court or with government agencies as necessary. Provide legal opinions and advice to clients regarding property development and investment. Additional Details Working Hours 9 Hours Work Timing 10:00 AM-7:00 PM Job Requirements Gender All Qualification Graduation (LLB) Specialization Intellectual Property Law Language Hindi-Understand and Speak Excellent English-Understand and Speak Excellent Interview Details Priority Only Relevant Slot Schedule Interview Slot Type Face To Face Date & Timings Date Time 17 May, 2025 10:00 AM - 5:00 PM Requirements Documents & Assets Document Or Assets Require Documents Aadhar card Company Details Client Of Cafyo Manufacturing | Raipur, CG The company keeps their contact details confidential. You will be contacted once your profile is shortlisted.

Overview We are inviting interested individuals to join us as Business Development Partners with one of the most reputed financial institutions in India. About the Role: This is a consultant-based opportunity for individuals who want to work in a flexible setup with support and training from the company. You will be connected with our organization to grow professionally and earn additional income through our partner model. Work Profile Includes: Guiding individuals about the business opportunity offered by the company Building a small team/network under the organization s guidance Flexible time engagement with high growth potential Office visit and in-person meeting required before onboarding Eligibility Criteria: Age: 22 to 55 years Qualification: Minimum 10th pass Must be serious about earning and learning Confident and good in communication Willing to visit the office for onboarding process What You Get: Work under a well-known brand Professional training & mentorship Flexible working hours Great growth opportunity (performance-based) Location: Kolkata (New Alipore) Timings: Office visits required between 11 AM 4 PM (flexible part-time opportunity after onboarding) Note: This is not a regular 9 5 job. It s a consultant-based association with long-term growth potential. No registration fees or investment required. Tagged as: marketing Before applying for this position you need to submit your online resume . Click the button below to continue. Related Jobs Office Marketing (Calling, WhatsApp) Good Communication Indian Wire Product Rajkot Full Time 2024-12-26 TELECALER AND IT ENGINEER ACTION SHOWROOM RATLAM Full Time 2023-12-17 Smart Runner Rapidax Lucknow Full Time 2023-12-17

Overview Handle outbound calls to potential customers, Identify and qualify leads efficiently.A telecaller is responsible for gathering leads and producing sales by speaking with prospective and current customers over the phone.Their duties include gathering information from the target market, following up with customers. Tagged as: finance Before applying for this position you need to submit your online resume . Click the button below to continue. About Winwaycreators India Pvt. Ltd. Handle outbound calls to potential customers, Identify and qualify leads efficiently.A telecaller is responsible for gathering leads and producing sales by speaking with prospective and current customers over the phone.Their duties include gathering information from the target market, following up with customers. Related Jobs Business Development Holistic Investment Planners Pvt Ltd Chennai Full Time 2023-12-17 Finance Executive Kaapicat Beverages Pvt.Ltd Bengaluru Full Time 2023-12-17 Sales Manager Easeconnect Hr Services Pvt Ltd Mumbai, Maharashtra Full Time 2023-04-14

Overview Identify and target potential clients, partners, and opportunities through various channels such as cold calling, networking, and online research. Explore new markets, industries, or geographic areas for business expansion opportunities. Identify potential mergers, acquisitions, or partnerships that align with the company s growth objectives. identifying and pursuing new business opportunities, building and maintaining strong client relationships, and contributing to the overall growth and profitability of the company. This role requires a combination of strategic thinking, sales acumen, market research, and excellent communication skills. Before applying for this position you need to submit your online resume . Click the button below to continue. About PROTONS INCORPORATION We are a marketing organization with a history of 25 years serving the top clients in the Indian Market. Having our presence in 28 cities with 120+ offices and 5000+ employees we are climbing our steps towards success and expanding our organization. At Protons Incorporation we believe that the best investment is that is done in the people and the business. Our overall attitude is shaped by our overall value care. We are committed to provide our co-workers with opportunity that will enhance and support their confidence, industry knowledge, skills and professional development.

Overview Lead generating through cold calling. Periodical portoflio review through online. Coordinating with new prospects to fix an financial plan service consultation. Post-consultation follow ups through Calls/WA to convert as our client. Chat support. Tracking and maintain the enquiries. Maintaining records of every customer interaction Tagged as: finance Before applying for this position you need to submit your online resume . Click the button below to continue. About Holistic Investment Planners Pvt Ltd We are Financial Planners and Wealth Managers to Senior Corporate Executives and NRIs. We help our clients identify financial goals, develop strategic investment plans for creating, preserving and managing wealth, and achieve results in their wealth management. Our clients make significant improvements in their investment strategy and unique customized wealth management approach that enables them to take right financial and investment decisions. Related Jobs Telecalling Executive Winwaycreators India Pvt. Ltd. Hyderabad Full Time 2023-12-17 Fund Support Executive E Faws EdTech Platform Coimbatore, Tamilnadu Full Time 2023-11-25 Account Executives in Gurgaon EVENTIVATION EVENTS & BTL SOLUTIONS Gurugram, Haryana Full Time 2023-04-24

Overview 1. Work on calling and attending inquires generated through the various marketing platforms 2. Manage negotiation processes and consult buyers on market comparison study and prices 3. Work on understanding buyer s needs and proposing solutions that suit them best 4. Work on fixing up an engagement meeting with the pre-determined leads 5. Work on consulting and selling by giving excellent personalized service to the HNI customers 6. Work on converting prospects into buyers by show-casing appropriate primary residential properties to them, matching the investment needs of the prospects 7. Work on performing comparative market analysis to estimate properties value 8. Work closely with the internal CRM team to ensure a hassle-free after-sales service 9. Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customers 10. Work on collaborating with others and solving problems creatively and demonstrating high integrity Tagged as: sales Before applying for this position you need to submit your online resume . Click the button below to continue. About Homeskart.com We are known for having bulk buying power which helps negotiate with developers on behalf of customers. We ensure to give you the lowest rate in the market. Our radical and disruptive automated excellent customer service digital platform' is built through the experience in serving some of the most -reputed developers, corporate houses, and individual portfolio investors- which helps to serve a huge global real estate community. Related Jobs Home sales officer Reliance Jio chennai Full Time 2024-05-27 Sales Executive Meraki Kharghar Full Time 2023-12-17 Field Sales Executive Tri Polarcon Pvt Ltd Chennai Full Time 2024-07-25

Build, manage, and nurture relationships with institutional investors, HNIs, family offices, venture capitalists, and private equity firms. Represent the company at investor meetings, industry events, and financial conferences.

Overview We are seeking a detail-oriented and technically skilled Senior Associate – Quality Assurance professional to join our Private Capital Solutions (PCS) team. This role is critical in ensuring the delivery of high-quality software products through a combination of manual, automation, and performance testing practices. The ideal candidate will have hands-on experience with modern QA frameworks and tools like Playwright, Azure DevOps, and JMeter, and will contribute to automation strategy, execution, and team guidance across key PCS initiatives including investment dashboards and analytics. Ensure high-quality delivery of software through rigorous QA processes across manual, automation, and performance testing. Support both BAU QA tasks and new initiatives by executing comprehensive test coverage across platforms, APIs, and dashboards. Collaborate closely with developers, product owners, and business analysts to align QA deliverables with business and release priorities. Contribute to automation framework maintenance, regression test planning, and release readiness assessments. Participate in Agile ceremonies such as sprint planning, backlog grooming, and QA effort estimation. Mentor junior QA team members and share best practices in tools, frameworks, and quality standards. Responsibilities Automation Testing: Design and implement automated test scripts using Microsoft Playwright with Page Object Model (POM) design patterns. Build and maintain custom automation frameworks for both UI and API validations. Integrate automated test suites into Azure DevOps pipelines using YAML; CI/CD pipeline knowledge preferred. Debug script failures, enhance selector logic (including XPath), and leverage AI tools (e.g., Cursor, ChatGPT) to improve QA efficiency. Manual Testing: Analyze business and technical requirements to create clear, comprehensive test cases. Execute functional, regression, and exploratory testing; log and track defects in JIRA. Collaborate with cross-functional teams to ensure timely and accurate issue resolution. Validate entitlement-based access, filter workflows, and data correctness across dashboards and investment modules. Performance Testing: Develop performance test plans and scripts using Apache JMeter. Configure JMeter components like samplers, controllers, listeners, and assertions for realistic load testing. Analyze performance metrics (response time, throughput, errors) and identify optimization areas. Team & Process Contribution: Act as a QA point-of-contact in cross-functional initiatives. Drive improvements in test coverage, execution speed, and defect identification. Promote a culture of quality ownership, code/test review, and continuous learning. Qualifications 8-9 years of hands-on experience in QA (manual, automation, and/or performance testing). Strong expertise in Playwright (or Selenium/Cypress), JavaScript/TypeScript, REST API validation, and Postman. Good understanding of financial services domain, especially private capital, investments, or portfolio analytics (preferred). Experience in creating and managing test automation pipelines in Azure DevOps. Proficiency in SQL, scripting (JavaScript or Groovy), and performance testing using JMeter. Familiarity with Agile methodologies and tools like JIRA, Confluence, Git, and VS Code. Strong analytical skills, attention to detail, and problem-solving mindset. Bachelor's degree in Computer Science, Information Technology, or a related field. What we offer you Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing. Flexible working arrangements, advanced technology, and collaborative workspaces. A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results. A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients. Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development. Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles. We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum. At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email Disability.Assistance@msci.com and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM 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 (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Generate leads through field visits & cold calling Meet potential customers and pitch products/services Convert leads into successful sales Maintain client relationships Achieve monthly sales targets Provide daily/weekly sales updates to the manager Required Candidate profile 1 to 3 years of exp. in sales Graduation is mandatory Strong communication Willingness to work in the field Local candidates with good network will be preferred Contact: +91 8160174117 | Priyansi

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

Job Description: We are urgently looking for a proactive and enthusiastic sales executive to join our growing team. The role involves selling products, generating leads, and achieving monthly sales targets. Role & responsibilities: Generate leads through fieldwork, cold calling, and networking. Pitch and sell the products to prospective clients. Understand customer needs and recommend appropriate solutions. Follow up on leads, close deals, and complete necessary documentation. Meet individual sales targets and contribute to team goals. Maintain good client relationships for repeat business and referrals. Attend daily sales meetings and participate in training sessions. Preferred candidate profile: Graduate in any discipline. 1+ years of sales experience in any field. Good communication and convincing skills. Must Be a Local Candidate. Goal-orientated and self-motivated. Interested candidates can apply or reach out at: Ayushi HR | HR Team +91 84603 77032 | Ayushi@tekpillar.com

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges

The role at TEAM4 Consultancy in Chandigarh is an internship position where you will be involved in tasks related to understanding business risks, problem-solving, and suggesting solutions for clients. You will have the chance to work on various day-to-day activities that contribute to the overall operations of the consultancy. TEAM4 Consultancy takes a proactive and consultative approach to comprehending business risks and offering solutions in investment, insurance, asset allocation, risk planning, and property investments & management. The company places a high emphasis on customer service excellence and operates in a paperless environment to ensure efficient and confidential client service. Professionalism and the establishment of robust client relationships are key elements of the company's core values. To excel in this role, you should possess excellent communication and interpersonal skills, along with strong analytical and problem-solving abilities. An interest in finance, investment, and risk management is crucial, and the ability to collaborate effectively within a team while learning from seasoned professionals will be advantageous.,

Management Level G Lead in developing and maintaining a Security Technology Framework and Roadmap , jointly with the Group IT Technical Architecture team, for agreement and endorsement by the CISO and the Group Chief Technology Officer (CTO). Identify efficient and cost-effective solutions for the security mechanisms highlighted by the Technology Framework and Roadmap and by demands arising from business-driven application development. Within the Technology Framework and Roadmap: Identify, evaluate and recommend standard security products as potential security solutions. Specify, document and publish standard secure configurations for general IT platforms that will provide generic security solutions within the Company s infrastructure. Develop and document designs for bespoke standard security components that deliver re-usable security functionality. Liaise closely with Group IT infrastructure operations and development teams to support the implementation of the standard security solutions. Prepare standard security products and standard bespoke security solutions in a form that is easier for systems development teams to re-use across projects and systems, thus ensuring the right security mechanisms is implemented in a cost-effective manner; this would not include the coding or building of a standard solutions, but rather the facilitation of the use of existing solutions. Provide advice to development project teams on the incorporation of standard security solutions into project code or infrastructure, to meet specific security requirements, as derived from Policy, through Threat Modelling or the Risk Process. Identify gaps now and in future in line with the Security Technology Framework and Roadmap, and assist the Head of Security Architecture & Engineering in producing business cases to fund the implementation of technologies and processes to fill the gaps through investment. Act as the Technical Design Authority for the implementation of standard security solutions, providing ad hoc consultancy advice to systems and infrastructure development projects. Effectively and efficiently guide the implementation of new or changed, enterprise-wide security processes and technologies, funded through investment, as the Technology Framework and Roadmap requires. From time to time, lead additional project-specific activity, funded by investment to implement transformation change in security processes and technologies in pursuit of the Security Technology Framework and Roadmap. Additional contingent resources will likely be obtained to support this work. Organise and steer the performance of pre-production application level testing of security mechanisms; this would normally involve the use of external testing resources, providing a degree of independent assurance that the identified security requirements have been fulfilled and that the engineered mechanisms function correctly to specification. Liaise with the Security Operations team to ensure that suitable operational security guidelines are developed for new applications in a timely manner. Provide education and advice to the systems development community on secure development practices, using existing and new information-sharing initiatives; coordinate these awareness-raising efforts with the broader Security Awareness campaign(s). We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.

About the team: Swiggy Dineout is building India s largest dining out platform that processes more than 100M diners for its partner restaurants across its network for 21000 restaurants in 34 cities and growing. We are striving to augment our consumer promise of enabling unparalleled convenience by helping diners explore restaurants across all categories - from QSRs, cafes, casual dining, premium, fine dining and more and offer the widest range of offers on restaurant bills through easy payments on the app. We are on a mission to change the way India dines out. If you are a foodie and equally passionate to redefine the experience of dining out, join our team to be a part of the Swiggy ride! Dineout is present in 34 cities across India and we have partnerships with more than 21,000 restaurant partners where users can save upto 40% on their dining bills when they pay their restaurant bills using the dineout feature on the Swiggy app Using the Dineout feature on the Swiggy app, users can discover and avail the best deals and discounts at restaurants, cafes, bars, and pubs in their city. Users can search for their favourite restaurants based on various parameters such as cuisine, location, price range, and availability. For customers, our vision is to become their default app for all their dining-out occasions. We intend to do so by building a full stack solution for them to discover restaurants they might like, make a table reservation, make payment, and avail the best discounts/value across restaurants. For restaurants, our vision is to become their de facto platform of choice to grow their dine-in business. We aspire to do so by becoming the most cost-efficient marketing channel for them to build their brand, drive demand and acquire & engage customers. Sign Contracts with restaurants and handle inquiries from existing and new clients Gather sales lead from the market and approach restaurants actively for conversion Maintaining a strong relationship with restaurant owners and advising them on issues related to the market and offering solutions on the same (such as discounting constructs, adding images & descriptions in the menu, reducing cancellation etc) Grow revenue for Swiggy Dineout through upselling, cross-selling, Ads investment, and other channels as may be applicable A person has to complete sales reporting activities for Swiggy, including competition intelligence, keeping track of partner visits, and recent trends in the city which he or she manages Should be able to handle potential clients when on the field as the first in command The individual will be responsible for their hired City and will be required to move and set base in the City. Desired Skills : Knowledge of e-commerce activities or how the food delivery industry works (Not mandatory) Confident, Pleasing, and a go-getter personality Decent communication skills in English & Effective local language skills are mandatory Should have basic numerical skills (Eg. growth degrowth) Good Negotiation and influencing skills Self-motivated and driven by targets. Knowledge of MS Office or a similar suite is a plus "We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regards to race, colour, religion, sex, disability status, or any other characteristic protected by the law"