1848 Investment Jobs - Page 39

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road & CMH Road) Note: Candidates having 5+ 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 , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Date: 26th Jun'25 (Thursday) Time – 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel 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 , 548/D Maruthi Mansion, CMH Road Indiranagar, Bangalore 560038 (Branch Code - 184 ). Concern Person: Abhai Srivastava - HR Date: 26th Jun'25 (Thursday) Time – 03:00 PM to 05:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Infantry Road Branch) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition and Value Build Up Achievement of new acquisition value and number plan for retail current accounts for the branch. (responsibility on new acquisition plans/product mix etc. will be basis the acquisition model ) Ensure overall value enhancement from the portfolio of customers handled. Portfolio Management Responsible for monitoring the portfolio health of portfolio retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance Understanding the customer business and prepare customer profile Maintain continuous customer engagement through customer visits / contacts and proactive resolution of customer issues / queries. Proactively monitoring balances and controlling attrition. Product and Market Penetration Focusing on Profile-based selling approach, for cross - sell of value added products/services acquisition of new to bank liability customer through referral of portfolio customers.- Market Penetration Support catchment profiling for the branch for CA potential with the help of branch / sales team Regular conduct activities in catchment area for lead generation for current accounts , have joint activities with other Asset departments for lead generation. Monitoring of sourcing of current account by Sales Team or Sales officer linked to the branch Increase SB , FD , RD , digital etc penetration to current accounts Customer Engagement Action on central triggers / initiatives on value build up, cross sell and portfolio monitoring as per Branch Sales Process Product Customisation Work in close consultation with the central product team to modify the product features / parameters to ensure right product fitment for portfolio customers (Product Customization). Provide regular inputs to the product team on competition benchmarking, opportunities and segmentation, product features and quality of portfolio acquired. Customise current accounts to suit the requirement of the client and offer proper payment / collection solutions Operations Ensure forms are filled properly and processes within TAT Educational Qualifications Key Skills Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Basic knowledge of banking products / services Good relationship management and presentation skills Effective communication and influencing skills Preferably having prior experience in sales / relationship management roles in banking (including branch banking or other banking verticals) or financial services. Experience Required Minimum experience in years 2 yr Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations HLIC Insurance CAM MF Fund houses personnel HSL personnel 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 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 26th Jun25 (Thursday) Time – 10:00 AM to 12:00 PM Concern Person: Abhai Srivastava - HR 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 5/1 , Ground Floor, Prestige Terraces, Union Street Infantry Road,, Bengaluru 560001 (Branch Code - 1268) Date: 26th Jun25 (Thursday) Time – 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Axis Bank is hiring for Axis Phones Officers!!! This is for inbound customer support (Voice process) Direct payroll of Axis Bank ! Immediate joiners only; Whatsapp your cv to Ganesa HR 8056659888 THIS NUMBER IS FOR WHATSAPP Only Experienced candidates who can join immediately can apply !!! Freshers with Excellent English communication can apply!!! Education: minimum Graduation completed Excellent English communication Location: Noida No cab facility Rotational shifts 24*7 (no night shift for female) Two week offs (Rotational) All the Best! Job Description: About Axis Phones: Axis Phones engages with Axis Banks customers and prospects, virtually, through the inbound contact centre to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. Supports sales and operations teams in the day-to-day improvement of transactions and its quality via employee engagement and coaching activities. Keeps a check on any malpractices and defines actions basis severity of incidents. The overall objective is to improve customer engagement leading to superior customer experience with improved productivity and sales effectiveness.,, About the Role:., The Axis Phones Officer role is focused on rendering services to Axis Bank customers and ensuring satisfactory, first-time resolution is provided for all customer queries. To be successful at this role the incumbent needs to be the best for our customers by ensure process efficiency and cross-sell / up sell set products. Key Responsibilities: Be the best for our customers by- Displaying complete onus to customers queries / problems - Delivering service with requisite courtesy and accuracy - Adhering to product and process requirements, with nil errors - Escalating customer issues to the right internal stakeholders - Effectively resolving customer complaints at the first instance, with excellent customer satisfaction scores Ensure process efficiency and effectiveness by - Complying to service and sales guidelines - Achieving Call Quality targets - Resolving customer queries at the first instance of contact, with minimum call handling time Graduate or Post graduate from a recognized institution. 0- 5 years relevant role in voice customer servive. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. j

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 5 +yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Title Job Title RB - Affluent Business: Investment Strategy Team-Fixed Income Grade SM/M Department Affluent Business No. of Positions 1 Location CO, Worli Reporting Authority Job Name Head Investment Strategy - Fixed Income No. of Direct Reports 3 Team Size 4 Job Description The candidate will be an Investment Strategist - Fixed Income for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank. Seamlessly navigating between treasury, sales teams and service teams, and coordinate with clients along with the Burgundy Private Partner to efficiently carry out time-bound Market transactions in Bonds Identification and evaluation of Fixed Income ideas, and monitoring activities on existing suite of focused ideas Liaising with various Debt Mutual Funds for regular updates on portfolio quants for onward communication to the Burgundy Private Partners Preparing product notes and pitch decks for focused product ideas within Debt Mutual Funds, AIFs and bonds Creating the Monthly Investment Strategy presentation and other analytical tools & presentations for circulation to the internal team Providing all requisite support to the Burgundy Private Partners on Fixed Income products & Investment proposals Providing support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement, guidance on proposition/ process related queries and resolution of issues being faced by them / their clients Key Relationships (Internal or External Stakeholders) Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners Major Competencies Required Excellent presentation and analytical skills Strong communication and negotiation skills Good interpersonal skills and a strong team player Ability to work in a cross functional setup Intellectually curious Must be a self-starter Academic Qualifications / Nature of Relevant Work Experience Required Optimal qualification for success on the job is: MBA or equivalent degree. Finance specialization preferred At least 4 years of work experience preferably in a wealth management firm Good knowledge and experience of advanced MS Excel Background in Fixed Income would be a plus

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leader? No Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. 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 firms 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

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leader? No Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. 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 firms 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

Title Job Title RB - Affluent Business: Investment Strategy Team Grade VP/AVP/SM/M/AM Department Affluent Business No. of Positions 10 Location CO, Worli Reporting Authority Job Name Head Investment Strategy No. of Direct Reports 3/2/1 Team Size 3/2/1 Job Description The candidate will be an Investment Strategist - Equity or Fixed Income or Alternate Asset Class for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank. Conducting secondary research and analytics on Mutual Fund and Alternates (PMS & AIF) ideas Key focus on providing powerful insights that help position these shortlisted products to clients Creating monthly Strategy Deck and other analytical tools & presentations for circulation to internal team Providing all requisite support to the team of RMs on equity products & investment proposals Responsible for tracking equity product sales for the business channel Provide support to Burgundy Private Partners / Service Partners in the form of training intervention, knowledge enhancement, guidance on proposition/process related queries and resolution of issues being faced by them / their clients Manage internal & external stakeholders: Updating key stakeholders Partners, Service Partners, Senior Management on the proposition - features & benefits along with changes where applicable. Liaise with CO team to reconcile MIS and Report Regular co-ordinate with the AMCs on any specific Product update Key Relationships (Internal or External Stakeholders) Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners Major Competencies Required Excellent presentation and good analytical skills Strong communication skills Good interpersonal skills and a strong team player Ability to work in a cross functional setup. Ability to analyze processes and reengineer them. Project management and Time Management skills Must be a self-starter Academic Qualifications / Nature of Relevant Work Experience Required Optimal qualification for success on the job is: MBA or equivalent degree

Job Title RB - Affluent Business: Investment Strategy Team- Equity Investment Strategist Department: Affluent Business Job Description The candidate will serve as the Equity Investment Strategist for the Burgundy Private proposition, which caters to ultra-high-net-worth clients of the Bank. This role is central to driving the equity strategy, enabling frontline teams, and enhancing client engagement through insightful research and actionable recommendations. The key responsibilities will be: Preparing and disseminating monthly equity market strategy reports and other timely market insights for the frontline Analysing market trends and macroeconomic indicators to identify and recommend tactical product (MF/PMS/AIF) ideas for the client portfolios Liaising with AMCs to evaluate and understand new product ideas, identify gaps in the bank s product suite, and maintain a regularly updated focus list supported by analytics for effective client positioning Serving as the central point for sharing timely product updates and AMC communications with the coverage team Driving adoption of key analytical tools and designing new tools and enablers to strengthen the Investment Strategy vertical s research proposition Collaborating with internal stakeholders to develop campaign-specific strategies, offering relevant insights to enhance campaign outcomes and client penetration. Tracking equity product sales for the business channel and conducting periodic reviews with the frontline to scale up the equity business further. Key Relationships (Internal or External Stakeholders) Partners, Investment Advisors, TPP, Product & Research Team, AMC Partners Major Competencies Required : Analytical mindset with the ability to interpret market data and trends Proficiency in financial modelling and investment tools Strong communication and presentation skills Good interpersonal skills and a strong team player Proactive, detail-oriented, and capable of multi-tasking in a dynamic environment Strong interpersonal skills and ability to work in a cross-functional setup Project management and Time Management skills Academic Qualifications / Nature of Relevant Work Experience Required Optimal qualification for success on the job is: MBA or equivalent degree

• Lead will be provided • Need to seat a bank handle walking customer • Generate business through the Lead • Close the leads provided by the Company Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 to 41 years

Grow & maintain relationship with new & existing clients. Monitor market trends & competitor activities to identify growth opportunities. Manage, train and support sales team to achieve sales targets. Manage Cross selling of other Banking products. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age 25 to 39. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Identify & develop business by networking within the community Schedule & conduct meeting with potential client Build & maintain relations with clients to foster trust & customer satisfaction exceed sales targets established by management Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age 25 to 39. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job description: Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs *Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Recruit adviser • Generate business through the advisers • Lead the team of advisers and done the field work • Motivate them to achieve targets • Provide training and guidance to them.

Recruit adviser • Generate business through the advisers • Lead the team of advisers and done the field work • Motivate them to achieve targets • Provide training and guidance to them.

Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 84011 93616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Executive • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1+ year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on :9714602190 HR Dhruvraj Perks and benefits Attractive Incentives & Performance Bonuses

Post : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7201064237 HR Ruchita Perks and benefits Incentive + PF + Mobile with Several

Sales Team Leader Looking for BFSI sales professional for Direct Channel. Role includes selling financial products, client onboarding & meeting sales KPIs. Strong field sales experience, communication & customer handling skills are mandatory. Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 22 to 32 YRS Call OR WhatsApp : 73830 81652 HR Krisha Perks and benefits Incentive + PF + Mobile with Several

Recruit & manage a high-performing sales team. Onboard team of DSAs & channel partners for business Build & maintain a strong Relation with company & clients Generate revenue through new customer acquisition Develop sales plans to achieve targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham

Lead & manage the activities of sales team. Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

Lead & manage the activities of sales team. Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

Recruit & manage a high-performing sales team. Onboard team of DSAs & channel partners for business Build & maintain a strong Relation with company & clients Generate revenue through new customer acquisition Develop sales plans to achieve targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash C Perks and benefits On Roll - Full Time Insurance Career Mediclaim