1488 Investment Products Jobs - Page 18

As a Quantitative Researcher in Mumbai with 2-4 years of experience, you will be responsible for conducting research and analysis on various financial products such as equities, fixed income, and alternative investments. Your role will involve contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to enhance advisory services. Utilizing data and quantitative analysis, you will generate valuable insights and recommendations. Your key responsibilities will include developing and maintaining financial models to support investment analysis and portfolio management. Additionally, you will be required to prepare reports and presentations that effectively communicate research findings and investment recommendations to senior management and clients. To excel in this role, you should have cleared CFA Level 1 and possess a strong knowledge of financial markets, investment products, and portfolio management principles. Proficiency in Advanced Excel, SQL, and Python is essential. Furthermore, strong communication skills are crucial as you will be required to present complex information in a clear and concise manner. If you are passionate about quantitative research and possess the requisite skills, we invite you to join our team and contribute to shaping the future of financial advisory services.,

Responsibilities: Manage client portfolios Collaborate with investment team Monitor market trends Meet revenue targets Provide exceptional service Health insurance Annual bonus

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

Job Role " Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. " Detailed Performance analysis of client portfolios and periodical review the portfolio " Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. " Assist RM in acquiring newrelations customers. " Drive sales of financial products to suitable client portfoliosJob Requirements " 6-8 years of experience in financial & banking industry with relevant experience in investments " High understanding of investment ideas across equity, fixed income and Alternates from a client suitability point of view " High understanding of investment products " Ability to initiate and hold interactions with HNI Clients and deepen the relationships. PERSONALITY TRAITS & REQUIRED SKILLS: Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction Must be an effective communicator. Need to have good articulation skills Blend of Service and Sales orientation Min. 5-7 Year of Relevant Experience. Should possess good analytical & presentation skills. QUALIFICATION : Graduation Compulsory MBA PG Preferred AMFI IRDA Certification - Mandatory

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory.

We are looking for a highly skilled and experienced Branch Receivable Officer to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 years of experience in the BFSI industry. Roles and Responsibility Manage and oversee the daily operations of the branch receivables function. Develop and implement strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal stakeholders to resolve customer complaints and issues. Analyze financial data to identify trends and areas for improvement in the bank's receivables portfolio. Ensure compliance with regulatory requirements and company policies. Provide training and guidance to junior staff members on receivables procedures and best practices. Job Requirements Strong knowledge of accounting principles and financial regulations. Excellent communication and interpersonal skills. Ability to work effectively in a fast-paced environment and meet deadlines. Proficiency in Microsoft Office and other relevant software applications. Strong analytical and problem-solving skills. Experience working in a similar role within the BFSI industry is preferred.

About The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter Application: If you wish to apply for this job position, please fill your details in the Kotak Fast Track A pplication Form and mail tosmitha.nair@kotak.comPlease mention the following in the subject line as " "Position Name" " Your Name" " Your Current Business group "

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationship Customer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew Thorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skewThorough understanding of banking Customer Retention Cost Efficiency Through Process

JOB ROLE Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance Speed and efficiency of service givenSales targets for banks and investment products Going beyond the professional need of the customer by providing other products Enhancement of customer valueCross-sale of asset productsBack-up to relationship managers holding HNI relationshipCustomer acquisition through referrals JOB REQUIREMENT Equal blend of service and sales orientation In absence of equality, prefer sales orientation as a skewThorough understanding of bankingCustomer Retention Cost Efficiency Through Process

As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic developments to make timely adjustments to client portfolios. Ensuring compliance with regulatory requirements and internal policies in all client interactions and investment recommendations is essential. Educating clients about investment risks and implementing risk management strategies to safeguard their investments is a key responsibility. Conducting market research, staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets, and using data-driven insights to inform investment decisions and client recommendations are integral to this role. Collaboration with research analysts, portfolio managers, and other departments within the firm to leverage expertise is encouraged. Participation in team meetings and sharing insights to enhance client service and satisfaction is expected. Continuous learning and development are emphasized, with a focus on staying abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. The role requires continuous enhancement of knowledge and skills to provide superior client service and support business growth. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of relevant experience. The ability to drive sales and acquire new clients/accounts, meeting or exceeding targets, is essential. Excellent verbal and written communication skills are required to interact effectively with clients, colleagues, and stakeholders. Strong analytical skills are necessary to analyze market trends, client data, and financial statements for informed decision-making. Proficiency in negotiation skills to ensure mutual benefit for clients and the firm is also crucial. Key responsibilities include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with existing clients, offering expert guidance on equity investments, developing and executing recruitment strategies for channel partners, and implementing effective sales strategies to achieve revenue goals are vital aspects of the role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. The working schedule includes 6 days per week, with morning hours from 10:00 am to 7:00 pm. The job location is Thane, Maharashtra, and work is required in person. In summary, as a Relationship Manager with stock brokerage or demat account management experience, you will play a pivotal role in delivering strategic recommendations, building strong client relationships, and driving the acquisition and management of trading accounts and investments. Your responsibilities will include portfolio review and management, compliance and risk management, market research and analysis, team collaboration, continuous learning and development, client relationship management, channel partner recruitment, investment advisory, and sales strategy development, all aimed at providing superior client service and supporting business growth.,

You will be part of a team that values integrity and transparency, working in a culture that is passionate about our craft, our clients, and building sustainable success. As investors, we span traditional and alternative markets offering products and services. As advisors, we understand our clients" priorities and provide investment advice and strategies that make sense for their portfolios. We are thought leaders, providing timely insights across macro and secular themes to inform our clients" investment decisions. As innovators, we use digital solutions to help clients tackle complex challenges and achieve their financial goals. The Asset & Wealth Management Strategic Transformation Office oversees comprehensive large-scale transformations, aiming to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize the operating platform. This role collaborates with leadership across investment teams, sales & distribution, operations, and technology to deliver a robust strategy that ensures a competitive advantage and addresses internal stakeholders" and clients" needs. As a Product Manager, you will develop the product strategy and roadmap based on a deep understanding of business drivers, competition, and stakeholder needs. You will own the entire product lifecycle, from ideation to launch and beyond, including feature prioritization, release planning, and ongoing product maintenance. You will work with a team of product managers to identify cross-product opportunities and ensure all problems are considered within the context of the target state product architecture. Additionally, you will design and monitor business metrics related to product usage, adoption, and client satisfaction. To be successful in this role, you must have proven experience influencing cross-functional teams, excellent written and verbal communication skills, the ability to work independently, and experience leading the definition of requirements and test cases for Engineering and QA. You should also be able to partner and drive results with third-party vendors and solve business solutions at scale with technology. Qualifications: - 10+ years of product management experience within the financial services industry, preferably asset management or operational platforms - Masters or Bachelors degree in relevant fields preferred - Experience with financial instruments and products, investment operations, and portfolio accounting - Proficiency in collaborating with technical teams and translating technical concepts to non-technical stakeholders - Experience working with cross-functional teams, managing complex projects, and delivering software solutions on schedule and within budget Experience That Will Help You Thrive: - Client and product mindset with experience proposing products and features - Creative leader with an analytical mindset - Ability to rationalize ambiguous, open-ended problems and establish plans for progression - Understanding of distributed systems and scaling systems to handle increasing business volumes - Experience with Scrum Product Owner responsibilities and advocating for best practices in system design,

As a Sales Training Program Developer, you will be responsible for developing and implementing training programs to enhance the skills and performance of the sales team. You will work on creating comprehensive training materials for mutual fund advisors and sales teams, conducting training needs assessments, and identifying areas for improvement. Your role will involve creating engaging and interactive training content such as presentations, workshops, role-play scenarios, and multimedia materials to meet monthly training targets. Additionally, you will be responsible for analyzing training attendance and feedback data, supporting new joiner employees, conducting internal training on products and processes, and engaging associates in E-Learning initiatives. You will align training needs with business functions, organize guest speakers, plan monthly learning exercises for stock market outlook, and drive productivity initiatives at the regional level to support the business team. Your role will also encompass business training, employee engagement, dashboard and analytics management, digital learning content creation, and conducting client meeting events for investment awareness. You will manage the Learning Management System content and user experience for internal employees and business partners. To excel in this role, you should possess skills in Training Program Design, Workshop Facilitation, and Employee Performance Evaluation. Experience in Training Material Development, Curriculum Design, Communication, and Presentation is essential. Strong Leadership, Team Management abilities, and knowledge of Financial Markets and Investment Products are required. Previous experience in the Financial Services industry and a Bachelor's degree in Education, Business Administration, Finance, or a related field are preferred qualifications for this position.,

As a Relationship Manager in SME Banking at Standard Chartered, you will play a crucial role in managing and nurturing relationships with mid-sized and emerging corporates to drive business growth and achieve the bank's strategic objectives. Your primary focus will be on delivering exceptional customer service by offering tailored financial solutions while effectively managing operational risks and ensuring compliance with regulatory requirements. Your responsibilities will include: - Meeting individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. - Contributing to the overall team targets and maximizing portfolio return. - Collaborating with various stakeholders such as other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, Client Due Diligence colleagues, and partners in Risk, Compliance, and other support functions to build effective partnerships. To excel in this role, you should possess: - At least 5 years of relevant experience in serving Business, Commercial, and Corporate clients. - Experience in servicing cross-border international businesses. - A proven track record in client relationship management and business development. - Strong understanding of accounting principles, financial modeling, and financial statement analysis. - Ability to assess client creditworthiness and provide key risk considerations and mitigations. - Sound product knowledge in trade, cash, lending, and FX. - Deep understanding of local industries, supply chains, market environment, operational procedures, documentation requirements, banking practices, and regulations related to SME Banking. - Strong grasp of business guidelines, compliance issues, financial markets, and investment products. - Excellent communication and presentation skills. - Motivated self-starter with a knack for identifying opportunities and providing innovative solutions to meet client needs. - Upholding a high standard of personal conduct and embodying the bank's valued behaviors. Standard Chartered is an international bank committed to making a positive impact on its clients, communities, and employees. If you are seeking a purpose-driven career with a bank that values diversity and inclusion, we invite you to join our team. Embrace the opportunity to grow, challenge the norm, and contribute to our mission of driving commerce and prosperity through our unique diversity. In addition to a supportive and inclusive work environment, we offer: - Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits in select locations. - Generous time-off benefits including annual leave, parental/maternity leave, sabbatical, and volunteering leave. - Flexible working arrangements that cater to both home and office locations. - Proactive wellbeing support through digital platforms, development courses, Employee Assistance Programme, and mental health resources. - Continuous learning opportunities for personal and professional growth. - A values-driven organization that celebrates diversity and empowers employees to reach their full potential. Join us at Standard Chartered and be part of a team that values integrity, innovation, collaboration, and long-term sustainability.,

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Key Responsibilities: Meet customers in person and over calls to pitch investment products. Achieve monthly sales targets through both field visits and telecalls. Explain product features and guide customers toward suitable investment options. Build and maintain relationships with potential customers. Requirements: Driving License is mandatory (Two-wheeler preferred). 12th pass or above qualification. Good communication in Hindi and basic English. Comfortable with both fieldwork and calling. Prior sales or investment experience is an added advantage. Gender: This position is open to Male candidates only . Age Limit: Up to 30 years. Job location: Policybazaar- Plot No. 7, Patel Nagar, Opposite Metro Pillar Number 224, UG floor, Near Shadipur Metro Station, New Delhi - 110008 What We Offer: Fixed Salary plus Unlimited Incentives. Day shift, 6-day work week, 1 roster off. Travel allowance and Medical insurance (GMC). Long-term growth opportunities and supportive work culture. Gratuity as per law (over and above CTC). How to Apply: Interested candidates can connect directly whatsapp/call Contact : Himanshu Bhardwaj Number : 8448690795

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs. Enforce strict adherence to the bank's policies and regulatory compliance measures. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines Age criteria : 28 Years max

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.