1488 Investment Products Jobs - Page 19

As a full-time on-site UHNI Senior Relationship Manager at Incred Wealth in Bengaluru, your primary responsibility will be to manage and enhance relationships with Ultra High Net Worth Individuals (UHNIs). This involves offering personalized wealth management services, providing financial advice, and devising strategies for the growth of client portfolios. To excel in this role, you must possess proven expertise in wealth management, financial planning, or similar fields. A strong understanding of investment products, financial markets, and regulatory requirements is essential. Your success will also depend on your exceptional communication skills, both verbal and written, and your ability to foster and sustain robust client relationships. Having a professional certification such as CFP, CFA, or an equivalent qualification will be beneficial. Additionally, a Bachelor's degree in Finance, Business Administration, or a related field is required to meet the educational qualifications for this position. If you are passionate about providing top-notch financial services, adept at navigating the complexities of wealth management, and enjoy working closely with high net worth clients, then this role is an exciting opportunity for you to further your career in the finance industry.,

As an Investment Product Specialist at NoBroker.com, you will play a crucial role in promoting and explaining various investment product offerings to our High Net Worth Individual clients. Your responsibilities will include pitching these offerings, providing detailed insights on the products, addressing client concerns, and managing relationships with third-party partners. You will be the primary point of contact for clients and partners throughout the investment process, ensuring a smooth journey for our clients. Managing a team of executives, you will guide them in generating leads, preparing pitches, and meeting their targets effectively. Utilizing a data-driven approach, you will analyze sales performance, track progress against targets, and contribute to the company's growth by acquiring new clients through strategic sales and networking efforts. Collaboration with cross-functional teams will be essential to align sales strategies and ensure seamless coordination. Your role will also involve staying updated on market trends, competitor offerings, and industry regulations to provide valuable insights for management review. Building and nurturing relationships with clients, partners, and internal stakeholders will be key to advocating for client requirements and driving improvements. To excel in this role, you should hold a Bachelor's degree (MBA preferred) in sales, finance, or a related field, along with proven experience in sales or business development, particularly in the investment or insurance sector. Strong communication, negotiation, and analytical skills are essential, coupled with a self-motivated and results-oriented approach. If you are someone who thrives in a dynamic environment, enjoys working with clients to meet their investment needs, and is passionate about driving sales growth, we invite you to join our team at NoBroker.com and contribute to our continued success.,

About The Role Kotak Mahindra Bank Job Role"Verification of executed legal documents as per Documentation Grid released by the legal team from time to time & Sanction Letter Term Sheet issued by the business credit team."Stamp Duty as per Legal Stamp Duty Grid is adhered too."Limits & Collateral Maintenance."CERSAI Maintenance. (Charge Creation & Release) Checker for Mortgage, Hypothecation & Intangible assets - basis terms of sanctions."Updating of PSL for CCOD product basis the PSL template received from business along with TS SL."Insurance Policy Maintenance (basis terms of Sanction) - information to centrailzed insurance policy maintenance desk."Preparation and releasing the Disbursement Advice to Loan Maintenance Team for disbursement of loans in LPS. (Wherever there is a term loan WCDL facility at the time of limit setting), Limit loading Instructions (LLI) to Treasury team for treasury products & CMS team for CMS products."Insertions (documents received post disbursement)."Deferral Closures (post receipt of requisite document from Business Unit against deferral obtained)."Tracking of post disbursement conditions related to Wholesale & Commercial operations in DRS as "pre-approved"."Handover of Files (All documents except Title Deeds) & Dockets (Title Deeds Property wise i.e. for every property mortgaged separate docket is a must) including insertions to DMT for further action & receipt of acknowledgement in ET Register (in case of non-ET transactions, if any)."Handover of PDC SPDC"s to the Vendor on a weekly basis & receive acknowledgement."Liaison with Auditors & Ensure no audit queries. MIS (Daily Reporting, Pending Status, Insertions)."Confirmation to DMT for Release of property & verification of the property documents before releasing to customer RM customer service."Signatories for issuance of sanction letter are in accordance to the list of signatories provided by Business & Credit"Qualification Graduate Post-GraduateJob Requirement Detail oriented and ability to multi-task Good Interpersonal skills and ability to work in teams Excellent Communication Skills Proficiency in MS-Office Diploma or Graduate in electrical engineering with minimum 3 years of work experience in Data center management/ operations

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 "

About The Role Relationship Manager-Commercial Vehicle (CV)-Saral Auto-SA-Marketing Branches OperationsTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

About The Role To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.Quality of advice given to customers as determined by customers and supervisor.Speed and efficiency of service given.Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.Cross-sale of assets products.Back-up to relationship managers holding HNI relationships.Ensure low attrition ratios.Customer acquisition through referrals from existing customers.Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

Project description We are looking for a highly experienced Triple A Plus (TAP) Core Expert to join our Wealth team. The ideal candidate will have 912 years of experience implementing, configuring, and supporting Temenos WealthSuite Front Office (Triple A Plus) solutions. This role requires deep functional and technical expertise across portfolio management, client advisory workflows, discretionary/mandate services, and integration with core banking or digital channels. Responsibilities Act as a subject matter expert for Temenos Triple A Plus (TAP) solution within wealth management transformation programs. Lead the design, configuration, and implementation of portfolio management and advisory services using TAP. Customize and optimize TAP components such as Portfolio Modelling, Performance Analytics, Risk Profiling, Order Management, and Client Book. Work closely with Relationship Managers, Product Owners, and Business Analysts to gather requirements and translate them into TAP configurations or customizations. Develop and maintain business rules, screens, workflows, and scripts within the TAP Studio environment. Integrate TAP with core banking systems (e.g., T24/Transact), CRM, reporting engines, and digital front ends using APIs or messaging frameworks. Support system upgrades, patching, and UAT activities, ensuring minimal business disruption. Troubleshoot and resolve functional and technical issues in TAP, ensuring high availability and performance. Provide training and documentation for business and IT teams. Stay abreast of Temenos roadmap developments in WealthSuite and suggest improvements or innovations. Skills Must have 912 years of experience working with Temenos Triple A Plus (TAP) in wealth or private banking environments. Strong functional understanding of wealth management, investment products, client risk profiling, mandates, discretionary services, and portfolio lifecycle. Technical proficiency in TAP Studio, business rule engines, UI configuration, and script development. Experience with TAP modules like Model Portfolio Management, Rebalancing, Compliance Checks, Simulation, Order Workflow, etc. Knowledge of TAP integration models, including OFS, Web Services, REST APIs, or message queues. Familiarity with TAP data model, versioning, and environment management. Exposure to TAP-T24 integration and understanding of underlying data synchronization. Experience supporting production systems, debugging issues, and engaging with Temenos support teams. Strong documentation, communication, and stakeholder engagement skills. Nice to have Temenos certification in Triple A Plus / WealthSuite Front Office. Experience with Temenos WealthSuite deployments on Temenos Infinity or cloud-native environments. Background in private banking or HNW client segments is a plus. Understanding of regulatory reporting, ESG investing, or MiFID II compliance within wealth platforms.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com Contact Person : Pawan Kumar Prasad

- Job description Role & responsibilities :- - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Conduct daily sales calling with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to clients basis their requirements and goal. - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line (Mutual Fund, Insurance, PMS, AIF, Unlisted shares etc.). -Update and cross sell products to existing clients and update them about the primary and secondary market trends. -Update self-regarding all schemes, products and solutions by regularly attending trainings. -Share regular communications with client regarding information, research and material of the organization. -Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Preferred candidate profile :- -NISM 8 Certified Mandatory -Graduate / Post graduate -Should have sound understanding of Capital markets, -Should be a result-oriented, self-starter, proactive, good communication skills. -Should be minimum 1 years of relevant experience -Should possess strong networking & relationship building skills.

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. *Profiling Customers and provide financial products to meet customer needs. *Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. *Market Research and Analysis: *Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. *Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: *Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level businessRole & responsibilities

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Job Description - Wealth Manager HNI Sales Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products PMS/AIF/MFs , Insurance and Broking Accounts. 2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis. 3. 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs 4. Daily meetings to be done with existing clients and new prospects for business. Role Requirements / Educational Qualifications: Graduate Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Equity

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Responsibilities: * Manage client relationships & portfolios * Collaborate with wealth management team * Achieve revenue targets through mutual fund sales * Promote financial products & investments * Report on market trends & risks

ob Description for Area Manager - Investment Products Individual financial Advisor - IFA SUMMARY: - Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - • Empanelment of IFAs based on Eligibility criteria designed by the company. • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFA’s • Providing continuous support to the IFAs on day on day • Drive IFA Engagement process • Timely Resolution of IFA’s queries • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented

Our client, a leading Investment Banking firm with a global presence, is seeking a Head of Wealth/Investor Relations. With over 15 years of experience in Wealth Management, you will demonstrate a strong understanding of financial markets, investment products, and wealth management strategies. In this role, you will oversee and manage High Net Worth Individual (HNI)/Ultra High Net Worth Individual (UHNI) client portfolios. You will provide personalized financial strategies and offer comprehensive wealth management services. Acting as a trusted advisor, you will deliver expert advice in financial planning, investment management, estate planning, tax strategy, and other wealth-related services to ensure clients" financial goals are achieved. The ideal candidate will hold a Bachelor's degree in Finance, Economics, Accounting, or a related field. Additionally, possessing certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be advantageous. This position is based in Delhi or Mumbai. If you are interested in this opportunity, please apply by sending your resume to sonu@bradfordconsultants.com.,

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch 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. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue targets through advisory-led sales of investment products. Recommend model portfolios and strategic allocations based on in-house research and market outlook. Foster long-term client relationships to increase share of wallet and cross-sell opportunities. Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies. Key Requirements: Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain. Strong interpersonal and communication abilities to influence and build trust. Strategic thinker with an entrepreneurial drive and high ethical standards. Self-motivated, growth-oriented, and capable of thriving in a competitive environment. Strong collaboration skills and a team-focused mindset. Experience: Minimum 5 years in private banking, investment advisory, or related wealth management service Apply Now! Connect with me on LinkedIn to get more JOB UPDATES. https://www.linkedin.com/in/rupendra-profile/

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

The squads within Tribe Invest & Financial Insurance are responsible for the development and maintenance of key applications within BNP Paribas Fortis. It works in an agile mode with daily huddles and frequent production releases, whilst maintaining high quality standards. We are looking for a technical analyst, developer to support the change and run activities of several core Invest applications in mainframe technologies. A close collaboration with business and functional analyst as well as tribe architects in order to understand the business logic and the IT technical landscape is key to success. Responsibilities Direct Responsibilities As member of an international, multi-functional squad you work closely together with the business and functional analysts as well with the testers in order to define and execute the correct technical solutions whilst respecting the architectural & security requirements and guidelines. You identify and manage dependencies with other teams (within or outside the tribe) and ensure a smooth integration of the applications within the application landscape, keeping an E2E view You take care of all technical activities, from configuration to development and ensure you deliver qualitative solutions by performing unit and integration testing. You participate in the testcycle, troubleshooting and fixing defects. You optimise your code on the level of performance, security and maintainability and you provide an up to date documentation. You ensure a correct integration and deployment in de different environments. You ensure the 3rd line support, analyse and fix incidents and problems. You actively participate in squad ceremonies, ensure a good communication with your fellow squadmembers and stakeholders Contributing Responsibilities Identify and implement improvement actions that improve the way of working of the squad and the quality of the delivery. Promote best practices within your squad and beyond as part of Communities of practice. You build up your knowledge by keeping up to date on the company evolutions and the domain specific content. Technical & Behavioral Competencies At least 10 years of experience in a relevant environment - Cobol - Mainframe - JCL - DB2 - Endeavor - Control-M - SQL - MQ (nice to have) - Rally (nice to have) - Octane (nice to have) Specific Qualifications (if required) Agile and Scrum experience Business experience and knowledge of invest products is a plus Experience with integration using different technologies (distributed/mainframe) is a plus Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Attention to detail / rigor Communication skills - oral & written Ability to deliver / Results driven Transversal Skills: Analytical Ability Choose an item. Choose an item. Choose an item. Choose an item. Education Level: Bachelor Degree or equivalent Experience Level : At least 10 years Other/Specific Qualifications (if required) Team player who promotes communication between internal and external stakeholders. Result oriented: adapts to the context and wants to obtain the best possible result considering available means. Act and analyse proactively. Pragmatic and problem solver. Quick self-starter, pro-active attitude, self-motivated. Good communication skills. Ability to work in a dynamic and multi-cultural environment. . Ability to build professional relationships in a complex environment. Ability to collaborate with stakeholders. Asking and giving feedback. Promote continuous improvement (market evolutions, working methods, ) to improve delivery speed of software and hardware, and to improve operational quality -

The squads within Tribe Daily Banking are responsible for the development and maintenance of key applications within BNP Paribas Fortis. It works in an agile mode with daily huddles and frequent production releases, whilst maintaining high quality standards. We are looking for a technical analyst, developer to support the change and run activities of several core Invest applications in mainframe technologies. A close collaboration with business and functional analyst as well as tribe architects in order to understand the business logic and the IT technical landscape is key to success. Responsibilities Direct Responsibilities As member of an international, multi-functional squad you work closely together with the business and functional analysts as well with the testers in order to define and execute the correct technical solutions whilst respecting the architectural & security requirements and guidelines. You identify and manage dependencies with other teams (within or outside the tribe) and ensure a smooth integration of the applications within the application landscape, keeping an E2E view You take care of all technical activities, from configuration to development and ensure you deliver qualitative solutions by performing unit and integration testing. You participate in the testcycle, troubleshooting and fixing defects. You optimise your code on the level of performance, security and maintainability and you provide an up to date documentation. You ensure a correct integration and deployment in de different environments. You ensure the 3rd line support, analyse and fix incidents and problems. You actively participate in squad ceremonies, ensure a good communication with your fellow squadmembers and stakeholders Contributing Responsibilities Identify and implement improvement actions that improve the way of working of the squad and the quality of the delivery. Promote best practices within your squad and beyond as part of Communities of practice. You build up your knowledge by keeping up to date on the company evolutions and the domain specific content. Technical & Behavioral Competencies At least 5 to 7 years of experience in a relevant environment Mandatory: - Mainframe MVS : Expert - COBOL / MFEEE / EDz : Advanced - IMS/DB : Advanced - DB2/SQL : Advanced - CTL-M monitoring - Job-scheduling : CTRL-M (or CA7 or similar) - Repository (Endevor or similar) : Advanced Strong plus: - zOS Connect - MQ - XML - IMS/DC (TPX) Nice to have : - Rally - Octane - Agile & Scrum experience Specific Qualifications (if required) Agile and Scrum experience Business experience and knowledge of invest products is a plus Experience with integration using different technologies (distributed/mainframe) is a plus Skills Referential Behavioural Skills : (Please select up to 4 skills) Ability to collaborate / Teamwork Attention to detail / rigor Communication skills - oral & written Ability to deliver / Results driven Transversal Skills: Analytical Ability Education Level: Bachelor Degree or equivalent

You are a strategic thinker passionate about driving solutions . You have found the right team As a US Financial Intermediary Services - Invoice Reconciliation Analyst in the U. S. Funds Client Service team, you will be responsible for conducting reconciliation, investigating exceptions, and escalating issues as appropriate. You will also be engaged with other regional counterparts and will play a key role in maintaining key operational relationships with Financial Intermediaries and direct shareholders on behalf of J. P. Morgan Funds. Job Responsibilities Reconcile over $750 million in intermediary payments. Reconcile transfer agency invoices. Test new system enhancements. Address ad-hoc queries related to systems, documentation, and client information. Ensure all policies and procedures are up to date. Implement continuous process improvements and efficiencies. Communicate clearly, concisely, and efficiently with multiple teams at any given time. Maintain client records and static data. Extract documents or system data to support internal control testing requests. Provide periodical status, control, and KPI reports for conducted work. Escalate unclear requests, issues, and errors in a timely manner. Required Qualifications, Capabilities, and Skills Graduate/Post-graduate with at least 3 years of experience. Possess prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles). Understand the asset management business, various asset classes, and investment products. Demonstrate financial market awareness and understanding of basic financial concepts. Exhibit asset class knowledge, client service knowledge, and excel skills. Communicate excellently. You are a strategic thinker passionate about driving solutions . You have found the right team As a US Financial Intermediary Services - Invoice Reconciliation Analyst in the U. S. Funds Client Service team, you will be responsible for conducting reconciliation, investigating exceptions, and escalating issues as appropriate. You will also be engaged with other regional counterparts and will play a key role in maintaining key operational relationships with Financial Intermediaries and direct shareholders on behalf of J. P. Morgan Funds. Job Responsibilities Reconcile over $750 million in intermediary payments. Reconcile transfer agency invoices. Test new system enhancements. Address ad-hoc queries related to systems, documentation, and client information. Ensure all policies and procedures are up to date. Implement continuous process improvements and efficiencies. Communicate clearly, concisely, and efficiently with multiple teams at any given time. Maintain client records and static data. Extract documents or system data to support internal control testing requests. Provide periodical status, control, and KPI reports for conducted work. Escalate unclear requests, issues, and errors in a timely manner. Required Qualifications, Capabilities, and Skills Graduate/Post-graduate with at least 3 years of experience. Possess prior experience in Asset Management/Asset Servicing within Client Services teams in custody/investment banking (client-facing roles). Understand the asset management business, various asset classes, and investment products. Demonstrate financial market awareness and understanding of basic financial concepts. Exhibit asset class knowledge, client service knowledge, and excel skills. Communicate excellently.