1488 Investment Products Jobs - Page 2

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Role & responsibilities Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.

Drive branch liabilities targets including CASA, FD, and other third-party products. Acquire new-to-bank high-value customers and deepen relationships with existing ones. Plan and execute local marketing campaigns, customer engagement activities. Lead, mentor, and manage the performance of branch staff including Relationship Managers, Personal Bankers, and Tellers. Conduct regular training and motivation sessions to enhance productivity

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand individual requirements. Provide portfolio reviews and tailored investment recommendations. Maintain accurate records of clients and their financial plans. Stay updated on market trends, economic developments, and industry news. Work with investment advisors and client service teams to implement plans and assist clients through the process. Research financial planning trends and present findings in article format for web publication. Possess deep understanding of investment products across asset classes. Strong grasp of wealth management and asset allocation principles. Assist with financial plan queries and investment recommendations. Maintain planning and review calendars for clients. Ensure client compliance and documentation integrity. Conduct detailed research on financial products. Attend regular meetings with asset managers, fund managers, and relationship managers. Analyze and communicate macroeconomic views and market updates to the team. Share ongoing investment-related research, blogs, and updates with internal stakeholders. Must Have Excellent written and spoken English skills. Advanced proficiency in Excel and PowerPoint. Strong professional track record, ideally with reputed firms. Two references from previous employers. 35 years of relevant industry experience

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.

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.

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets.

1. Understanding customer requirements: like his risk profile, financial goals, and asset allocation and preparing financial plans 2.write articles, support on product research and create reports for customers. Work from home Flexi working

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Role & responsibilities The role holder is responsible for developing and managing relationship with Government clients both central and state PSUs with a clearly defined target of revenue and liability generation Business Development Ensure a strong relationship with existing accounts. Focus on offering financial solutions & cross selling. Build knowledge of all the products being offered to customers. Maintain ongoing contact with operations in order to ensure smooth delivery of transactions. Implement marketing plans Assist the Relationship Management Group in research and analysis on industries/clients/markets prepare credit approval/renewal memorandum, generate risk analysis reports on the client portfolio Assists the Team lead to broaden and deepen relationships with financial intermediaries Supports the Team lead across products groups like resource raising, financial markets, trade finance, cash management, etc Works in close coordination with the various product/business/service groups to ensure quality service delivery

Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current and potential relationships. Proactively sell the full range of retail and commercial banking products. Business Development: Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc. Increase CASA balances through deepening and acquisition strategies. Drive higher product and channel penetration to maximize wallet share. Customer Engagement: Ensure portfolio quality through regular client interactions and relationship value maintenance. Act as the face of the bank and the first point of contact for client servicing and sales satisfaction. Investment Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are documented as per organizational process. Profile clients thoroughly and align products to their financial goals in line with compliance norms.

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a crucial role in providing strategic direction and leadership for the Capital Markets and Wealth Management operations, ensuring alignment with the overall business objectives. Your responsibilities will include collaborating with executive leadership to develop and execute plans for optimizing wealth operations efficiency. You will articulate and tailor the value proposition based on client needs and Genpact's differentiation. Leveraging your in-depth knowledge of capital markets, you will drive innovative solutions and identify opportunities for business growth. Staying abreast of market trends, regulatory changes, and emerging technologies affecting the industry will be essential. Furthermore, you will lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. You will harness digital tools and technologies to enhance trade operations, driving transformation by implementing automation and data analytics solutions. Collaboration for new deal processes, including solutioning, pricing, due diligence, transition, and stabilization, will be a key aspect of your role. Additionally, you will drive digital transformation initiatives within the wealth operations domain and serve as a senior partner concern point for resolving customer and internal issues. The qualifications we seek in you include proven experience in a leadership role within wealth management operations, a strong understanding of investment products and financial instruments, exposure to Global Plus Wealth Management Application, and a Bachelor's degree in finance, business administration, or a related field. You should have experience with areas of Wealth Operations such as Reconciliation, Global Trades, Domestic Trades, Asset Servicing, Asset Transition, and Statement Processing. Moreover, familiarity with financial regulations and compliance requirements relevant to wealth management operations, diverse investment strategies, wealth planning concepts, and implementing compliance frameworks within wealth management processes will be crucial. If you are a dynamic professional with the required qualifications and skills, we invite you to join us in shaping the future of wealth operations at Genpact. Job Details: - Designation: Assistant Vice President - Primary Location: India-Pune - Education Level: Bachelor's / Graduation / Equivalent - Job Posting Date: Sep 26, 2024, 8:27:15 AM - Unposting Date: Oct 26, 2024, 1:29:00 PM - Job Category: Full Time - Master Skills List: Operations,

You are a strategic thinker passionate about driving solutions. You have found the right team. As an Associate in Metrics Reporting and Governance within the Securities Services Operations Governance & Controls organization, you will be responsible for creating a strong and consistent control environment across the Securities Services Operations. You will be part of a team that establishes, monitors, and manages risk metrics and ensures compliance with governance standards within the organization. We develop frameworks and processes to measure and analyze key risk indicators (KRIs), ensuring alignment with CORE objectives. The team also oversees data quality, reporting accuracy, and adherence to regulatory and internal policies, facilitating informed decision-making and maintaining accountability across the organization. Identify meaningful metrics to inform on the health of the Operations and Controls environment. Report/summarize key risk indicators for control committee reporting. Build a strong understanding and knowledge of Risk & Controls Management, its policies and procedures, processes, risks, controls and issues in partnership with Governance and Control Management (OCM) colleagues. Partner effectively with colleagues across the firm, including Operations, Control Management and Compliance Conduct and Operational Risk (CCOR) to create an effective metrics monitoring mechanism. Monitor changes in the Firmwide Operations Risk Metrics Standards, communicate the same to the wider team and assess the impact to the function. Manage and execute BAU tasks effectively within the agreed timelines or escalate as required in a timely and effective manner. Partner with OCM colleagues to perform thematic reviews of potential unmonitored risk areas to establish a governance mechanism via metrics reporting. Challenge status-quo, identify and suggest any improvements to the metrics landscape and partner with operations and OCMs to implement a new structure to improve overall risk monitoring. Partnering with business and key stakeholders to document procedures, operating models and dependencies. Understanding feedback from independent oversight parties and assessing gaps across the metrics program to ensure remedial measures are implemented to mitigate the recurrence of similar issues. Required qualifications, capabilities, and skills: Bachelors / Masters degree in finance, Accounting, Risk, or related field. 3+ years experience in the financial services industry. Prior experience in Operations or Operations Risk or Controls Compliance and Operational Risk and Controls framework, system, and associated procedures. Independent critical thinking, problem-solving skills. Strong communication, project management, and collaboration skills. Possess a sense of urgency and resourcefulness with a strong ability to anticipate issues and a passion for driving best practices. Careful attention to detail, with a keen ability to quality check own work and the work of others. Self-starter, able to take the initiative and operate in the group with minimum supervision on a daily basis. Able to work effectively under pressure and in a rapidly changing environment to meet deadlines. Highly proficient in Microsoft Office suite of products (Excel, SharePoint, and PowerPoint). Preferred qualifications, capabilities, and skills: Basic automation skills in Alteryx and Tableau are a big plus. Confluence experience and any kind of workflow implementation experience using automated tools is a big plus. Experience in investment products would be preferred.,

This role is for UAE Consumer business, wherein you will be deployed into one or more of the following activities: Loan processing, Trades/Order Processing, Corporate actions processing, Security/Account Maintenance, and other related aspects of UAE consumer banking business. You must be open to learning various aspects of UAE business under one roof and elevate your knowledge spectrum. This role will offer you the opportunity to understand the complete client experience right from order booking, Asset Maintenance, trade settlement, corporate action & Reconciliation of assets. Your core responsibilities will include processing customer instructions related to Investment operations, tracking and working within the required Service Levels, managing different work queues, assisting with the production of department MIS and reporting, taking personal responsibility for your performance, identifying enhancements to processes that realize tangible benefits, and delivering a high level of customer service to both internal and external customers. Key deliverables of this role will involve utilizing knowledge of Investment Products, Trade lifecycle, Trade Settlement, Asset Servicing, Loan processing, Reconciliation & Corporate Actions on a daily basis, verifying and processing customer requests/instructions through various channels ensuring proper due diligence, following through tasks and taking ownership to ensure they are completed to the required standards, adhering to policies, standard framework decided stated by the company to meet client need, meeting all Control and Compliance requirements and updating procedures as required, ensuring day-to-day operations are performed and SLAs are met as per agreed for all businesses, timely and accurate processing and customer resolution, and timely escalation of incomplete/delayed processing of activities. Skills required for this role include 5+ years of relevant experience, flexibility to work in UAE time zone and holidays, excellent communication skills both verbal and written, good Microsoft skills including Excel, Word, and Outlook, knowledge of risk & controls to resolve first-level escalated inquiries, being computer literate and ability to grasp several in-house systems quickly, and demonstrating collaborative competency. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. Please note that this job description is for a Full-time position in the Operations Support job family group at Citi.,

We are seeking a proactive and results-oriented Sales Customer Manager with 2-5 years of mandatory experience in Wealth Management. As a Sales Customer Manager, your primary responsibilities will include driving sales, managing client relationships, and assisting clients in achieving their financial objectives. Your duties will involve engaging with potential clients through sales calls to elucidate investment products, assessing client needs to propose suitable stocks and wealth management solutions, and fostering strong client relationships through regular follow-ups and market insights. Additionally, you will be expected to stay informed about market trends, financial products, and competitor offerings, collaborate closely with internal teams for seamless onboarding and client servicing, and address client queries promptly to ensure high customer satisfaction. To excel in this role, you must possess 2-5 years of proven experience in Wealth Management, a solid understanding of financial markets, investment products, and wealth solutions, excellent communication and interpersonal skills, a target-driven mindset to thrive in a fast-paced setting, a customer-focused approach with robust problem-solving abilities, and a Bachelor's degree in Finance, Business, or a related field. In return for your contributions, we offer a competitive salary and benefits package, a collaborative and forward-thinking work environment, and opportunities for professional growth and skill development. If you are enthusiastic about sales and eager to embrace a dynamic position, please submit your resume and cover letter to info@stockify.net.in.,

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

As a Standard Chartered Relationship Manager in SME Banking, you will be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. Your role will involve providing exceptional customer service by offering financial solutions while effectively managing operational risk and regulatory requirements. Your key responsibilities will include achieving agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. You will also contribute towards achieving the team's overall target and delivering optimal portfolio return. Collaboration and building effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, and other support functions and Product will be essential in your role. To be successful in this position, you should have a minimum of 5 years of relevant experience in serving Business, Commercial, and Corporate clients. Experience in servicing cross-border international businesses will be beneficial. A proven track record in client relationship management and business development is required. You should demonstrate a strong understanding of accounting principles, financial modeling, and financial statement analysis. The ability to assess client creditworthiness and provide key risk considerations and mitigations is crucial. Sound product knowledge in trade, cash, lending, and FX, along with a strong understanding of local industries, supply and value chains, and the market environment is necessary. Knowledge of operational procedures, documentation requirements, banking practices, regulations related to SME Banking, business guidelines, compliance issues, financial markets, and investment products is also important. Excellent communication and presentation skills are expected, along with being a motivated self-starter who identifies opportunities and provides innovative approaches to meet client needs. Maintaining a high standard of personal conduct and living by the valued behaviors of the organization is essential. As part of Standard Chartered, you will be working for an international bank that is nimble enough to act and big enough for an impact. The bank aims to make a positive difference for its clients, communities, and employees. If you are seeking a career with purpose and want to work for a bank that is making a difference, Standard Chartered welcomes your application. The organization celebrates unique talents and values diversity and inclusion. Standard Chartered offers core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Various time-off opportunities are provided, including annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months), and volunteering leave (3 days). The organization also supports proactive wellbeing through various programs, including mental health support, learning opportunities for personal growth, and a continuous learning culture that promotes reskilling and upskilling. By joining Standard Chartered, you will be part of an inclusive and values-driven organization that embraces diversity and respects individuals, allowing everyone to realize their full potential. The organization encourages continuous learning and growth, with access to physical, virtual, and digital learning opportunities. If you are invited to take assessments as part of the recruitment process, it indicates that your application has progressed to an important stage. For more information and to explore career opportunities at Standard Chartered, you can visit their careers website at www.sc.com/careers.,

Job Requirements Job Requirements Job Description: Relationship Manager-First Wealth at IDFC FIRST Bank Company Overview IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative and customer-centric financial solutions. With a strong presence in the retail banking sector, we are dedicated to helping our customers achieve their financial goals and aspirations. Job Title: Relationship Manager-First Wealth Additional Parameters Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer preferences Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals. Key Responsibilities Build and maintain strong relationships with high net worth clients through regular communication and meetings Understand clients' financial goals and risk appetite and provide them with customized investment solutions Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products Meet and exceed sales targets by acquiring new clients and increasing business from existing clients Keep up-to-date with market trends and changes in investment products and services Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience Ensure compliance with all regulatory and internal policies and procedures Qualifications Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry Bachelor&aposs degree in finance, business, or related field Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Skills Excellent communication and interpersonal skills Strong sales and negotiation skills Ability to build and maintain strong relationships with clients In-depth knowledge of investment products and services Good understanding of local market and customer preferences Proficient in MS Office and other relevant software applications If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us. Show more Show less

Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered