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5.0 - 7.0 years

0 Lacs

pune, maharashtra, india

On-site

Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ ...

Posted 3 days ago

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3.0 - 7.0 years

0 Lacs

patna, bihar

On-site

As a Regional Advisory Manager, you will have the following responsibilities: - Experience in stock trading, option Trading, Mutual Fund, Third Party Products. - Work experience as Relationship Manager with a minimum of 3 years. - Support in selling SK Research and Advisory Products, Mutual Fund, and LAS through business partners. - Portfolio Doctoring support for franchisee clients. - Resolve investment queries. - Visit outlets of business partners in Bihar. - Build and maintain relationships. - Conduct HNI Client Meets along with franchises, as well as interactions and seminars covering Market Outlook, Mutual Funds, Stock Ideas, SK Advisory Products, etc. - Provide client training through ...

Posted 1 week ago

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5.0 - 10.0 years

8 - 15 Lacs

ahmedabad, chennai, surat

Work from Office

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) ...

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, bengaluru

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

Posted 1 week ago

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, bengaluru

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, new delhi, ahmedabad

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, delhi / ncr

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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5.0 - 10.0 years

3 - 10 Lacs

kolkata, west bengal, india

On-site

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing ...

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2.0 - 6.0 years

0 Lacs

haryana

On-site

Role Overview: As a Branch Assets Specialist at HSBC, your primary role is to support the asset products business of the bank by providing back-end assistance to Branch Relationship Managers (RMs) in the sourcing and disbursal process. You will be responsible for effective coordination with internal and external stakeholders to ensure seamless processing of asset product applications within the system. Key Responsibilities: - Responsible for disbursals of asset products within the Branch - Provide support to Branch RMs in the end-to-end process of sourcing and disbursal of asset product applications - Coordinate efficiently with internal and external stakeholders such as CRU, CCR, INM, legal...

Posted 2 weeks ago

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5.0 - 10.0 years

8 - 15 Lacs

ahmedabad, chennai, surat

Work from Office

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) ...

Posted 2 weeks ago

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, bengaluru

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

Posted 2 weeks ago

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5.0 - 10.0 years

15 - 25 Lacs

kolkata

Work from Office

Job Title: Vice President _Sales Department : Sales & Business Development Location : Minto Park, Kolkata Reporting To : Managing Director / CFO Industry : Non-Banking Financial Company (NBFC) Remuneration - 18L 20L Position Overview: We are seeking an accomplished and dynamic Vice President Sales with extensive experience in promoter financing, credit solutions, and strong product knowledge of LAP (Loan Against Property), LAS (Loan Against Shares), and LAG (Loan Against Gold). The ideal candidate will lead our lending product strategy and business development function, offering innovative financing structures and ensuring robust client acquisition and portfolio quality. Key Responsibilities...

Posted 4 weeks ago

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3.0 - 8.0 years

10 - 20 Lacs

pune

Work from Office

Job Title : Senior Manager/Cluster Manager Underwriting, Institutional Business Department : Capital Markets Responsibilities : An effective communicator with the ability to coordinate with internal & external stakeholders & relate to people at all levels of business and management. Assessing loan applications for credit appraisal which includes financial analysis to understand the solvency, liquidity position and credit worthiness of individual and corporate customers. Assess income and various obligation ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance during the loan tenure. Calculating eligibility basis portfolio as per policy and doi...

Posted 1 month ago

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8.0 - 10.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Company Overview NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager PCG (Private Client Group) Advisory Lo...

Posted 1 month ago

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3.0 - 5.0 years

5 - 6 Lacs

chandigarh

Work from Office

Job Profile: Recruitment of new IFAs as loan partners to set up the business. Focus on achieving sales with the new IFA targets. Conduct concept and product training for existing partners and new IFAs. Manage and enhance relationships in the NJ Wealth network in the allocated branches. Work closely with the NJ sales and product team for the growth and support of Loan against Security (LAS), Consumer Loans (CL), and Partner Loans. Preparing daily, monthly & other MIS as and when required by the superior.

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, delhi / ncr

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

Posted 1 month ago

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, new delhi, ahmedabad

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

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10.0 - 18.0 years

0 Lacs

kolkata

Work from Office

Sales & Business Growth Identify, acquire, and manage relationships with promoters, HNIs, SMEs, and corporate clients.Drive revenue growth through structured deals involving LAP, LAS, LAG, and promoter funding, Equipment Financing

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2.0 - 5.0 years

4 - 7 Lacs

mumbai

Work from Office

Description for Internal Candidates Business Description 811 Digital Sales RO vertical is specializes in acquiring/sourcing/expanding/upgrading and developing High net worth customer relationship for retail through individual efforts. We also cross sell bank products to existing customer mapped to us and inform customers of new products or product enhancements to further expand the banking relationship. We ensure high level of customer service to our 811 customers with assistance of Product operation group (POG) Job Role: Engaging with customers to enrich the relationships and garner higher wallet share of the customers Increase the 811 book and Investment AUM portfolio by means of Acquiring...

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4.0 - 9.0 years

5 - 11 Lacs

chennai, bengaluru, mumbai (all areas)

Work from Office

Hi, We have opening for Area Sales Manager (Loan against Securities). Job location: Mumbai/Delhi/Bengaluru/Hyderabad/Gujrat. Salary: 11 lacs Call Back on 7208507156 Regards, Dharmesh Jain ABC

Posted 2 months ago

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5.0 - 9.0 years

0 Lacs

jabalpur, madhya pradesh

On-site

You will be responsible for developing the Financial Products Distribution business in the assigned location. Your primary role includes overseeing and managing branch staff, providing coaching and development, and ensuring adherence to sales targets, policies, and procedures. It is essential to groom the team on product knowledge, system usage, and guide them towards achieving business objectives. Your key responsibilities will involve designing and implementing business plans, ensuring branch compliance with policies and processes, and conducting regular performance reviews of employees to evaluate their performance and provide guidance to help them reach set goals. The products you will b...

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3.0 - 9.0 years

3 - 9 Lacs

delhi, india

On-site

Enhancements & support in & around SAP MM /WM. Drive & manages maintenance & support, enhancements & projects effectively towards completion in time, meeting SLAs. Apprising all stakeholders especially reporting head regularly & escalating (if necessary). Maintains all proper documents related to project in accepted formats as per known standards Part of maintenance & support, enhancement & project team related to above associated business processes Training team and end users Suggest best practices /improvements to function and implements them with stakeholders buy-in Effective testing of changes Does business process study with the help of business team. Reviews and edits requirements, spe...

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7.0 - 12.0 years

7 - 13 Lacs

bengaluru

Work from Office

Role & responsibilities To assist Business partners to grow their business. Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,Algo Trading- APIS,Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) Communication and follow up of Business Plan IPO Funding/ Brokerage Deals & Hand Holding. Partners & their staff training on Investments ,Trading , TradeTiger etc • Coordinating events for Business partners with NSE/NSDL/CDSL/AMCs Li...

Posted 2 months ago

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, bengaluru

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

Posted 2 months ago

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5.0 - 10.0 years

8 - 15 Lacs

kolkata, chennai, bengaluru

Work from Office

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

Posted 2 months ago

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