The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCD PTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or Master Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individual minimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Key Objective of the Job: Achieving business targets as laid down by acquiring new client relationships through the multiple Digital journeys. Proactively understanding customer needs and cross- selling multiple products as per the requirements Should adhere to all policies and guidelines for updating leads as well as closures along with all the best practices that are put in place by the Business team. Execute all activities / campaigns as planned by the respective Digital Sales Manager Displaying customer centricity by executing all customer interface processes within defined timelines. Collaboration with various internal / external teams (Contact Center, Internal Business teams, Aggregators) to ensure timely service to all customers seeking a mortgage product Major Deliverables: Meet & exceed business targets in terms of profitability, optimum product mix and quality of sourcing Should prove to be the one-point contact for all financial needs for his/ her customer Zero error in adherence to policies and systems as specified Quality of files sourced should be as per specified guidelines Forging targeted number of client relationships within the agreed timelines Meet & exceed customer acquisition targets Timely update for all leads shared by Internal / External stakeholders. Meeting sales targets for HL products in the assigned territory Ensuring the customer satisfaction matrix is met for all client relationships Timely MIS reporting to all concerned. Clear the certification examination within specified timelines Specialized job competencies: Knowledge about all financial products like Home Loans, Mortgages Knowledge about statutory compliance & local market procedures Knowledge about legal agreement reviews, Data Uploads across SFDC, Ability to crunch large data & present the same for opportunity sizing. Excellent communication and presentation skills - Should be able to talk and convince both internal and external stakeholders & execute actionable s in a timely manner. Graduate : Yes Masters/Postgraduate: Optional Desired Experience: Minimum 1- 2 years experience in Offline/Online Channel /Home Loan / Affordable Housing Finance sales

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the companys base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the companys base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate

Tata Capital Ltd is looking for Sales Manager - Education loans to join our dynamic team and embark on a rewarding career journey. Achieve growth and hit sales targets by successfully managing the sales team Design and implement a strategic business plan that expands companys customer base and ensure it s strong presence Own recruiting, objectives setting, coaching and performance monitoring of sales representatives Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Present sales, revenue and expenses reports and realistic forecasts to the management team Identify emerging markets and market shifts while being fully aware of new products and competition status

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Perform the following under the guidance/direction of Supervisor/Manager With help of Supervisor/ Manager, Identify the customers for protentional Business Collect the documents from Customers and validate as per the organization norms Logging the case in the system as per SOP and follow the process for disbursement. Fulfil - the Sanction ratio as per organisation requirement Meeting the Customer requirements & cross- sell multiple products, under the guidance of Supervisor/ Manager. With help of Manager / Supervisor, empanelment of new vendor and develop relationships with them With help of Manager / Supervisor, ensure compliance to all Audit / RBI regulations. Under Graduate/ Graduate in any discipline

Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the companys base of customers for home loan and LAP channel so as to ensure repeat business or referrals o Maximize sales through a network of DSA by effectively managing connector and builder relationships to ensure strong business o Develop and maintain strong liaisons with the clients for repeat business or referrals. o Maximize number of APFs and increase penetration in the approved APF projects. o Identify and develop new builder/channel relationships so as to penetrate new markets and thereby increase business o Ensure the files are processed from login stage to disbursement and liaise with internal departments (Operations and Credit) for completion. Sales Planning and Team Management o Optimize team productivity by effectively managing the team of relationship managers so as to assure achievement of team results and thereby meet the business targets and profitability of the area o Align with the team on ground lead generation activities for Sales. o Lead and supervise the team of relationship managers for the implementation of the growth agenda through appropriate training, motivation and deployment strategies Industry & Governance o Constantly keep abreast of market trends and competitor intelligence so as to build and develop effective sales and marketing strategies o Use understanding of the markets / competition / process and products available in the markets to provide positive feedback to the central product and policy team to stay ahead in the market. o Ensure compliance to all Audit / NHB regulations as well as processes, policies and reports as per company designed systems. Qualifications: Graduate, Masters/Postgraduate

Your key responsibilities You are responsible to provide leadership, functional knowledge and configuration skills to build EY Proprietary applications on top of SAP products. Responsible to deliver in a hybrid systems environment - primarily SAP On-Prem products, SAP Cloud Platform and SAP Cloud products. Responsible to deliver in the Agile process as part of a stable team. You are also expected to engage with partners and service providers to clarify any open operational or technical questions, reporting to the EY CT SAP Domain product management function. Skills and attributes for success Ideally, a Person with 8+ years of experience in SAP FI/CO and 4+ years in S/4HANA Finance having expertise in E2E Implementations, Rollout, Upgrade and Support Projects in SAP ECC and SAP S/4HANA. A minimum of three E2E Implementation experience is required. You will also be A team player with strong analytical, communication and interpersonal skills Constantly updating yourself about new offerings from SAP as well as market conditions A winning personality and the ability to become a trusted advisor to the stakeholders To qualify for the role, you must have Experience in requirements gathering, User Story creation and grooming, blueprint preparation, system configuration, testing, cutover, Go-live and operations. Work experience in relevant SAP Financial Services consulting services engagements or business environments Strong work experience in S/4HANA Finance and TRM through multiple E2E implementations Strong experience in SAP New GL, AR, AP, AA, Basic CO and FSCM Strong experience in Advanced Cash Management, Advanced Bank Management, Credit Management, Collections Management, Dispute Management and Bank Communication Management. Strong experience in Trade Finance, Securities, Commodities, Money Market and Loans. Experience in Payment Approvals, MBC and Interfaces would be a huge plus Understanding of integration points with the SD, MM, and FI/CO modules Experience in Bank Account Management, Bank Communication Management and Cash Management Product Cost Planning, Budget Planning and Forecasting experience Financial Planning and Analysis Accounting and Financial Close Data Migration with Migration Cockpit Treasury and Financial Risk Management Financial Operations Experience in Process Innovation and Automation is a plus Education Accounting and Finance (MBA/M. Com/CA/ICWA) Ideally, you ll also have Knowledge of SAP technologies for both On-Prem and Cloud offerings from SAP Understanding of application integration potential across SAP offerings Knowledge of SAP Industry Solutions Education in business management will be helpful Strong teamwork, work ethic, product mindset, client centricity and a relentless commitment to EY values.

Developing delivery /engineering team objectives, involving all relevant stakeholders, and ensuring technical delivery is facilitated by working with the TM,EM Develop a detailed sprint plan to track progress Monitor project progress against project plans and make adjustments as necessary Ensure resolution of dependencies and track them to closure Use appropriate verification techniques to manage changes in sprint scope, schedule Measure project performance using appropriate systems, tools, and techniques Report and escalate to management as needed Manage the relationship with teams Identify potential risks and issues that may impact project delivery, and develop and implement mitigation plans Create and maintain comprehensive project documentation Facilitating agile ceremonies and removing any impediments in team Act as an agile coach for the team Good mix of both business and technical background to be able to interact assist with different teams effectively. Certified Scrum Master or Agile certification a plus Requirements Must Have: Bachelors degree in Computer Science Engineering or related technical field Experience working on Start-up Product(B2B,B2C,Saas Space) Experience managing projects across cross-functional teams, building sustainable processes and coordinating release schedules 2-4 years of experience with any of these skills ( Developer,QA, Product or any technical stream of SDLC) Experience in managing projects using project management software such as JIRA, Trello, or Asana Ability to work independently and manage multiple priorities Excellent communication and interpersonal skills

Developing delivery /engineering team objectives, involving all relevant stakeholders, and ensuring technical delivery is facilitated by working with the TM,EM Develop a detailed sprint plan to track progress Monitor project progress against project plans and make adjustments as necessary Ensure resolution of dependencies and track them to closure Use appropriate verification techniques to manage changes in sprint scope, schedule Measure project performance using appropriate systems, tools, and techniques Report and escalate to management as needed Manage the relationship with teams Identify potential risks and issues that may impact project delivery, and develop and implement mitigation plans Create and maintain comprehensive project documentation Facilitating agile ceremonies and removing any impediments in team Act as an agile coach for the team Good mix of both business and technical background to be able to interact assist with different teams effectively. Certified Scrum Master or Agile certification a plus Must Have: Bachelors degree in Computer Science Engineering or related technical field Experience working on Start-up Product(B2B,B2C,Saas Space) Experience managing projects across cross-functional teams, building sustainable processes and coordinating release schedules 1-3 years of experience with any of these skills ( Developer,QA, Product or any technical stream of SDLC) Experience in managing projects using project management software such as JIRA, Trello, or Asana Ability to work independently and manage multiple priorities Excellent communication and interpersonal skills

:- Responsible for hunting new leads, building pipeline, convert clients and book revenue from given segment. Responsible for carrying out the prospect mapping, pipeline mapping, proposals in line with customer requirement, cost analysis, negotiations and closure of the deal. Network and develop market intelligence for generating leads, and building new business relationships using existing industry contacts and giving sales presentation to prospects. Developing a strong sales pipeline, which is managed and regularly evaluated and working on deal management and closure as per pipeline effectively. Measuring success against competition and where forecast deals are unsuccessful, to understand and gain market information with respect to reasons for deal loss. Owning the Revenue Responsibility and conducting regular research on prospects for an in-depth analysis of their requirement and budgets. Responsible for account management overview and assessing, clarifying and validating the customerneeds on an ongoing basis, maintaining high customer satisfaction ratingthat are up to the business standards. Regular follow up with the customerregarding orders and timely collections of the businessproducts in order to obtain feedback on their level of satisfaction and note areas of sales performance incentive. Well versed in preparing presentations and reports including commercial proposals, e-mailers and other marketing material as required for both, customers as well as internal stakeholders and management. In Depth knowledge of Credit Evaluation process in terms of lending, and should be well versed in understanding the financials including ratio analysis of any company, and also should have good knowledge domain in terms of various other parameters such as GST, External Ratings, Litigations etc. Skills Required:- Strong entrepreneurial ability with excellent relationship building, Liaising interpersonal skills. Good Communication and writing skills both verbal and written, with the ability to influence business stakeholders on product and strategy decision. Strong problem solving and analytical skills paired with the ability to develop creative and effective solutions. Also should possess a flexible detailed oriented attitude. Ability to multitask across multiple clients and projects simultaneously in a diverse distributed delivery setup. Good domain knowledge of BFSI space, Forensics industry and also in depth knowledge of credit evaluation process and understanding financials, ratio analysis of any company. Competency in Microsoft applications including Word, Power point and Excel. Team Player and High Sense of Ownership.

Developing delivery /engineering team objectives, involving all relevant stakeholders, and ensuring technical delivery is facilitated by working with the TM,EM Develop a detailed sprint plan to track progress Monitor project progress against project plans and make adjustments as necessary Ensure resolution of dependencies and track them to closure Use appropriate verification techniques to manage changes in sprint scope, schedule Measure project performance using appropriate systems, tools, and techniques Report and escalate to management as needed Manage the relationship with teams Identify potential risks and issues that may impact project delivery, and develop and implement mitigation plans Create and maintain comprehensive project documentation Facilitating agile ceremonies and removing any impediments in team Act as an agile coach for the team Good mix of both business and technical background to be able to interact assist with different teams effectively. Certified Scrum Master or Agile certification a plus Requirements Must Have: Bachelors degree in Computer Science Engineering or related technical field Experience working on Start-up Product(B2B,B2C,Saas Space) Experience managing projects across cross-functional teams, building sustainable processes and coordinating release schedules 3-6 years of experience with any of these skills ( Developer,QA, Product or any technical stream of SDLC) Experience in managing projects using project management software such as JIRA, Trello, or Asana Ability to work independently and manage multiple priorities Excellent communication and interpersonal skills

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits

Responsible for full software life-cycle, system design and development of front-end back-end systems Writing high-quality code, participating in code reviews, designing/architecting systems of varying complexity and scope. Identify libraries and technologies worth experimentation Build innovative solutions from scratch and liaise with architects and engineers to build solutions Mentoring other team members Required Skill Degree in Computer Science or relevant experience Work in a fast-paced environment and make pragmatic engineering decisions in a short amount of time. Experience with Agile Development and Scrum methodologies Requirements Requirements 3-6 years of relevant hands-on software engineering experience doing software design and development Excellent understanding of relational database structures, having knowledge of unstructured databases (NoSQL) will be an added advantage Proven experience of working on back-end web frameworks like RoR (preferable) or Python/Django or Node.js or Java Expertise in object-oriented design, unit testing, integration testing, data structures, algorithms, scalable APIs, etc. Benefits Apart from the unique opportunity of transforming the debt market, our benefits include: Best in industry healthcare for you and your family: Life insurance Generous health insurance for you as well as your dependents, including parents or Parents in-laws Best in class Maternity paternity benefits

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage

Possess 4-5 years experience in Structured finance, Due-diligence, Sales with credit funds/BFSI ecosystem/Investment banking/advisory businesses. Have a penchant for numbers and the ability to spot patterns. Strong fundamentals on credit/underwriting to form quick views on financing structures Have excellent communication skills Possess a good eye for detail and have demonstrated the ability to work under tight timelines Be willing to travel to manage customers across locations Preferred Qualification: Chartered Accountant/Post graduate in business

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc. To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To achieve revenue targets and contribute to the overall growth of the private wealth management business. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. To conduct and assist in organizing seminars, workshops and other business development activities. Requirements Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up. Should have a proven track record of building and managing relationships with high-net-worth individualminimum of 3 years. Should have a strong understanding of wealth management products, Debentures, AIFs and PMS. Strong communication sales and a track record of achieving targets and achieving incentives. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage Benefits