Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential Yes HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Can share your Profiles on - Share CV on chinar.soni@v-konnect.com OR can also Whatsapp on 9646816489

Email- karan@contactxindia.com Contact- 8859766816 Relationship Manager: candidates should be from broking, Banking,Mutual funds, insurance any financial service, Wealth Management It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. MF, Insurance, PMS, Structure Products Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile

Create the necessary team Find and train the agents To regularly meet with agents Improving sales success Helping the sales manager to complete sales goals Educating clients about the benefits of company's products Manage the entire sales process Required Candidate profile Age: 21-40 Years Expr: Required 1 year on experience in field sales Full Time on Role Job Local Candidates Can Apply Contact for more Details: 8160174117 | Priyansi

Mega Walkin Drive for Lead Analyst/Senior Software Engineer - Mainframe Developer Shift Timings : General Shift Your future duties and responsibilities: Job Summary: CGI is looking for an experienced Mainframe Developer with strong expertise in COBOL, DB2, and VSAM to join our team. The ideal candidate will be responsible for designing, developing, maintaining, and supporting business-critical mainframe applications. You will work closely with business analysts, QA teams, and other IT professionals to ensure seamless application functionality and performance. Key Responsibilities: Design, develop, test, and maintain mainframe applications using COBOL, DB2, and VSAM. Analyze business requirements and translate them into technical specifications. Perform data analysis and write complex SQL queries on DB2 databases. Maintain and optimize batch and online programs. Perform unit and integration testing; support user acceptance testing (UAT). Provide production support and troubleshoot application issues. Participate in code reviews and follow coding standards and best practices. Document application changes and update system documentation. Required qualifications to be successful in this role: Strong hands-on experience in COBOL, DB2, and VSAM. Experience with JCL, CICS, and mainframe utilities (e.g., IDCAMS, IEBGENER). Knowledge of mainframe development lifecycle and change management tools. Proficient in writing and debugging SQL and working with stored procedures in DB2. Good understanding of file handling, batch jobs, and performance tuning. Familiarity with Agile or Waterfall development methodologies. Excellent problem-solving and analytical skills. Strong communication and interpersonal skills. Education : Bachelors degree in Computer Science, Information Technology, or a related field (or equivalent experience). Experience in financial services, insurance, or banking domain. Skills: COBOL DB2 English JCL Mainframe VSAM Notice Period- 0-45 Days Pre requisites : Aadhar Card a copy, PAN card copy, UAN Disclaimer : The selected candidates will initially be required to work from the office for 8 weeks before transitioning to a hybrid model with 2 days of work from the office each week.

Demat(i.e. Trading Accounts acquisition) Cold calling (i.e. Willing to work in open Market) Responsible for identifying customer needs, assessing their risk appetite and providing them Required Candidate profile Interested can share CV on jyoti.mehta@tradebulls.in or WhatsApp on 7304501604

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Designation - Branch Manager Location - Alwar Ctc - Upto 7 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, NCDs, Insurances, structured product MLD based on through market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Helping the company meet its financial objectives through personalised financial planning. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. Required skills and qualifications BA bachelor's degree in finance, economics, business administration or a related field. 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Preferred skills and qualifications A master's degree in finance, accounting, economics, or a related field. NISM V-A MF Certified. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

Job description Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Interested candidates can send updated resume to siddhesh.bhor.ext@yesbank.in OR Contact - 7738474256

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)

Mega Hiring: Relationship Manager / Sr. Relationship Manager / Deputy Branch Manager Location: Chennai Openings: 20+ | Experience: 1+ Years | Notice Period: Immediate / 15 Days / 1 Month CTC: Negotiable for the right candidate Education: Any Graduate Industry: BFSI, Investments & Trading Employment Type: Full-time, Permanent Role Overview: We're looking for dynamic professionals with experience in direct sales (insurance/mutual funds) to join our growing team. Your role will involve acquiring new clients, managing portfolios, and offering personalized investment solutions. Key Responsibilities: *Acquire and manage client relationships through daily sales calls *Understand client needs and recommend suitable financial products *Conduct portfolio reviews and suggest rebalancing *Cross-sell mutual funds, insurance, and other investment products *Stay updated on market trends and attend product trainings *Collaborate with marketing for lead generation campaigns Required Skills & Knowledge: *Strong product knowledge: Mutual Funds, Life & General Insurance, Fixed Income *Wealth & Portfolio Management expertise *Financial Planning and Investment Advisory *Excellent communication and interpersonal skills *Analytical mindset and target-driven approach *Knowledge of regulatory compliance Preferred Profile: Candidates with 1-8 years of experience in Wealth Management, Financial Planning, and Investment Advisory, with exposure to products like Insurance, Mutual Funds, PMS, AIF, etc. If interested please share your cv to Harini Sree - 6381629673

Dear All, Greetings from AnandRathi !! We are currently hiring for Equity advisor @ Chennai Job Description As part of the dealing team you are responsible to Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Job Responsibilities Execute the orders on behalf of clients. Confirmation of trade done by EOD. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequently. Daily processing & confirmation of trades. Punch orders for clients on NSE/ BSE terminals. Monitor client exposure limits. Solving queries of the customers. Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework. New A/C opening and manage portfolio. Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc) NISM 8 certified is must. Interested candidate can share their updated resume at nithyamanoharan@rathi.com or 9884188091

Essential Duties and Responsibilities: Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets: Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Experience : Minimum 7 years of Mutual Funds, PMS & AIF Selling experience in AMC(Mutual Funds Company), Banking & Securities Company Ctc : Upto 15 Lacs Location : Chandigarh Qualification : MBA / CFA / CFP / NISM V-A & XXI-A Certified

Greetings!!! We have an opening with the reputed financial company. Role & responsibilities Sourcing customers for Mutual funds, FDs and Bonds within the assigned region. Cross Sell and Up Sell existing set of mapped customers. Create gateway for corporate investments Increasing overall Mutual Fund AUM and All Fixed Deposit. Add new customers in MFIS channel Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication. Ensure periodic Portfolio review & counselling for high-end and Select Clients is conducted. Daily Sales meetings, Telephonic Calls, DSR , Customer Servicing etc . Achieving Revenue targets month on month. Interested candidates can share your cv to josy@topgearconsultants.com

Role & responsibilities Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or Watsapp- 7338112258

Designation: Home Loan Officer (Sales) at HDFC Sales. Department : Home Loan ( Sales) Qualification:- Any Graduation / Post-graduation. Experience: 0 to 1 Years CTC: - 1.80 lpa to 3.75 lpa + Huge Incentive ( Upto 50000 ) Roles & Responsibilities:- Area/ Lane /Geography Mapping: Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager during team huddle. Source Relationship Management: Responsible for managing the relationship with all sources assigned and identified by him in his geography/area. Maintain Reports: Responsible for maintaining reports related to sales and all his activities in the prescribed format. Should maintain diary on daily basis in the prescribed format of activities. Channel Partner Recruitment: Responsible for identifying the need for appointment of a channel partner Team Huddle: Responsible for attending team huddle on a daily basis as per the set process. Customer Relationship Management: Responsible for enhancing the customer experience by developing and maintaining relationship with customers. Completion of File: Responsible for submission of complete application form, documentations and information. Desired candidate profile: Must be a graduate from any stream Should have minimum 6 months of experience in sales Candidates with prior experience in BFSI will have an added advantage Open to travel Must have good communication skills For further Details, contact- aykacommunication28@gmail.com Note: Candidates should be flexible with field work.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

India's Leading Company is looking for a Area Sales Executive Develop a sales strategy to achieve organizational sales goals and revenues. Built Potential Sales Team & Train Them. Set individual sales targets with the sales team. Required Candidate profile Experience: 2 to 4 years in Field Sales and Marketing In any Sector Graduation Compulsory Age: 21 To 38 Years Excellent Communication Skills For more info: Hiral p I HR Team 91 + 78610 78425

Generate new business and achieve sales targets Identify and approach potential customers Developing your sales team through motivation . Build and maintain client relationships Required Candidate profile Must Be a Local Candidate. Bachelor's Degree Is Mandatory. Good Communication Skills. Shivani (HR) : +91 6354086229

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Generate new business and achieve sales targets Identify and approach potential customers Promote insurance products and explain benefits Build and maintain client relationships Required Candidate profile Must Be a Local Candidate. Age Criteria : 24 To 40 Years. Bachelor's Degree Is Mandatory. Good Communication Skills. Vikeeta (HR) : +91 7863846975