Post : Relationship Manager • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation must. • Min. 2 year experience in Any Sales / Field Sales / Banking / Finance / Insurance • Good Communication • Age between : 24 - 38 Call OR WhatsApp : 90819 37721 HR Rutvika Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9081369513 HR Tanvi Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation must. • min. 1+ year experience in Any Sales / Field Sales / Banking / Finance / Insurance • Good Communication • Age between 22 - 33 • Good Knowledge about local area Perks and benefits Incentive + PF + Mobile with Several

Profile -Sales Sales type- B2B Product Mutual Funds Min 1 yr experience in Mutual funds Sales Age upto 32yrs

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)

Position Title: Regional Manager/ Senior Regional Manager Reports to: Zonal Head Location: Kolkata Purpose: Responsible for Sales and Distribution Function for the Region/ Area / Distributors assigned Key Responsibilities: 1) Drive AIF & PMS sales across the region / area from all National Partners wherein the product is approved. 2) Identify and activate Independent Financial advisors across all locations in the region/ area. 3) Work closely with the sales team of the partners. a. Joint calls with partners may be required to close the sale. b. Training them on the products c. Providing with required literature d. Resolving their queries & provide after sales support. 4) For National partners based out of the region / area, work closely with alliance team from corporate office to close the tie up. Experience and Qualification: 1) Post Graduate with at least 5 years of sales experience of Investment Products. At least 3 years of experience in selling PMS or AIF products. 2) Graduates from Commerce field will be preferred. Understanding of Accounts and Income tax will be handy. 3) Good understanding on public equity markets is essential prerequisite Behavioural: 1) Executive Presence. 2) Pleasing personality with ability to strike rapport with people. 3) Learning bend of min

About Angel one : Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distributes third party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With over 2 crore+ registered clients, we are onboarding an average of over 800k new clients every month in the current financial year. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We have a flat structure, with ample opportunity to showcase your talent and a growth path for you to the very top. We are aggressively hiring for various non-tech and tech roles across India. Join our team and experience the best of both worlds at Angel One! Check out our careers section! Why You'll Love Working at Angel One! Ranked Top 25 Companies to Work in India: We're proud to be recognized as one of the best workplaces, certified for 8 consecutive years. Innovative Culture: Ideate, innovate, and create cutting-edge fintech solutions with AI and Machine Learning. Be part of something huge: Be at the Forefront of Fintech Innovation Bold Approach: We're not just growing a customer base; we're unlocking potential, aiming to touch a billion lives. It's about more: more drive, more initiative, and a bolder way of working. Job Title: Team Lead - Mutual Fund - Service Location: Bangalore What you will do: 1. Team Management: • Lead, motivate, and inspire a team of mutual fund sales representatives to achieve individual and team sales targets. • Provide guidance, coaching, and feedback to team members to help them improve their sales skills and performance. • Conduct regular performance evaluations, set clear goals, and develop action plans for professional development 2. Sales Strategy Implementation: • Develop and implement strategic sales plans to drive acquisition / Activation target across the team • Monitor market trends, competitor activities, and client feedback to adjust sales strategies as needed. 3. Relationship Management: • Cultivate strong relationships with MFDS and intermediaries to enhance loyalty and maximize activations. • Address MFDs inquiries, concerns, and escalations in a timely and professional manner, ensuring high levels of client satisfaction 4. Performance Monitoring and Reporting: • Track team performance against sales targets, KPIs, and other key metrics. • Prepare regular reports and presentations summarizing sales performance, trends, and opportunities for improvement. • Identify areas of strength and areas for improvement and implement strategies to optimize team performance. 5. Training and Development: • Provide ongoing training and development opportunities to enhance the knowledge and skills of team members. • Conduct training sessions on product features, sales techniques, compliance requirements, and industry best practices. • Conduct regular engagement programs for MFDs /clients with the help of regional product managers to increase KYC/business. 6.Compliance and Risk Management: • Ensure compliance with regulatory requirements, company policies, and industry standards. • Implement risk management protocols and controls to mitigate potential risks and safeguard client interests. Who you are: Graduate Candidate must be from Mutual fund industry Team Handling experience What's in it for You? Empowered Growth: We invest in your growth and empower you to explore your full potential. Exceptional Benefits: Our comprehensive benefits package includes health insurance, wellness programs, learning & development opportunities, and more. For a deeper dive into our company culture and vision, explore our Company Deck. At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI). As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.We believe that everyone's unique experiences and viewpoints make us stronger together. Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

To up sell 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 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. • Preference to NISM Certified candidates with experience in managing Retail/HNI. Clients, with in depth knowledge of Mutual Funds.

. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP 5. Daily meetings to be done with existing clients and new prospects for business. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM o Experience: 3+ Years in Equity / MF / PMS / Broking o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office Locations : Mumbai, Delhi / NCR, Bengaluru , Kolkata, Chennai, Hyderabad, Ahmedabad, Pune, PAN India

Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Also enhances the book through new customer acquisitions.

Designations : Product Specialist Experience : Min 9 yrs in investment products like PMS, MF & AIF Candidate currently working as IC(Investment Counselor) in Private Banks Education : MBA (Finance)/CA/CFA Budget: Upto 20 Lacs Location : Kolkata

Understanding of Mutual Funds, FDs & other investment products,Good communication skills especially in English,Handling daily operations Knowledge in Accounting(Tally), Finalization of Accounts, filing of TDS returns, Income Tax returns & GST returns Required Candidate profile MS Excel, MS Word, Tally, Income Tax & GST laws, Mutual Funds & Stock Market

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final 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. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or WhatsApp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Seeking a motivated RM - Sales (Direct to Client) with a background in mutual fund distribution and a proven sales track record. 2+ years in direct sales (mutual funds, financial services, RM, banking products like CASA, or FMCG).

Dear Candidate, Urgent opening with leading broking firm. Job Purpose : The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Role Requirements Educational Qualifications: Post Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

We are looking for an energetic relationship manager to join our team at India's premier securities brokerage firm. In this position, you will be tasked with managing and enhancing client relationships, providing tailored investment solutions, and contributing to revenue growth. Key Responsibilities: Cultivate and sustain robust relationships with clients to comprehend their financial objectives. Offer expert advice on investment products, including equities, derivatives, and various financial instruments. Met sales targets through effective client engagement and identifying cross-selling opportunities. Deliver exceptional customer service and respond to client inquiries in a timely manner. Remain informed about market trends and regulatory developments to provide well-informed investment guidance. Qualifications: A bachelor's degree in finance, Business, or a related discipline. A minimum of 2 years of experience in any BFSI field sales. (Investment sales are beneficial.) Excellent communication and client management skills. Familiarity with financial products and market dynamics. Location: Coimbatore, Cochin and Trivandrum Apply now to join a market leader and advance your career in the financial services industry! For more information! Call :: +91 84888 33693 Mail Resume :: shraddha@tekpillar.com

Job Role Engaging with distributors (IFA / Banks / NDs) to garner sales. Manage direct selling to cater to the HNI customers in the area. Leverage on market opportunities and develop new client relationships and accounts Identify & empanel new IFA in the area. Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RMs in that area, with the objective of improving sales and enabling business expansion Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors Handle branch IR & DS activities with the help of office staff / trainee Relationship management and brand building exercises that enhance visibility and goodwill Job Requirements 3 years of relevant selling experience. Proven track record of client value creation Exemplary communication and client engagement skills Domain knowledge of investments / mutual funds necessary. Educational Qualifications MBA/PGDM Finance and/or Marketing The candidate must have good communication & presentation skills. The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products. The ideal candidates should have knowledge of Capital Markets & value creation for clients. Self-starter, proactive & target oriented behaviour will be appreciated. AMFI certified – NISM VA

Develop and implement sales plans and strategies for the assigned territory Set individual and team sales targets, ensuring they are met Understand customer needs and provide tailored solutions Hire, train, and develop new sales representatives Required Candidate profile Bachelor’s degree in any stream. 2-7 years of experience in sales in any sector. 2+year of sales experience required. Age limit is 24-38 needed. Must have own bike and license.

Develop and maintain relationships with clients Develop and implement strategies to grow revenue Negotiate business terms with clients to secure sales Manage the sales process,including sales goals and territories Train and mentor sales team member Required Candidate profile Graduation is required. Local Candidate hire first. Age limit is 24-38. 2+Year of sales experience.

About Nuvama : Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, assetmanagement, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Vama stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective That we bring to creating and managing our client's wealth. Our edge comes from our deep experience and expertise, leading research,product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas and boasts of a 23,000+ partner network for maximum service coverage. About B2B Business: We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger Functional Responsibilities / KPIs • Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Qualifications MBA/ PGDM or relevant degree. Prerequisite Candidates with prior experience of handling B2B Channel (Preferred) Experience Min 3+ years relevant experience in BFSI and Wealth domain. Functional Competencies • Acumen towards understanding of client needs, study requirements and provideadequate and prompt solutions. • Should have a good knowledge and understanding of equity and debt market and wealthproducts. Why choose Nuvama • Bi Annual Appraisal Program. • Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. • Emphasis on your learning and development, with comprehensive product and other training initiatives

Description ***This tagging is backfill Om Sai Goli*** Role TitlePlaywright Developer Primary Skills Automation Testing Secondary Skills :API Testing Client Interview (Y/N)Y Detailed Skill Descriptions (With relevant years of experience) This person should have overall 5+ years of automation experience with 2+ years Playwright automation. Responsible for understanding existing automation framework, test planning and writing automated scripts using Playwright for various applications. This person should have the ability to track multiple test efforts simultaneously and to be able to synthesize the results in fast paced environment. This person should be Proficient in using Test management tools like JIRA/QMetry/MF ALM/Octane. Knowledge on Telecom mobile domain is preferred Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade B Level To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) No Remote work possibility No Global Role Family To be defined Local Role Name To be defined Local Skills Microsoft Playwright;test automation;Atlassian Jira Languages RequiredENGLISH Role Rarity To Be Defined

Description Role TitlePlaywright Developer Primary Skills Automation Testing Secondary Skills :API Testing Client Interview (Y/N)Y Detailed Skill Descriptions (With relevant years of experience) This person should have overall 5+ years of automation experience with 2+ years Playwright automation. Responsible for understanding existing automation framework, test planning and writing automated scripts using Playwright for various applications. This person should have the ability to track multiple test efforts simultaneously and to be able to synthesize the results in fast paced environment. This person should be Proficient in using Test management tools like JIRA/QMetry/MF ALM/Octane. Knowledge on Telecom mobile domain is preferred Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade C Level To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) No Remote work possibility No Global Role Family To be defined Local Role Name To be defined Local Skills Microsoft Playwright;test automation;Atlassian Jira Languages RequiredENGLISH Role Rarity To Be Defined

Description Role TitleAutomation Tester Primary Skills Automation Testing Secondary Skills Telecom Domain Client Interview (Y/N)No Required experience 6-8+ years of Manual, API Testing and Automation, Telecom domain knowledge is preferred. Experience on Strong Java + Selenium + RestAssured skills Responsible for developing and executing formal test plans to ensure the delivery of quality software applications. This person is involved in writing test cases/scripts. This person should have good experience in Service level/API/Backend testing as well. The Quality Assurance person works on projects of high complexity within one or more development environments and on multiple programs/systems as API test engineer. Strong in Java, RestAssured and Api automation using RestAssured/Java This person should have the ability to track multiple test efforts simultaneously and to be able to synthesize the results in fast paced environment. This person should be Proficient in using MF ALM/Octane Test Suite or other Test Management Tools. Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade C Level To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) No Remote work possibility No Global Role Family To be defined Local Role Name To be defined Local Skills manual testing;test automation;Selenium Languages RequiredENGLISH Role Rarity To Be Defined

We are seeking a motivated and experienced #Relationship_Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at Anjali.lard@nirmalbang.com Contact: +91-9012833323 Regards, Anjali HR Team Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 www.nirmalbang.com Join us in shaping the future of finance!

Generating Business • Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization. • Achieve defined sales targets through a steady sales effort by establishing annual, quarterly, monthly, or weekly sales plans and prioritize and schedule own activities so targets are met. • Maintain call reports and implement the sales process of the organization. Building positive relationships with channel partners • Strengthen working relationships with current channel partners and distributors to entrench the Invesco brand and grow sales. • Maintain & prioritise regular contact with channel partners to sustain and improve the relationship. • Ensure our distributors have a detailed understanding of our funds & products. • Offer support to channel partners on marketing material, product information, investment strategies, investment outlook and joint calls with prospective investors. • Coordinate and lead distributor events, training initiatives geared at distributors, fund manager calls and Investor Education initiatives in your assigned channel and distributor relationships. • Identify, research, and contact prospective distributors to build positive relationships that will generate future sales and repeat business Sales support & market intelligence • Provide sales support to existing and new relationships, respond to more complex customer enquiries. • Collect market & competitor intelligence on investment strategies, engagement efforts and talent and share within the organisation.