1687 Mf Jobs - Page 27

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and MM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Collaborate with internal teams to deliver seamless service and support to clients. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 11 years of experience in the field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and wealth management. Strong understanding of financial products, including debt, structures, equities, MFs, and fund-based real estate products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and deliver tailored services according to customer needs. Enhance and retain customer profitability by capturing a larger share of wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored solutions. Experience in acquiring new customers who meet product criteria through cross-referencing.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert advice on financial matters.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio performance analysis, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a skilled professional with 6 to 8 years of experience to join our team as a Sr. Relationship Manager - Wealth in Pune, Baner, and MM. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and wealth management. Strong understanding of financial products, including debt, structures, equities, MFs, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

Opening for Leading Investment Advisors firm. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. Assists clients in providing them with information like product or service quotes. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. Cross-sell of company's products, generate awareness about the brand and various basket of products. Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. Understanding the clients requirements & recommending the strategy accordingly Network with clients to identify avenues for new business opportunities Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. Interested candidates shared resume on snehal@topgearconsultants.com

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

The TDI Engineering unit is responsible for all desktop, end user automation, engineering, and collaboration tools within the bank. The goal of this unit is to provide enterprise development tools as services for teams across Deutsche Bank, enabling them to reach higher levels of maturity in their process. These services consist of all necessary to support teams from initial Program/Project investment governance decisions and subsequently management through development, testing, deployment as well as compliance with the Banks software processes. Tools such as Bitbucket, JIRA, Confluence, TeamCity, Artifactory, MF ALM. The Developer Tools Project Portfolio has multiple Programs/Initiatives driven by Regulatory/Audit-finding based remediation, Strategic Programs e.g., Cloud (GCP) migration (of tools, as part of a larger, bank-wide Programme), Developer Experience initiatives and Migration to new tools. The role comprises engineering expertise in design, deployment and maintenance of DT tools, SME of the application in terms of operational knowledge as well as requirements. Working with the product owner, level 2/3 teams, vendor contacts and the engineering team to handle daily operational tasks and long-term projects. Typical operational tasks may include designing and implementing automation for application deployments, application upgrades, application & data migrations.Also understanding and adherence with bank policy and standards related to security and production release controls and working with the rest of the SDLC team to ensure the full compliance. Your key responsibilities Work with our clients to deliver value through the delivery of high-quality software within an agile development lifecycle. Define and evolve the architecture of the components you are working on and contribute to architectural decisions at a department and bank-wide level. Bring deep industry knowledge into the Feature Team to understand problems, leverage design patterns, automation to support CI and CD pipeline to production and support emergent design within the agreed domain target architecture. Contribute to the wider domain goals to ensure flow, consistent standards and approach to software development while designing a common shared framework. Work with the right and robust engineering practices. Building functionalities using latest technologies Management of the Engineering team Working with Product Manager and Product Owner on architectural roadmap Ensuring quality and timely delivery against demand Your skills and experience: Very good understanding of SOLID, DRY, KISS practices as well as pair programming. Must have exposure to hands-on software development using any modern programming languages like Spring, Java along with UI Framework like Angular etc and architecture concepts like micro-services and containers. A fullstack developer experience will be a plus. Excellent understanding of database architecture, particularly Oracle, Postgres, MongoDB Comprehensive understanding and hands-on of Docker/ Kubernetes/ Helm Must have comprehensive understanding DevOps and DevOps tools chain in GCP like cloud platforms. Experience with Test Driven Development (TDD) and Behavior Driven Development (BDD)

Find & contact potential customers Build and maintain good relationships with client Explain & promote products or services Negotiate prices and close sales deals Meet sales targets & company goals Work with other teams to improve customer experience Required Candidate profile Graduation in Any Stream Mini. 1 to 2 Years in Field sales & Marketing Attractive Personality and good communication skills One who ready for challenges Required local people

Lead and mentor the sales team to drive performance Reach out to prospective clients and present tailored product solutions Achieve individual and team targets Train and support team members Handle full sales cycle from follow-ups to closures Required Candidate profile Bachelor's degree in any field Min 2 years of exp in sales, marketing, pharma in BFSI or financial services Local candidates preferred Strong understanding of Sales products and Customer service

Job Title: Key Sales Executive Experience: 1 - 4 years (Field Sales preferred) Job Description: We are seeking a dynamic and results-driven Key Sales Executive to join our growing team. The ideal candidate will be responsible for driving sales growth, building strong customer relationships, and ensuring a high level of customer satisfaction. Key Responsibilities: Visit customers and explain the companys products or services Find new customers and follow up with them regularly Meet sales targets given every month Build and maintain a good relationship with existing clients Keep records of sales and report daily/weekly to the manager Work with the team to plan and improve sales activities Help solve any customer issues or queries quickly Stay updated about competitors and market trends Requirements: Proven experience in field sales or direct sales Excellent communication and negotiation skills Strong understanding of customer behavior and market trends Self-motivated, with a passion for sales Minimum qualification: Graduate (preferred) Willingness to travel extensively in the assigned region Perks and Benefits: Attractive incentives and bonus structure Career growth opportunities Training & development support Apply Now +91 81601 74117 | Priyansi M.

Post : Senior Relationship 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 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

Post : Business Development Manager (BDM) • 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 • Must have 1 year of exp. in Sales / Banking / Finance / Insurance / Loan / CASA Sales • Good Communication skills • To clear any confusion direct contact on : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must be required • Must have 1 YRS of experience in Bfsi /Life Insurance / Banca Sales • Good Communication skills For more information Call OR WhatsApp : 90991 10239 HR Nikul Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Key Responsibilities: Recruit and Lead the Sales Team Maintain detailed records of leads and daily sales activities. Stay aware of industry movements and observe competitor strategies. Assist in Sales activities and attending sales-related events. Required Candidate profile Requirements: Bachelor’s degree in any discipline. 1+ year of experience in direct sales or field sales preferred. Local candidates Preferred Contact Info : HR Joyita / PH - 91042 59328

Post : Business Development Manager (BDM) • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Develop & execute a strategic plan to acquire new clients Identify & target key prospects through various channels Conduct sales presentations & negotiate profitable partnerships Collaborate with internal teams to ensure smooth client on-boarding Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

-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.

• The candidate has to handle tie-up banks. • Regularly visiting all the branches across the territory • To build relationships with existing customers • Lead Closing • Handle the walk-in customer through tie-up Banks Required Candidate profile Perks and Benefits • Unlimited Incentives for sales processes • 6 days working, 1 Roster off • Age: Between 21 and to 38 years