1687 Mf Jobs - Page 29

Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager-Business Banking -Branch Banking-Branch Banking Elite Relationship Manager Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

No Job Purpose Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment Note: Non banking Exp candidates please do not apply

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

The position is responsible for ensuring effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Purpose of the Job Key responsibilities Ensure effective and smooth relationship with corporate / Banks / distributors and agents in the region for growth in business. Developing business through consultative engagement with Finance/Treasury heads and / or CEO's. Developing business through consultative engagement with Branch managers / Senior RMs / Regional Heads etc. Responsible for prospecting, selling & managing RMs / Sales people in banks in the region, who are also into mutual funds. Responsible for achieving Sales Targets, Sales patterns in the market. Market & industry analysis. Generating & increasing sales. Developing agents & distribution network. Selection & motivation of agents/distributors. Relationship management. Good communicational abilities and pleasing personality. Behavioral Competencies Market knowledge / extensively networked. Should have an eye for detail. Role Specific Competencies: Should be ready to expand job portfolio horizontally. MBA with minimum 1-5 years of work experience. AMFI certification compulsory. Exposure to M.F industry is essential. Formal Qualifications / Prior

Role Purpose The purpose of the role is to create exceptional architectural solution design and thought leadership and enable delivery teams to provide exceptional client engagement and satisfaction. Do 1.Develop architectural solutions for the new deals/ major change requests in existing deals Creates an enterprise-wide architecture that ensures systems are scalable, reliable, and manageable. Provide solutioning of RFPs received from clients and ensure overall design assurance Develop a direction to manage the portfolio of to-be-solutions including systems, shared infrastructure services, applications in order to better match business outcome objectives Analyse technology environment, enterprise specifics, client requirements to set a collaboration solution design framework/ architecture Provide technical leadership to the design, development and implementation of custom solutions through thoughtful use of modern technology Define and understand current state solutions and identify improvements, options & tradeoffs to define target state solutions Clearly articulate, document and sell architectural targets, recommendations and reusable patterns and accordingly propose investment roadmaps Evaluate and recommend solutions to integrate with overall technology ecosystem Works closely with various IT groups to transition tasks, ensure performance and manage issues through to resolution Perform detailed documentation (App view, multiple sections & views) of the architectural design and solution mentioning all the artefacts in detail Validate the solution/ prototype from technology, cost structure and customer differentiation point of view Identify problem areas and perform root cause analysis of architectural design and solutions and provide relevant solutions to the problem Collaborating with sales, program/project, consulting teams to reconcile solutions to architecture Tracks industry and application trends and relates these to planning current and future IT needs Provides technical and strategic input during the project planning phase in the form of technical architectural designs and recommendation Collaborates with all relevant parties in order to review the objectives and constraints of solutions and determine conformance with the Enterprise Architecture Identifies implementation risks and potential impacts 2.Enable Delivery Teams by providing optimal delivery solutions/ frameworks Build and maintain relationships with executives, technical leaders, product owners, peer architects and other stakeholders to become a trusted advisor Develops and establishes relevant technical, business process and overall support metrics (KPI/SLA) to drive results Manages multiple projects and accurately reports the status of all major assignments while adhering to all project management standards Identify technical, process, structural risks and prepare a risk mitigation plan for all the projects Ensure quality assurance of all the architecture or design decisions and provides technical mitigation support to the delivery teams Recommend tools for reuse, automation for improved productivity and reduced cycle times Leads the development and maintenance of enterprise framework and related artefacts Develops trust and builds effective working relationships through respectful, collaborative engagement across individual product teams Ensures architecture principles and standards are consistently applied to all the projects Ensure optimal Client Engagement Support pre-sales team while presenting the entire solution design and its principles to the client Negotiate, manage and coordinate with the client teams to ensure all requirements are met and create an impact of solution proposed Demonstrate thought leadership with strong technical capability in front of the client to win the confidence and act as a trusted advisor 3.Competency Building and Branding Ensure completion of necessary trainings and certifications Develop Proof of Concepts (POCs),case studies, demos etc. for new growth areas based on market and customer research Develop and present a point of view of Wipro on solution design and architect by writing white papers, blogs etc. Attain market referencability and recognition through highest analyst rankings, client testimonials and partner credits Be the voice of Wipros Thought Leadership by speaking in forums (internal and external) Mentor developers, designers and Junior architects in the project for their further career development and enhancement Contribute to the architecture practice by conducting selection interviews etc 4.Team Management Resourcing Anticipating new talent requirements as per the market/ industry trends or client requirements Hire adequate and right resources for the team Talent Management Ensure adequate onboarding and training for the team members to enhance capability & effectiveness Build an internal talent pool and ensure their career progression within the organization Manage team attrition Drive diversity in leadership positions Performance Management Set goals for the team, conduct timely performance reviews and provide constructive feedback to own direct reports Ensure that the Performance Nxt is followed for the entire team Employee Satisfaction and Engagement Lead and drive engagement initiatives for the team Track team satisfaction scores and identify initiatives to build engagement within the team Mandatory Skills: MF Monitoring Tools. Experience8-10 Years.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Elite Relationship Manager Job Role: Develops new and expands existing Customer relationships for liabilities (CA driven) and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex & CA. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

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.

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.

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.

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 2 years of experience in equity markets. 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 neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

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.