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.

Research the market to find new sales opportunities Negotiate contract terms, pricing, and other factors with customers Close sales and ensure customers are satisfied Build and maintain relationships with existing and potential customers Required Candidate profile Local Candidate hire first Graduation is needed or 12th pass can also applied 2+Year of sales experience needed. age limit is 24-38 required.

Roles and Responsibilities: - Manage client relationships and ensure timely collection of mutual fund dues. - Address client queries and maintain accurate records. - Analyze delinquent accounts and strategize recovery plans in compliance with company policies. Required Skills: - Strong communication and interpersonal skills. - Analytical thinking. - Customer-centric approach. Key Skills: Client Relationship, Collections, Mutual Funds, Recovery, Communication Skills

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

1)Dmate(i.e. Trading Accounts acquisition) 2)Cold calling (i.e. Willing to work in open Market) 3)Responsible for achieving targets assigned by org. on a monthly basis. Other Benefits: Multiple Incentives + Foreign Trips Required Candidate profile Interested can share CV on rahul.jani@tradebulls.in or WhatsApp on 7016615213

**Key Responsibilities:** - Manage and grow relationships with Microfinance clients, ensuring business expansion. - Educate clients about financial products and assist them in selecting suitable services. - Work closely with internal teams to ensure smooth loan disbursals and repayments. - Monitor customer portfolio to mitigate risks and enhance profitability. **Skills Required:** - Strong interpersonal and client-handling skills. - Knowledge of microfinance industry and credit policies. - Sales and business development expertise. - Proficiency in financial assessment and risk analysis.

**Key Responsibilities:** - Manage and grow relationships with Microfinance clients, ensuring business expansion. - Educate clients about financial products and assist them in selecting suitable services. - Work closely with internal teams to ensure smooth loan disbursals and repayments. - Monitor customer portfolio to mitigate risks and enhance profitability. **Skills Required:** - Strong interpersonal and client-handling skills. - Knowledge of microfinance industry and credit policies. - Sales and business development expertise. - Proficiency in financial assessment and risk analysis.

**Key Responsibilities:** - Manage and grow relationships with Microfinance clients, ensuring business expansion. - Educate clients about financial products and assist them in selecting suitable services. - Work closely with internal teams to ensure smooth loan disbursals and repayments. - Monitor customer portfolio to mitigate risks and enhance profitability. **Skills Required:** - Strong interpersonal and client-handling skills. - Knowledge of microfinance industry and credit policies. - Sales and business development expertise. - Proficiency in financial assessment and risk analysis.

**Key Responsibilities:** - Manage and grow relationships with Microfinance clients, ensuring business expansion. - Educate clients about financial products and assist them in selecting suitable services. - Work closely with internal teams to ensure smooth loan disbursals and repayments. - Monitor customer portfolio to mitigate risks and enhance profitability. **Skills Required:** - Strong interpersonal and client-handling skills. - Knowledge of microfinance industry and credit policies. - Sales and business development expertise. - Proficiency in financial assessment and risk analysis.

**Key Responsibilities:** - Manage and grow relationships with Microfinance clients, ensuring business expansion. - Educate clients about financial products and assist them in selecting suitable services. - Work closely with internal teams to ensure smooth loan disbursals and repayments. - Monitor customer portfolio to mitigate risks and enhance profitability. **Skills Required:** - Strong interpersonal and client-handling skills. - Knowledge of microfinance industry and credit policies. - Sales and business development expertise. - Proficiency in financial assessment and risk analysis.

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI cliets, 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.

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • 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 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. More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Managing Existing HNI portfolio along with New acquisition,Cross sales of all products. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Responsible for the Sales targets in no's & values are met as per scorecard. Required Candidate profile 5yrs Banking Experience in CASA Sales with Book Managing more than 50CR, He/ She should be working in Banking industry in Current Organisation

Roles and Responsibilities: - Manage client relationships and ensure timely collection of mutual fund dues. - Address client queries and maintain accurate records. - Analyze delinquent accounts and strategize recovery plans in compliance with company policies. Required Skills: - Strong communication and interpersonal skills. - Analytical thinking. - Customer-centric approach. Key Skills: Client Relationship, Collections, Mutual Funds, Recovery, Communication Skills Location: Thiruvarur

Roles and Responsibilities: - Manage client relationships and ensure timely collection of mutual fund dues. - Address client queries and maintain accurate records. - Analyze delinquent accounts and strategize recovery plans in compliance with company policies. Required Skills: - Strong communication and interpersonal skills. - Analytical thinking. - Customer-centric approach. Key Skills: Client Relationship, Collections, Mutual Funds, Recovery, Communication Skills

Roles and Responsibilities: - Manage client relationships and ensure timely collection of mutual fund dues. - Address client queries and maintain accurate records. - Analyze delinquent accounts and strategize recovery plans in compliance with company policies. Required Skills: - Strong communication and interpersonal skills. - Analytical thinking. - Customer-centric approach. Key Skills: Client Relationship, Collections, Mutual Funds, Recovery, Communication Skills

• Building team , training & activation of agents • Monitor team performance • Increase product awareness among team • Motivate & handle team to achieve their sales targets • Work like leader or mentor Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - karan.sresthinfo@gmail.com Call - 9313391169 Perks and benefits On Role Job + High CTC Short Term Promotions

Job Title: Branch Relationship Manager (BRM) Location: Chickballapur, Chintamani, Bellary, Mysuru, Coimbatore Grade: M3 - Manager CTC: Up to 6 LPA Job Description: We are seeking a Branch Relationship Manager (BRM) to join our team and drive business growth by acquiring and maintaining relationships with High-Net-Worth Individuals (HNI) customers. The ideal candidate will be responsible for expanding the customer base, cross-selling bank products, and ensuring customer retention through effective portfolio management. Key Responsibilities: Develop and expand relationships with High Net Worth (HNI) customers for liabilities. Source new bank customers through external efforts and acquisition channels . Cross-sell bank products to the existing set of mapped branch customers . Inform customers about new products and enhancements to strengthen relationships. Maintain a complete relationship record for assigned customer accounts. Drive New-To-Bank (NTB) acquisition of customers. Ensure minimum two product sales per day , including CASA, TD, SIP, MF, Insurance, Gold, Demat, Assets, Gift Cards , etc. Achieve business targets while ensuring cost efficiency through effective processes . Job Requirements: Minimum 2 years of experience in direct sales and customer relationship management. Experience in Banking, Insurance, Stockbroking, or NBFC sector preferred. Strong portfolio management and customer retention skills. Passion for building and maintaining customer relationships . Basic understanding of banking products and the role. Maximum age limit of 32 years . Educational Qualification: Graduate (Any discipline).

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Mumbai Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Sayali: 91580 43197

Job Specifications: Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management 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: 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 Meet the required AUM, investor acquisition and AUM targets for given area. Ensure the timely delivery of customized wealth advise to HNI customers Periodic review of clients portfolio to ensure that they are in line with clients investment objectives Joint calls with branch team Role Requirements: Educational Qualifications: Post Graduation Experience: 2+ 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 To schedule an interview or send your CV, please contact HR Avdhut via WhatsApp 9822463775

Job Title : Relationship Manager Location : Prabhadevi Role & Responsibilities : As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include: Client Acquisition : Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities. Cross-Selling Investment Solutions : Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients. Revenue Growth : Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client. SIP Targets : Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more. Client Relationship Management : Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business. Preferred Candidate Profile : Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions. Basic knowledge of the financial market, broking operations, and investment products. Prior experience in broking or related financial services is highly desirable. Proven ability to achieve sales targets and manage a client portfolio effectively. Perks & Benefits : Competitive salary with performance-based incentives. Provident Fund (PF) and comprehensive insurance coverage. Opportunities for professional development and career advancement within the financial services industry. Attractive incentive structure based on performance. Interview Process : HR Round Sales Manager Round To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp 9923656681

Bank Customer Relationship Manager Life Insurance Sales and Client Acquisition for Investment Products Sourcing business through Private Banks Relationship Building with Bank Staff and Lead Generations Team Handling of 3-4 candidates Required Candidate profile Must have past Life Insurance Experience sales Good Communications Presentable and Client Handling Skills

Bank Relationship Manager Life Insurance Sales and Client Acquisition for Investment Products Sourcing business through Private Banks Relationship Building with Bank Staff and Lead Generations Required Candidate profile Must have past Life Insurance Experience sales Good Communications Presentable and Client Handling Skills

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Chinmay Deshmukh Time : 10.30 am to 4.30 pm Date : 21st Mar' 2025 Location : Pune Regional Office, IndusInd Bank Limited : 3rd Flr, Suyog Platinum, Naylor Road, Next to Hotel Conrad, Pune 411 001 Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. SRINIVAS - 7386568139 Call / WhatsApp. your resume Share updated resume:- srinivas@avaniconsulting.com No charges.