901 Mf Jobs - Page 31

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Job Title: Wealth Manager Location: Bengaluru, Chennai, Hyderabad, Mumbai, Delhi About the Client: Our client, a leading player in the financial services industry, is seeking a highly skilled and experienced Wealth Managers with expertise in HNI and institutional client management to join their team. This role focuses on managing relationships with High-Net-Worth Individuals (HNIs) and institutional clients, including corporates, SMEs, banks, and financial institutions. The ideal candidate will have a strong background in institutional sales and delivering personalized financial solutions based on comprehensive market insights. Key Responsibilities: Client Acquisition & Relationship Management: Identify and acquire new clients for comprehensive financial solutions and services. Execute monthly sales plans to target large prospective clients and maintain regular contact with all mapped clients through weekly or monthly calls. Track daily targets and hold personal meetings with clients. Additionally, identify potential clients (Corporates/Financial Institutions) through referral networks, ads, directories, corporate associations, and other channels. Ensure 100% client penetration for the sourced business, while actively working to increase the share of wallet and revenues from each client. Maintain sales volumes and consistently achieve targeted revenue across all customers and products. Maintain projected fee income at budgeted levels by actively engaging in cross-selling initiatives to meet revenue goals. Provide continuous and superior guidance to team members, focusing on: Client Acquisition: Driving efforts to acquire new clients and expand the client base. Client Retention & Deepening: Building long-term relationships by enhancing client satisfaction and retention. Brand Positioning: Effectively positioning the brand to attract talent and clients. Contribute to customer satisfaction initiatives: Adhere to ethical and fair practices in the selling of products, ensuring integrity in all client interactions. Ensure the regular availability of research materials and market insights for clients, providing them with valuable inputs for decision-making. Keep client promises by addressing their grievances promptly and ensuring that concerns are effectively managed or escalated as necessary. Stay informed on the latest market developments and report upcoming client requirements to the Regional Head and research team to help drive product and service innovation. Qualifications & Skills: Strong experience in wealth management with a focus on HNIs and institutional clients. Proven expertise in institutional sales and delivering personalized investment solutions. Strong knowledge of financial markets, products, and regulatory compliance. Excellent communication, negotiation, and leadership skills. Ability to drive client acquisition, retention, and contribute to brand positioning.

Investor Database Management : Create and maintain a database of a wide range of investors (Corporate treasuries, NBFCs, Family Offices, and Private Wealth Distributors). AIF, PMS, Mutual fund sales Investor Engagement : Arrange meetings with potential investors, make presentations/pitches and portfolio strategies, and conduct regular follow-up calls and meetings. Relationship Building : Create deep relationships with investors and build a strong investor franchise. Market Feedback : Understand investor requirements/market feedback and communicate this to the Product team towards new products. Product Knowledge : Develop a sound understanding of the products, including regulations, tax, and documentation. Transaction Management : Manage end-to-end transaction closure and provide post-investment support to investors. Sector Understanding : Develop a sound understanding of the sectors and entities that the firm represents through field visits and interactions with internal teams. Investor Appetite : Be at the forefront of gauging investor appetite for new asset classes/products. Networking : Network within the industry and represent at conferences and seminars.

Job Title : Relationship Manager Location : Borivali 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 Sayali via WhatsApp at 91580 43197

Key Deliverables : 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. Role Requirements : Educational Qualifications: 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 Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

About Role: The incumbent shall be responsible to manage mapped distributors designated area, and drive sales/activation. Key Responsibilities: Achievement of Gross Sales, Net Sales and SIP targets assigned in allotted geographic territory across Mutual Funds, PMS and AIF. Activate distribution partners and increase productivity in terms of no. of applications and volume. Identify prospective distribution partners (IFAs) and empanel them for selling the products of the AMC, this should also apply to new ARNs entering the market every month. Engage with the mapped relationships as per coverage plan, to build strong relationship and recall for the brand. Adhere to the defined sales process and reporting requirements. Use internal and external data for sharper focus and market intelligence. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product. Liaise with sales-support, investor services and other internal departments, and to ensure timely and quality response to distributors for various requirements. Responsibilities would also include the day-to-day management of internal office work/back office and timely MIS. Ensures that external communications that go from the sales team is factually correct and in compliance with internal procedures and meets all regulatory compliance requirements. Represents the company in the allotted area and will strive to ensure that the companys image is always upheld and projected in the appropriate manner. Any other Job as assigned by the management from time to time

In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment to acquire new clients. You’ll also research, investigate, and stay updated on investment opportunities and market trends to help shape client portfolios effectively.

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at pawan.prasad@bajajcapital.com or jackline.shah@bajajcapital.com Contact Person : Pawan Kumar Prasad / Jackline Shah

Project Role : Software Development Engineer Project Role Description : Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have skills : SAP Sales and Distribution (SD), MF - JCL,COBOL,DB2,CICS,VSAM,Informatica Basic,PL Good to have skills : SAP HANA Cloud Minimum 5 year(s) of experience is required Educational Qualification : 15 Years FTE Summary :As a Software Development Engineer, you will be responsible for analyzing, designing, coding, and testing multiple components of application code across one or more clients. Your typical day will involve working with SAP Sales and Distribution (SD) and SAP HANA Cloud to perform maintenance, enhancements, and/or development work. Roles & Responsibilities: Design, develop, and maintain SAP Sales and Distribution (SD) applications using SAP HANA Cloud. Analyze business requirements and translate them into technical specifications. Collaborate with cross-functional teams to ensure the successful delivery of projects. Perform maintenance, enhancements, and/or development work on multiple components of application code across one or more clients. Ensure the quality of the code by performing unit testing and code reviews. Professional & Technical Skills: Must To Have Skills:Strong experience in SAP Sales and Distribution (SD). Good To Have Skills:Experience in SAP HANA Cloud. Experience in analyzing business requirements and translating them into technical specifications. Experience in collaborating with cross-functional teams to ensure the successful delivery of projects. Experience in performing maintenance, enhancements, and/or development work on multiple components of application code across one or more clients. Additional Information: The candidate should have a minimum of 5 years of experience in SAP Sales and Distribution (SD). The ideal candidate will possess a strong educational background in computer science or a related field, along with a proven track record of delivering impactful solutions. This position is based at our Hyderabad office. Qualifications 15 Years FTE

Project Role : Software Development Engineer Project Role Description : Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have skills : SAP FI S/4HANA Accounting, MF - JCL,COBOL,DB2,CICS,VSAM,Informatica Basic,PL Good to have skills : SAP FI CO Finance Minimum 5 year(s) of experience is required Educational Qualification : 15 Years FTE Project Role :Software Development Engineer Project Role Description :Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have Skills :SAP FI S/4HANA AccountingGood to Have Skills :SAP FI CO FinanceJob Requirements :Key Responsibilities :1 Drive Greenfield and S 4HANA Transformation Project as a Finance lead in S 4 Public Cloud 2 Understand customers business environment and challenges 3 Developing best fit application process mapping in close collaboration with cross functions and client process owners 4 Play a key role in Scope Definition and drive from planning to deployment Technical Experience :1 SAP Finance module experience along with cross module exposure 2 Preferably has domain experience as well Professional Attributes :Working in S 4 Public cloud is good to have Educational Qualification:CA CFA CMA MBA Masters in Finance Bachlers Masters in Commerce or CS with 10+ years of experienceAdditional Info :S 4 H Public cloud Qualifications 15 Years FTE

Project Role : Software Development Engineer Project Role Description : Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have skills : SAP FI S/4HANA Accounting, MF - JCL,COBOL,DB2,CICS,VSAM,Informatica Basic,PL Good to have skills : SAP FI CO Finance Minimum 5 year(s) of experience is required Educational Qualification : 15 Years Project Role :Software Development Lead Project Role Description :Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have Skills :SAP FI S/4HANA AccountingGood to Have Skills :SAP FI CO FinanceJob Requirements :Key Responsibilities :1 Drive Greenfield and S 4HANA Transformation Project as a Finance lead in S 4 Public Cloud 2 Understand customers business environment and challenges 3 Developing best fit application process mapping in close collaboration with cross functions and client process owners 4 Play a key role in Scope Definition and drive from planning to deployment Technical Experience :1 SAP Finance module experience along with cross module exposure 2 Preferably has domain experience as well Professional Attributes :Working in S 4 Public cloud is good to have Educational Qualification:CA CFA CMA MBA Masters in Finance Bachlers Masters in Commerce or CS with 10+ years of experienceAdditional Info :S 4 H Public cloud Qualifications 15 Years

Project Role : Software Development Engineer Project Role Description : Analyze, design, code and test multiple components of application code across one or more clients. Perform maintenance, enhancements and/or development work. Must have skills : SAP Sales and Distribution (SD), MF - JCL,COBOL,DB2,CICS,VSAM,Informatica Basic,PL Good to have skills : SAP HANA Cloud Minimum 5 year(s) of experience is required Educational Qualification : 15 Years FTE Project Role Description:Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have Skills:SAP Sales and Distribution (SD). SSI:NON-SSI:Good to Have Skills:SAP SD.Key Responsibilities:1. Design, develop, and maintain SAP Sales and Distribution (SD) applications using ABAP programming language.2. Collaborate with cross-functional teams to analyze, design, and implement SAP Sales and Distribution (SD) solutions.3. Perform unit testing and integration testing of SAP Sales and Distribution (SD) applications to ensure high-quality deliverables.4. Provide technical guidance and mentorship to junior team members on SAP Sales and Distribution (SD) development best practices.5. Participate in code reviews and ensure compliance with coding standards and best practices. Technical Experience:1. Must Have Skills:Strong experience in SAP Sales and Distribution (SD) development using ABAP programming language.2. Good to Have Skills:Experience in SAP HANA Cloud.3. Experience in analyzing, designing, and implementing SAP Sales and Distribution (SD) solutions.4. Strong understanding of SAP Sales and Distribution (SD) business processes and integration with other SAP modules.5. Experience in performing unit testing and integration testing of SAP Sales and Distribution (SD) applications.6. Excellent problem-solving and analytical skills. Professional Attributes:1. Good Communication skills.2. Good Presentation skills. Educational Qualification:CA, CMA, MBA - Finance PG MBA, MCom. Qualifications 15 Years FTE

Additional Job Description Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Key Deliverables : 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. Role Requirements : Educational Qualifications: 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 Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Ambawadi, Ahemdabad 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 Avdhut: 9822463775

Key Deliverables : 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. Role Requirements : Educational Qualifications: 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 Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with 1-3 years of sales exp Good communications skills (Hiring across Maharashtra - Sales manager) Share CV on below details:- Call / WhatsApp - 70462 50645 Regards, HR Meera Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Manage client portfolios & relationships Ensure exceptional service delivery Maintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of 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

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

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years (Immediate Joiner Preferable) KRA : Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly Role & responsibilities For more Information or candidate who can join immediately can share their resume on- 9776969376

Key Deliverables : 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. Role Requirements : Educational Qualifications: 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 Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

Job Title : Relationship Manager Location : Pune 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

Job Title : Relationship Manager Location : Kolkata 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 at 9923656681

Job Title: Senior Relationship Manager / Relationship Manager Investment Products Location: Noida And Gurugram Department: Investment Products Job Purpose: The Senior Relationship Manager (Sr RM) / Relationship Manager (RM) will manage the investment needs of mass affluent clients, providing tailored advice and recommending a wide range of investment products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Bonds, Direct Equity, and Equity Advisory Services. The role is aimed at meeting AUM (Assets Under Management), revenue, and client acquisition targets, ensuring client satisfaction through customized financial solutions. Key Responsibilities: Investment Advisory: Recommend and manage a diverse portfolio of investment products (MF, PMS, AIF, PE, Bonds, Direct Equity, etc.) based on client needs, goals, and risk profiles. Achieve Targets: Meet or exceed assigned AUM, client acquisition, and revenue targets within the region. Focus on driving growth by acquiring new HNI clients and expanding relationships with existing ones. Portfolio Management: Conduct periodic reviews of client portfolios, ensuring they are aligned with clients' financial objectives. Suggest adjustments based on market conditions and changing client needs. Collaboration & Relationship Building: Work closely with the branch teams for joint client meetings and foster strong, long-term relationships by providing proactive wealth management advice. Role Requirements: Educational Qualifications: Post-graduate degree, preferably in Finance, Business Administration, or a related field. Experience: Minimum 1+ years of experience in sales/wealth management, handling HNI clients. Experience with investment products like MF, PMS, and AIF is a plus. Skills & Knowledge: Strong knowledge of capital markets and investment products. Excellent relationship management, communication, and presentation skills. Preferred Background: Prior experience in Wealth Management, Banking, or Investment Counselling is preferred. To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218