901 Mf Jobs - Page 32

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.

Job Purpose "This position is open with Bajaj Finance ltd." Develop book size for LAS vertical in the territory defined Duties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) -Responsible for developing present and surrounding locations for LAS -Responsible to drive distribution network, drive sales through distribution -Develop and manage the book and deliver Net AUM growth -Enhance customer engagement regularly and provide wow customer experience -Acquire new clients -Drive multi product cross-sell and generate fee income -Risk maintenance for clients -Maintain the required pricing, revenue generation, zero portfolio delinquency -Initiate visibilities in cities where our visibility is low -Identification of clients, channel partners 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) -Need helping hand in different territory cities (off role, local resources) - manpower 5. DECISIONS (Key decisions taken by job holder at his/her end) -Which profiles to service? -Which opportunities to avail of? 6. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work -Manager -Other product / business teams for cross sell -Operations & Product teams External Clients Roles you need to interact with outside the organization to enable success in your day to day work -Channel partners -AMC, MF advisory -Stock brokers, subsidiaries -National distributors -Customers -Prospective clients 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) -NET AR book building -Acquire fresh 3-5 clients per month Other Dimensions (Significant volume dimensions associated with the job) ‚ Total Team Size:0 ‚ Number of Direct Reports:0 ‚ Number of Indirect Reports:0 ‚ Number of Outsourced employees:0 ‚ Number of locations:1 + all surrounding ‚ Number of products:1 (LAS) + Multiple cross sell + IPO 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Required Qualifications and Experience nal Qualifications a)Qualifications -Graduation, Preferred:Post-graduation b)Work Experience -5-6 years in relevant industry -Knowledge of LAS industry and business domain is a must -Prior knowledge and experience of sales -Should have excellent communication skills along with strong presentation skills. -Excellent Team Management & Interpersonal Skills. -Exceptionally high motivational levels and need to be a self - starter.

Greeting from NJ India Invest ... NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality financial / investment advisory solutions to customers of diverse profiles and needs. We aim to take the benefits of a maturing Indian financial market to the masses and provide them with solutions that best serve their interests. Qualification MBA & PGDM ( Finance & Marketing ), M.com Job location : Siliguri. Salary CTC up to Rs 3.50LPA + Performance Annual Incentive + ( Mobile Reimbursement + Conveyance ) Designation Deputy Assistant Manager Job Profile :- Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining MF Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop the business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meetings. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationships and communication with distributors. System & Process (1) Following the internal sales process by updating all the activities in the online system. (2) Comply with all rules and regulations of the company as well as following industry norms. Skills Required: - Mutual Funds, Financial Product and Sales knowledge is preferable - Willing to Work For Sales - Good convincing Power & Good Communications skills both verbal and written - A Positive and go getter attitude & strong team culture. Company profile: www.njfundz.com ; www.njgroup.in With Regards Amit Sahani Human Resource | East | NJ Group Contact No. - 9073345450 Email - amit.sahani@njgroup.in www.njgroup.in

Job Purpose "This position is open with Bajaj Finance ltd." Develop book size for LAS vertical in the territory defined Duties and Responsibilities 3. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) -Responsible for developing present and surrounding locations for LAS -Responsible to drive distribution network, drive sales through distribution -Develop and manage the book and deliver Net AUM growth -Enhance customer engagement regularly and provide wow customer experience -Acquire new clients -Drive multi product cross-sell and generate fee income -Risk maintenance for clients -Maintain the required pricing, revenue generation, zero portfolio delinquency -Initiate visibilities in cities where our visibility is low -Identification of clients, channel partners 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) -Need helping hand in different territory cities (off role, local resources) - manpower 5. DECISIONS (Key decisions taken by job holder at his/her end) -Which profiles to service? -Which opportunities to avail of? 6. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work -Manager -Other product / business teams for cross sell -Operations & Product teams External Clients Roles you need to interact with outside the organization to enable success in your day to day work -Channel partners -AMC, MF advisory -Stock brokers, subsidiaries -National distributors -Customers -Prospective clients 7. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (These should be quantifiable numerical amounts) -NET AR book building -Acquire fresh 3-5 clients per month Other Dimensions (Significant volume dimensions associated with the job) ‚ Total Team Size:0 ‚ Number of Direct Reports:0 ‚ Number of Indirect Reports:0 ‚ Number of Outsourced employees:0 ‚ Number of locations:1 + all surrounding ‚ Number of products:1 (LAS) + Multiple cross sell + IPO 8. SKILLS AND KNOWLEDGE (Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent) Required Qualifications and Experience nal Qualifications a)Qualifications -Graduation, Preferred:Post-graduation b)Work Experience -5-6 years in relevant industry -Knowledge of LAS industry and business domain is a must -Prior knowledge and experience of sales -Should have excellent communication skills along with strong presentation skills. -Excellent Team Management & Interpersonal Skills. -Exceptionally high motivational levels and need to be a self - starter.

Job Title : Relationship Manager Location : Bangalore And Mangalore 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 Yash via WhatsApp 9156902218

• Build and maintain a pipeline of potential clients. • Develop and maintain strong relationships with clients. • Conduct thorough analysis to recommend appropriate banking products. • Meet and exceed sales targets and performance goals. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing 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

Identify potential clients and generate leads. Educate clients about the company’s insurance policies. Meet sales targets set by the insurer. Provide post-sale support and policy servicing 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

Post : Business Development Manager • Recruit advisor • Through Life Advisors. life insurance sales • Generate business through the advisers • Lead the team of advisers • Motivate them to achieve targets • Provide training and guidance to the team Required Candidate profile • Graduation Must • Must have 1 Yrs. of experience in Any Sales / Banking / Finance / Insurance • Good Communication skills • Age : 22 to 37 YRS • For more info. Call on : 9714602190 HR Dhruvraj Perks and benefits Incentive + PF + Mobile with Several

Develop and Build Strong B2B/Corporate Treasury Network & Relationship Ensure AMC is the preferred investment choice of Corporate Suggest products after proper need analysis Required Candidate profile Should be from AMC/MF background Strong Capital Market Knowledge Business Banking/Securities/ NBFC background with Corporate Sales Exp can be considered Ability to build strong relationship with CXOs. Perks and benefits Excellent Incentives and Job Security

Senior Relationship Manager - Stock Broking Company Note: Only Apply if you have broking industry experience JOB DESCRIPTION :- Responsible For Heading Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across Gujarat region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base Required Criteria: 1 to 5 Year of experience into Securities Market /stock broking firm Should be able to achieve targets. Excellent in communication. Should be multi tasking.

Develop & execute the sales strategy to meet/exceed sales targets. Identify business opportunities & market trends to drive revenue growth. Work closely with team to align sales & marketing strategies. Monitor team productivity & Sales performance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at Riya@theinfinityspace.com / 93132 41521 Sr HR Riya Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Job Title : Relationship Manager Location : Pune, Mumbai, Ahmedabad 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 91580 43197

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8169642494 yogesh email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/ SENIOR INVESTMENT SPECIALIST (Sr. IS) About Business line/Function: Super Investor team is responsible for servicing and growing the Super Investor client segment. Super Investors are defined as those clients having a total relationship between 20 lakhs to 2 crores with Sharekhan and who are not active traders. The Investment Specialist (IS) / Senior Investment Specialist (Sr.IS) is the Single Point Of Contact (SPOC) for a set of Super Investor clients. As the SPOC for the defined set of clients, the IS / Sr. IS is responsible for meeting asset gathering and revenue targets through identifying and meeting the financial needs of the clients. The IS / Sr. IS is the key person responsible for the delivery of the value proposition of the segment to his clients. To enable the IS / Sr. IS meet the diverse financial needs of the client all products of Sharekhan shall be available on offer through the Super Investor. Additionally, the IS / Sr. IS shall be supported with an Portfolio Expert (PE) and other product experts to guide him / her on an ongoing basis. The IS / Sr. IS shall report into the Regional Head / Territory manager of the Super Investor segment, the IS / Sr. IS shall also have a dotted line reporting to the Branch Manager (BM) of the branch that these clients belong to. Job Title: Investment Specialist / Sr. Investment Specialist Date:Department: Super Investor Location: Branch / Regional Office Sub Department Reports to: (Direct) Regional Head / Territory Manager SI Grade: (if applicable) M1 (Functional) People Management Responsibility(Y/N) N Number of Direct Reportees: NA Position Purpose As an IS / Sr. IS, your primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering asset gathering products like Mutual Funds (Lumpsum and SIP), PMS, AIF, Investiger, Corporate Fixed Deposits, trading and lending products, helping client trade better volumes with the help of education driven products and providing protection driven products along with other financial products within Sharekhan as well as third party product providers. You will be responsible for cross-selling to the existing customer base of Sharekhan as well as acquiring new customers for the organization. As an IS / Sr. IS, your primary objective will be asset gathering and wallet expansion of the client. The IS / Sr. IS will also be responsible for making clients eligible for upgrades to other segments Responsibilities Direct Responsibilities The main responsibility of this channel is to gather assets by offering bouquet of products like asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB, Insurance and any other financial products introduced from time to time along with revenue of broking, education, interest-oriented instruments to existing clients of Super Investor segment at Sharekhan either through face-to-face situations or through telephonic conversations or both. This is a relationship management role and the IS / Sr. IS will be eligible for incentives in addition to fixed salary. JOB DESCRIPTION INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Contributing Responsibilities • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. • Responsible for growing revenues of broking, lending products and Sharekhan Education products • Add new to SK customers. • Ensure connect with all mapped Super Investor clients. • Increase the AUM, SIP Flow & Revenue from the mapped book. Technical & Behavioral Competencies • Strong communication & written skills • Fluency in local language is an added advantage. • Excellent interpersonal skills and must be a team player. • Must be process oriented and must be willing to learn and adapt. • Highly self –motivated Specific Qualifications • Graduate in any stream with basic knowledge of financial markets across different product lines. • Certifications required for offering various trading, insurance and asset products. Skills preferred: Prior work experience of equity broking, insurance and mutual funds through working for a broking, asset management or bank is desirable Behavioral Skills : (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Ability to synthetize / simplify Transversal Skills : (Please select up to 5 skills) Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level : Bachelor Degree or equivalent Experience Level : At least 3 Years for IS and At least 5 years for Sr. IS Other/Specific Requirements (if any) JOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS) Key Performance Indicators (KPI) Super Investor - Investment Specialists / Senior Investment Specialists Annual Target (INR MN) Performance Evaluation Category Performance Objectives Indicative Weightages IS Sr. IS Core cross sell (50%) Mutual Funds NES LS, PMS NS, AIF NS and Investiger (Managed Brokerage) 40% 96 126 Cross sell (20%) Incremental SIP Flow & Fixed Income (SGB, Corporate Fixed Deposit and any other fixed income product) 30% 0.9 1.2 Brokerage and other Products (10%) Revenue through Brokerage, Lending, Education, and all other products 10% 0.6 0.72# New to SK SI Eligible clients 24 Clients Annually Streamlining Initiatives (20%) NPS Score Adherence to Sales Process and Sales Quality 20% Above segment average NPS score^ At Branch level or IS Level depending on availability *Insurance KPI will be added once it’s available. Note: For newly appointed IS and Sr. IS, minimum performance standards (equivalent to 25% achievement of Business KPI’s for a quarter) are applicable. These apply not only to new employees but also to existing employees being reassigned to these roles. *Refer SI points provided as part of the Incentive Plan document pack for IS / Sr. IS roles ^NPS at IS level or at segment level depending on what is available JOB DESCRIPTION – INVESTMENT SPECIALIST (IS)/SENIOR INVESTMENT SPECIALIST (Sr. IS)

Role & responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements Use financial acumen and investment expertise to review a client & information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

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

Job Title : Relationship Manager Location : Pune, Mumbai, Ahmedabad 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 9822643371

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: Shivaji Nagar, Pune 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

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: Prabhadevi, Mulund, Borivali 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

Job Purpose "This position is open with Bajaj Finance ltd." Achieving & exceeding Business goals and targets for Commercial Vehicle Finance. Managing & grooming of the team to achieve their respective targets Duties and Responsibilities Achieving & exceeding Business goals and targets for Rural Two Wheeler Loans Creating a strong & compliant sales culture to drive business. Sales Force Management, data management and efficient use of call center leads Dealer visit along with sales manager/FOS Portfolio management- 99% zero bucket collections Maintaining FEMI at 9% across location & span Monthly 5 days location travel Ensure teams adherence to sales governance & compliance processes Adherence to customer delivery TAT Ensure implementation of promotional plans & contests and suggesting new and innovating promotion plan for the area of work. Recruiting and Retaining high performers. Team management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio Excel & power point presentation knowledge & skills Daily review with ABSM regarding projections / activity plan for the day Reviews with ABSM on projection verses delivery daily, to spur planning for the next day Ensures execution of the defined activity plan for customer visits by the team during the day Assists in Collections in HTS cases for buckets X and 1, as well as higher buckets Provides feedback to under-performing team members - seeks to understand causes, to provide timely and appropriate inputs and support Nominates team members for reward and recognition commensurate with their achievements; Appreciates team members appropriately in internal forums as relevant Resolves issues regarding documentations Decides on approaching customers of risk-prone geographical areas and profiles, and to stop approaching specific profiles, based on delinquency patterns Plans for business expansion - identifies and maps new areas, including fraud likelihoods, derives projections; Shares and discusses with branch teams and ASSCs - takes inputs to make action plans clear; Shares projections, action plans and budgets with RSM, seeking approval Cascades finalised plans received from RSM to the team - derives aligned short-term performance benchmarks such as DRR; Plans with team to achieve them Periodically monitors team on productivity metrics, and assists in resolving their issues; Monitors month on month productivity, WIRR, Insurance penetration, CC and CW lead penetration Shortlists from among initial candidate lists, makes recommendations of known candidates; Conducts initial interview with shortlisted candidates, providing comments as per format, and recommendations Reviews and discusses achievement with team periodically; Conducts mid-year and annual performance review per team member, providing feedback for their improvement 4. MAJOR CHALLENGES (Challenges faced on an on-going basis in carrying out the job) Team Management Retention of front line sales force Maintaining consistent delivery of high performance Attrition (on roll & off roll) Required Qualifications and Experience Education Graduation / MBA Experience & Skills ‚ Graduation with 4 to 6 years and MBA with 3-4 years of relevant experience ‚ Demonstrated success & achievement orientation. ‚ Strong analytical skills to drive channel performance and drive profitability ‚ Strong bias for action & driving results in a high performance environment. ‚ People & Relationship Management skills ‚ Excellent Communication and Negotiation Skills ‚ Affirmative in nature, Strong Leadership Skills, Clarity of thought and perseverance.