Responsibility and role: Life insurance companies need motivated and attentive managers who can Identify and recruit potential insurance advisor Acquiring new Agents or Advisors on a regular basis. Licensing and tracking activation of the same regularly Coach advisors to be more productive, plan a strategy and hit the goal. Concentrate on sales team management, geographic coverage, and spread control. To meet Agents, Lead providers, intermediaries on regular basis and maintaining records in a planned manner. Desired Candidate Profile: Qualification: Graduate Candidates with an operations background will not be fit for this job profile We need to work 100% on-field for sales of policies. Experience: 2 to 4 years of Any field Sales (FMCG, Retile, Pharma, NBFC, BFSI, Loans, Mutula Fund) Age : Minimum 21 Years, Max 38 Years Two-wheelers required Perks and benefits 5 Days working (Saturday (Half day) & Sunday off) Fix CTC + Incentive Mediclaim and term-life insurance Candidates will be on the payroll of the organization. Note: We Do Not Charge Any Amount From The Candidates. For more information, call or share your CV in WhatsApp : +91 95107 76003

Manage a sales team & provide leadership, training & coaching. Build & maintain good relationship with potential clients. Develop, implement & execute sales strategies & business development plans. Meet and exceeds sales objectives & revenue targets. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - janvi.n@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the client /HNI customers Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Post: Relationship Manager - Report at the branch daily - Lead based work - Individual sales role - Build relationship with colleagues - Connect and schedule meetings with customers - Explain and sell your product - Close leads into sales Required Candidate profile - Must have 2 years of experience in Any Sales / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Local candidates are preferred Perks and benefits Fixed Salary + Attractive Incentives + Promotion

1. 100 % lead will be provided 2. Educate the Customer about the product 3. Cold calling to arrange meetings with potential customers to prospect for new business 4. To close the leads provided by Company 5. Lead Generate/ Lead Close @9662331641. Required Candidate profile Minimum 6 months of experience require. Must be graduate person. Salary: - 3.00 L/A – 4.50 L/A + incentives Age: 21-38 Years Perks and benefits Good Incentive. On Roll job Insurance benefit.

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: Prabhadevi 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 Ashwini: 9923656681

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 Yash : 9156902218

Key Responsibilities Monitor and address HNI clients banking and Investment requirements Functional Responsibilities. Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio. Ensuring need based product approach towards clients and regular reporting of product penetration. Conduct risk profiling of all mapped clients for better advisory on investment needs. Job Requirements Qualifications : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Experience - Minimum 3 years in Wealth Management Functional Competencies Ability to manage relationships to improve relationship value of existing customers Ability to build and maintain long term relationships, deepening relationship and growing revenues Ability to provide seamless and superior service delivery Ability to ensure compliance with key regulatory and bank level requirements. Operation External Nature or purpose of interaction • Corporate • Channels • AUM

Maintaining AUM strong relationship with HNI , UHNI clients ensuring that their portfolios grow and stay aligned Understanding the need & risk appetite of the client financial products Mutual Fund PMS, AIF, PE, Bonds, Structured Products, Direct Eqty

Greetings from avani Consultancy ! We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Location: Bangalore Hyderabad, Chennai Interested Candidates, can share resume to Hemalatha In whatsapp - 7200031602 / in mail -hemalatha@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to Daisy In whatsapp - 7200031602 / in mail - hemalatha@avaniconsulting.com Call/text - 7200031602 (Hema) - for details/for referrence

B2B - Relationship Manager - PCG, MFD,ND, IFA, Banca(B2B) || Leading AMC Experience: 4+ Yrs PCG RM - Mumbai (Central) Mixed RM - Vadodara MFD RM - Bangalore Share resume on sindhu.murjani@amanzigroup.co.in Regards, Sindhu 9953559164

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: Bangalore, Mangalore, Hubli 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 Ashwini: 9822643371

Role & responsibilities 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. Preferred candidate profile Only Wealth exprience required(Mutual fund sales)CTC-5 LPA to 18Lac Perks and benefits Candidate should be comfortable for B2C sales Interested one can send their updated resume at- Priya@avaniconsulting.comOr What's app and call - 9572355460

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Kolkata, Bangalore, Ludhiana, Hyderabad Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues. To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients. Achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. Contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products. To ensure regular availability of research material and inputs to the clients. To ensure that client promises are kept and their grievances are adequately addressed or highlighted. To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix. Ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them. To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead. To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in

Senior Relationship Manager - Gurgaon, Noida, Bangalore Organization Founded in 2012, this company is is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. They partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals. Recognized by Great Place To Work as one of Indias best companies to work for two years in a row. Job Description Core Responsibilities: Advising clients on Mutual Funds investment (No Sales Acquisition involved) Engage with the clients regularly and conduct their portfolio reviews . Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports , financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS & other wealth services. Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes. Be an ally to clients and help them with all their financial needs/requirements Achieve a higher share of wallet from the clients driven solely by happy client experiences. Acquire new clients through referrals from existing clients, as well as lead generation and prospecting. Collaborate with cross-functional teams to ensure Voice of the Client” is recognized and changes are made internally to accommodate them. Desired Skill sets: Postgraduate with 5-10 years of experience in the financial services domain (Wealth Management). Must have good knowledge on Mutual Funds CFP Certification desirable Thorough knowledge & zeal to learn about financial markets Empathetic & Solution oriented Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc. Open to travel & work in a dynamic environment - Start-ups NISM V-A , certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining Location : Bangalore (Leela Palace Hotel)/ Gurgaon (Sector 54), NOIDA Salary : 10-14 LPA

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory. Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process. Preferred candidate profile: Bachelors degree. Masters degree is preferred. A minimum of 4 years of relevant experience with at least 2 years in a similar role Interested candidates can share their resume on karishma.sansi.ext@yesbank.in

Lead and manage a sales team Drive insurance sales and meet targets Train and motivate team members Build strong customer relationships Ensure compliance with company policies Required Candidate profile Exp: 2 to 6 Years in Sales, Marketing, or Business Development in any domain Strong sales and negotiation skills Ability to build a high-performing team Kevisha Lathiya : 88490 20556

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 Rutuja: 7796426801

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 Rutuja: 7796426801

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF