1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Preferred industry back ground: Wealth Management, Banking, Investment Counselling Ensure the timely delivery of customized wealth advise to HNI customers Week off - Sunday

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Develop and implement sales plans to exceed sales targets Develop sales strategies to increase revenue Research potential leads and identify new business opportunities Collaborate with the sales team plans and ensure they are executed Required Candidate profile Graduation is required Local candidate are welcome 2+year of sales experience Age limit is 24-38

Develop and execute sales plans, set sales targets, and manage the sales pipeline Hire, train, and motivate salespeople Manage sales budgets Report on sales activity Develop training programs for sales representatives Required Candidate profile Graduation is Mandatory. Local Candidate hire first. Age limit is 24-38 2+Year of sales experience

Train and motivate sales representatives Ensure sales representatives meet sales targets Develop and execute sales strategies Manage the sales pipeline Report on sales activity Manage the sales budget Required Candidate profile Graduation is needed. Local Candidate preferred. 2+Year of sales experience required. Age limit is 24-38. Ability to lead team

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 9137797705 Isha 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

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 SAYALI 91580 43197

Recruiting, training,&motivating Team Build & maintain strong,long-term relationships with agents Develop&maintain strong relationship with new&existing agents Providing continuous support & guidance to drive sales&performance 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

Business Development Executive Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Shivaji Nagar, Pune Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Sayali 91580 43197

Recruitment and development of a team of Advisors Train, motivate & guide them to sell insurance policy Conduct training activities for better understanding Development of agent prospecting habits & work habits Work with agents on achievement 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

Leading and managing a sales team Setting sales targets, strategies, & goals Monitoring and analyzing sales performance Providing coaching, training, & development Recruiting and onboarding new team members C-8469483673-HR Mukthi Required Candidate profile On Role Job + High CTC Incentives + Allowances Perks and benefits On Role Job + High CTC Incentives + Allowances

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: 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

Generate leads through networking, cold calling, and referrals Explain policy benefits, coverage,& premium details Build and maintain strong relationships with clients for renewals Meet and exceed individual sales targets 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

Designation: Relationship Manager Job Description: - Report at the branch - Work on the leads provided - Build relationship with customer - Individual sales role - Schedule meetings - Explain and sell your product - Close leads into sales Required Candidate profile • Graduation Must • Must have 1 year of experience in BFSI/ NBFC /Banking / Finance / Insurance / Sales • Good Communication skills For more information call or Share your CV on WhatsApp : 6352491041 Perks and benefits Fixed salary + incentives + fast track promotions

Post : Branch Sales 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 : 74909 71634 HR Maisuri Perks and benefits Incentive + PF + Mobile with Several

Post : Sales Development Manager • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation must. • min. 2 year experience in Any Sales / Field Sales / Banking / Finance / Insurance • Good Communication • Age between 24 - 38 • Good Knowledge about local area Perks and benefits Incentive + PF + Mobile with Several

Recruit agents team under them & they have to develop a business threw team members. will give them incentives other then salary. Candidate must have to build up his own team base on his network. Provide training and guidance to them. 9662331641. Required Candidate profile Minimum 1 year exp. require in Sales/Marketing field. (Field Work) Graduate Candidate Require. Should have a vehicle Age :- 21 to 45 Years Perks and benefits Good Incentive. On Roll job Insurance benefit.

Post : Business Development Manager (BDM) • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Graduation Must • Must have 2 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • Age : between 24 to 38 • Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Post : Branch Sales Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skill • For more information kindly contact us : 9081369513 HR Tanvi Perks and benefits Incentive + PF + Mobile with Several

- Hire & train sales agents - Guide the team to exceed sales goal - Create effective sales strategies based on market trend - Track performance & suggest improvements - Build strong client relationships - Answer client questions & ensure satisfaction Required Candidate profile Bachelor’s degree experience of 2+ years in Any field sales in open market Background industries, etc. Age:24 to 38 Years Present excellent sales skills Strong organization and analytical skills

Motivating and inspiring the team to generate new business opportunities To meet and exceed organization's goal, including conversion targets, and lead generation Monitor and coach team to achieve sales target Maintain an accurate record of all sales 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 Regards Piyush D

Motivating and inspiring the team to generate new business opportunities To meet and exceed organization's goal, including conversion targets, and lead generation Monitor and coach team to achieve sales target Maintain an accurate record of all sales 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 Regards Piyush D

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location - Mumbai, Ahemdabad, Surat, Chennai, Bangalore, Hyderabad, Kolkata, Delhi, Pune, Trivendrum, Kochi,Indore, Jaipur

About our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Relationship Manager Location: Chennai / Hyderabad / Coimbatore / Trichy / Madurai / Salem Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 2 to 9 years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios. Technical Skills Deep knowledge of financial markets, investment products, and wealth management strategies. Soft Skills Exceptional communication, presentation, and negotiation skills. High integrity, ethical standards, and a collaborative approach. Entrepreneurial mindset with a passion for client servicing and business growth. Key Performance Indicators (KPIs) Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy. Act as the primary relationship holder, addressing clients' holistic financial management needsincluding investments, lending, and insurance—by leveraging subject matter experts from the group. Lead team performance, mentor junior colleagues, and actively align with organizational objectives.