1687 Mf Jobs - Page 40

Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Candidate should be from Retail Banking/ AMC / Securities / Wealth & Asset Management /Investment Advisory / Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 References would be Highly appreciable !! Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi

Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Senior Relationship Manager / Branch Dealing Ahmedabad Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM VA, NISM VIII, IRDA Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at neha.singh@hdfcsec.com Regards, Neha Singh HR - HDFC Securities ltd

Immediate and Urgent requirement Senior Relationship Manager Job Location - Ahmedabad / Navrangpura Office Address: SF 201, ABC-3, Opp Sardar Patel Nagar, Opp. Hotel Nest, Off C G Road, Navarangpura, Ahmedabad - 380009 Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing NISM VIII, NISM VA, IRDA Certification Salary Best in Industry. Interested candidate can share their resume at monikarathod@hdfcsec.com

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. * Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. * Create an incremental SIP Book * Will be responsible for achieving New Business development targets by reactivating / activating new clients. * Ensure all clients are met on a regular basis. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Role & responsibilities The position is responsible for leading and managing team in the assigned region to meet sales targets Ensure effective and smooth relationship with all important touch points in PSU channel Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Responsible for achieving Sales Targets, Sales patterns in the market Market & industry analysis Generating & increasing sales Influence decision making at senior levels of prospective business organizations Preferred candidate profile Educational Qualification Mandatory: NISM certification Preferable: Management Graduate (MBA or equivalent) Technical & Professional Knowledge required Product knowledge. Market knowledge / extensively networked Key account management skills. 9-12 years of relevant experience Proven performance track record (sales) Exposure to M.F industry will be added advantage. Problem Solving, Conflict Management, Interpersonal and persuasive skills, Sound knowledge of numbers Should have an eye for detail Good communicational abilities and pleasing personality Should be ready to expand job portfolio horizonta

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- New Delhi-Delhi - North -West Delhi / Mumbai Western Line / South Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

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 Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

We are seeking a motivated and experienced #Relationship_Manager & Sales Manager specializing in Equity to join our team in Delhi (Pitampura / Karol Bagh) Requirements: Minimum 1 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data and market trends. Proactive and client-focused attitude. Job Description: Acquire New Clients / Franchisee # Responsible to generate brokerage primarily through advising clients on their equity portfolio # Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business # Will need to be constantly updated with the market knowledge # Ensure all the activities are in adherence as per compliance and risk. # Keeping the clients updated on their orders # Crossing selling third party products like Mutual fund, SIP, and PMS # Candidate should have good communication skill Interested candidates Connect with me at neha.karn@nirmalbang.com Contact: +91-8454800958 | (L) 011-41320715 Regards, Neha Karn Senior Executive - HR Nirmal Bang Securities Private Limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, New Delhi-110005 neha.karn@nirmalbang.com| www.nirmalbang.com Join us in shaping the future of finance!

1) Drive a team of wealth manager to 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) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

Independently generate leads Motivate individuals to assume the role of agents. Conduct field market work Recruit potential agents for an insurance company Occasionally sell insurance policies, and offer guidance to agents on selling insurance Required Candidate profile Any Graduate Mini. 1 Years of Exp. in Sales & Marketing Strong Communications Skills Local candidates are prefer For More Information - Contact : Komal B.| 93289 59079 Email : Komal@tekpillar.com

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • 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 leads and tag them on broadcasts and new articles. • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. • Achieve financial goals of the clients through various product line. • Update and cross sell products to existing clients and update them about the primary and secondary market trends. • Update self-regarding all schemes, products and solutions by regularly attending trainings. • Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: • Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. • Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals • Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • Social/Interpersonal Skills: have excellent socializing and relation building skills. • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • Should be a confident individual and must conduct and present themselves well in front of client • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • Should always identify opportunities for greater profit

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Aurangabad. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Yogesh Awale Time : 10.30 am to 4.30 pm Date : 21st Jun 2025 Location : Aurangabad IndusInd Bank Limited, Ground Floor, Sai Square, Osmanpura Circle, Station Road, Aurangabad- 431 001. Since we have multiple openings across Nagpur, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Designation - Branch Manager Location - Bilaspur Ctc - Upto 8 Lacs Experience - Minimum 7 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Role & responsibilities Direct 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. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF)

Job description Position - Senior Relationship Manager/Relationship Manager - Direct Channel Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Location- Delhi/NCR, Noida, Faridabad, Vaishali, Ghaziabad

Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile. To meet the revenue and product mix targets. Give clients personalized advice.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.