We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 1-2 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the existing client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication and interpersonal skills to build strong relationships with clients. Ability to analyze complex data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and concerns efficiently. Experience working in a fast-paced environment with multiple priorities and deadlines.

Looking to onboard a skilled Relationship Manager with 1-5 years of experience in the BFSI industry, specifically in Mutual Funds. The ideal candidate will have a strong background in managing client relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify new business opportunities and expand existing relationships. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay up-to-date with market trends and competitor activity to stay ahead in the industry. Identify cross-selling opportunities across various product lines to maximize revenue growth. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide expert advice to clients. Proficiency in using CRM software and other tools to manage client interactions.

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. Interested candidates can directly reach out at soniya.gupta@v-konnect.com or Whatsapp Number 8719887767 Location- Across all Mumbai Regions Regards Soniya Gupta-TA V-konnect Associates Gurgaon

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Role & responsibilities Acquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from Existing B2B Partners. Eventually Managing & Scaling-up a Large Portfolio of Client Assets in the Fixed Income Investment Product. Generating investments from channel partners. Managing tie-up for investments from IFA Channel, NDs, Stock Brokers & Wealth segment etc Conducting Product training on regular basis for clients & channel partners for investment similar to fixed-income Assets Engagement & Generating business from IFA Segment. Responsible for managing sales activities in the region. Handle channel partners, Distributors for Companies own Investment Product. Creating daily MIS and reports. Conducting business engagement activities with these partners. Insuring portfolio review and counselling on high end investors is conducted regularly Focus on increasing AUM size month on month basis Acquire & Manage Distribution Partners / Create Alliances Garner Investments via Financial Distributors Good understanding of Global + Indian Financial Markets Knowledge across investment products: Fixed Income, Equity, Real Estate & Other Alternatives Strong Analytical skills Understand and analyse various business models in the fintech lending space and identify partnership opportunities by identifying prospects and evaluating the benefits of partnerships. Coordination with internal stakeholders (Operations, Product, Tech & Legal teams) for handling end to end responsibilities of the partnership and act as a bridge to deliver all the requirements of the partner. Solving problems through structured thinking, project planning and hands-on execution. Analysis of the gaps in the existing process and optimization of the same as strategic projects Identify new sales leads, pitch products and maintain fruitful relationships with existing partners alongside developing a partnership pipeline. Be proactive about solving problems and take additional initiatives and responsibilities as and when they emerge Preferred candidate profile - CA (Preferred) / BBA, MBA (Finance) / CFA / Post Graduate from top collage / University. - Min 7-10 Years of relevant experience in Business Development of Financial Sales - B2B sales experience is must. (Finance Product sales highly preferred) - Should have managed 7-10 Sales RM's. Should be ready to take targets. - Should be excellent in cross functional stake holder management with shades of sales (preferred). - Prior experience in handling fintech partnerships is preferred. - Proficiency in MS Office especially Ms Excel - Excellent communication skills (Verbal and Written) - Experience with growth marketing & communication is a plus. Note: Interested candidates can share their resumes on malini.varma@liquiloans.com

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.

• Build & manage relationship with UHNIs, Family Offices, & treasuries • Represent at events & networking platforms • Identify new leads & drive regional business growth for product offerings • Liaison with clients for compliance & service needs Required Candidate profile • Exp. in client relationship within asset management, private wealth or investment advisory • Exposure to PMS, AIFs, or MF platform preferred & work with marketing/strategy team for outreach campaign

Role & responsibilities Direct Sales Responsibilities Acquire customers in accordance with the business plan Conduct meetings to acquire and onboard new clients. Generate revenue based on assigned targets Gain and update knowledge on KYC, new products, andprocesses Conduct meetings to acquire and onboard new clients. Identify and approach potential clients in the open market to discuss Demat accounts and equity products. Activate clients Seek references from customers and prospects Provide regular updates to the assigned location on activities and outcomes. Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

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 clients Required Candidate profile Need 4 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

Designation - Branch Manager Location - Rohtak Ctc - Upto 7 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

Hiring for a leading AMC Candidate must have 3-7 years of mutual funds sales experience Its a team handling role so 1-2 years of team handling experience is required Candidate must have HNI client handling experience

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

We are seeking a motivated and experienced #Relationship_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!

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

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 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'

Responsible for guiding and motivating a team of Insignia Relationship Managers to achieve target revenue. It involves strategic tactics to acquire new clients, deepen client relationships, cross-sell products, and engage with clients effectively.

Key Responsibilities: Upsell Mutual Fund products to Retail and HNI clients using an assigned database. Generate fresh leads through referrals to expand the client base. Achieve business targets related to upselling and enhancing client net worth relationships. Conduct detailed customer profiling to offer customized financial solutions. Ensure the highest level of service delivery to Retail and HNI customers. Provide investment planning and financial advisory services to clients. Achieve sales and revenue targets across a diversified product portfolio. Act as the single point of contact for assigned customers, ensuring consistent client engagement. Drive acquisition and deliver ongoing servicing of HNI/UHNI customers. Qualifications & Requirements: Minimum 2 years of experience in managing Retail and/or HNI clients. NISM certification preferred. Strong knowledge of Mutual Funds and investment products. Excellent interpersonal and communication skills. Self-motivated with a client-centric and target-driven approach.

Currently hiring! A Sales Team Lead Manager lead a sales team by providing guidance, training and mentorship, setting sales quotas and goals, creating sales plans,analyzing data, assigning sales territories and building their team. Role & responsibilities Responsible for generation of revenues the Sales Channel. Responsible for Achieving the Business Objectives Sales Team for the Branch and meet the Value, Volume and channel Productivity. Responsible for leading a large Sales Channel comprising Team Leaders and Sales. Executives and ensuring Recruitment, Training, Retention and Mentoring of Sales teams. Experience in handling large team Preferred candidate profile Bachelor's Degree in any stream Proven Work experience required of 1 to 4 + sales and marketing in BFSI/lnsurance or Investment Sectors Good conflict-resolution and problem-solving skills Background BFSI industry is a bonus. For more information: Komal B.I HR Team Phone/WhatsApp: +91 93289 59079 Email: komal@Tekpillar.com Also, Kindly share this Job Opening with your Friends and Colleagues who is looking for a Job Change in BFSI Domain In Andhra Pradesh.

Job description ( Wealth Relationship Manager ) Relationship Management : Exp. in wealth management required with portfolio handling and client acquition. Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand 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 volumes for larger share of customer wallet 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 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 customer relationship value with the 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 Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

Role & responsibilities For VRM : Manage the existing customers mapped to you in terms of sales & servicing Interact with customers who show interest in lead based campaigns with an objective of converting their interest into a transaction Responsible for the Cross selling of the Third Party distribution products viz. Corporate Fixed Deposits, Bonds, Mutual Funds and other distribution products Explain finer details of the product to the customer and assist them in completing the transactions online Meeting KRA targets in terms of Calling & Business activity which includes, dial-outs (this is not a field job), unique customers contacted and business conversions in terms of transactions, value & net revenue generation Generate references from existing mapped customers for New Account sourcing Building and maintaining long-lasting business relationships with customers Preferred candidate profile Experience : 1 - 4 Years in securities/broking (PG/MBA freshers can apply) Education : Graduation / PGDM / MBA NISM 8 certified (mandatory) Role & responsibilities For Telesales : Digital Account opening Working on mapped leads. End to End closure of leads. Building & maintaining long lasting business relationships with customers. Preferred candidate profile Experience : Freshers / 0 - 3 Years in securities or broking or digital account opening. Education : Graduation. Mail CVs on : owais.pathan@sbicapsec.com

Join now as Relationship Manager (Mutual Fund Sales) Role Acquire new clients and manage existing relationships Recommend suitable mutual fund schemes based on client needs Preferred candidate profile Minimum 1 year of experience in mutual fund field sales Background in Banking or Stock Broking preferred NISM Series V-A certification (pref)

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer