4687 Mutual Funds Jobs - Page 40

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Designation - Relationship Manager - Sales Qualification - Graduates Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure reaching the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation. 2. Give high-priority service to the customers as per the company processes. 3. Advise clients on a range of products, viz., equity, Mutual Funds , PMS in stocks and securities broking, derivatives, bonds, and all the products promoted by the company

Manage and mentor a team of sales associates or junior agents. Drive achievement of individual and team sales targets. Facilitate onboarding and initial training for new hires Coordinate with other agency leaders and departments for smooth operations Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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 • Strong communication & written skills Fluency in local language is an added advantage. • Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated 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) With At least 2 years in Selling financial products and services

Title :- Development/Relationship Manager - Health Agency(Ludhiana) Vertical :- Health Agency Location :Ludhiana Minimum Experience: 1-10 years Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1) Sales of health insurance through Agency Channel. 2) Recruit, Train Agents and Generate business through them in the assigned territory. 3) Responsible for Licensing and tracking activation of the same regularly. 4) To meet agents, lead providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Job Requirements:- 1) Min. 1 year experience in field sales. 2) Min. Qualification: Graduation 3) Candidates with non-sales background will not be fit for this job profile 4) Need to work on 100% on-field for sale of health policies. References can also be shared on dipshikha.singh@ext.icicilombard.com .

Bajaj Capital Limited is looking for Manager - LA Premier to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes

Bajaj Capital Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey Building and maintaining positive relationships with clients: regular communication, responding to client inquiries and requests, and addressing any issues that arise Understanding client needs and requirements: understanding of the client's needs, goals, and objectives in order to provide relevant and effective solutions Identifying and pursuing new business opportunities: identify new business opportunities, such as upselling existing products or services, and work with the sales team to close new deals Providing excellent customer service: ensuring that clients are satisfied with the products and services they receive Collaborating with internal teams: work closely with other internal teams, such as the sales, marketing, and customer service teams, to ensure that clients receive a seamless and positive experience Keeping abreast of industry trends and developments: stay informed about industry trends and developments in order to provide relevant advice and recommendations to clients Excellent communication, interpersonal, and negotiation skills Strong problem-solving and decision-making abilities Proficiency in Microsoft Office and customer relationship management (CRM) software

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. 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 buildAUM 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 markettrends. 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.Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts 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 andassist them to achieve their financial goals Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clients

Designation- Manager/ Sr Manager- Wealth Management Job Profile: Develop and provide solutions to the client s 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 client s 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 **** Existing AUM which can be transferred **** Desired Candidate Profile: Candidate Should have minimum 3 - 5 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 garnering

Bajaj Capital Ltd. Nagpur Job Description 1) Min Experience- 3 Yr. to 5 Yr. experience in the field of Sales 2) Product Specification- Should have knowledge of Mutual Fund, Life Insurance and General Insurance. 3) Certification- Should have NISM Certification 4) Preference - Candidate should be local from Nagpur, Good Communication skills and should have good client support with him. Preferably should have B2C (Business to Client) sales experience 5) Position and Salary offering - 2 Sr. Relationship Manager position with salary range from Rs. 3 Lakh to 6.5 Lakh and Relationship Manager Salary range from 2.5 - 3.5 Lakh

About Company: Bajaj Capital Limited ("Bajaj Capital") is Indias premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. Weve helped to create more millionaires than any other firm in India. But its our deep personal relationships with clients that truly sets us apart. 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 financialassessment tool.Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view ofinvestments 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 intouch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the productproviders. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficientexecution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 onlinecall centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities acrossIndia, 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 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

FS XSector Specialism Risk Management Level Senior Associate & Summary Candidate must have good communication skills, and have worked as a Data Analysts/ Data Quality Analysts in area of Investment Banking or Capital Markets. Good exposure to data analysis and must be able to handle large volumes of data coming from multiple systems as Vendors (e.g., Bloomberg, Reuters etc.), Exchanges and internal systems. Must understand data quality concepts such as accuracy, completeness, validity etc. Good data analysis skills using SQL for data cleaning, data quality checks, data profiling etc. Knowledge of Data Governance concepts is good to have. (Note Please pay attention to domain. We would appreciate candidates coming from Capital Market or IB background No domestic bank/NBFCs. Must be familiar with data quality check rules of Derivatives, Fixed Income, Equity, Mutual fund, Hedge funds etc. People from Reference data background, and good in DQ checks using SQL will be ideal) Why PWC At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for our clients and communities. This purposeled and valuesdriven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for each other. Learn more about us . & Summary Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. s Establish and drive the BSM function, focusing on strategic analysis and insights. Collaborate with crossfunctional teams, including Business Finance, FP&A, Treasury, and Risk, to ensure comprehensive insights. Analyze metrics related to capital, liquidity, IRRBB, and FTP (Funds Transfer Pricing). Develop dashboards and provide insights to senior management on key performance indicators. Ensure effective reporting and control functions, focusing on analytics rather than production or reconciliation tasks. Drive initiatives for integrating and connecting various financial metrics. Mandatory skill sets FP&A BSM with expertise in at least one of Capital, Liquidity, or IRRBB. Preferred skill sets Accounting knowledge & Treasury Markets Years of experience required 6 10 Years Education qualification CA/ MBA (accounting background) Education Degrees/Field of Study required Master of Business Administration, Chartered Accountant Diploma Degrees/Field of Study preferred Required Skills Corporate Financial Planning and Analysis (FP&A) Tableau (Software) No

The Objective of the role is to oversee risk oversight across diverse asset classes and regulatory environments, supporting the firm s Mutual Fund, Alternative Investment Fund (AIF), National Pension System (NPS), and GIFT City-based businesses. The following are the key responsibilities: Investment Risk Oversight Monitor investment risk exposures across equity, fixed income, hybrid, and alternative portfolios. Design and implement portfolio risk dashboards and exception reports for CIOs, investment committees, risk committees, and trustees. Perform daily/weekly risk assessment basis the defined risk appetite and thresholds & conduct concentration risk assessments. Evaluate portfolio compliance with scheme investment objective, client guidelines, and internal risk limits. Conduct stress test or scenario analysis basis regulatory models, internal models or predefined scenarios i.e. macro, geopolitical and idiosyncratic stress viz. interest rate spikes, credit events, geopolitical shocks, etc. Hedge fund & Cross-Border Risk Evaluate investment risks related to Alternative funds & funds operating out of GIFT City including cross-currency exposures, offshore allocations, and derivative strategies. Design and implement portfolio risk dashboards and exception reports for the hedge funds and alternative funds Product & Regulatory Risk Ensure investment management adherence under SEBI (MF, AIF), PFRDA (NPS) and IFSCA regulations. Support various regulatory and internal risk filings & disclosures Review new product proposals from a risk perspective and contribute to Executive committee or Investment committee documentation. Represent the risk evaluation of various schemes to the investment committee, risk committees & trustees on periodical basis Tools, Analytics & Frameworks Enhance use of risk and performance attribution systems like Bloomberg PORT, FACTSET, etc. Enhance use of quantitative tools such as Python, R, Excel VBA, or Power BI for automated risk reporting. Collaborate with tech teams to integrate external risk engines and internal tools. Maintain risk models, monitor exceptions, and back test portfolio risk behavior. Years Of Experience: 5 to 7 years with relevant experience in investment risk management Qualifications: Postgraduate degree in Finance, Economics, Mathematics, or related field. CFA/FRM preferred. Strong command over fixed income and derivative risk analytics.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

SUMMARY Job Title: SME- Private equity Location: Hyderabad Work Mode: 100% Work from Office Shift Timings: US Shift (5:30 PM or 6:30 PM onwards 9 hours) Cab Facility: Provided (Both sides) Notice Period: Immediate Joiners Only Experience : 5-8 years Job Summary We are seeking experienced professionals and detail-oriented Private Equity Subject Matter Expert (SME) with a strong command of financial markets, including expertise in stocks, private equity, and mutual funds. Demonstrates solid knowledge in performance reporting and metric calculation specific to private equity. Adept in managing daily operations, process flows, and reporting cycles (daily, weekly, monthly, quarterly) with a commitment to service excellence and process accuracy. Roles and Responsibilities Essential Skills / Personality Traits: Good communication - written and verbal Analytical and problem solving capabilities Service excellence oriented Attention to detail Advanced MS Excel - Team Management Time Management Domain Expertise: Sound knowledge of Financial markets Good Knowledge of Stocks/Private Equity/Mutual funds desirable Knowledge in Performance Reporting/Calculation of Metrics specific to Private Equity Operational Responsibilities: Responsible for day-to-day work, process flows and constantly endeavoring to be able to lead the team from the front Executives should be able to look up to him/her for help, advice and guidance when required Daily/Weekly/Monthly/Quarterly need based reporting Ensures all the records and documents are maintained as per organizational requirements Performance Standard: Measurable Accuracy And timeliness Zero error Punctuality and self-discipline Inter personal effectiveness Non Measurable: Self - motivation Achievement orientation Personal grooming and etiquette Punctuality Inclination towards being process driven

Wealth relationship Manager 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

Job Description Are you curious, motivated, and forward-thinkingAt FIS, you ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the team The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. What you will be doing : Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action. Performing quality control activities to ensure quality standards are met. Producing template email or written correspondence to customers, when appropriate Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality Adhering to all fund/company policies and regulatory controls/requirement Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service Guiding/mentoring peers on less complex processes Excellent customer service skills that build high levels of customer satisfaction Strong phone, verbal and written communication skills, along with active listening Customer focus and adaptability to different personality types Demonstrates effective people skills and sensitivities when dealing with others Ability to work both independently and in a team environment What you bring: 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance Shift time - 8:30 PM to 6:30 AM Ready to work in night shifts (5 days in a week) Hybrid model - 3 days in a week. Excellent communication and interpersonal skills Excellent knowledge of Customer Services; Global mindset (Desirable) What we offer you: A career at FIS is more than just a job. It s the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys.Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them." Measure of outcomes NPS, Service Level, Service Quality and Sales. " Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms." To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.Job Requirements:" Should be a least graduate. " No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI IRDA certified is preferred

Description for Internal Candidates CEC Officer Department Customer Experience Center Location Thane/Noida/Bangalore Reporting Relationship CEC Team Leader - Inbound Position Grade Assistant Manager Job Role To Attend the inbound calls of customers in Credit Cards and process the queries & requests to customer's satisfaction To identify and convert the opportunities for cross selling (banking product) on customer's call Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues. Complete the logs specified by the process (End-of-day target) Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance About The Role Graduate Preferably 1-2 years with 6 months which should to be in customer service role - Understanding of call center industry an advantage Excellent communication skills Verbal & Written Flexible to work 24/7 (For Females7AM till 8PM) including Sunday/holidays Flexible to get scattered 8 Week Offs in a month with 9hours shift Good listening skills and strong communication abilities. Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity Team Player, collaborative Self-motivated person including the ability to act as a role model within the organization. Should be able to establish rapport quickly with peers, managers & customer