4889 Pms Jobs

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note:We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized inves...

Responsibilities: * Maintain financial records using Tally & Excel * Manage accounts payable/receivable & billing * Oversee vendor relationships & quality control * Ensure compliance with audit requirements

7+years of wealth mgmt exp with AMFI/NISM/IRDA, certificate with strong leadership &sales skills &deep product knowledge(MF, PMS, AIF, insurance, banking)& the ability to support RMs, manage MIS, and coordinate with AMCs for business growth in Mumbai

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

Execute end-to-end PMS cycles & appraisals, Design and deliver L&D programs, Conduct training needs analysis , Support PIPs & coach Managers ,Analyze performance & L&D metrics, Identify high-potential talent & create development plans. Required Candidate profile 3-8 years of experience in PMS, L&D,. Exp of competency frameworks, & feedback .Exp in Identifying & Coordinating training programs. Excellent communication, facilitation skills .

As an Institutional sales manager, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial investment options. Key Responsibilities & Accountabilities Financial Planning and Portfolio Services Responsible for end-to-end client management by following the financial planning process, living and embodying the company's core values of client centricity and empathy. Having fantastic, value-creating & memorable conversations with clients every single day! Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. Managing investment portfolios a...

Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...

Affluent RM will manage a mapped book of affluent/HNI clients, drive new acquisitions, deliver personalized financial planning, advise on mutual funds and alternative investments, and ensure compliance through strong relationship and sales expertise.

Job Title: HR Business Partner (IT Services) Location: Pune Experience: 0 - 2 Years Employment Type: Full-Time Job Description: We are seeking an enthusiastic and experienced HR Business Partner (HRBP) to join our team in the IT Services industry. The ideal candidate will have 0-2 years of pure HRBP experience, excellent communication skills, and strong stakeholder management abilities. As an HRBP, you will support end-to-end HR service delivery and act as a strategic partner to the business. You will be responsible for driving engagement, managing employee relations, and ensuring HR practices align with business objectives. Key Responsibilities: Support end-to-end HR service delivery for as...

Role & responsibilities 1. Talent Acquisition (End-to-End Recruitment) • Manage full-cycle recruitment for staff and managerial positions. • Coordinate sourcing, screening, shortlisting, interviewing, and onboarding. • Build and maintain talent pipelines for critical positions. 2. Training & Development • Conduct Training Need Identification (TNI) and design annual training calendars. • Coordinate internal/external training programs. • Evaluate training effectiveness and maintain training records. 3. Performance Management System (PMS) • Drive KRA/KPI-based performance evaluation cycles. • Support mid-term and annual reviews as per corporate guidelines. • Assist in implementation of performa...

Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship with the clients. Required Candidate profile Must have experience in Acquisition, client handling, Have own self built AUM, HNI Sales, Responsible for revenue generation and cross selling, HNI/UHNI Acquisition. Maintain relationship.

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Jaipur .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based across Uttar Pradesh Major Cities.Excellent communication skill reqd. Perks and benefits Excellent Incentives

HIRING FOR LEADING SAAS ORG Sr. Product Consultant & Customer Success 4+ yrs Hotel/ Client/Customer Success/ Project mngnt Opera & Salesforce knowledge req Also,Hiring Tech Support professional, Grad with min 12 months of exp SAL UP TO 65K - 92.8K Required Candidate profile Need excellent communication skills proper voice process B2B Client Servicing role Contact Manish 9811395733 Faiza 9811225245 Robin 9811395068 Garvit 9811395422 Perks and benefits Both-side cabs health and life insurance meals

Responsibilities: * Ensure daily compliance with SEBI PMS Regulations * Preparing reports with SEBI and other bodies * Manage compliance framework for PMS products 2 to 3 years of expereince in SEBI PMS /AIF Compliance is mandatory

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

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 BRANCH MANAGER Branch Banking KRAs: Responsible for the overall growth of the Branch. Enhancement of the deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross-selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for the break-even and P&L of the branch EXPERIENCE: Overall 8 years of Banking experience, out of which 3-4 years in Retail Liabilities In-depth ...

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

>Partnering with business leaders to align HR strategies with organizational goals, leading workforce planning, succession planning, talent pipeline development, and driving change management initiatives >Preparation of payroll inputs & operations Required Candidate profile >Strong working knowledge of Indian labor laws and statutory payroll compliance requirements. >Candidate from Service Industry or Shared Services or Global Capability Center (GCC) is preferred

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Job description Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers ...