1503 Pms Jobs - Page 10

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and 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/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Role Overview: The Assistant Manager Performance Management is responsible for the planning, execution, and continuous improvement of the organizations Performance Management System (PMS). The role ensures performance processes are timely, fair, and aligned with business goals. The incumbent will work closely with department heads, HRBPs, and leadership to facilitate employee growth and performance alignment across functions. Key Responsibilities: 1. Performance Management Cycle Execution Drive the annual and monthly performance review cycles (goal setting, monthly reviews, annual appraisals). Coordinate timelines, communication, and PMS training for managers and employees. Monitor PMS dashboards and follow up for timely completion of reviews and ratings. 2. Process Management Resolve employee queries and provide them support to complete the process. Assist in Implementing the HRMS System for PMS process to enhancements and automation for PMS and trained the same to employees. 3. Goal Setting & Alignment Collaborate with managers to ensure SMART goal setting aligned with business objectives. Review and validate KRAs and KPIs for consistency across levels and functions. 4. Data Analysis & Reporting Generate periodic reports on PMS status, completion, ratings , observations and performance trends. Analyze performance data to support decisions related to increments, promotions, and career planning. 5. Training & Communication Conduct PMS orientation/training for new joiners and refresher sessions for managers. Develop performance management FAQs, guides, and communication mailers. 6. Continuous Improvement Support process audits, collect feedback, and propose improvements to enhance fairness, transparency, and impact of PMS. Stay updated on industry best practices in performance management. Document action points and follow through on development needs identified. Key Skills & Competencies: Strong knowledge of Performance Management Systems and frameworks (OKRs, KPIs, Bell Curve, etc.) Excellent data interpretation and presentation skills (Excel/PowerPoint) Proficiency in HRMS tools/platforms Strong interpersonal and stakeholder management skills Analytical, process-driven mindset with attention to detail Communication and facilitation skills

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Experience Level : 10+ Years Qualifications: Related to Field Location : Waghodia, Vadodara, Gujarat Job Summary: We are seeking an experienced and forward-thinking Sr.HR Manager with expertise in AI-driven recruitment technologies to lead and innovate our talent acquisition strategy. This role will play a crucial part in integrating AI tools into the recruitment process, improving efficiency, candidate experience, and data-driven decision-making. Qualifications: Bachelors or Masters degree in Human Resources, Business Administration, or a related field. 10+ years of HR or recruitment experience, with at least 7 years in a tech-enabled recruitment role. Strong understanding of AI applications in HR, including natural language processing, machine learning, and predictive analytics. Familiarity with recruitment software (ATS, CRM) and HRIS platforms. Demonstrated experience with diversity and inclusion hiring practices. Excellent communication, interpersonal, and leadership skills. Preferred Skills: Certification in HR technology or AI for HR will be preferred Experience implementing or managing AI recruitment tools. Data analytics skills (Excel, Power BI, or similar tools). Experience in startup or fast-paced environments. Responsibilities: Key Responsibilities: Lead end-to-end recruitment processes using AI-based platforms (e.g., CV screening, chatbot engagement, predictive hiring tools). Design and implement strategies to attract top talent through AI sourcing tools, job boards, and social platforms. Collaborate with department heads to understand workforce planning and future hiring needs. Leverage people analytics and recruitment data to improve time-to-hire, cost-per-hire, and quality-of-hire. Manage and optimize ATS (Applicant Tracking Systems) and AI tools. Ensure ethical and unbiased use of AI in hiring processes. Train HR staff and hiring managers on new AI tools and best practices. Maintain compliance with labor laws and implementation of company policy. Monitor HR tech trends and recommend innovations to enhance recruitment and employee experience. Role & responsibilities Preferred candidate profile

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required Education Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Skill Set & Knowledge Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills. Thanks & Regards Vaishnavi 7738067504

HR Policy & Process Formulation • Compensation Mgmt • Employee Engagement • Performance Management • New Hire Orientation& Development • Handholding of new employees • Grievance Handling • Employee Relations • Reward & Recognition Employee • Training & development • Lead the reporting of employment metrics • Reference checks & Back Ground Verification, • Referral Policy & Process • End to end lifecycle management of employees • Employee Communication • Implementing HRIS & PMS systems Roles and Responsibilities HR Policy & Process Formulation • Compensation Mgmt • Employee Engagement • Performance Management • New Hire Orientation& Development • Handholding of new employees • Grievance Handling • Employee Relations • Reward & Recognition Employee • Training & development • Lead the reporting of employment metrics • Reference checks & Back Ground Verification, • Referral Policy & Process • End to end lifecycle management of employees • Employee Communication • Implementing HRIS & PMS systems

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

Job Purpose This position is responsible to ensure smooth execution of HR processes & systems within the defined process & TAT resulting in delighted engaged and productive employees across the assigned region. Also responsible to meet manpower requirement and provide all HR administrative support to new joiners as well as existing employees at the regions Key Responsibilities Functional Responsibilities Hiring right talent as per the business requirements within target timelines, ensuring a smooth on-boarding to the organization Managing talent movements, providing career opportunities basis performance and potential Responsible for engaging with the employees to ensure retention & productivity Responsible for maintaining operational compliance for different people processes Execute all OD initiatives & other initiatives of corporate HR to achieve a highly engaged workforce at the regions Help the region in creating an environment of trust and to satisfactorily & speedily resolution of any ER issues in the region Close coordination with training & development team to identify specific skill gaps in individual employees and looking at appropriate training interventions to remove those gaps Design and execute employee engagement plan for various functions depending upon their unique engagement needs Publish periodic reports to management and ensure healthy and competitive work environment Job Requirements Qualifications Post Graduate / MBA Experience 5+ years of experience in HRBP role preferably from banking / NBFC Functional Competencies Ability to motivate, influence and persuade at all levels of the organization Ability to develop strong, respectful relationships, to inspire confidence and to build trust Able to network effectively and build constructive working relationships across the company Behavioral Competencies Excellent organizational planning and execution skills Excellent written and verbal communication Good people management skills

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private Wealth / Financial Planning / Portfolio Advisory Demonstrated success in: • Revenue Generation • Building Assets Under Advisory (AUA) • Customer Acquisition & Relationship Expansion Strong command over MFs, PMS, AIFs, Bonds & Structured Products Active client base with ability to port & grow your book Deep understanding of asset allocation, compliance, and advisory standards Key Responsibilities: Deliver customized Financial Planning & Investment Advisory Generate sustainable revenue across all financial products Expand and manage a growing book of HNI/UHNI clients Focus on long-term AUA growth and annuity revenues Maintain full compliance with internal and regulatory standards Drive superior client satisfaction and engagement Why Join Us? Premier Wealth Brand Multiple Locations Across India Industry-Leading Compensation based on last CTC & experience Freedom to Grow Your Book with Full Support Infrastructure High-Performance, Client-Centric Culture Lead with trust. Deliver value. Build lasting wealth — for your clients and your career.

Role & responsibilities Job Purpose • To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM => INR 1 million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. • To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Bank Service and Distribution and Product team Key Accountabilities • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with Bankthrough lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold Bank service standards. • Ensure internal and regulatory compliance through strict adherence to Bank sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

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

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

Responsible for HR and Communication function. Includes, Talent Management, Onboarding , HR Operations, Learning & Development and Performance Management, payroll, Employee Engagement etc. HRMS experience must. Required Candidate profile MBA / Equivalent degree with specialization in HR With 9-12 years of exp in manufacturing industry . Excellent communication skills. Excellent interpersonal, negotiation & conflict resolution skills.

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

We are seeking a Revenue Manager to oversee online revenue management for multiple resorts and hotels, ensuring optimal occupancy, pricing, and profitability through effective OTA management, market analysis, and inventory control. Key Responsibilities: Manage online revenue for multiple resorts and hotels, ensuring rate and availability optimization across all channels. Coordinate with all major OTAs for promotions, visibility, and partnerships. Handle Extranet updates for all OTAs. Oversee property listings, bookings, rate and inventory updates, review management, and content accuracy across all online channels. Coordinate daily with on-ground teams at all resorts and hotels to align operational and revenue strategies. Analyze occupancy rates, demand patterns, and market trends to develop and execute dynamic pricing strategies for maximum profitability. Handle inventory management and distribution control across OTAs and direct channels. Identify trends in the hospitality industry to anticipate revenue patterns during different seasons and events. Implement strategies including pricing analysis and profitability tracking. Monitor hotel revenue performance and prepare reports for management to support data-driven decisions. Requirements: Bachelors degree in hospitality management, Business, or related field. Minimum 1 year of experience in Hotel/Resort Revenue Management. Proficiency in OTA Extranet management, PMS, and Channel Management systems. Advanced knowledge of Excel and familiarity with revenue management systems. Interact with clients to understand their needs and improve bookings and revenue. Excellent communication and coordination skills to manage multiple properties.

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.

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

NIPS Institute of Hotel Management, Kolkata is inviting applications for the role of Front Office Faculty. We are looking for a passionate and experienced individual to inspire and mentor the next generation of hospitality professionals. As a part of our esteemed faculty, you will play a crucial role in shaping the front office skills of our students. Key Responsibilities: - Teaching & Training: Deliver engaging lectures and practical sessions on front office management to students across various hotel management courses (MBA, MHM, BHM, B.Sc.). - Curriculum Development: Create and update lesson plans, curricula, and training materials aligned with the latest industry standards and trends. - Student Mentorship: Provide academic and career guidance to students, fostering their professional growth and preparing them for successful careers in hospitality. - Practical Training: Conduct hands-on training and assessments, simulating real-world front office operations to enhance student learning. - Industry Awareness: Stay updated with industry developments and incorporate the latest tools, technologies, and practices into teaching.