1503 Pms Jobs - Page 11

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Please share resume on taru@avaniconsulting.com Contact : +91 7355922379

Role & 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. Preferred candidate profile As per Industry

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client 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.

Key Activities To Be Performed (Responsibilities and Meeting Customer Expectations) Review Hiring Tracker, run recruitment process efficiently with follow-ups and update progress from time to time to the Reporting manager Drive employee life cycle offer, appointment, confirmation, and promotion letters Plan Onboarding and induction, seating arrangement, and other necessary accessories for new employees well in advance Follow and ensure all HR policies are implemented, and guide all other employees to follow Initiate on-time HR-related statutory and no statutory compliance Prepare annual training calendar and ensure all trainings conducted as per the calendar Managing Employee relations, conflicts, and Grievances Ensure to implement timely periodic performance review mechanism as per company requirement Prepare and periodically present various HR KPI metrics to the management Guide Plant HR representatives for all plant HR-related issues mainly safety, health, and any other initiative Fixed Assets updated list maintenance e.g., laptops, desktops, furniture, tools, machinery, etc. Any other responsibility which may be added based on the requirement/advice by the management Key Competencies Required Functional: Recruitment and Selection Statutory Compliances Employee Engagement Payroll and payroll compliances Behavioral: Planning, Organizing Communication Inter-relationship Discipline and go-getter Skill, Knowledge & Experience Skill: Microsoft Excel, Word, and PowerPoint Basic mathematical calculations Strong Administrative skills Knowledge: Basic Labor Laws Key HR tools

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. 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. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. 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.

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.

Summary of the Role : We are seeking a detail-oriented and proactive HR personnel to join our Human Resources team. This role is pivotal in transforming HR data into actionable insights, supporting strategic decision-making, and enhancing HR operations through comprehensive reporting and analytics. Details of the Job : Key Responsibilities: 1.HR Data Analysis & Reporting: Collect, analyze, and interpret HR data to provide insights on various HR metrics. Develop and maintain HR dashboards and reports, including: Active Employee Report Joining Report Attrition Analysis Report Strength Report Strength Trend Report Retainer & Casual Labour Report Recruitment Cost Analysis Diversity Report Prepare monthly HR MIS reports for FML, ensuring accuracy and timeliness. 2. Retention & Compensation Analysis: Compile and process retention case proposals for further action. Maintain and analyse compensation details for all employees, providing insights as needed. Prepare monthly CTC and headcount reports. Execute compensation revisions and analyse compensation data to provide insights. 3. Performance Management: To execute the end to end performance appraisal cycle for group level Coordinate and execute the annual Performance Management System (PMS) and appraisal processes at the group level. Ensure timely and accurate completion of appraisal activities. 4. Board & Stakeholder Reporting: Prepare presentations for Board Meetings and FAMC (Functional Area Management Committee) sessions. Compile Annexure A - Recruitment Status Report for management review. Prepare quarterly payroll audit details and BRSR (Business Responsibility and Sustainability Reporting) data. 5. Ad-hoc Reporting & Data Support: Provide HR data and MIS reports as per specific requirements from various stakeholders. Ensure data integrity and compliance with data privacy regulations. 6. HR Systems & Tools: Utilize HRIS systems and advanced Excel functions for data extraction, analysis, and reporting. 7. Recruitment: End to end recruitment for particular/assigned domain 8. Museum Visit (Part of Force Group): To coordinate for the Abhay Prabhavana (Museum) visit for FML employees Skills & Competencies: Technical Skills: Proficiency in Microsoft Excel (advanced functions, pivot tables, macros). Experience with HRIS systems and data visualization tools (e.g., Power BI, Tableau). Analytical Abilities: Strong analytical and problem-solving skills. Ability to interpret complex data and present findings clearly. Communication: Excellent written and verbal communication skills. Ability to present data insights to senior management and stakeholders effectively. HR Knowledge: Understanding of HR metrics, performance management systems, and compensation structures. Familiarity with legal and compliance aspects related to HR data. Qualifications: Masters degree in Human Resources, Business Administration Proven experience in HR data analysis, PMS, MIS reporting, or a similar role. Certification in HR analytics or data analysis is a plus. Personal Attributes: Strong attention to detail and accuracy. Ability to work independently and as part of a team. Adaptability and willingness to learn new tools and technologies. Proactive approach to problem-solving and process improvement.

Please note that the organization follows an alternate Saturday off policy. The L&D Head is responsible for setting the strategic direction for learning initiatives aligned to business goals. The role ensures continuous development of employees across all levels through effective training design, implementation, measurement, and learning culture enhancement. Key Responsibilities: Strategic Planning & Leadership Define and drive the L&D strategy in alignment with the organizations vision and talent needs. Partner with business and HR leaders to identify capability gaps and future skill needs. Establish frameworks for career development, leadership pipeline, and functional training. Training Design & Implementation Lead the design and delivery of functional, behavioral, and leadership training programs. Oversee the annual training calendar and ensure execution as per timelines. Deploy digital learning platforms (LMS, e-learning modules, blended learning). Talent & Capability Building Design and run programs for HiPo development, first-time managers, succession planning, etc. Develop learning paths for various roles and functions. Facilitate knowledge sharing, coaching, and mentoring culture. Assessment & Impact Measurement Track training effectiveness using training models. Leverage data and analytics to measure ROI on learning initiatives. Continuously improve programs based on feedback and performance metrics. Stakeholder & Vendor Management Liaise with internal stakeholders for need identification and alignment. Manage external trainers, vendors, consultants, and learning partners. Negotiate training contracts and ensure quality and cost-effectiveness. Succession Planning: Design and implement a strategic succession planning framework to ensure leadership continuity for critical roles in manufacturing and retail. Identify high-potential employees and work with business leaders to craft personalized development plans. Ensure the organization has a strong internal talent pipeline ready for future leadership roles. Develop and implement potential assessment programs by conducting systematic competency mapping exercises and assessment centers. Create an eco system where IDPs become a part of each managers responsibility backed up by credible feedback sessions and potential development programs Oversee the implementation and optimization of a robust performance management system that aligns with organizational goals. Team Leadership: Lead and mentor a team of HR professionals, fostering a collaborative and high-performing culture. Ensure the team is equipped to support the talent management strategy and drive results. Partner with senior management and department heads to ensure alignment between talent initiatives and business needs. Qualifications & Experience: Postgraduate in HR / OD / L&D or related field. Min 1218 years of experience Exposure to Retail industry preferred. Proven experience in implementing large-scale learning initiatives Skills & Competencies: Strong instructional design and facilitation skills. Business acumen and strategic thinking. Excellent communication and stakeholder management. Proficiency in LMS platforms, learning tech tools, and content curation. Passion for people development and continuous learning. Contact Person Sayyed Sofiya SG OASIS Interested candidates can share their resume on sofiyaoasis@gmail.com

Direct Responsibilities : Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client 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.

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Management and Leadership:

Role Purpose The purpose of the role is to support process delivery by ensuring daily performance of the Production Specialists, resolve technical escalations and develop technical capability within the Production Specialists. Do Oversee and support process by reviewing daily transactions on performance parameters Review performance dashboard and the scores for the team Support the team in improving performance parameters by providing technical support and process guidance Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Ensure standard processes and procedures are followed to resolve all client queries Resolve client queries as per the SLAs defined in the contract Develop understanding of process/ product for the team members to facilitate better client interaction and troubleshooting Document and analyze call logs to spot most occurring trends to prevent future problems Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution Ensure all product information and disclosures are given to clients before and after the call/email requests Avoids legal challenges by monitoring compliance with service agreements Handle technical escalations through effective diagnosis and troubleshooting of client queries Manage and resolve technical roadblocks/ escalations as per SLA and quality requirements If unable to resolve the issues, timely escalate the issues to TA & SES Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions Troubleshoot all client queries in a user-friendly, courteous and professional manner Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business Organize ideas and effectively communicate oral messages appropriate to listeners and situations Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract SLAs Build people capability to ensure operational excellence and maintain superior customer service levels of the existing account/client Mentor and guide Production Specialists on improving technical knowledge Collate trainings to be conducted as triage to bridge the skill gaps identified through interviews with the Production Specialist Develop and conduct trainings (Triages) within products for production specialist as per target Inform client about the triages being conducted Undertake product trainings to stay current with product features, changes and updates Enroll in product specific and any other trainings per client requirements/recommendations Identify and document most common problems and recommend appropriate resolutions to the team Update job knowledge by participating in self learning opportunities and maintaining personal networks Mandatory Skills: Cloud App Dev Consulting Experience: 5-8 Years

IndiGo is looking for a dynamic and strategic Assistant Manager - HR to be based at Chennai Airport and support our South Region operations. This role is ideal for an HR professional with an MBA from a premier institute, a strong generalist background, and a passion for driving people initiatives within a fast-paced, multi-location environment. If you are fluent in Tamil and eager to be a key partner to regional leadership, we invite you to apply. Responsibilities Strategic HR Partnership: Support the conceptualization and design of HR strategic initiatives specific to the South Region and actively drive their implementation. Business Engagement: Engage regularly with all regional heads across various functions, working as a member of the regional leadership team to understand business-specific needs and champion the people agenda. Recruitment Support: Provide complete support for all recruitment initiatives in close coordination with Talent Acquisition and HR Operations, and collaborate with regional teams to define better sourcing strategies. Drive Strategic Initiatives: Lead and implement key strategic HR initiatives within the region, including: Diversity hiring and retention programs. Overall employee retention strategies. Any other initiatives defined from time to time by HR leadership. Employee Champion: Act as an employee champion by ensuring the successful implementation of all engagement activities, effectively managing employee grievances, addressing employee queries appropriately, and overseeing HR Helpdesk operations. HR Generalist Delivery: Deliver on comprehensive HR Generalist responsibilities for all managers and employees as required, including: Employee relations. Coaching and counselling. Performance management and appraisal support. Training support, including identification of needs and design/identification of appropriate programs. Career counselling and career development guidance. Support investigations and disciplinary processes. Communication & Culture: Support communication processes within the region to ensure consistency of culture, values, and employee experience. Payroll & Data Management: Manage payroll activities, including attendance tracking, leave management, and payroll inputs. Define and support the collection of relevant data for meaningful analysis. Process Management: Manage various HR processes such as: Statutory compliances. Performance Management System (PMS). Rewards & Recognition (R&R). Insurance-related processes. Other processes as defined from time to time. Budget & Documentation: Monitor and manage the HR budget to ensure optimization of resources, and take complete responsibility for all required HR documentation. Reporting & Feedback: Provide crucial feedback to HR leadership on critical HR issues and trends within the region. Skills Strong understanding and experience in HR strategic initiatives and business partnering . Proficiency in all aspects of HR generalist functions , including employee relations, performance management, training, and counselling. Demonstrated ability to drive recruitment initiatives and collaborate with TA/HR Ops. Experience in implementing diversity and retention strategies . Excellent grievance management and conflict resolution skills. Knowledge of payroll processes , attendance, and leave management. Thorough understanding of statutory compliances . Ability to analyze data and prepare meaningful HR reports. Strong leadership and interpersonal skills to engage with regional heads and employees. Exceptional communication skills , both written and verbal. Ability to manage multiple priorities and work effectively in a dynamic, multi-location environment. Qualifications Language: Fluency in Tamil is mandatory . Education: MBA in Human Resources / Personnel Management from Tier 1/Tier 2 Institutes only. Experience: 1-4 years of relevant HR experience. Travel: Willingness to travel across multiple airports in the South Region as required.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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 : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ 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

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

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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 : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ 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

Best Salary 15K to 21K + Incentives for Freshers (MBA/BBA/BCOM/MCOM/MSC/BSC) 9AM to 7PM Job Timing, Interested Wapp me on 9727755486 DIRECTLY COME TO OUR OFFICE with YR CV@ SDP HR SOLUTION 610,GOLDEN SQUARE ABOVE RAJHANS CINEMA ABC CIRCLE BHARUCH Required Candidate profile . Good Personality Excellent time management & communication Skills Interested WhatsApp me on 9727755486 & Visit Our Office Share Resume on sdphrsolution@gmail.com with Subject: Female SDP . Perks and benefits Best CTC in Bharuch City.Fluent English & PC Skill

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

1. Talent Acquisition (Pan-India): Lead end-to-end recruitment for roles across manufacturing, sales, operations, and corporate functions. Develop and maintain a pipeline of qualified candidates through proactive sourcing, networking, campus drives, and partnerships with recruitment agencies. Coordinate hiring needs with business heads and functional managers to forecast manpower requirements. Implement standardized and efficient hiring practices ensuring compliance and alignment with business objectives. Manage onboarding programs to ensure seamless integration of new hires. 2. Talent Management & Development: Design and implement talent development initiatives including leadership programs, succession planning, and career pathing. Drive performance management processes across all levels ensuring fairness and business alignment. Facilitate training needs analysis and work with L&D to build capability in technical and behavioral areas. Lead employee engagement initiatives across locations to drive retention and morale. Develop Individual Development Plans (IDPs) for high-potential employees. 3. HR Strategy & Analytics: Use HR analytics and dashboards to track recruitment KPIs, attrition, talent pipeline health, and development ROI. Support workforce planning in alignment with business growth plans. Collaborate with senior leadership in shaping organizational culture and talent philosophies. 4. Stakeholder & Vendor Management: Partner with regional HR teams, plant heads, and functional leaders to address talent needs and challenges. Manage external vendors and recruitment partners for sourcing, background verification, and assessments. Ensure compliance with statutory and internal audit requirements in hiring and HR practices. Preferred candidate profile MBA/PGDM in HR or related field from a reputed institute. 12 -15 years of experience in talent acquisition and management, preferably in manufacturing/trading sectors. Strong understanding of pan-India recruitment dynamics, especially across Sales and technical roles.

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

* Training & Development * Competency & Capability Building * Reviews of New Joined Employees & Trainees * Monthly Training MIS, Training Module in ERP/SAP * PMS (Performance Management System) * Employee Engagement & HR Projects Required Candidate profile * Experience in Competency Development & Training and Development. * Knowledge in Competency Development for GETs and DETs (Trainees) * Working knowledge on ERP (Microsoft Dynamics NAV Preferred)

Generalist Corporate HR, HR Strategy & implementation across India, Talent Acquisition & Management, Comp & Ben, PMS, L & D, Employee Engagement, HRBP, HR Admin & Operations, Payroll & Compliance. Reports to India CEO.