1503 Pms Jobs - Page 14

Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls. Experience Skills: Should be from Broking Industry with minimum of 2 years of experience. B2B Experience in handling Partner Allaince (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.

Industry - Leading General Insurance. Designation - Manager. Role - HR Business Partner. Location - Patna. Qualification - Fulltime MBA Required Candidate profile Role: Looking for 3+ years of experience in HRBP role handling employee relations, grievances, POSH and Disciplinary cases. Interested can share their CV - bhumika@rightmatch.co.in

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Management/ Pvt Banker

HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. Networking and cultivating a good relationship with the clients. Knowledge of - Equity and Debt based products , Loans Exceptional Selling Skills, Soft Skills, and Knowledge of Products Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. Build AUM and client base as per the target defined by the company. Send news and market related inputs & reports to the clients. Minimum 7 Years of experience Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity Existing Relationship Manager - Wealth Management/ Pvt Banker

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

What are we looking for Sharekhan is seeking a motivated Investment Portfolio Advisor to join our team. This role is ideal for a professional with a foundational understanding of financial markets, eager to gather assets across a diverse range of investment products, and drive new business development. You will be responsible for building strong client relationships and contributing significantly to our Asset Under Management (AUM) growth. Key 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. Responsible for achieving Net Equalized Assets collected (LS) targets for your mapped book. Create an incremental SIP Book . Responsible for achieving New Business development targets by reactivating and activating new clients. Ensure all clients are met on a regular basis. Ensure connection with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Required Skills & Qualifications: Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) certification. NISM XXI A (for PMS) certification. Insurance Corporate Agency License (SP Certificate) (for Insurance) . NISM XIII A (for SIF) certification.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. Ensure best services to partners. Help distributors on joint calls. Organise seminar/webinar for the partners of his/her cluster.

Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. Ensure best services to partners. Help distributors on joint calls. Organise seminar/webinar for the partners of his/her cluster.

Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. Ensure best services to partners. Help distributors on joint calls. Organise seminar/webinar for the partners of his/her cluster.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. Handling Queries & complains of client's & solving it within TAT. Should apply deep market understanding & Advance strategies to increase book size & revenue. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Coordinate with Third Party Product Manufacturers, and all the stake holders. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment.

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

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 Preferred candidate profile 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)

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet the required AUM, investor acquisition, and AUM targets for your assigned area. Ensure the timely delivery of customized wealth advice to HNI customers . Conduct periodic reviews of clients portfolios to ensure they are in line with clients investment objectives. Conduct joint calls with the branch team to foster collaboration and client engagement

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Understanding of clients profile and suggest Portfolio/ Asset Allocation. To improve and maintain the client activity ratio by activating clients across the segments Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile Graduate Post Graduate Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Understanding of clients profile and suggest Portfolio/ Asset Allocation. To improve and maintain the client activity ratio by activating clients across the segments Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile Graduate Post Graduate Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity Understanding of clients profile and suggest Portfolio/ Asset Allocation. To improve and maintain the client activity ratio by activating clients across the segments Ability to coordinate with Third Party Product Manufacturers, and all the stake holders. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Candidate Profile Graduate Post Graduate Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)