3806 Pms Jobs - Page 16

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product ...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Analyze AI/Deep Tech firms, products, and trends; conduct financial modeling and market sizing; translate complex tech into business insights; support investment decisions; track emerging AI trends; prepare strategic reports &intelligence briefs. Required Candidate profile Exposure into investment analysis, equity research, consulting roles; exposure to AI/Tech business via analysis or projects;skilled -business models, benchmarking, GTM strategy, AI product lifecycle.

Datamatics is hiring for people-oriented Talent Management Executive to join our HR team. The ideal candidate will assist in implementing employee engagement programs, performance management processes and talent retention strategies. Responsibility: Primary Contact for core Talent Management initiatives (on role, skills, competencies, and career mapping & planning) and HRMS platform Map, monitor, track, resolve queries, and report on to aid employee growth and development. Assist in driving and capturing structured development discussions for key talent. Support towards designing and driving robust communication campaigns and collaterals to enhance awareness of HR policies and processes amon...

Dear Candidate, Greetings From "APEX SERVICES" Role- Wealth Relationship Manager CTC- upto- 10 LPA + incentive + Other benefit Key responsibilities and accountabilities: Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation w...

Policy Implementation & Recruitment Support: Monitor adherence to the policies, raise issues of non-adherence and ensure resolution of it within timeline. 100% implementation of policy amendments & guidelines at plant level Increasing awareness and adherence through various means of communication. Document organization chart for the plant, identify manpower requirement in plant functions, raise MPRs and coordinate with BU HR and Plant Head to recruit function head and below level employees at the plant. Project critical positions & create talent pool Coordinate with BU Talent Acquisition team to update and use Varroc recruitment database. Drive interview process for plant level roles; genera...

Role & responsibilities Candidate are responsible to sell all kind of financial products like - Mutual Funds , Insurance (Life and health), PMS, AIF, Corporate FDs. Candidate is responsible to do New Client Acquisition and build the relationship to existing clients. Preferred candidate profile The candidate should have strong knowledge of either Life Insurance or Mutual Funds, with in-depth expertise in at least one of these products. The candidate should be good at client acquisition. Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Perks & Benefits Competitive salary with performance-based incentives ...

Must have experience in Talent acquisition, Talent Management, Recruitment, PMS, Training & Development, Head hunting, Appraisal cycle, Reward management, knowledge about prepare the job description & KPI, KRA Required Candidate profile Coordination with departments & conducts the training & people management Must have min 6+ Yrs experience in Talent acquisition in manufacturing company & corporate experience add advantage.

WALK in Drive on 28th Oct 2025 and 31stOct 2025 Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Lead - Corporate HR Industry: Industrial Services Location: Kolkata CTC: 14 - 18 LPA 1) Corporate HR, HRBP 2) Talen Acquisition & Recruitment 3) Learning & Development, Training, OD 4) Employee Engagement 5) Performance Mgmt, PMS ***************** Required Candidate profile Edu: MBA - HR Age: 38 - 42 yrs Exp: 10+ yrs in HR Skills: 1) HR Policy, HRBP, Budget 2) Recruitment (National & Overseas) 3) PMS, Training, L&D 4) HR Operations 5) Work closely with Leadership team

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Looking for Wealth Relationship Manager 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 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 a...

Manage and grow a portfolio of High Net Worth (HNI) clients by understanding their financial goals and risk appetite. Provide expert advice on investment products including mutual funds, insurance, bonds, PMS, AIFs, and other wealth instruments. Conduct periodic reviews of client portfolios to ensure optimal asset allocation and returns. Cross-sell and upsell banking and investment products to meet client needs and achieve revenue targets. Ensure compliance with all regulatory and bank guidelines during client onboarding and transactions. Maintain regular communication with clients through meetings, calls, and portfolio reviews. Identify new HNI prospects through referrals, market research, ...

We are seeking HR Professional to lead a blend of Talent Acquisition 70% and HR Operations 30% Only for Jaipur location only role demands strategic thinker who can independently manage recruitment while contributing to organization 9319037707 Required Candidate profile 7–10 years of experience in Talent Acquisition and HR Operations Strong command over PMS, HR analytics, and manpower budgeting. Proficiency in ATS / HRMS systems, Excel, and HR dashboards.

Job description About the Role: We are seeking a dynamic and experienced trainer to join our team. The ideal candidate will have a strong background in mutual funds, either as an advisor or in training. The trainer will play a key role in enhancing the skills and knowledge of advisors and team members, ensuring alignment with industry best practices. Key Responsibilities: Develop and deliver engaging sales training programs Mentor and coach sales teams to enhance their skills Analyze sales performance and provide actionable insights Create training materials and resources Requirements: Training Delivery: • Conduct engaging training sessions for advisors and team members on mutual fund produc...

Role & responsibilities Manage end-to-end HR operations including recruitment, onboarding, attendance, payroll, and exit formalities. Handle manpower planning and hiring for multiple departments Radiology, Laboratory, Marketing, Front Office, and Support Staff. Develop and implement HR policies, standard operating procedures, and employee handbooks to ensure smooth functioning. Oversee employee relations, engagement programs, and welfare activities to maintain a positive work culture. Ensure compliance with labor laws, statutory regulations, and ESI/PF documentation . Maintain accurate records for attendance, leave management, and performance tracking . Coordinate training, skill enhancement...

About the Role: We are seeking a dynamic and forward-thinking HR professional to drive our people strategy and align it with business objectives. This role requires a strong focus on strategic initiatives such as workforce planning, organizational development, talent engagement, and performance culture while ensuring smooth execution of core HR processes. Key Responsibilities Strategic HR & Business Alignment Partner with leadership to understand business goals and translate them into effective people strategies. Drive organizational effectiveness by analyzing workforce trends and recommending data-driven HR interventions. Lead strategic initiatives in areas such as capability development, e...

Role & responsibilities Team Leader- HR Operations at Fortis Noida Preferred candidate profile MBA HR candidates with 2 - 6 years of relevant work experience. Perks and benefits Salary best in the industry

Designation : Manager / Sr. Manager - Human Resource Reporting to : Regional HR & Circle Head - Operations Experience : 9 to 16 years Industry : Any Industry Location : Gujarat Education : Any Post Graduate Skills : Good communication skills. Leadership skills. Analytical skills. Negotiation Skills Coordination skills Quick & Right Decision Making Computer Savvy Self Motivated Who can Apply ? Good Knowledge of Statutory Compliance . Handled HR Policies and Processes . Experience of handling complex situations . Good in Excel . Ready to travel within Circle Responsibilities : Lead recruitment, onboarding, and talent planning for the circle Drive employee engagement, culture-building initiativ...