1503 Pms Jobs - Page 16

Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management Acquiring, Deepening and Retaining HNI / UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 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 Having AUM of Min Rs. 50 Cr

Female Staff Required for Our Bharuch City Office Recruitment Experience in Consultancy MUST DIRECTLY COME TO OUR OFFICE with YR CV from 11AM to 5PM VENUE SDP HR SOLUTION 610,GOLDEN SQUARE BS DMART ABC CIRCLE IMMEDIATE JOB SHARE WITH FRIENDS . Required Candidate profile Good Personality & PC Skill Excellent Communication & Time management Skills Interested Recruiter WhatsApp on 9727755486 Share CV on sdphrsolution@gmail.com with subject: Female Consultant . .

Responsibilities: * Manage ultra HNIs' wealth through mutual funds & investment products * Oversee portfolio management services (PMS) for clients * Collaborate with sales team on new business opportunities Provident fund

Manage HR and Admin operations Coordinate with Finance, Sales, Marketing and Site Engineers Manage Company policies Oversee Project Execution Team Performance Need to travel to site locations on requirement Required Candidate profile Minimum 3 years in a similar leadership role Managed minimum workforce of 250 employees spread across multiple locations Age 40 years to 45 years

Greeting from HDFC Bank!! We have urgent opportunity of Preferred & Imperia Relationship Manager base across Hyderabad. Job Locations: Across Hyderabad Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name - Preferred & Imperia Relationship Manager-RBB 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 : 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) Any Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Experience Required : Minimum experience in years 10 to 15 Exposure to Portfolio Management segment (Preferred) 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 . Please share updated resume on Sivakumar.k1@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join :

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Kolkata Job Locations: Across Kolkata Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on ankita.singh3@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

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.

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

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)

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Role & responsibilities Business Development: Drive PMS, AIF, and mutual fund sales across East through IFAs, wealth managers, private bankers, and direct clients. Deliver regional AUM growth and revenue targets across all product categories. Channel Expansion: Identify and activate new distributors across the IFA, and wealth advisory ecosystem. Deepen existing relationships through regular engagements, joint calls, and partner development programs. HNI/UHNI Client Coverage: Personally manage relationships with key HNI clients across the region. Offer product insights, portfolio guidance, and assist in investment decision-making. Strategic Planning: Build and execute a region-specific business plan aligned with overall sales objectives. Work closely with marketing and product teams for targeted campaigns and regional promotions. Cross-Functional Coordination: Liaise with investment, compliance, and operations teams for client servicing, product structuring, and regulatory adherence. Market Intelligence: Monitor competitor activity, regional trends, and investor behavior to fine-tune sales strategies.

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement. Stay updated with market trends, economic updates, and investment opportunities. Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

Engage with the clients regularly and conduct their portfolio reviews. Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections. Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS other wealth services. Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes. Be an ally to clients and help them with all their financial needs/requirements Achieve a higher share of wallet from the clients driven solely by happy client experiences. Acquire new clients through referrals from existing clients, as well as lead generation and prospecting. Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them. Desired Skill sets: Postgraduate with 5-8 years of experience in the financial services domain CFP Certification desirable Thorough knowledge zeal to learn about financial markets Empathetic Solution oriented Good communication skills Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc Open to travel work in a dynamic environment - Start-ups NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining

Roles & Responsibilities: Provides coaching and consultation to designated client group regarding employee relations and HR matter. Partner closely with both Legal and management to ensure appropriate steps are taken to support business needs, while adhering to all Goodyear policies and country / local laws. Conduct and manage employe relations investigations. Work with management to recommend appropriate follow-up actions, based off investigation outcomes. Own the performance management process including conducting calibration sessions; consulting with designated client group[s] on poor performers and managing performance improvement plans; partnering with Legal and management regarding next steps for associates who do not successfully complete performance improvement plans. Oversee end-to-end HR operations including employee lifecycle management (onboarding, offboarding, HRIS administration) with a focus on accuracy, compliance, and process improvement). Manage the engagement survey process including execution of survey, evaluating results, communications, action plans and follow-up). Reporting from various HRIS sources and associated analytics. Make recommendations from data to drive performance improvement. Develop HR process documentation and methods to communicate/educate managers on proper use of process (for example, recruiting/on-boarding/exit processes, etc). Provide support and partnership to the HR Manager in the deployment of annual HR programs and processes such as talent management, merit, performance reviews, development programs and training. Knowledge, Skills & Experience Required: 5 or more years experience, with increasing accountability/responsible for core Human Resource processes( Onboarding, Exit, Performance Management, HR Analytics, Employee Engagement, R&R ) Experience investigating, analyzing and solving a myriad of complex associate relations issues, with a balance of process orientation, sense of urgency and attention to detail Experience in delivering results across a full array of Human Resource processes (i.e., recruiting, (internal) talent management, succession planning, compensation, on-boarding and employee relations) Prior experience of working on external surveys (Ex: Great Place to Work). Driving transformation from Manual to Automation Processes (HR Digitalization) Bring in new tools of processes which is cost effective and beneficial for the Organization. Prior experience of working with Workday . Prior interviewing and talent assessment experience Human Resource experience in a global or multi-site environment Excellent communication skills(Both written and verbal) Knowledge and experience preparing and entering employee data reports. Managing mandatory data file for government reporting. Ability to communicate clearly & effectively with people at all levels and environments; work collabortively within the client group and the HR community Ability to develop, lead & implement projects of varying scope. Excellent listening, communication & presentation skills.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.