3806 Pms Jobs - Page 17

Hi, We have an excellent Opening in Leading Bank for the following role and location HNI Relationship Manager NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Bangalore CTC: 8Lacs to 15Lacs Responsibilities for Relationship Manager •Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities...

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 ...

To drive the sales targets for the team and build teams as per companys annual target and over all objectives. Distribution of all Financial Products like Equity, Mutual Funds, PMS, AIF, Insurances, Corporate Fixed Deposits. To focus on Revenue & Profitability with achievement of target and Yield management. Achieve the revenue growth & profitability to upscale the team Team Management Skills Increasing the client base, revenue, and market share in the team. Increase the Pool & Base of UHNI, and corporate customers, with the Team and Personal Network. Ensuring FPD Productivity is as per the defined standards. 5 To 6 Years from Banks , Broking & Wealth Management companies , | Team Handling i...

Roles and Responsibilities: 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.

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing st...

Roles and Responsibilities: Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing st...

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 portf...

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 ...

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Candidate ...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new ...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new ...

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), 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 ...

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), 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 Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular...

Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodit . Managing large customers with book size of 25lacs & above. Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue Will be responsible to meet large customers and BA on regular...

Executive Sr. Executive Associate Senior Associate - Independent Financial Distributors (IFD/ IFAs) Channel Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new ...

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business ...

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience ...

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience ...

Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. Recruit potential new Franchisees and IFAs. Manage, recr...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. Maintain relationships with the existing network of Partners Allainces ...

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 portf...

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

Company Description Your Fairmont Journey Starts Here: Are you a someone with a passion for excellence and a flair for exceptional hospitalityFairmont Udaipur Palace invites you to embark on an unforgettable journey of luxury and join our pre-opening team, Job Description Prime Function: Assist the Executive Housekeeper in managing and directing all Housekeeping activities in the hotel to ensure that the highest levels of cleanliness and guest satisfaction & also maintaining high level of service and cleaning & maintenance standards in all areas of responsibilities, To assign duties, inspect work, and investigate complaints regarding Housekeeping service and equipment and hence take correcti...

Job Role & Responsibility : Handling end-to-end recruitment. Managing the entire recruitment process from sourcing to onboarding. Source potential candidates through various channels. Coordinating with hiring manager / Stakeholder management . Provide support to employees in various HR-related queries and resolve any issues that may arise. Other HR operation-related activities Talent management Participate in employee development and training Assisting in the performance management process. Other required skills : Strong communication and interpersonal skills. Organized & Data-driven