1503 Pms Jobs - Page 2

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

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

Hiring HR Executive for MNC Company of Bharuch 3 to 10 Years Experience Apply on sdphrsolution@gmail.com with Subject: MNC HR BHARUCH & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels

Hiring HR Executive for MNC Company of Bharuch 3 to 10 Years Experience Apply on sdphrsolution@gmail.com with Subject: MNC HR BHARUCH & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels

Job description HR is responsible for all the HR across the organization. Recruitment a. Getting the manpower requisition from various depts. with the current vacancies (replacement/new position, if any) signed off by the management b. Verifying the requisition against sanctioned manpower department-wise for both contract & company c. Explore possibilities for hiring against vacancies from different channels. d. Draft & circulation of notices for worker-level vacancies. Create an internal database e. Tie up with consultants for critical hiring f. Deciding on the interview panel for interviewing prospective candidates. g. Making salary negotiations with the candidate as per the current salary range for the said position. h. Taking management approval for the monthly hiring i. Ensuring a flawless on boarding, induction, and orientation program Contract Manpower Management. a. Managing contractors deployed at the plant and their discipline. b. Review manpower of contracts for various depts. and their documentation. c. Review manpower assigned under various depts. d. Explore contractors for deployment for meeting sanctioned manpower as and when required. e. Regular interaction with contractors to ensure sanctioned manpower deployment on day to day basis f. Keeping records of their payroll and statutory compliance g. Maintaining records of the contractor agreements HRD Activities a. Provide employee relations advice, and HR support and facilitate the development of sustainable employee relations practices in plant b. Revision of existing policies on the new directive and process gradation. c. Formulation of new policies in HR. Making and adhering to SOPs d. Formulation of templates and formats for increments, rationalization, service contracts, circulars, notices, inter-office memos, etc. e. Preparing and upgrading Organization structure, Job descriptions, etc. f. ISO documentation whenever initiated g. Producing accurate information during the Factory Audit and Factory Inspector visit Performance management: a. Implement programs and initiatives to maintain employee productivity and performance excellence b. Ensuring every staff and employee at the organization knows their KRAs and adheres to them c. Periodical reviews of the KRAs and a key part in the appraisal of factory employees d. Processing Increment letters and documentation and updating the payroll figures Payroll & Compliance management a. Ensure closing of attendance of all departments by the last day of the month. b. Approval of leaves in the system in case of administrative reporters and functional reporters on time. c. Overseeing payroll function d. Ensure compliances are met on time. e. Ensure updating of amendments of any new statutory requirement by government f. Follow up with contractors to ensure compliance of contract workmen within time. Training & Development a. Knowledge of Plant, Factory, Labour Laws, Statutory, Contract Labour Management, Trade Unions, Liaison with Govt. Offices. b. Ensure the training calendar is prepared for the year as per the need identification c. Induction & introductions of new joiners with handbook orientation d. Ensure safety training at the plant level on monthly basis. e. Ensure documentation of training records. Grievance handling a. Discussing employee issues individually to come up with amicable solutions. b. Counselling employees for cases of retention and resignation. c. Coordinating with management for facility-related grievances and escalations Administration & General management a. Overseeing Organization Admin. Activities like Gardening, Civil, Housekeeping, Vehicle Parking, Gate movement of employees, Furniture & Fixtures, electrical works, biometric machine, the seating arrangement of employees, repair works, CCTV, etc. b. Overseeing Indenting of Uniforms, Shoes, Monsoon Gear, etc for employees. c. Overseeing Health Check Up arrangements for employees on yearly basis. d. Monthly reporting to management e. Ensuring a high level of employee safety and hygienic conditions. Taking preventive measures for safety at factory f. Ensure Housekeeping at Organization.

Position: Channel Manager / BDM - Partner Alliances We are looking to acquire and manage franchisees, DIGI partners, and remisier networks. Acquisition of Franchisee, DIGI partners, & Generating business on-board clients products like MF, PMS, AIFs, Required Candidate profile EXP: 1 year in B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products Knowledge of capital markets 9113961458 hr@2srinnovations.com

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

Experience: 2 to 3 Years Salary: Up to 35,000 for experienced candidates in PMS profile. Assist in the development, implementation, and management of the PMS Required Candidate profile Strong analytical and problem-solving skills. Proficiency in PMS software, AI tools, and MS Office. Excellent communication and organizational abilities. Strong drafting and documentation skills.

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4. Both IC as well as Team Management roles available 5.High Value Cross-Sell 6.B Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Experience in Complaint Handling. Experience in PMS. Experience Regulatory Affairs/Quality Assurance

Role & responsibilities Co-ordination & Communication with Branches on Processes/Queries/complaints Handling Escalation and QTS from branches Providing regular reports to R & T agents Maintain & Report TAT on queries Co-ordinate with Compliance & Banking channels to ensure smooth flow of business operations Responsible to lead Distributor Services Team Co-ordination with accounts on timely release of brokerage Take charge of managing special brokerage payments Responsible for handling & resolving queries as the 1st level of escalation Analysis and preparation of MIS & Reports Ensuring that SLAs are met Preferred candidate profile

HRBP -Partner with global teams to implement HR strategies in India Lead performance management, talent development & org design Ensure compliance with labor laws & internal audit requirements Drive change management & employee engagement initiatives Required Candidate profile MBA in HR from a reputed institute 8–12 years of experience, with at least 4+ years in HRBP roles Strong exposure to cross-cultural/global stakeholder MGT Excellent communication & influencing skills

SUMMARY Job Summary We are seeking a highly skilled and experienced Family Office Head & Investment Analyst to join our Finance & Accounting team. The ideal candidate should have a strong background in equity markets, deep value investing, and long-term vision. The candidate should be able to work independently with limited guidance, thrive in a high-pressure environment, and possess strong ethics and integrity. The role involves building financial models, maintaining databases, and conducting in-depth research on Indian and International companies across various sectors. Responsibilities Interpretation of Balance sheet, Profit and Loss statements Researching Indian and International companies across sectors Building financial models and maintaining databases Preparing initiation note, quarterly result update note, and event update note Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology, and return metrics Deep industry research capability across sectors like banking, financial services, pharma, consumer, IT, and technology Maintaining DCF models for each company and updating them quarterly Good understanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company Writing Notes for IPO, quarterly earnings Creating Powerpoint presentations for pitching a company to clients Learning data extraction software used for equity research and mutual fund research Carrying out Ratio Analysis Analyzing companies in the sector and aiding in preparing research reports Recommending stock ideas backed up by sound, reliable, and logical research Detailed review of financial statements, estimates, and projections Writing quarterly reports covering quarterly results Company updates on a monthly basis covering major developments during the month Developing in-depth valuation models for stocks Requirements Graduate in Commerce B.COM/M.COM/CA/CFA/MBA (Finance) Graduate in Commerce with B.COM/M.COM/CA/CFA/MBA (Finance) Minimum 8 years of relevant experience in Equity Markets, with experience in PMS being advantageous Knowledge of databases like Bloomberg, Reuters, etc. Strong ethics and integrity Advanced Excel skills and accuracy with data Excellent communication and people skills Ability to work in a high-pressure environment Strong analytical capabilities and financial skills Familiarity with research software like Capital-line, Bloomberg, Reuters, etc. Ability to work independently and as a team player -

We seek a dynamic AVP – Sales & Marketing to drive revenue, client acquisition & brand growth. Lead teams across retail, HNI, institutional segments & implement strategies for equity, derivatives, IPOs, mutual funds & more..

Retail Wealth Advisor Equentis Wealth Advisory Services Location: Kormangala Bangalore | Experience: 0.6 to 3 Years | Full-time Company Profile: Equentis Wealth Advisory Services is a fast-growing financial advisory firm dedicated to helping individuals build long-term wealth through research-driven equity investment strategies. Our client-first approach focuses on transparency, integrity, and delivering consistent value through personalized financial planning. Job Description: We are seeking a motivated and client-focused Retail Wealth Advisor to join our advisory team. The ideal candidate will have a passion for equity markets, strong interpersonal skills, and the ability to guide clients toward informed investment decisions. Key Responsibilities: Proactively engage with high-potential leads through calls, meetings, and digital platforms. Understand client needs and recommend suitable equity advisory products. Conduct financial consultations to ensure quality lead conversions. Follow up on leads assigned by the Wealth Advisory Head and update progress regularly. Work towards achieving monthly and quarterly individual and team targets. Collaborate with peers and leadership to drive performance and share best practices. Stay updated on market trends, investment strategies, and company offerings. Desired Candidate Profile: Education: Graduate (mandatory in any discipline) Experience: 6 months to 3 years in BFSI, Financial Advisory, Wealth Management, or Financial Sales Languages: Proficiency in English and Hindi (regional language is a plus) Key Skills: Excellent communication and interpersonal skills Strong persuasion and negotiation ability Knowledge of equity markets, mutual funds, and investment products Attention to detail and a client-focused approach Salary & Benefits: Fixed CTC: Up to 5.4 LPA Incentives: Performance-based, up to 4 LPA Structured onboarding and continuous training Opportunity to grow in a fast-paced, learning-driven environment Perks of Working at Equentis: Work with a mission-driven team focused on client success Exposure to high-quality research-based equity advisory practices Fast career growth and skill development opportunities Collaborative and transparent company culture Employment Type: Full Time, Permanent Apply today and become a part of our journey to build India's most trusted retail wealth advisory platform.

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products. .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product Min. 25-30 client candidate managing.

Role & responsibilities Direct Responsibilities Mobilize assets for investment products including Mutual Funds, PMS, AIFs, Corporate FDs, Sovereign Gold Bonds, Insurance, and any new products introduced. Achieve Net Equalized Assets (Lumpsum) targets for the assigned client book. Build and maintain an incremental SIP book. Meet New Business Development goals by reactivating inactive clients and acquiring new ones. Ensure regular client engagement and maintain strong relationships. Increase AUM, SIP flow, and revenue from the mapped client base. Contributing Responsibilities Acquire and activate new clients with asset collection goals. Conduct 23 client meetings daily within the assigned territory. Support cross-functional teams in client servicing and relationship building. Technical & Behavioral Competencies Strong verbal and written communication skills. Fluency in the local language is an advantage. Excellent interpersonal skills and team-oriented attitude. Process-driven with a strong willingness to learn and adapt to evolving needs. Highly self-motivated with a strong focus on targets and client satisfaction. Preferred candidate profile PMS NISM Investment Mangement Portflio Management If Interested then connect with shravani.m@genxhire.in OR 7710889351

Role & responsibilities - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up sellingAMC's Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of HNI/UHNI customers. - Preference to NISM Certified candidates with experience in managing Retail/HNI - Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile - Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets Perks and benefits Best in the Industry

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

Roles & Responsibilities: Contribute to sales performance and sales goals for the allocated territory Develop key relationships with new & existing investors to drive new business and keep them up to date. Analyse, evaluate, and develop a tailored relationship strategy for each client. Coordinate with the operations team and assist clients in their investment journey. Actively assist and support marketing activities by working on events, summits, etc. Remain current on all aspects of the Alternative Investment industry and emerging products in this space. Proven track record in sales, especially in the financial services sector. Sound technical financial services knowledge Basic understanding of alternative investment products and ability to grasp new concepts and processes quickly Excellent communication skills (both written and verbal) and strong presentation skills (project plans, presentations, data mining, analysis) Fluency in both written and verbal English is mandatory. Fluency in Hindi is preferred and additional languages would be a further asset. Qualifications: - Minimum Fresher to 2 year experience as a customer relationship executive or any sales-related position in financial services (especially selling PMS- Portfolio Management Scheme and AIF- Alternative investment funds Relevant degree in Business Administration, Law, or Economics (Bachelors or Master’s degree) Role & responsibilities Preferred candidate profile

Job Description: Finance Manager What will you be doing As the Finance Manager , you will be responsible for performing the following tasks to the highest standards: Financial Accounting & Control Ensure best practice financial accounting processes in a robust control environment. Oversee the management of accounting records and financial reports for the hotel, ensuring compliance with company, statutory, and fiscal requirements. Maintain a regular review and reconciliation process for the balance sheet accounts. Ensure compliance with Hilton's management agreement, Owner/Lease agreements, and local statutory requirements. Maintain a strong internal control system to ensure the effective management of assets, liabilities, revenue, and costs. Ensure the hotel maintains legal and tax compliance, including obtaining adequate insurance coverage. Manage the pension scheme, ensuring accounting and legal controls are maintained. Safeguard and update all leases and contracts affecting the financial status of the hotel. Liaise with Internal and External Audit teams to ensure effective auditing processes and that corrective actions are implemented. Focus on ensuring all revenue is captured, conducting monthly control checks and self-audits as necessary. Continuously review and develop financial reporting and control procedures to maximize efficiency. Management Reporting Develop high-quality management information that is timely, accurate, and promotes management action. Ensure reports such as profit and loss statements, balance sheets, and cash flow statements are timely and accurate. Implement reporting systems that include key performance indicators (KPIs) and benchmarking to stimulate decision-making. Ensure corporate reports reconcile with the trial balance and maintain proof of reconciliations. Business Support Provide financial and commercial support to the General Manager and hotel team. Review management information and propose value-added initiatives. Provide financial insight for business development, pricing decisions, and commercial decision-making. Information Technology & Systems Optimize the use of IT within the finance department to improve efficiency and financial reporting. Work with Project Managers and the ISM to implement financial systems and ensure their proper use, security, and backup procedures. Act as the guardian of data integrity, ensuring that control processes are sound and errors are corrected at source. Investment Management Utilize project evaluation techniques to direct investments that optimize returns for the hotel. Prepare the annual capital plan and ensure proper funding and approvals are in place. Conduct post-investment audits to evaluate capital investments and ensure learnings are applied to future projects. Strategic Planning and Budgeting Support the General Manager in strategic planning, focusing on identifying value opportunities. Manage the hotel's budgeting and forecasting processes, ensuring accuracy and alignment with operational needs. Alert Senior Management about any positive or negative trends in the business. Investment in People Recruit and retain top talent within the Finance Department, ensuring a focus on succession planning and development. Lead and motivate the team to achieve high performance. Develop training programs to enhance financial skills across the Management Team. Cash & Working Capital Management Minimize working capital, focusing on the management of debtors, stocks, and receivables. Maintain accurate cash flow forecasts and ensure sufficient notice is given for future cash requirements. Ensure full weekly reconciliation of all bank accounts. Cost Management Optimize cost efficiency across the hotel, utilizing analysis to stimulate management action. Ensure adequate purchasing procedures are in place to ensure cost-effective purchasing of goods and services. Benchmark costs against competitors and identify opportunities for cost reduction. Additional Notes The Finance Manager has dual responsibility to both the General Manager and Regional Finance Director. In case of any conflict, consult with senior leadership for guidance. No changes to the Finance Manager's remuneration package can occur without written approval from the Regional Finance Director/Area VP Finance. The Finance Manager has unlimited access to all financial figures and has the right to visit any department for studies related to their duties. What are we looking for A Finance Manager serving Hilton Brands is always working on behalf of our Guests and working with other Team Members. To successfully fill this role, you should possess the following attributes: Education : University degree, preferably in Commerce, Accounting, or Management. A certification like ACCA or CPA is preferred. Experience : At least 5 years of relevant experience, with previous experience in a managerial operational accounting role. System Skills : Proficiency in OnQ, Check SCM, SUN, OPERA, MICROS, HRLINK. Communication : Strong verbal and written communication skills in English. Analytical Skills : Strong analytical capabilities to manage financial data and make strategic decisions. Flexibility : Ability to work flexible hours, especially during month-end and year-end periods. This role demands a highly organized, strategic thinker with strong leadership skills and the ability to drive financial performance and operational efficiency across the hotel.