1503 Pms Jobs - Page 20

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895

Will be responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assess their risk &providing investment options.Responsibl for achieving targets as assigned by the organizationon a monthly basis

Hi, Hiring, Role & responsibilities "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activating Non-Active clients to generate business. External Focus - Banks, Financial Institutions,Corporate Clients, PF, Family Offices, Distributors" More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvement in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently CTC 7.5 TO 18 LPA More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com No Charges,

Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities 1) Responsible for Concept Selling across the region, leveraging customer relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To work with Sales Team in increasing spread and product Mix 6) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 7) Support to create simpler communication on Focused Products along with Product team 8) Give market feedback to Investments on Competition Products Positioning and Product sales in market 9) Feedback to Investments team on queries on Funds/Products 10) Accompany Sales RM in key customer meetings and closely manage Key Family Offices/UHNIs in the respective region Pls share resume on uttam@avaniconsulting.com Contact - 9949101406

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 15 to 18 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

Location: Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relationship Management 6. Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. 7. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8. To coordinate with product and research team for taking investment decision for the clients. Candidate 9. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job. 10. Candidates having experience in PMS Sales and meeting clints F2F on ground. 11. Impeccable sales skills to handle HNI clients and PMS. 12. Good Sales negotiator and able to close high ticket sales. 13. Good knowledge of Equity Markets and other Investment assets. 14. Mandatory certification required: NISM XA & XB.

Roles and Responsibilities 1. Product 2. Sales / Client handling 3. Sales support/client servicing 4. Financial planning Looking for passionate candidates to lead or support the verticals. Preference for people with Banking experience. Desired Candidate Profile Looking for 2-8 years experienced people from banking, investment advisory, and client handling backgrounds. Opportunity to work with experienced bankers and interact with top clients. a) The products ( mutual funds, general insurance, life insurance, health insurance, taxation, etc ) b) Client handling/ servicing / Acquisition/sales/Tele sales c) financial planning / Mutual funds/equity/insurance The location is Noida / Pitampura Interested candidates, pls share your CV on: ascentcapital.in@gmail.com or connect at : 8851299787 Perks and Benefits Salary plus incentives/Bonus, as per applicability

Designation : Relationship Manager Customer Engagement 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 selling ICICI Prudential 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. Regards, Sandipa 7980475998

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings PMS Operations - Portfolio Management Services knowledge of PMS regulation, KYC norms and mutual fund operations Required Candidate profile MBA/PGDM – Finance or Mcom or Bcom Experience of minimum 2 to 4 years in PMS Operations is mandatory NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory

Responsibilities: * Manage mutual fund operations from NISM compliance to PMS reporting. * Oversee BSE/NSE listings, FATCA adherence, AMCS management. Annual bonus Health insurance Provident fund

Opening with one of the leading manufacturing company in Bangalore . Job Title: Assistant Manager / Deputy Manager - HR Job Location - Kamakshipalya, Vijayanagar, Bengaluru Overview : The HR Manager will be responsible for overseeing and managing all aspects of the Human Resources function for a mid-sized organization with approx. 220 on-roll employees and approx. 80 contract employees. The role demands hands-on leadership in implementing HR strategies aligned with business objectives across both shop-direct and support departments. Qualifications & Skills: Bachelors / Masters degree in HR or related field. Approx 10 years of experience in a manufacturing or engineering setup. Strong knowledge of labor laws and statutory compliance. Experience managing both on-roll and contract employees. Excellent interpersonal and conflict-resolution skills. Familiarity with HRMS/ERP tools is an advantage. Key Responsibilities: 1. Talent Acquisition & Staffing: Plan and manage end-to-end recruitment for all departments, ensuring timely hiring for both permanent and contract roles. Coordinate with department heads (e.g., Machine Shop, Quality, Sales, Engineering) to understand hiring needs and job profiles. Liaise with staffing agencies for contract manpower. 2. Employee Onboarding & Offboarding: Ensure structured onboarding and induction programs. Manage exit interviews, full and final settlement processes. Maintain accurate employee records, ensuring legal compliance. 3. HR Operations: Manage HRMS systems and maintain personnel data (attendance, leave, payroll inputs). Track and report key HR metrics (attrition, absenteeism, headcount). Oversee contract employee management. 4. Compliance & Statutory Requirements: Ensure adherence to all labor laws (ESI, PF, Gratuity, etc.). Conduct regular audits and coordinate with finance and legal teams for compliance. 5. Performance Management: Facilitate annual performance appraisal cycles in collaboration with department managers. Develop tools and formats for performance feedback and development plans. 6. Employee Engagement & Culture Building: Design and implement engagement initiatives (events, reward & recognition programs). Act as a bridge between employees and management to maintain a positive workplace culture. Handle grievances and disciplinary actions in line with company policy. 7. Training & Development: Identify skill gaps in coordination with departmental heads (e.g., Quality, Assembly, Engineering). Coordinate technical and soft skill training programs for different levels. Maintain training records and evaluate effectiveness. 8. Policy Implementation & Communication: Develop, update, and communicate HR policies and SOPs. Ensure consistent implementation across departments.

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

1. The handling & acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients. Well acquanited with Bonds, AIF, PMS

1. The handling & managing RM's, will be responsible for acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients

We are looking for a skilled and detail-oriented QA Executive to join our team. The candidate will be responsible for ensuring the quality and regulatory compliance of medical devices in line with EU MDR 2017/745 and Indian Medical Device Rules (IMDR). This role involves preparing, reviewing, and updating key technical and regulatory documentation and supporting post-market surveillance activities. Roles & Responsibilities Preparation, review, and updating of Technical Files as per EU MDR 2017/745 and Device Master Files (DMF) as per IMDR . Maintenance of General Safety and Performance Requirements (GSPR) documentation in compliance with applicable guidelines. Preparation of Risk Management Plans and Reports as per ISO 14971 and other applicable standards. Development and review of Clinical Evaluation Protocols and Reports (CEP/CER) as per MDR/IMDR guidelines. Preparation and maintenance of Post-Market Surveillance (PMS) , Post-Market Clinical Follow-up (PMCF) , and Periodic Safety Update Reports (PSUR) . Documentation of Design and Development activities, ensuring alignment with regulatory and internal design control requirements. Drafting and reviewing Usability Engineering Protocols and Reports in compliance with ISO 62366. Monitoring, tracking, trending, and reporting of all reportable events , including serious/adverse incidents and field safety corrective actions (FSCA) . Keeping up to date with current national and international regulations, standards, and best practices relevant to the medical device industry. Ensure proper handover of responsibilities to designated personnel during absence. Desired Candidate Profile Prior experience in quality assurance or regulatory affairs for medical devices. In-depth understanding of EU MDR 2017/745 , IMDR , and related standards (e.g., ISO 13485, ISO 14971, ISO 62366). Strong documentation and review skills. Attention to detail with good organizational and analytical abilities. Effective communication skills and the ability to work independently as well as in a cross-functional team.

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

• Increase database by meeting clients and taking reference from existing to build AUM. • have knowledge of products like Insurance, fixed income, mutual funds. • understand portfolio in terms of risk, to achieve financial goals.

Experience- 5 to 10 Job locationMumbai all/Vadodara/Hyderabad/Bangalore/Chennai Annual offered salary 7 L acs to 13Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- 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 selling AMC 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

Key Responsibilities: Assist in designing and implementing OD and OE strategies that align with business priorities. Support the end-to-end execution of the Performance Management cycle, including goal setting, reviews, feedback, and performance calibration. Conduct diagnostics and help gather insights through surveys and data analytics to support organizational interventions. Drive change management and capability-building initiatives in partnership with HRBPs and business leaders. Track key HR metrics and prepare reports and dashboards to support decision-making. Collaborate with cross-functional HR teams to ensure alignment of initiatives. Requirements: Masters degree in Human Resources or related field. 2–4 years of relevant experience in OD/OE and PMS. Strong understanding of performance management frameworks and tools. Excellent interpersonal, analytical, and communication skills. Ability to work collaboratively and manage multiple priorities. What You’ll Gain: Opportunity to shape and influence the people agenda at Wonderla. Exposure to large-scale HR transformation initiatives. A vibrant, supportive, and learning-driven culture. Role & responsibilities Preferred candidate profile

Role & responsibilities Candidate will be responsible for direct sales of DEMAT Accounts and margin collection for equity and commodity. Responsible for generating revenue from Insurance, Value pack & ACE , TGS. Responsible for cross sale product like MF and PMS . Candidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients. Preferred candidate profile - Candidates with experience in direct channel sales & own customer base will be preferred. Local candidates of Raipur ONLY. No Relocation Perks and benefits -As per company norms.

We are seeking an experienced and highly motivated Business Development Manager to support the growth and expansion of our AMC services portfolio. This role is pivotal in identifying new business opportunities, fostering strong client relationships, and driving revenue generation through strategic initiatives and targeted market penetration. Key Responsibilities: Enhance Retail Coverage: Expand the AMCs presence across retail distribution channels including IFAs, national distributors and regional distributors Onboard new partners to widen the geographic and demographic reach. Relationship Management: Maintain and deepen engagement with existing distribution partners. Regularly interact with channel partners to understand their needs and align AMC offerings accordingly. Sales Focus Areas: Drive business through consistent promotion of SIPs (Systematic Investment Plans) to ensure long-term retail flows. Actively work towards increasing penetration of PMS (Portfolio Management Services) and AIFs (Alternative Investment Funds) through retail distribution. Ensure timely approvals and empanelment of AMC products across distribution partners. Business Promotion & Campaigns: Plan and execute business promotion activities, joint marketing campaigns, and retail-focused initiatives in collaboration with channel partners. Monitor campaign performance and course-correct to achieve business objectives. Market Share Growth: Strategize and implement initiatives to increase AMCs wallet share across key distribution partners. Analyze competitor activities and adapt sales strategies to gain market edge. Investor & Partner Engagement: Organize and conduct investor awareness programs, partner meets, and investor education initiatives in alignment with regulatory guidelines. Represent the AMC at various industry forums, seminars, and local events to build brand visibility and trust. Reporting & Analysis: Track sales performance against targets and report key metrics to leadership. Provide market feedback for product and strategy alignment.

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com