3806 Pms Jobs - Page 20

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targe...

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

Role/Position : PMS Manager Department : Data Team/ PMS ( For Vessel PMS Module Data building) About JiBe: JiBe is a cloud-based fully integrated ERP system for the shipping industry. Our goal is to allow shipping companies to improve productivity, efficiency, and safety levels, while reducing costs. JiBe ERP enables increased automation and streamlining processes, creating pre-defined workflows and reducing the usage of email and paper. Job responsibilities Strong knowledge of all vessel data building aspects including spare parts, machinery and jobs (PMS and CMS) Analyzing and documenting various aspect of the PMS Understanding and documenting client requirements regarding data building (P...

Role: HR Manager Total experience Req: 8-12 Years Location: Hyderabad (Preferring Localities) Work Mode: WFO 5 days (Max Budget: 14 LPA Fixed) Notice Period: Immediate to 15 days only. Mandatory Skills: PMS, Skill Matrix, Gap Analysis, Learning & Development (L&D), Vendor Management, HRIS. Interested please reach me out [HIDDEN TEXT] Company Description: Healthfirst Technologies is a pioneering company in product design and development across various domains. We specialize in end-to-end product development and management, with a focus on the healthcare and insurance industries. Our team of experts and over 20 years of strategic product engineering experience enable us to create best-of-breed...

Job Title: Sr. Relationship Manager - Wealth Management Location: Mumbai/Pune Department: Wealth Management Experience: 5-8 years Role Overview As a Sr. Relationship Manager - Wealth Management , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design investment solutions accordingly. Monitor ...

Job Type: Full Time | Location: Bangalore Company: Sinhasi Consultants Pvt Ltd | website: www.sinhasi.com Position: Assistant Manager Investment & Financial Plan Servicing No. of Position: 2 Qualification: Graduate/Post-Graduate/CFP/CWM/NISM XA & XB Experience: 1-2 years of experience in Plan servicing and operations Job Description: Responsible for execution of investment suggestions. On time and efficient execution of Investments, Insurance plans etc. Client coordination for completing all KYC compliant documentation and other documentation Responsible for completing all paperwork towards Financial Plan implementation. To coordinate with vendors / product manufacturer to execute and resolv...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Flutter resources We looking for Resource with 5+ years of experience on Flutter. It is important they have expertise on DART Are there any other specific tech skills that you are looking at candidates having an expertise on apart from Flutter like React / ReactJS, etc. A JD would be preferred.ONLY FLUTTER What is the preferred experience level for these resources?5+ years Are there any time zone overlaps with IST?11- 8pm Are you looking for all as developers or 1 amongst them to lead /sr. developer ? When is the tentative start date for this project and are you OK to have couple start immediately and rest be deployed in time gap of 2/3 weeks? Start is immediate after clearing our selection ...

Description: Skills - Collibra JD - Experience in Collibra Develop and implement seamless data quality and governance integration between Azure Databricks Collibra, ensuring accurate, governed data flows and compliance with organizational standards Strong experience in Data quality Experience in Data catalog Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade :C Level :To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) :No Remote work possibility :No Global Role Family :To be defined Local Role Name :To be defined Local Skills :Collibra Languages Required::ENGLISH Role Rarity :To Be Defined

Description JD Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade C Level To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) No Remote work possibility Yes Global Role Family To be defined Local Role Name To be defined Local Skills ServcieNow Languages RequiredENGLISH Role Rarity To Be Defined

Description JD Named Job Posting? (if Yes - needs to be approved by SCSC) Additional Details Global Grade C Level To Be Defined Named Job Posting? (if Yes - needs to be approved by SCSC) No Remote work possibility No Global Role Family To be defined Local Role Name To be defined Local Skills HRSD Configurator Languages RequiredENGLISH Role Rarity To Be Defined

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

- Urgent Requirement for an Asset Management Company. Position Assistant Manager PMS Operations (Wealth). LocationMumbai - 5 days working. Timings 9 am to 6 pm. Assistant Manager PMS Operations is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: Operational Management:- Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting.- Oversee reconciliation of portfolio transactions,...

Equity sales to clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Asset gathering through Advisory products, Investment products, IPO, ETF etc. Acquire & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. Help customers to Execute trade online and place orders on behalf of customers .Giving confirmation of orders and trades done during the day to clients. Advising clients...

Deputy Manager / Manager Compensation & Benefits (HR) Location: Chhatrapati Sambhajinagar (Aurangabad) Experience: 10+ years Education: MBA/MSW/PGDBM in HR or equivalent Key Responsibilities: Design and implement total compensation & benefits strategy Lead annual appraisal cycles and performance pay processes Collaborate with department heads on KPIs and salary proposals Drive HR automation initiatives (HRIS implementation) Ensure compliance with labour laws and internal policies Monitor headcount, attrition, and labour cost metrics Represent HR in audits and statutory reviews What You Bring: Proven experience in Compensation & Benefits Strong analytical and quantitative skills Knowledge of ...

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch 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. • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Preferred c...

1) Responsible for gathering assets for investment products such as mutual funds, PMS, AIF 2) Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. 3) Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. 4) Create an incremental SIP Book 5) Will be responsible for achieving New Business development targets by reactivating / activating new clients. 6) Ensure all clients are met on a regular basis. 7) To acquire new clients and activate them with asset collection. 8) Ensure 2-3 client meetings are done per day within your territory.

HR Strategy & Leadership: Lead the overall HR strategy for the organization in alignment with long-term business goals. Provide thought leadership to the executive team on organizational effectiveness, workforce planning, and people development. Talent Acquisition & Workforce Planning: Drive senior-level hiring, succession planning, and manpower optimization across real estate verticals. Oversee employer branding initiatives and ensure a robust talent pipeline. Performance Management & OD: Design and implement performance management systems (PMS) to build a high-performance culture. Lead organization development (OD) initiatives focused on structure, role clarity, and capability enhancement....

Job Title: Team Leader - Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 - 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact fo...

Job Title: Affluent Relationship Manager Customer Engagement Channel Location: Mumbai Industry: Banking / Financial Services / Investment Advisory Experience Required: 5 10 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point contact for assigned HNI/U...

Key Responsibilities: 1. Recruitment & Onboarding: - Manage end-to-end recruitment for mid-level and junior positions. - Coordinate with department heads to understand manpower requirements. - Conduct interviews, shortlist candidates, and facilitate onboarding processes. 2. Employee Relations: - Act as a point of contact for employee grievances and conflict resolution. - Foster a positive work environment and promote open communication channels. - Conduct exit interviews and analyze attrition trends. 3. HR Operations: - Oversee attendance, leave management, and payroll processing in coordination with the HR team. - Ensure HRIS system is updated and accurate. - Manage employee records and doc...

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