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6.0 - 11.0 years
15 - 30 Lacs
New Delhi, Hyderabad, Bengaluru
Work from Office
Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and analyze annual reports for enhanced client engagement. • Support new client acquisition efforts and build long-term, high-value relationships. • Stay updated with market news, financial trends, and regulatory developments. • Attend post-result conference calls, analyst meets, and other knowledge-enhancing events to improve service delivery. • Leverage personal and professional networks to open quality accounts.
Posted 1 month ago
8.0 - 12.0 years
15 - 25 Lacs
Kolkata, Ahmedabad
Work from Office
Position: Sales Location: Gujarat and Kolkata Minimum 8+ years of B2B sales experience in SEBI-regulated PMS / AIF / mutual funds or in Wealth Management setups. Should have handled HNI / Wealth / Family office in prior roles.
Posted 1 month ago
5.0 - 10.0 years
8 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the 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 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 : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form 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) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) 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 . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com
Posted 1 month ago
5.0 - 10.0 years
7 - 17 Lacs
Bengaluru
Work from Office
Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 : 6 8 Areas Activities 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) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) 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 . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com
Posted 1 month ago
8.0 - 13.0 years
25 - 30 Lacs
Mumbai, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Managing SEBI related compliances for broking houses Ensure routine compliance with the regulatory requirements of stock exchanges Monitor and review all circulars, notifications, and guidelines issued by regulatory authorities such as SEBI and stock exchanges. Manage letter of observations received from Exchanges. Implement Key circulars from Exchanges and SEBI. Submit various reports within due date to regulatory authority: Internal audit, Cyber security audit, system audit, Risk based supervision, Annual Returns Liaison with product and tech teams to integrate SEBI and Exchange approved features
Posted 1 month ago
10.0 - 20.0 years
40 - 70 Lacs
Nagpur, Chennai, Mumbai (All Areas)
Work from Office
Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly
Posted 1 month ago
0.0 - 1.0 years
1 - 1 Lacs
Bengaluru
Work from Office
Trading experience of minimum 6 months. Should have exp in Cross selling- MF, PMS, NCA. Out calling new Sharekhan clients by giving them Welcome call, Client Profiling & Trade Initiation. Guidance for initial trades to the new Sharekhan clients.
Posted 1 month ago
6.0 - 9.0 years
8 - 10 Lacs
Chennai
Work from Office
1.Legal and Statutory Compliances of on roll and off manpower 2. Time & Attendance (Onroll + Off Roll) 3. Payroll (Onroll + Off Roll) 1. Inspection & Audits 5. Budget 6. Manpower Information Systems 7. Scrap Management 8. Employees Satisfaction Survey 9. Policies & PMSRole & responsibilities
Posted 1 month ago
3.0 - 8.0 years
5 - 15 Lacs
Nashik, Pune, Ahmedabad
Work from Office
In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.
Posted 1 month ago
8.0 - 13.0 years
1 - 2 Lacs
Hosur
Work from Office
Senior Manager HR required for reputed organisation in Hosur,Tamil Nadu location Dear Professionals,, I am Sindhura C , from the Pharma Vertical of Masadir HR Services , an International Recruitment Firm. We have been retained by professionally managed organisation to recruit Senior Manager HR for them. The job location is in Hosur. Qualification: MBA/MSW Experience: Min 8yrs Expert on labour laws and compliance Should have handled Factory operations at a Unit level and at a National level Should be well versed with automation and new HR practices in Manufacturing Plants Execution of Corporate HR plan - PMS, L&D , Action planning & execution of employee engagement If you are interested in exploring the above opportunity, kindly share your updated resume with me please. In case, if you are not interested, kindly feel free to refer your friends who may be interested in this. Looking forward to hearing from you soon. Thank you! Have a great day! Warm Regards, Sindhura C Associate| Global Talent Acquisition Operations | India Mobile/ WhatsApp : +91 6282564376 Email Id: sindhura.c@masadirservices.com www.masadirservices.com
Posted 1 month ago
10.0 - 20.0 years
5 - 14 Lacs
Hyderabad, Chennai
Work from Office
- 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@yahoo.com
Posted 1 month ago
10.0 - 18.0 years
15 - 30 Lacs
Hosur
Work from Office
Hi, I am Nirmal from the Non it Vertical of Masadir HR Services, an International Recruitment Firm. We have been retained by a professionally managed organisation to recruit Senior Manager HR for them. The job location is Hosur . Kindly find below the job description: Expert on labour laws and compliance Should have handled Factory operations at a Unit level and at a National level Should have experience in managing contract labour Very good in Cost management and analytics Should be well versed with automation and new HR practices in Manufacturing Plants. Execution of Corporate HR plan - PMS, L&D, Action planning & execution of employee engagement Budgeting, Administration and facilities management of Manufacturing Units, Guest houses, Security, Canteen,Guest-house, Travel (incl. stay) If you are interested or know any suitable candidates kindly share your updated resume with me through Whatsapp 8608205815 . Looking forward to hearing from you soon. Thank you! Have a great day! Regards Nirmal Marimuthu Associate | Global Talent Acquisition Operations M: + 918608205815 E: nirmal.m@masadirhr.com
Posted 1 month ago
5.0 - 10.0 years
8 - 10 Lacs
Bengaluru
Work from Office
Job Description - GLSP Purpose: To draft job description for each position to ensure the quality hiring of each personnel. DEPARTMENT: HR & Administration SKILLS/EXPERIENCE REQUIRED: POSITION: AM- HR MINIMUM QUALIFIFACTION: MBA in Human Resource Management/PGDHRM MINIMUM EXPERIENCE: Minimum 5- 6 Years of relevant experience TRAINING/CERTIFICATION: NA ROLES AND RESPONSIBILTIES: Execute internal recruitment for all levels as and when required: Sourcing candidates. Conducting assessment and technical interviews, Background & Document verification Performing all joining formalities like induction, Documentation, Office supplies etc Performance Management System: Establishing, setting goals and targets for team members in coordination with department heads, facilitating performance assessment, facilitating rewards and recognitions. Leave management and attendance tracking Planning and executing employee welfare activities and other office events. Ensuring smooth exit of an employee along with exit interviews with full & final settlement. IMS, BSC, WELL Compliances: Process owner, Documentation and Assisting in external auditing. Assisting management in documentation, Follow ups and process implementation work. Drafting and managing all type of company documents like Manuals, Department SOPs, forms, Records, company client communication. Ensuring all staff benefits like Health insurance, Internet plans, Mobile, IT assets etc Incident investigation: Own and analyze incidents when they occur. Identify the root cause and ensure mitigation steps are taken. Ensure additional steps are taken to prevent the same Ensure OHS Related aspects Knowledge on energy management system. Contact Details : 8921174281/ 9538003766
Posted 1 month ago
5.0 - 10.0 years
20 - 25 Lacs
Ahmedabad
Work from Office
Role & responsibilities Manager - AIF Cat III & Fund Management Entity (FME) / Compliance Officer Location: GIFT City, Gujarat Reporting to: Group CFO Key Responsibilities: 1. Accounting & Financial Reporting • Ensure timely preparation of financial statements, audit support files, and reports for the AIF and FME. • Coordinate with fund administrator/fund accountant for timely NAV calculations • Oversee reconciliation of bank accounts, investor contributions, investments, and expenses. 2. Compliance & Regulatory Reporting • Ensure ongoing compliance with SEBI AIF Regulations, IFSCA (Fund Management) Regulations, Companies Act, FEMA, and other applicable GIFT City guidelines. • File periodic reports, including monthly, quarterly, and annual filings with IFSCA • Assist in drafting and maintaining compliance manuals, SOPs, and internal policies. • Ensure timely submission of regulatory forms, including AIF returns, KYC, and AML reporting. • Coordinate with auditors, legal advisors, tax consultants, and regulators. 3. Fund Operations • Handle investor onboarding (including KYC, FATCA, CRS compliance). • Coordinate capital call and distribution notices, fund flows, and reporting to investors. • Work with custodians, bankers, fund administrators, and portfolio managers for smooth transaction execution. • Maintain investor records, drawdown schedules, commitment tracking, and performance reporting. 4. Others • Manage documentation including board minutes, investor communications, and vendors & service provider agreements. • Support in organizing board and investor meetings, keeping minutes, and ensuring necessary resolutions are passed and filed. • Maintain physical and digital filing systems for statutory and operational documents. Candidate Profile: CA / CFA / CS / MBA Finance with 5 years+ experience (relevant experience is preferred)
Posted 1 month ago
3.0 - 8.0 years
12 - 18 Lacs
Kolkata, Delhi / NCR, Mumbai (All Areas)
Work from Office
1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.
Posted 1 month ago
10.0 - 12.0 years
10 - 15 Lacs
Visakhapatnam
Work from Office
Lead Performance Management Location: Visakhapatnam Industry: Electronics & Industrial Automation Department: Human Resources Reporting To: Managing Director (MD) and Vice President (VP) – Dual Reporting Job Purpose: To lead and institutionalize a performance-driven culture across the organization through strategic implementation of the Performance Management System (PMS), including Balanced Scorecard (BSC) methodology. This role ensures performance alignment with business goals and provides data-driven insights to the MD and VP. Key Responsibilities: Strategic Performance Management Design and manage the end-to-end PMS for the organization. Act as a strategic advisor to the MD and VP to align business and people performance. Institutionalize Balanced Scorecard (BSC) to measure performance across Financial, Customer, Internal Process, and Learning & Growth perspectives. Balanced Scorecard (BSC) Framework Develop BSC-based scorecards at organization, department, and individual levels. Define SMART KPIs across all four BSC dimensions: - Financial: Revenue per employee, cost reduction initiatives. - Customer: Client satisfaction scores, project delivery metrics. - Internal Processes: Operational efficiency, compliance adherence. - Learning & Growth: Training hours, innovation participation, succession readiness. Generate dashboards and BSC reviews for strategic decision-making by MD and VP. Appraisal and Review Management Lead annual and mid-year performance review cycles. Drive calibration and moderation processes across departments. Ensure objectivity, consistency, and linkage of performance to rewards. Goal Setting & KPI Cascading Work with functional heads to set and align KRAs/KPIs based on the BSC. Ensure cascading of goals from corporate to individual levels through a structured process. Data Analysis & Reporting Provide monthly and quarterly MIS on performance metrics. Analyze performance data to identify trends, gaps, and improvement opportunities. Employee Development & Talent Decisions Partner with L&D to link performance outcomes to training and development. Enable succession planning, HiPo identification, and role readiness mapping using BSC insights. Automation & Process Improvement Leverage HRMS tools (e.g., SuccessFactors, Darwinbox) to digitize and track performance. Continuously improve PMS and BSC processes using industry benchmarks and internal feedback. Key Requirements: Education: MBA/PGDM in HR or equivalent from a reputed institute. Experience: 8–12 years in HR with a strong focus on Performance Management and Balanced Scorecard implementation. Industry Preference: Electronics, Industrial Automation, Engineering, or Manufacturing. Technical Skills: Proficiency in BSC, PMS modules of HRMS systems, Excel, analytics, and dashboard tools. Behavioral Competencies: - Strategic thinking and execution capability. - Strong communication and stakeholder engagement skills. - Ability to manage dual reporting and multiple business expectations. Preferred Attributes: Demonstrated experience in deploying BSC in a manufacturing or engineering environment. • Strong analytical skills to interpret performance data for leadership use. • Comfortable working in matrix organizations with cross-functional dependencies.
Posted 1 month ago
2.0 - 4.0 years
1 - 2 Lacs
Mumbai Suburban
Work from Office
Be able to take MTO from P and ID and plot plan. should be familiar with spec break, PMS, apply legend PID to actual MTO, specialties item ,fully conversant with excel, knowledge of WBS, Iso sketches, familiar with navisworks, hook up drawings
Posted 1 month ago
4.0 - 9.0 years
4 - 8 Lacs
Noida, New Delhi, Delhi / NCR
Work from Office
Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - 13th Floor - A, Statesman House, Barakhamba Road, New Delhi - 110001 Noida - ANSAL FORTUNE ARCADE, Unit no = MZ 52 To 63, MEZZANINE FLOOR, ANSAL FORTUNE ARCADE SECTOR 18, NOIDA PIN- 201301 UTTAR PRADESH Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com
Posted 1 month ago
3.0 - 8.0 years
5 - 10 Lacs
Rajkot, Surat, Vadodara
Work from Office
Opening for Leading Investment Advisors firm. Role & responsibilities : Observe & imbibe & prepare for acquiring new clients by assisting the Zonal & Regional Heads. Practice and tests sales strategies by connecting with existing and new clients. Maintain and develop relationships with clients. Drive business through the advisors, bankers, national distributors, family offices, advisory firms, asset allocators and wealth management outfits. Assists clients in providing them with information like product or service quotes. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Generating incremental AUM through business partners, self-sourcing, client referrals and building relationships with large family offices. Cross-sell of company's products, generate awareness about the brand and various basket of products. Introduce PMS Portfolios from AMC & AIF product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same Excess learning and subsequently reproducing stock identification and stock selection nuances to the partners and prospective clients. Understanding the clients requirements & recommending the strategy accordingly Network with clients to identify avenues for new business opportunities Getting in depth understanding on how various industries, sectors and businesses work and forecasting their future growth. Interested candidates shared resume on snehal@topgearconsultants.com
Posted 1 month ago
7.0 - 12.0 years
27 - 30 Lacs
Hosur
Work from Office
Role & responsibilities Requirements: Expert on labour laws and compliance Should have handled Factory operations at a Unit level and at a National level Should have experience in managing contract labour Very good in Cost management and analytics Should be well versed with automation and new HR practices in Manufacturing Plants MBA from a reputed institute and having a work experience of 10 - 12 years doing a similar role in mid-sized companies. Execution of Corporate HR plan - PMS, L&D, Action planning & execution of employee engagement Budgeting, Administration and facilities management of Manufacturing Units, Guest houses, Security, Canteen, Guest-house, Travel (incl. stay)
Posted 1 month ago
2.0 - 7.0 years
4 - 9 Lacs
Hyderabad, Bangalore Rural, Bengaluru
Work from Office
Equity Advisor / Dealer | reputed stock broking group | Hyderabad & Bangalore Role & responsibilities To trade on behalf of customers with their consent in Equity & Derivative segments. Manage clients day-to-day trades & investments. Ensure activation of mapped clients. The candidate will operate from the terminal Candidates need to have a client base. Interact with mapped DIGI Partners and help them build client wise trading strategy & execute the same. Preferred candidate profile Minimum 2 years in the broking industry with B2B experience preferred. Strong understanding of equity broking, mutual funds, PMS, and investment products. Ability to support, and collaborate with partners to drive client trading activity. Apply Now!!
Posted 1 month ago
8.0 - 12.0 years
8 - 10 Lacs
Pune
Work from Office
Drive HR strategy, workforce planning, talent hiring, training, performance, and engagement. Ensure smooth HR operations, compliance with labor laws, statutory norms, and data-driven decisions for continuous plant HR excellence.
Posted 1 month ago
3.0 - 8.0 years
7 - 12 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job Description: Investment Portfolio Advisor Job Title: Investment Portfolio Advisor Department: Wealth Grade: M1 to M5 Position Purpose : Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). 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. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Technical & Behavioral Competencies Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Specific Qualifications (if required) Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF)
Posted 1 month ago
3.0 - 8.0 years
8 - 14 Lacs
Thanesar, Mumbai Suburban, Mumbai (All Areas)
Work from Office
Role & responsibilities : 1. HR Policy Design & Compliance Design, review, and update HR policies in line with legal requirements and business strategy. Ensure consistent communication, understanding, and implementation of policies across the organization. Establish governance mechanisms and compliance frameworks in HR operations. 2. Job Description Writing Collaborate with department heads to draft, update, and maintain JD templates. Ensure role clarity, competency alignment, and standardization across functions. Maintain a centralized repository of all JDs. 3. HRMS Implementation & Administration Oversee the rollout and maintenance of the HRMS (e.g., employee data, onboarding, payroll, leave & attendance). Coordinate with vendors/IT for system upgrades and issue resolution. Train internal teams on HRMS usage and reporting capabilities. 4. Succession Planning framework Responsible for designing and implementing succession planning strategies across critical roles to ensure leadership continuity. Collaborates with business leaders to identify high-potential talent and create development roadmaps. 5. Performance Management & Goal Setting Drives talent assessments, maintains succession pipelines, and supports long-term organizational capability building. Drive the end-to-end performance management process ensuring timely goal setting, reviews, and feedback cycles. Align individual and team goals with organizational objectives to foster accountability and business impact. Partner with leadership to build a performance-driven culture through tools, training, and continuous improvement. 6. Compensation Benchmarking Conduct salary benchmarking and compensation surveys against industry standards. Recommend salary revisions, pay bands, and reward structures to attract and retain talent. Support the annual budgeting and increment planning process.
Posted 1 month ago
3.0 - 6.0 years
3 - 6 Lacs
Pune
Work from Office
HR Processes & Policies. HR Interventions. OD Interventions. PMS, "Statutory Compliance". Payroll Processing. "Foreigners Regional Registration Office Formalities". Recruitment, Training Coordination. Liasoning with Govt. Authorities. Required Candidate profile "Male Candidate" with an experience of 3-6 Years as "HR Officer / HR Executive" in a Manufacturing Company. "Experience in Chinese Companies is preferred". Perks and benefits Company's Transportation & Canteen Facility.
Posted 1 month ago
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