1505 Pms Jobs - Page 29

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

1. Responsible for Sales for the assigned set of Banks, National distributors and IFA's 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling 3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors 4. Should be completely updated on the various products and markets situation and scenario 5. Responsible for Distributor Servicing for the assigned distributors 6. Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc. 7. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

Urgent Hiring for AVP Sales Relationship Manager role Location- Ahmedabad(Gujrati language preferred) Experience- 8to 15 years Skills- Sales relationship, deals with mutual fund, AIF, PMS, Wealth Management Share cv at shreya.gupta@aptita.com

This is a full-time, on-site role for a Relationship Manager, located in *Kochi- Kerala*. Qualifications- NISM 5 & 8 ( is a MUST ), Bachelor’s Degree.

Roles & Responsibilities Coverage Meeting distribution fraternity in micro markets and creating brand visibility Product Empanelment Onboarding and product launch Training and mentorship of distributor team Client meetings with distribution partners Documentation and closure Build the company’s distribution initiatives and relationships with key distributors Engage in increasing market share & visibility amongst select key distributors and manage new distributor empanelment. Take calls with distributors in a competitive market and assist them in documentation. Channelize key market intelligence to the products & investment team. Liaise with investment team for investment ideas, distributor’s visits, con-calls, etc. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant updation on new products & best practices. Have a strategic mindset which focuses on long term growth even though targets need to be met every quarter. Own recruiting, objectives setting, coaching and performance monitoring of channel partners Build and promote strong, long-lasting partner relationships by engaging with them and understanding their needs. Spearheads the preparation and presentation to client of proposals and all client presentations. Identify emerging markets and market shifts while being fully aware of new products and competition status. Works within a matrix environment to achieve cross-functional strategic goals. Develop and implement new initiatives, strategies and programs to capture key demographics.

HR Generalist

Role & resp Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - 1. Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. 2. Selling of products : Mutual Funds, PMS, Structured Products. 3. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. 4. Experience of advising clients across asset classes. 5. Strong analytical skills and ability to work in teams. 6. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) 1. Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. 2. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 3. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 4. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 5. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 6. To conduct and assist in organizing seminars, workshops and other business development activities. onsibilities Preferred candidate profile

Managing Wealth Products- MFs, PMS & AIF along with Cross sales. Brining in HNI & UHNI Clients for investment products

Responsible for L&D related activities of the Plant & reports to Plant HR Head Required Candidate profile MBA - HR with 5+ Yrs of experience in manufacturing companies & looking after the same learning & Development profile.

Manage HR and Admin operations Coordinate with Finance, Sales, Marketing and Site teams Manage Company policies Oversee project execution and Team performance Required Candidate profile Minimum 3 years in a GM or similar leadership role mandatory Ability to work under pressure

10 to 15 years of experience required in Business Development for AIF/PMS business Gurgaon Location As the Head of Business Development, you will play a pivotal role in driving revenue growth by strategically offering AIF/PMS products to HNI, UHNI, and corporate clients. The primary responsibilities will include developing and executing comprehensive business development strategies, establishing and nurturing client relationships, and achieving sales targets. Key Responsibilities: Strategic Planning: Develop and implement a robust business development strategy for AIF/PMS products. Identify and prioritize target markets and segments to maximize revenue opportunities. Client Acquisition: Cultivate and expand relationships with HNI, UHNI, and corporate clients. Proactively identify new business opportunities and partnerships. Leverage existing networks and establish a strong presence in the market. Sales Execution: Lead the end-to-end sales process, from prospecting to deal closure. Conduct product presentations, workshops, and engage in consultative selling. Collaborate with the product and investment teams to tailor solutions to client needs. Market Information: Stay abreast of industry trends, competitor activities, and market dynamics. Provide timely and insightful feedback to enhance product offerings and marketing strategies. Cross-functional Collaboration: Work closely with internal teams, including marketing, legal, and operations, to ensure seamless execution of business initiatives. Collaborate with senior leadership to align business development goals with overall company objectives. Qualifications: Bachelor's degree in Business, Finance, or related field (MBA preferred). Proven track record of successfully working with AIF/PMS products to HNI, UHNI, and corporate clients. Extensive experience in financial services, with a deep understanding of investment products and markets. Strong network within the financial industry and the ability to build and maintain relationships. Exceptional communication and presentation skills. Leadership experience and the ability to lead a high- -performing business development team.

Responsible for Hire to Retire life cycle of candidates. Good exp in Talent Acquisition, compensation and Benefits, Employee Engagement ,Reward & Recognition,T&D, Screening, Performance Management, ,HR processes,Talent retention etc.HR MIS knowledge. Required Candidate profile PG in HR with 6-9 yrs exp in plant HR function exp in Talent acquisition , T&D,PMS, ,Compensation and Benefits, PMS, Training & Development, Employee Engagement etc.Candidate life cycle management.

Job Locations: AHMEDABAD, VADODARA, SURAT & RAJKOT Role Name: Investment Specialist - Branch Banking / Affluent Channel JOB ROLE: DEVELOPS NEW AND EXPANDS EXISTING HIGH NET WORTH CUSTOMER RELATIONSHIPS FOR LIABILITIES BY SOURCING CATEGORY A PRIORITY CUSTOMERS. SOURCES NEW BANK CUSTOMERS THROUGH EXTERNAL INDIVIDUAL EFFORTS AND ACQUISITION CHANNEL. ENSURES HIGH LEVELS OF CUSTOMER SERVICE ORIENTATION AND APPLICATION OF BANK POLICY. CROSS SELLS BANK PRODUCTS TO EXISTING SET OF CUSTOMERS INFORMS CUSTOMERS OF NEW PRODUCTS OR PRODUCT ENHANCEMENTS TO FURTHER EXPAND THE BANKING RELATIONSHIP. PLANS AND CONDUCTS SPECIAL SALES INITIATIVES AND EVENTS FOR PROSPECTIVE AND EXISTING CLIENTS. COORDINATES WITH OTHER GROUP COMPANIES TO PROVIDE SEAMLESS ACCESS TO OTHER PRODUCTS. MAINTAINS COMPLETE RELATIONSHIP RECORD FOR ASSIGNED CUSTOMER ACCOUNTS. JOB REQUIREMENT: DEVELOPING AND MAINTAINING BANKING RELATIONSHIPS WITH A SELECT GROUP OF HIGH NET WORTH CUSTOMERS THROUGH INDIVIDUALIZED CUSTOMER SERVICES. ADEPT AT CONSTRUING FINANCIAL REPORTS & HANDLING MIS GENERATION. POST GRADUATE - 6 -10 YEARS OF EXPERIENCE AMFI / IRDA

Responsibilities: Prefrence Serving notice period, immediate joiner . Lead HR strategy & policy formation Implement performance appraisals & PMS Develop manpower plans & budgets Oversee competency mapping & succession planning Ensure compliance with HR policies & KRAs Department: Human Resources – R&D Experience: 12+ years in HR, preferably with exposure to R&D/Engineering Education: MBA/PGDM in HR or equivalent Job Summary: The R&D HR Business Partner will serve as the strategic HR interface for the R&D team , The role involves talent acquisition, performance management, capability building, employee engagement, and aligning HR strategies with R&D objectives to foster innovation and engineering excellence. Key Responsibilities: 1. Talent Acquisition & Onboarding: Collaborate with R&D leaders to understand manpower requirements. Drive end-to-end recruitment for technical and R&D roles (Design, Testing, Validation, Simulation, etc.). Ensure smooth onboarding and early integration of new R&D hires. 2. Performance & Capability Development: Coordinate annual and mid-year performance reviews. Partner with R&D heads to identify training needs and technical upskilling areas. Implement IDPs (Individual Development Plans) for engineers and technocrats. 3. Employee Engagement & Retention: Conduct regular HR connect sessions with R&D employees. Address employee grievances and implement retention initiatives specific to technical talent. Drive rewards & recognition programs for innovation and design excellence. 4. Workforce Planning & Organization Development: Support R&D org design and restructuring based on project phases (Platform development, Vehicle Integration, Product Validation, etc.). Monitor headcount, internal transfers, and succession planning. 5. Compliance & HR Operations: Ensure adherence to labor laws, internal policies, and audit requirements within the R&D function. Maintain accurate HR MIS and analytics for R&D manpower. Skills Required: Strong understanding of engineering/R&D functions in automotive/agri-machinery industry. Excellent interpersonal and influencing skills. Proficiency in MS Excel, HRMS tools, and recruitment platforms. Knowledge of organizational development practices. Preferred Background: Experience in an HR role supporting R&D/Engineering/Technical functions. Exposure to tractor, Automotive, Construction/agricultural machinery or automotive OEM/Tier-1 companies is a plus.

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is USD15.1 billion and pension business book is USD47.7 billion (as of June 2024). Terming itself a Permanent Innovator, the Mirae Asset Financial Groups major businesses encompass: Wealth Management: Global Equities, Fixed Income, Retirement / Individual Pensions, Financial Products, and Insurance Investment Banking: IPO, M&A Advisory, Project Financing Alternative Investments: PEF, Infrastructure, Real Estate, REITs ETFs: Thematic ETFs, Research & Insights, ETF Model Portfolios Venture Capital: Aerospace, Robotics, Biotechnology, AI etc. Embracing AI: Robo-Advisors, AI-based Asset Management To know more about the Mirae Asset Financial Group, click here. About Mirae Asset Sharekhan Founded in 2000, Mirae Asset Sharekhan (ne Sharekhan) was one of the first brokers to introduce online trading in India. With a client base of over 30 lakh, 130+ branches and 4,400+ business partners, Mirae Asset Sharekhans full-service model is Designed for the serious. What differentiates Mirae Asset Sharekhan from discount brokers is our in-house expert research team, RMs and branches which are designed to help customers understand the required serious approach and leverage the power of their experience and expertise. About the business of Mirae Asset Sharekhan Mirae Asset Sharekhan offers a comprehensive range of trading and investment solutions, including equities, futures and options, portfolio management services, research, mutual funds and investor education. rd 3 June 2025 Investment Portfolio Advisor Job Title: Date: Branch Business Department: Location: Hyderabad Wealth Relationship Manager Reports to: (Direct) Manager Branch Business Sub Department Grade: (if applicable) (Functional) E4 M5 People Management Responsibility (Y/N) Number of Direct Reportees: N NA Position Purpose Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities 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. 1. 2. 3. 4. NISM VA (for Mutual Funds) NISM XXI A(for PMS) Insurance Corporate Agency License (SP Certificate) (for Insurance) NISM XIII A (for SIF) Skills Referential Behavioural Skills: (Please select up to 4 skills) Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Transversal Skills: (Please select up to 5 Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training Education Level: Bachelor Degree or equivalent Experience Level At least 2 years in Selling financial products and services Other/Specific Requirements (if any) Key Performance Indicators (KPI) Classification KPI Items Weight Net Equalized Assets collected (LS) Incremental SIP book & SIP Collection 25% 10% Core focus (40%) Net Clients activated (Clients with Asset) (Minimum 5K Asset) 5% New client & new asset (10%) Asset collection from Reactivated / New clients Branch Profitability 10% 25% 25% 100% Branch level Qualitative Evaluation BM & GH Evaluation Total Revenue through

Female - HR Trainee - Fresher - BBA/MBA/MCOM/BCOM DIRECTLY COME TO OUR OFFICE with YR CV Venue SDP HR SOLUTION 610,GOLDEN SQUARE Above Rajhans Cinema ABC CIRCLE Bharuch Salary 20k to 30k Female can come even if final result is awaited Required Candidate profile . Good Personality Excellent time management & communication Skills Interested WhatsApp on 9727755486 & Visit Our Office Share Resume on sdphrsolution@gmail.com with Subject: Female SDP Trainee . Perks and benefits Best CTC in Bharuch City. Fluent English & PC Skil

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals 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 Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi

Role & responsibilities Recruitment Training PMS Employee engagement Grievance Handling Compliance with HR policies, procedures, and labor laws HRIS Preferred candidate profile Masters degree (preferably in HR, Business Administration, or related field) 2 - 3 years of HR experience Excellent communication and interpersonal skills Proficient in MS Office and HR software/HRMS tools Ability to multitask and manage time effectively Strong problem-solving and organizational skills

Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. 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: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

About the job: Exciting opportunity to join a top performing private equity firm as a Compliance Officer. The Compliance Officer will play a critical role in ensuring that our firm and its funds adhere to all relevant laws, regulations, and internal policies. The ideal candidate will have a strong understanding of regulatory environment and a commitment to upholding the highest standards of integrity and ethical conduct. The ideal candidate should be an undergraduate from a Tier 1 college and have additional qualifications of being a CS LLB. The ideal candidate should have 7-10 years of work experience in the compliance role preferably at an AIF MF PMS. The ideal candidate should be a self-driven individual with a positive personality and be able to work well in a cross-functional team. Broad Scope of Work Ensure complete compliance with all constituent documents of the Funds and regulatory requirements PPM Audit and other Audits: Liaising with the auditor sharing requested information with the auditor, ensuring information accuracy, document formatting and timely completion Preparing reviewing receiving management clearance completing accurate regulatory filings in a timely manner and sourcing back up documents: FATCA CRS, FLA, Transaction related filing and reporting (pre and post), Form InVi, SEBI quarterly report, SEBI annual Compliance Test Report, PPM Audit reporting Ensuring timely investor internal reporting and communication: scheduled and immediate Assisting in timely completion of transaction related conditions precedent conditions subsequent on an as required basis Updating the team and ensuring SEBI compliances as per regulations and circulars (including new updates), internal policy compliances, compliance with Fund Documents, new investor clearances - implementation, preparing reports, monitoring, reporting and taking requisite action Ensuring timely World Check screening of investors, portfolio companies, UBOs, service providers and others as applicable and report escalate take action as required Reviewing all applicable regulatory portals such as SCORES, ODR etc. at frequent intervals and report escalate take action as required Reviewing applicable policies and updating them periodically Reviewing updating applicable NDAs, Agreements and Engagement Letters Respond to contributor queries, emails and other requests sent to the Fund Respond to queries, emails and other requests notices from Government and regulatory bodies, file responses rectifications and ensure complete satisfactory closure Execute pledge process prepare other process notes forms required by distributors contributors others Ensure timely communication to Trustee contributors on Fund matters reporting as required Leading providing support for new legal compliance related initiatives as and when needed Providing support to the team as and when needed across activities.

Position - AM / DM / Manager / AGM / DGM / GM / AVP / DVP / VP - Sales Real Estate Project Team Reporting in to the MD, the Dy.COO will provide regular and systematic assessments of the health of the business, including 1) Sales A. Drive the sales team to achieve the sales numbers and drive revenue. B. Create new product lines to contribute new lines of revenue to the business. 2) Marketing A. Supervise the marketing team to create and execute lead generation strategies to enhance the lead generation. B. Undertake the appropriate brand management activities to ensure the appropriate positioning of the brand, so as to make the selling process easier and raise the profile of the project. 3) Collections A. Supervise the collections team to ensure a healthy cash flow for the company through a reduction in the receivables. B. In the case of clients with significant payments over-due, interact with them directly if necessary to resolve the issue and reactivate the cash- flow. 4) Approvals and land acquisition A. Acquire the additional land required for the completion of the project at a reasonable cost. B. Get the necessary project approvals including those for all construction, infrastructure and development activities. 5) Construction and design A. Complete the construction activities in a timely manner. B. Get the project elements designed and the bill of quantities prepared in a timely manner. 6) Procurement and Labour A. Ensure that the procurement activities happen in a timely and efficient manner. B. Ensure the availability of labour in sufficient quantities to undertake the works. 7) HR Management A. Do the necessary manpower planning to identify the current and future manpower needs and guide the recruitment activities necessary to fill the gaps in a proactive manner. B. Undertake the necessary PMS activities to ensure the efficiency of HR spends and the attainment of organizational objectives. 8) Finance and fundraising A. Do the necessary financial control activities necessary to ensure the availability of funds on a timely basis and the appropriate cost management to ensure the efficiency of budgetary spends. B. Supervise the fundraising activities to ensure the financing of the project costs at the most favorable terms and the rapid progress and completion of the project. 9) Supervision of the support functions A. Manage the heads of the support functions such as legal, IT and Liaison appropriately to meet the project goals. Educational Qualifications 1) MBA or equivalent from a premier business school. 2) Significant experience at the top management level of a real estate company, preferably in plotted township development.

Position - AM / DM / Manager / AGM / DGM / GM / AVP / DVP / VP - Sales - Real Estate Project Team Reporting in to the MD, the Dy.COO will provide regular and systematic assessments of the health of the business, including 1) Sales A. Drive the sales team to achieve the sales numbers and drive revenue. B. Create new product lines to contribute new lines of revenue to the business. 2) Marketing A. Supervise the marketing team to create and execute lead generation strategies to enhance the lead generation. B. Undertake the appropriate brand management activities to ensure the appropriate positioning of the brand, so as to make the selling process easier and raise the profile of the project. 3) Collections A. Supervise the collections team to ensure a healthy cash flow for the company through a reduction in the receivables. B. In the case of clients with significant payments over-due, interact with them directly if necessary to resolve the issue and reactivate the cash- flow. 4) Approvals and land acquisition A. Acquire the additional land required for the completion of the project at a reasonable cost. B. Get the necessary project approvals including those for all construction, infrastructure and development activities. 5) Construction and design A. Complete the construction activities in a timely manner. B. Get the project elements designed and the bill of quantities prepared in a timely manner. 6) Procurement and Labour A. Ensure that the procurement activities happen in a timely and efficient manner. B. Ensure the availability of labour in sufficient quantities to undertake the works. 7) HR Management A. Do the necessary manpower planning to identify the current and future manpower needs and guide the recruitment activities necessary to fill the gaps in a proactive manner. B. Undertake the necessary PMS activities to ensure the efficiency of HR spends and the attainment of organizational objectives. 8) Finance and fundraising A. Do the necessary financial control activities necessary to ensure the availability of funds on a timely basis and the appropriate cost management to ensure the efficiency of budgetary spends. B. Supervise the fundraising activities to ensure the financing of the project costs at the most favorable terms and the rapid progress and completion of the project. 9) Supervision of the support functions A. Manage the heads of the support functions such as legal, IT and Liaison appropriately to meet the project goals. Educational Qualifications 1) MBA or equivalent from a premier business school. 2) Significant experience at the top management level of a real estate company, preferably in plotted township development.

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 1. Operational Management Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting. Oversee reconciliation of portfolio transactions, ensuring accuracy and compliance with regulatory requirements. Monitor cash flows, fund transfers, and portfolio performance metrics for client accounts. 2. Client Servicing and Communication Act as a point of contact for clients regarding account queries, reports, and statements. Address and resolve client escalations promptly to ensure high satisfaction levels. Provide periodic portfolio updates and performance reviews to clients as required. 3. Compliance and Documentation Ensure all processes adhere to SEBI guidelines and other regulatory requirements. Manage documentation for onboarding, periodic reviews, and audits, ensuring compliance and accuracy. Maintain a strong focus on KYC norms and anti-money laundering (AML) policies. 4. Team Collaboration Work closely with the investment team, back-office operations, and custodians to ensure smooth execution of trades and portfolio strategies. Support the Manager in identifying and implementing process improvement initiatives. Train and mentor junior staff members to maintain operational excellence. 5. Reporting and Analytics Prepare and analyze reports related to portfolio performance, operations metrics, and client data. Present periodic MIS (Management Information System) reports to the senior management. Key Skills and Competencies Technical Skills: Knowledge of PMS processes, portfolio reporting tools, and financial software systems (e.g., Bloomberg, Reuters, or PMS-specific platforms). Analytical Skills: Strong aptitude for data analysis, reconciliation, and problem-solving. Interpersonal Skills: Excellent communication and relationship management skills. Regulatory Knowledge: Familiarity with SEBI regulations and compliance norms in the PMS domain. Detail Orientation: High focus on accuracy and attention to detail in processes and documentation.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Senior Relationship Manager / Branch Dealing Ahmedabad Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM VA, NISM VIII, IRDA Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at neha.singh@hdfcsec.com Regards, Neha Singh HR - HDFC Securities ltd