1505 Pms Jobs - Page 30

L&D Design (training content), PMS performance evaluation process, ensuring timely accurate completion., HR SOP Policy Recruitment, Social Media Accounts, HR Operation, Vertical HRs: Collaborate with HR teams, Newsletters Design, create, distribute Required Candidate profile Operations: Provide HR support operations, employee engagement, conflict resolution, policy implementation HRMS Manage and maintain the Zing-HRMS, ensuring data accuracy and compliance,

Immediate and Urgent requirement Senior Relationship Manager Job Location - Ahmedabad / Navrangpura Office Address: SF 201, ABC-3, Opp Sardar Patel Nagar, Opp. Hotel Nest, Off C G Road, Navarangpura, Ahmedabad - 380009 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 Minimum 4+ Years of experience in Equity Dealing NISM VIII, NISM VA, IRDA Certification Salary Best in Industry. Interested candidate can share their resume at monikarathod@hdfcsec.com

Job Summary: We are seeking a proactive and passionate Associate HR with 3-5 years of experience in Recruitment and HR Generalist functions. The role involves managing end-to-end talent acquisition, HR operations, employee engagement, and supporting overall HR strategy implementation. Key Responsibility Areas (KRAs): 80% Recruitment & 20% Operations Preferred candidates from Bangalore location Recruitment & Talent Acquisition: Manage the complete recruitment lifecycle (sourcing to onboarding). Identify and engage suitable candidates via job portals, LinkedIn, internal references and other sources. Perform basic fitment assessment of the candidates and objectively qualify candidates before being sent to hiring managers Coordinate interviews, assessments, and selection processes with hiring managers. Drive employer branding initiatives through social media and hiring campaigns. Onboarding & Induction: Work with the Hiring team to set up a robust induction plan and refine the same as and when needed with the changing job roles and industry demands. Ensure seamless onboarding for new employees. Conduct orientation sessions and initial training support for new joiners. HR Operations & Compliance: Maintain employee records in HRMS and physical files as may be needed by compliances. Generate, analyze and share relevant reports pertaining to the business needs. Support statutory compliance related to labor laws and HR audits. Assist in HR documentation (appointment letters, confirmation letters, etc.). Employee Engagement & Communication: Plan and execute employee engagement activities, internal events, and celebrations. Support grievance redressal mechanisms and foster positive employee relations. Performance Management Support: Assist in periodic performance appraisal processes. Track probation completions, confirmations, and performance feedback cycles. HR Reporting & Analytics: Prepare and maintain HR dashboards and recruitment MIS. Provide monthly reports on recruitment status, attrition, and HR initiatives. Key Requirements: MBA in Human Resources from a recognized institute. 4-6 years experience in HR Generalist and Recruitment roles. Excellent communication, coordination, and interpersonal skills. Ability to work under minimal supervision and prioritize tasks. Strong knowledge of HR best practices, employee engagement, and HR systems. Working knowledge of labor laws and statutory compliance.

1) It's a Team Handling Role. 2) Would have team target of Pvt Client Acquisition with ticket size - Rs. 25Lac, and Advise these clients based on market intelligence and research reports, 3) Generate revenue through Equity Broking, and through Cross selling of Third Party Products like - MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Monitoring & enhancing PCG Advisor's Advising and Trading skills through call tracking, weekly targets meetings, con calls.Coordinate with Third Party Product Manufacturers, and all the stake holders. 7) To ensure highest level of service to customers in terms of advisory, address operational issues, and give timely solutions for the same which will play a differentiator for this segment.

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA. Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Oracle HRMS Tech Consultant (8+ yrs) with exp in EBS R12, Core HR, Payroll, OTL, SSHR, OLM, Fast Formula, PL/SQL, XML/RDF, Wrkflw, Absnce Mgmt.C2H@TE Infotech(Oracle India)converted to permanent.Loc: BLR/HYD/CHN/PUN/NOI.Apply:ssankala@toppersedge.com

Role & responsibilities Customer Acquisition above 1 Cr Financial Planning (FP) and Portfolio Services • Execution of transactions post FP and on periodical basis • Manage Private Wealth, PMS and AIF fund related queries • Ensure delivery of various MIS reports as per requirements • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery • Ensure discipline of asset allocation • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition • Continuous learning, to be better equipped than our competitors • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM • Revenue Generation Role : Both Individual role and Team handling role Preferred candidate profile candidates can be from Banking/ NBFC Camddiates should be from wealth Maanagement background Min 8+ yrs exp in wealth products experience. Location : Mumbai, Delhi,Pune,Bangalore,Hyderabad,Chennai .Ahmedabad, Chennai,Jaipur Interseted canddiates please share your updated resume to yamuna.ravichandran@upgrad.com

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob 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

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Critical Skills Required- Relationship Management Influencing Skills Technical - Product Knowledge High Impact Communication Interpersonal skills Problem solving approach Target oriented with proper adherence to compliance Role Purpose Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liaison with distributors and build rapport to increase penetration of PMS/AIF products 3. Responsible for liaisoning with the sales team and activate dormant channel to increase sales 4. To ensure customer delight through effective communication of our product, performance and investment philosophy 5. Responsible for PMS product training to internal ICICI AMC RMs and distributors 6. Think Out of the box for creating visibility and deeper penetration of our product 7. Handling PMS queries and services issues for all existing PMS products Interested Professional can mail their CV on below mail details. karis.paul@in.experis.com

Role & responsibilities Comprehensive experience in analysis, design, testing and implementation of business systems involving Oracle HRMS Applications R12. Expert knowledge in Payroll Integration , Core HR integration, HRMS Data Conversions , custom development, customization, extension and personalization . Professional Experience with 8-10 Year in Oracle E-Business Suite- Oracle Core HR, Oracle Payroll, PMS , OLM, SSHR, OTL ,PL/SQL, Fast Formula, Oracle Workflow , XML/RDF Reports and Oracle Interfaces , , Absence Management , Talent Management Experienced on XML/RDF Reports and PL/SQL interface into HRMS System Payroll Processing, Prepayment, Costing & Transfer to GL . Programming experience in creating Procedures, Functions, Packages and others database objects using SQL and PL/SQL Preferred candidate profile 7+ years of professional experience as a Technical Consultant expertise in Oracle E-Business Suite HRMS with Payroll integration

HRMS Payroll Tech consultant :- requirement Comprehensive experience in analysis, design, testing and implementation of business systems involving Oracle HRMS Applications R12. Expert knowledge in Payroll Integration , Core HR integration, HRMS Data Conversions , custom development, customization, extension and personalization . Professional Experience with 8-10 Year in Oracle E-Business Suite- Oracle Core HR, Oracle Payroll, PMS , OLM, SSHR, OTL ,PL/SQL, Fast Formula, Oracle Workflow , XML/RDF Reports and Oracle Interfaces , , Absence Management , Talent Management Experienced on XML/RDF Reports and PL/SQL interface into HRMS System Payroll Processing, Prepayment, Costing & Transfer to GL . Programming experience in creating Procedures, Functions, Packages and others database objects using SQL and PL/SQL 7+ years of professional experience as a Technical Consultant expertise in Oracle E-Business Suite HRMS with Payroll integration if intersted kindly share your update cv to ashajyothip@sriusa.com

Greetings from avani Consultancy ! 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Role & responsibilities The position is responsible for leading and managing team in the assigned region to meet sales targets Ensure effective and smooth relationship with all important touch points in PSU channel Mapping the opportunity for primary selling, relationship managing & cross selling a range of M.F (investment) Products Responsible for achieving Sales Targets, Sales patterns in the market Market & industry analysis Generating & increasing sales Influence decision making at senior levels of prospective business organizations Preferred candidate profile Educational Qualification Mandatory: NISM certification Preferable: Management Graduate (MBA or equivalent) Technical & Professional Knowledge required Product knowledge. Market knowledge / extensively networked Key account management skills. 9-12 years of relevant experience Proven performance track record (sales) Exposure to M.F industry will be added advantage. Problem Solving, Conflict Management, Interpersonal and persuasive skills, Sound knowledge of numbers Should have an eye for detail Good communicational abilities and pleasing personality Should be ready to expand job portfolio horizonta

BDO RISE stands for round-the-clock international services for excellence and is dedicated to providing exceptional client service in the global economy to BDO USA. Our professionals leverage consistent best practices to delivery outstanding service and solutions. BDO RISE serves BDO USA, which utilizes the services of BDO RISE in delivering its final work product to BDO USAs clients across its Assurance, Tax, Advisory and BDO Digital practices Job Duties Job Responsibilities: HR SME: Expert at HR polices, processes, practices and tools/systems. Continuously updated with industry best practices, review current processes/practices and continuously look for improvement and automation ideas. Business Partnering: Thorough knowledge of business. Work closely with the leadership on developing people strategies, firms policies and speak from a people point of view. Employee facing: Front-end and facilitate every stage of employee life cycle, providing consultation, handling queries, maintaining regular connect. Handle employee grievances, conflicts and complaints; ensure prompt closure of issues and appropriate reporting. Employee Engagement: Ideation and roll out of periodic employee engagement plan, organizing & execution of events and activities. Communication Effective and prompt communication of firm’s decisions and policies to employees and identify patterns and pulse of the employees to help Leadership in decision making. Performance Management: Drive the PMS process and manage GROW meetings, handle queries, maintain database, co-ordinate with internal stakeholders, preparation of budget & orientation etc. Payroll Input: Ensure prompt and correct input to Payroll, review of payroll and F&F roster, handle queries on payroll from stakeholders. Policies: Coordinate with Leadership for policy review and roll-out Coordination: With US counterparts and maintain relationship, facilitate International Assignments R&R: Review the effectiveness of R&R program periodically; plan, budget and execute R&R HR Analytics: Record, analyze and report people data for effective Decision Making 10+ years of HRBP experience in Consulting/ Banking/ NBFC/ KPO industry Work on various new initiatives in line with the market and bring new ideas to the table Ability to manage a team and drive results Qualifications, Knowledge, Skills and Abilities Education: MBA HR from Tier 1/2 Institute/University Language: Excellent English oral and written communication skills required. Other Knowledge, Skills & Abilities: Agility for quick learning and understanding the business. Strong Analytical and Project Management skills Ability to establish client relationships, handle disputes and multiple stakeholders. Presenting and Communicating Information Demonstrative organizational skills Drive high impact culture and experience working in virtual global environment. Ability to navigate multiple priorities

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 Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

1) Acquire and handle UHNI / HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. 8) Coordinate with Third Party Product Manufacturers, and all the stake holders. 9) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. Location- Ahmedabad,Surat,Chennai,Kolkata,Bengaluru,Mumbai,Hyderabad, Pune, Trivendrum, Delhi,Vadodra

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI and HNI Clients Location- Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi, Coimbatore, Pune, Indore,Telangana, Delhi, Trivendrum, Vadodra Exp.- 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) 1) Handling NRI Clients for Equity Broking 2) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 3) Experience in handling B2C

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Location- Kolkata,Ahmedabad,Mumbai,Surat,Bengaluru,Hyderabad,Chennai, Pune,Jaipur, Chandigarh, Delhi, NCR, Vadodra Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs 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, distributors visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices Preferred candidate profile The role incumbent will be responsible to plan & implement the distribution strategy through existing & new distribution relationships for that region Has managed IFAs (Independent financial Advisors) Thorough Knowledge & Understanding of AIF & PMS and equity markets Thorough Knowledge on equity markets Willing to work in an Individual contributor role

Executive /Sr. Executive /Associate /Senior Associate, IFD/ IFA Channel 1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore, Telangana, Vadodra, Trivendrum Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 2) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 3) IT Skills: MS Office and Business Intelligence Applications

1) Drive a team of wealth manager to 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) Through team and self contribution meet the required AUM, investor acquisition targets for given area. 3) Ensure the timely delivery of customized wealth advise to HNI customers 4) Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5) Conduct periodic trainings on products and process for the team 6) Joint calls with Relationship Managers/Team Location- Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Kolkata 1) 5+ Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • 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. Knowledge: • 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

Business Development Manager- Financial Services/Banking/Wholesale lending- Mumbai - 6+ Years We are looking for an experienced sales and business development professional to join our team as an Manager - Business Development in Mumbai, Maharashtra, India . The ideal candidate will have 8-12 years of experience in institutional sales, consultative sales, and business development within the Financial Services, Banking , wholesale lending domain. Location: Mumbai, Maharashtra, India Experience: 6-12 Years Your Future Employer: A global analytics organization specializing in business consulting and research. Responsibilities: Grow business & build new revenue streams for Financial services/banking/NBFC and offshore entities across allocated geographies. Account Management (30%) : Expand the existing book, create cross-sell & upsell opportunities, and maximize client retention. New Business Development (70%) : Identify and acquire new high-value clients and mandates in emerging segments. Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Forecast and track key account metrics, negotiate contracts, and oversee account management. Independently identify and engage with senior management-level prospects. Work closely with research and analytical teams to develop new products and services. Requirements: Education: MBA from a reputed institute. Experience: 8-12 years of relevant experience in institutional sales, consultative sales, business development, and B2B sales. Industry Exposure: Banking, Financial Services, NBFC- Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS. Skills: Strong communication, portfolio & pipeline management, team management, and sales planning. What's in it for you? Work with a globally recognized organization with an extensive industry reach. Opportunity to be part of a company experiencing significant growth. Reach Us: If this role aligns with your career aspirations, kindly share your updated CV with Payal Arora at payal.arora@crescendogroup.in for a confidential discussion. Keywords: Business Development, Institutional Sales, Account Management, Client Acquisition, B2B Sales, Banking, Wholesales lending, Mutual Funds, Capital Markets, Wealth Firms, AIFs, PMS, Offshore Entities. DISCLAIMER: Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with a memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, gender, sexual orientation, or disability status. Note: Due to a high volume of applications, only shortlisted candidates will be contacted within one week. Scammers can misuse Crescendo Globals name for fake job offers. We never ask for money, purchases, or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert!