3845 Pms Jobs - Page 34

1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6)...

1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key ac...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, ad...

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 and AUM 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

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 7) information & recommending portfolios. 8)...

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep m...

1) Growth of Revenue and Market Share, 2) Assigned Business Partners should have Commodity Terminal, 3) Travel across assigned branches at regular interval, 4) Should ensure the Commodity/Currency RMs of his region fulfill Organisational Goal of Revenue Generation, 5) To ensure proper mapping of Commodity/Currency Clients to all RMs (equityCommodity), 6) To add minimum 02 (Two) accounts per month with an Average margin of Rs 50,000/- 7) Minimum 60% client activation in Commodity and Currency on M+2 basis, 8) Position tracking of Clients of assigned Branches and franchisee on daily basis and informing the BM/Franchisee owner and thereafter to the specific HNI Client about any adverse opposite...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

1. Strategic HR Leadership Develop and implement a comprehensive HR strategy aligned with corporate objectives. Advise the CEO and Board on organizational design, culture, and talent strategy. Drive transformation during growth, restructuring, or M&A. 2. Talent Management & Leadership Development Build strong leadership pipelines and succession plans. Oversee performance management, career progression, and competency frameworks. Champion leadership coaching and mentoring programs. 3. Culture & Employee Engagement Foster a high-performance, inclusive, and values-driven culture. Implement initiatives that enhance employee experience (EX) and engagement. Promote diversity, equity, and inclusion...

Someone who is having hands-on experience of implementing HR practices, policies, can handle Compliances, Payroll, employee Grievances, Leave & Attendance , Emp Onboarding, Legal, Exit Formalities. Should have knowledge of Manufacturing Industries

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

Core responsibilities - You will oversee all aspects of human resources practices and processes and administration support. This role is crucial to the success of the company, ensuring a productive and happy workplace where everyone works towards the companys mission and objectives Develop and implement HR strategies and initiatives aligned with the overall business strategy. Bridge management and employee relations by addressing demands, grievances, or other issues and nurture a positive working environment. Provide guidance on HR policies and procedures to managers and employees Coordinate monthly subcontracted payroll with payroll vendor (Payroll instructions, supporting documents and oth...

Role & responsibilities: Collaborate with senior management to develop and implement HR strategies that support business objectives and drive organizational performance. Ensure the companys workforce has the right size, cost, and agility for the future Monitor and report on workforce and succession planning Resolve complex employee relations issues and address grievances Help employees deal with organizational, people, and change-related issues Optimize organizational design to increase productivity and improve business performance. Consult with line management and provide daily HR guidance Identify training needs for teams and individuals Evaluate training programs Analyse trends and metric...

Hi, We are hiring Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Hyderabad, Bangalore , Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales exp...

Our client, a fast-growing AI, analytics, and automation company , is seeking an experienced HR Business Partner (HRBP) to drive culture, talent strategy, and people initiatives across the organization. Key Responsibilities Partner with leadership to shape organizational culture and lead engagement programs Design and implement talent and leadership development strategies Drive workforce planning, performance management, and succession initiatives Collaborate with the Talent Acquisition team to strengthen hiring processes and employer branding Ideal Profile 611 years of progressive HRBP or talent strategy experience Strong background in culture-building, employee engagement, and organization...

Role & responsibilities Manage the recruitment and onboarding activities and employee life cycle Managing the talent acquisition process including identification of vacancies, collaborating with consultants for qualification of suitable candidates, arranging interviews, negotiating and finalizing the offer etc. Ensure smooth on-boarding of new employees by managing induction programs, resolving queries and coordinating with them for timely completion of joining formalities Manage employee engagement initiatives Support the designing of the annual engagement calendar for JPL, including activities such as management/technical forums, open houses and award functions Drive employee engagement in...

Role Purpose The purpose of the role is to support process delivery by ensuring daily performance of the Production Specialists, resolve technical escalations and develop technical capability within the Production Specialists. Do Oversee and support process by reviewing daily transactions on performance parameters Review performance dashboard and the scores for the team Support the team in improving performance parameters by providing technical support and process guidance Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions Ensure standard processes and procedures are followed to resolve all client queries Resolve cl...

Job description KEY RESPONSIBILITIES :- Required Expertise: Mutual Fund, Bond, Unlisted, Insurance, MLD, TTP (Third Party Product) Banking Product. Business Growth & Revenue Generation Develop strategies to increase revenue, customer base, and wallet share. Drive cross-selling & upselling of financial products to HNI clients. Achieve sales and revenue targets for each branch. Branch Operations & Compliance Ensure seamless branch operations with a focus on customer experience and efficiency. Implement and monitor SOPs for key processes like account opening & trade execution. Ensure compliance with SEBI and exchange regulations. Customer Relationship & Retention Enhance client retention and AU...

Location: Goregaon (East) Experience: 8+Years Role & responsibilities Implement HR strategies aligned with the company's overall business objectives and long-term goals Support the implementation of organizational restructuring or reengineering efforts. Drive organizational development initiatives, such as culture building, change management, and succession planning Coordinate the recruitment process, interviewing, and selection of candidates for various positions. Collaborate with team leads to identify staffing needs and ensure timely fulfillment of vacancies. Foster positive employee relations by addressing concerns, grievances, and conflicts. Implement effective communication channels to...

1 Executive Assistant to CEO Location: Gurugram, Haryana Experience: 5+ Years (NBFC/BFSI preferred) CTC: Up to 15 LPA Role Summary: Seeking a proactive and detail-oriented Executive Assistant to support the CEO in managing schedules, communication, and strategic priorities. Key Responsibilities: Manage calendar, meetings, and travel Prepare reports and presentations Coordinate with internal & external stakeholders Track key action items and board meetings Requirements: Graduate; MBA preferred 5+ years as EA to CEO/MD/Founder (NBFC/BFSI preferred) Excellent communication & organizational skills 2 Regional HR Location: Jaipur, Rajasthan Experience: 5+ Years (NBFC/BFSI preferred) CTC: Up to 10 ...

Job Title: Relationship Manager- Bank Channel (Sales) Company: Centrum Broking Limited Location: Chennai | Bangalore | Hyderabad | Ahmedabad | Rajkot | Delhi | Kolkata | Durgapur Experience: 2- 5 years in Capital Markets / Financial Services Compensation: INR 4-8 LPA (Depending on experience) Joining: Immediate joiners preferred (Notice period buyouts open) About Centrum Broking Limited Centrum Broking Limited is a f J ull-service broking house offering a wide range of equity-oriented solutions to a cross-section of clients including high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), and institutions. With a philosophy deeply rooted in the Client First” approach, Ce...

Role & responsibilities Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the bank brand through developed functional and behavioural skills. Deli...

Designation : Manager - IFA Channel - B2B Location : Kolkata Salary : Upto 10 Lacs Experience : Min 5 yrs exp in IFA Channel Candidates must be working in AMC / Mutual Funds Company Responsible for Sales for set of IFA's mapped Required Candidate profile Experience - Min 5 yrs experience in AMC(Asset Management Company) / Mutual Funds Co Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel

Identify, prospect, and onboard HNI/UHNI clients for Global PMS. Build relationships with CAs, wealth managers, intermediaries; handle NRI clients. Conduct client meetings, maintain CRM records, share market feedback. Location: REMOTE