1505 Pms Jobs - Page 36

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk against attrition and achieve stability of book. 8) Manage the key performance indicators at the highest level. 9) Manage the customer transition with utmost sensitivity. 10) Ensure compliance with these policies and procedures on an ongoing basis. 11) Any suspicious transaction must immediately be reported to the supervising officer. Note: 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC Stock broking firms as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

Relationship Managers 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 accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Location :Ahemdabad, Delhi, Trivendrum,Mumbai,Surat,Chennai,Bengaluru,Hyderabad, Kolkata, Pune,Kochi,Indore,Jaipur

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), 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. Location : Telangana, Delhi, Vadodra,Ahmedabad,Surat,Kolkata,Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur Candidate profile : 1. Graduate Post Graduate 2. Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products. 3. Should have in-depth understanding of micro & macros moreover expertise in stock, sector and overall market (Global & Domestic)

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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: Kolkata,Bengaluru,Mumbai,Hyderabad,Pune,Trivendrum, Delhi, Vadodra

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 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. Joint calls with branch team Location: Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata,Delhi

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 Candidate Profile 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications _ 5) 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 Location-Mumbai,Hyderabad,Ahmedabad,Pune,Lucknow,Indore,Surat,Kochi,Coimbatore,Telangana, Vadodra, Trivendrum

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), 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. Knowledge of Equity/ Stocks/ Shares Trading/ Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products Location: Mumbai,Bengaluru,Hyderabad,Chennai,Pune,Jaipur,Telangana, Delhi, Vadodra

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, 4) Having AUM of Min Rs. 50 Cr Skills : - Wealth Management , Relationship Management, Investment Advisory, Portfolio Management, Selling of financial products - Mutual Funds (MF), PMS, AIF, Equity, Financial Planning, Stock Broking, SVP/VP/AVP - Private Bankers, Pvt. Bankers, Wealth Management, Relationship Manager- Burgundy RM, Exclusive RMs, Pioneer, Preferred Relationship, Insignia RMs, Imperia RMs, NBFC, Stockbroking, Portfolio Management, PMS, Mutual Funds, AIF, Structured Products. Location : - Trivendrum , Vadodra, Delhi, NCR, Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments Locations: Mumbai,Hyderabad,Ahmedabad,Kolkata,Trivendrum, Delhi, Vadodra, Pune

1) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments. 7 - 10 years of work experience in the financial services industry and relevant regulatory certifications Should have great client management skills. Strong analytical skills to interpret market and business information Location - Trivendrum, Delhi, Vadodra, Pune, Mumbai,Hyderabad,Ahmedabad,Kolkata.

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location: Trivendrum , Vadodra, Delhi, NCR Kolkata,Mumbai,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore

Talent Management at HO & Plant & Branches , Recruitment, Employee engagement .HR Operations , Payroll , PMS , HR Policies , KRA & KPI , leadership development, Reward & Recognition ,Training & development ,Grievance Handling , HR Audit etc Required Candidate profile Talent Management at HO & Plant & Branches , Recruitment, Employee engagement .HR Operations , Payroll , PMS , HR Policies , KRA & KPI , leadership development,Training & development , HR Audit etc

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH. Location : Delhi,Bengaluru,Mumbai,Hyderabad,Chennai,Kolkata,Ahmedabad

1) Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. 2) Build rapport with these Partners & help them on-board their clients across products. 3) Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. 4) Ensure best services to the Partners (Franchisees, IFAs, Remisers). 5) Help distributors on joint calls. Candidate Profile 1). Should be from Equity Broking Industry with minimum of 2 years of experience. 2). Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. 3). Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . 4.) Need to have good communication skills. 5). Need to have ability to learn and update regularly on Capital Markets. 6). Desired to achieve sales target. Location-Mumbai,Surat,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

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) Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & 9) meetings, con calls. 10) Coordinate with Third Party Product Manufacturers, and all the stake holders. 11) 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. 5 To 10 Years in a Equity Broking firm. Good understanding and knowledge of Equity, Derivatives - Equity, Commodity & Currency Segment, MF, PMS, AIF, IPO, LAS and all related product. Skills : - Equity Advisory, Stock Broking , PMS, Mutual Fund, AIF, LAS, IPO, Investment Products Equity Advisory, Wealth Management, Knowledge of Investments products - Mutual Funds, PMS- Portfolio Management Services, Corporate FD, IPO, LAS, Insurance, Location : - Trivendrum, Delhi, Vadodra, Kolkata, Bengaluru, Mumbai, Hyderabad, Pune

1) To strategize client engagement process for optimal revenue generation 2) IC will be instrumental in acquisition of larger relationships along with the RM. 3) To engage with RHs/RMs on identifying opportunities for cross-sell for generating additional revenues 4) To regularly monitor achievement of branch & regional targets 5) Conducting Portfolio Reviews of Large relationships along with the RM, 6) IC will prepare Investment Proposal and present to client, ensure all requirements are taken care of while preparing the IP and explain the same to prospect 7) Business Planning with the Incentive plan, work with each RM and help in monthly and quarter activities. 8) Being part of the Product & Research central team, he will act as a bridge and knowledge centre for all Product Research communications. 9) To ensure that requisite product & customer engagement trainings are imparted in various branches in conjunction with the HR dept (L&D), 10) To supervise and ensure compliance of all critical transaction sale of Mutual Funds, AIF, PMS, 11) To ensure adequate documentation of all transactions and coordinate with various stakeholders for smooth operations. 12) To share regular performance dashboards with the RHs ZH. Location : Delhi,Bengaluru,Mumbai,Hyderabad,Chennai,Kolkata,Ahmedabad

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Broking Products, Insurance, Investment products like Mutual Funds, PMS, AIF. 3) Develop forecasts, financial objectives, and business plans 4) Meet goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Location: Mumbai,Kolkata,Ahmedabad,Surat,Chennai,Hyderabad,Bengaluru,Kochi,Pune,Delhi, Vadodra, Vishakhapatnam, Trivendrum

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 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 Location- Mumbai, Hyderabad, Ahmedabad, Pune, Lucknow, Indore, Surat, Kochi, Coimbatore, Telangana, Vadodra, Trivendrum 1) Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. 3) Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel 4) IT Skills: MS Office and Business Intelligence Applications

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team .3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Candidate Profile : 1. Should be from Equity Broking Industry with minimum of 4-5 Years of team handling experience in B2B viz. Partner Alliance (Franchisees, IFAs) 2. Experience of selling Equity broking products along with Mutual Funds, PMS, AIF etc needed. 3. Need to have good communication skill. 4. Need to have ability to learn and update regularly on Capital Markets. 5. Desired to achieve sales target. Location - Mumbai, Ahmedabad, Chennai, Bangalore, Hyderabad, Delhi, Kolkata, Pune, Lucknow, Jaipur, Indore, Kochi, Trivendrum

SVP/VP/ AVP / Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI / UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience ) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 10 ) Existing Relationship Manager - Wealth Management/ Pvt Banker 11) Having AUM of Min Rs. 50 Cr _ Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore,Trivendrum , Vadodra, Delhi, NCR

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 12) 3+ Years in NRI Dept promoting investment products like Mutual Funds, PMS, AIF, Equity Stock Broking , 2) NISM Series VIII (Equity derivatives) 13) Handling NRI Clients for Equity Broking 14) Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds 15) Experience in handling B2C Location: Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.7) Manage the portfolio to de-risk against attrition and achieve stability of book.8) Manage the key performance indicators at the highest level.9) Manage the customer transition with utmost sensitivity.10) Ensure compliance with these policies and procedures on an ongoing basis.11) Any suspicious transaction must immediately be reported to the supervising officer. Candidate Profile : 1) Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- PioneerBurgundyPriority/ Insignia/ Wealth Management/ Pvt Banker . 2) Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. 3) Should have experience of field sales & client interaction. Great communication with knowledge of local language. Location - Mumbai, Thane, Navi Mumbai Delhi, NCR, Chandigarh, Bangalore, Hyderabad, Chennai, Kolkata, Kochi, Pune, Udaipur, Jodhpur, Jaipur, Ahemdabad, Vadodra, Surat

SVP/VP/ AVP Relationship Managers , Private Bankers - Wealth Management 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Location-Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore Trivendrum , Vadodra, Delhi, NCR

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker, Location: Trivendrum , Vadodra, Delhi, NCR,Mumbai,Kolkata,Hyderabad,Ahmedabad,Kochi,Bengaluru,Chennai,Chandigarh,Coimbatore,Pune,Jaipur,Indore