3880 Pms Jobs - Page 38

Role & responsibilities * Manage and grow relationships with Private UHNI and HNI clients. * Develop and implement tailored investment strategies across diverse asset classes. * Monitor market trends and assess risks to optimize client portfolios. * Ensure regulatory compliance and uphold ethical standards in all client interactions. Preferred candidate profile Currently into Private Banking / handling Private Clients (mandatory) Can be from a Bank, NBFC, AMC, or Financial Institution Strong product knowledge in mutual funds, insurance, AIFs, PMS Proven experience in managing private/HNI client portfolios

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 2Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Ruchi - 9892371246 Call / WhatsApp. your resume Share updated resume:- ruchi@avaniconsulting.com

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile 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) info.aspiringmantra@gmail.com What's up 9318431991

Role: We are seeking an experienced Compensation & Benefits expert to oversee and drive operational excellence across the group organizations. The ideal candidate will have hands-on experience in C&B. This role requires a proactive professional with strong analytical, people management, and execution skills to streamline HR processes and enhance employee experience Responsibilities: 1.Prepare regular and ad-hoc reports for compensation, and benefits across all businesses 2. Maintain and update compensation dashboards, trackers, and workforce cost models. 3. Analyze trends, variances, and anomalies in salary, benefits, and headcount data. 4. Assist in creating and updating compensation struct...

Responsibilities: Understand their objectives and provide strategic HR support and guidance. Serve as a trusted advisor to managers and employees on HR-related matters, including but not limited to recruitment, employee relations, performance management, and compliance. Lead recruitment efforts for assigned business units, including job posting, candidate sourcing, interviewing, and selection. Manage employee relations issues, conducting investigations as needed and providing guidance to managers on resolution strategies. Partner with the HR team to develop and implement HR programs and initiatives, such as performance management, talent development, and diversity and inclusion. Ensure compl...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Generate Leads, Build Personal Touch, Client Relationship Management, Wealth Management, Market Awareness

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Looking for Wealth Relationship Manager 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 client. 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 a...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales. Identify new business opportunities through networking, referrals, and market research to acquire HNI clients. Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc. Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions. Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Whitefield, EPIP and International Tech Park (IT Park) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior ...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - ITPL Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Specia...

Role & responsibilities Statutory Compliances : Ensuring timely compliance of Factory Act, Contract Labour Act, Gratuity Act, Bonus Act, Welfare Labour Fund, Minimum Wages, Payment of Wages, Provident Fund, ESIC, Gujarat Pollution Control Board and any other applicable statutory regulations. Preparing statements/ data as per required schedules and submitting to concerned regulatory bodies as applicable. Attendance : Monitoring the daily attendance of all employees including the out-duty movements. Analyzing cause of absenteeism and finding solutions. Record keeping of attendance and providing to concerned HOD as required. Maintaining leave records and updating applicable registers. Attendanc...

Responsibilities: * Manage client relationships through mutual fund sales & investment advice. * Acquire HNIs for wealth management services. * Execute demat transactions with securities brokerages. Sales incentives

Roles and Responsibilities Manage day-to-day HR activities including recruitment, onboarding, employee relations, and compliance . Administer employee benefits, maintain HR records, and support payroll processing . Facilitate performance management processes and support training and development initiatives . Ensure adherence to company policies and labor laws . Act as a point of contact for employee queries and provide HR support as needed Desired Candidate Profile 5 to 10 years of hands-on HR experience in any industry . Excellent communication and interpersonal skills . Ability to work independently and handle multiple tasks efficiently . Immediate joiners preferred . Graduate degree in HR...

Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Preferred candidate profile Strong understanding of financial markets, investment products, trading platforms, and equity products. Excellent communication and analytical skills Bachelors degree in Finance, Commerce, or rel...

1. Engage with the customers regularly and conduct their portfolio reviews. 2. Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with.

Lead a team of RM's and RH's & State Head Developing and implementing strategies to acquire new UHNI/NRI Affluent clients Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Affluent Banking Wealth Banking UHNI & HNI / NRI Clients Sourcing PMS & AIF Management Team Leading Perks and benefits Best in Industry (BFSI)*

1.POSITION VACANT: Project Lead GO-HRM System, PCI India, Patna, Bihar 2. ORGANIZATION BACKGROUND : About the Organization Project Concern International/India (PCI) has been active in India since 1998, working across rural and urban areas to advance integrated health and community development. Its programs focus on low-income, vulnerable, and hard-to-reach populations, implemented in close collaboration with national/state governments and civil society organizations. PCI is recognized for high-quality, innovative initiatives that strengthen local capacity, empower communities, and enable civil society organizations and local governments to act as agents of their own progress. Project Backgro...

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Contact no .- 9412501851//8859766816//8789151182.

Dear Aspirants, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Promote investments in Equity products, Currency...

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Contact no .- 9412501851//8859766816//8789151182.

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

HNI/UHNI and Corporate client acquisition; Build and increase client base by developing, maintaining and deepening client relationship; Provide financial planning and advise investment products in alignment to financial goals; Annual bonus Provident fund

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance