3880 Pms Jobs - Page 39

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 experience in direct ...

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, 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 experience in direct s...

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

Responsibilities: * Manage client relationships through wealth management strategies * Acquire new HNIs through cold calling and sales efforts * Oversee portfolio management services for ultra-high net worth clients

Company Description Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm has rapidly expanded its footprint to over 350 locations across India and has an international presence in Dubai, Hong Kong, and New York. With over 4,000 professionals, Anand Rathi provides expert research and advisory services to maximize client investment returns. The group's investment services cater to a diverse clientele with high-tech digital apps and physical touchpoints for various asset classes. Key Responsibilities: Acquire and manage c...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Roles and Responsibilities Manage end-to-end recruitment process, including job posting, candidate sourcing, screening, interview scheduling, and onboarding. Utilize Naukri portal for job postings and manage applicant tracking system (ATS) to track candidate flow. Co-ordinating Training, Conducting training Blue Cloar Recruitment Handling HR Audits Desired Candidate Profile 5-7 years of experience in HR generalist roles or senior executive positions. Bachelor's degree in relevant field such as B.B.A/ B.M.S in Management or B.B.A/ B.M.S in HRM from a recognized university. Proficiency in MS Office applications, particularly Advance Excel; excellent written and verbal communication skills.

This is regarding a Job Opportunity for leading Bank Designation- Product Manager- Investment Product Distribution- Mutual Funds Experience- 5-10 Years Location- Gandhinagar, Gujarat Key Responsibilities: Evaluate and onboard investment products across Mutual Funds, Insurance, AIFs, and PMS by engaging with AMCs/Fund Houses. Conduct product due diligence, prepare product notes, and ensure compliance with internal and regulatory standards. Present product proposals to the Investment Committee and secure necessary approvals. Collaborate with product manufacturers for structuring, documentation, and performance updates. Act as the bridge between product providers and the business/sales teams, e...

Department : Sales & Distribution Reports To : Head Sales & Distribution Experience Required : 3+ years in Institutional Sales (Mutual Funds/Investment Products) We are a fast growing Portfolio Management Services (PMS) company committed to delivering superior investment solutions tailored to the unique needs of our clients. Our expertise lies in managing bespoke portfolios for high-net-worth individuals and institutional clients, driven by research-led, disciplined investment strategies. Job Summary We are seeking a dynamic and results-driven Senior Institutional Business Manager to lead business development and relationship management efforts with Institutional clients, UHNI and HNI. The i...

Job Summary: We are seeking a dynamic and experienced HR Manager to lead and enhance our Performance Management System (PMS) processes. The ideal candidate will have a proven track record of successfully implementing and managing PMS frameworks, combined with solid exposure to recruitment in a fast-paced environment. PMS HR Manager focuses on improving the overall effectiveness and health for group companies by implementing strategies to enhance employee performance, workplace culture, and organizational structures. Key Responsibilities: Performance Management • Design, implement, and manage end-to-end PMS processes tailored for a real estate organization. • Drive adoption and effective usag...

Company Description JadeCaps is redefining the future of short-term rentals in India and Southeast Asia with an AI-first property management and monetization platform for second-home owners. By integrating dynamic pricing, calendar sync, AI chatbots, and owner dashboards, JadeCaps helps homeowners maximize earnings and provide world-class guest experiences. Serving over 500 owners across India, Indonesia, Thailand, and Dubai, JadeCaps drives higher occupancy, optimized pricing, and effortless management. The company operates through strong consumer brands like StayJade, RedOlive, and Jade PMS, focusing on luxury stays, premium serviced apartments, and scalable property management. Role Summa...

Urgent Required: Good experience in Time Office, Payroll, HRMS & Policy. Should be work experience in Automobile Industries. Qualification: MBA/PGDBM/IRPM/ Graduate Immediate Joiner Share CV om hrmjob6@gmail.com Required Candidate profile Good experience in Time Office, Payroll, HRMS & Policy. Qualification: MBA/PGDBM/IRPM/ Graduate Immediate Joiner Preferable: Male

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

Wealth Manager Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. T...

Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Inv...

Role & responsibilities A. Self-Sourced Investment Sales Directly source and manage a portfolio of investment clients through personal networks, referrals, and lead funnels. Conduct comprehensive financial assessments, risk profiling, and product suitability analysis. Achieve defined monthly and quarterly investment sales targets across categories (equity, debt, hybrid). Maintain strong after-sales service and proactive client engagement to drive long-term retention and upselling B. Dealer Support & Assisted Sales Partner with broking dealers to identify clients with investment potential. Conduct joint client meetings to assist in need discovery, presentation of investment solutions, and clo...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc 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 va...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

Responsibilities Mutual funds advisory ( sales ) Prospect for new sales leads and close sales Qualifications 1-7 years of work experience with mutual funds Strong communication and interpersonal skills Compensation offered 25,000-37,000 in-hand Referral bonus Retention bonus Sales incentives Life insurance Health insurance Shift allowance

Talent Acquisition To Manage attendance, payroll inputs & grievances To organize R&R program, engagement and fun activities to improve Employee Satisfaction Performance Management System Ensure Safety, Health, Welfare, Clean & Hygiene Required Candidate profile 2+ years of experience in Generalist HR positions. Majorly in Talent Acquisition Should know PF, ESI & other HR Compliances Should have good exposure in all HR operational activities Excellent comms

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are req...