3788 Pms Jobs - Page 4

ENGAGEMENT OF SPECIALIST CADRE OFFICERS ON CONTRACT BASIS (ADVERTISEMENT NO: CRPD/SCO/2025-26/15) ONLINE REGISTRATION OF APPLICATION & PAYMENT OF FEES: FROM 27.10.2025 TO 17.11.2025 State Bank of India invites online applications from eligible Indian citizens for appointment to the Specialist Cadre Officers Posts on Contract Basis. Candidates are requested to apply online through the link given on Banks official website https://sbi.bank.in/web/careers/current-openings 1. The process of Registration is complete only when fee is deposited with the Bank through online mode on or before the last date for payment of fee / last date of online registrations. 2. Before applying, candidates are reque...

Independently manage PMS & AIF audits and compliance as per SEBI norms. Review AUM, income, and expense reconciliations, certify reports, coordinate with clients, guide juniors, assist partners, and drive process improvements for audit efficiency. Required Candidate profile • Strong understanding of SEBI PMS & AIF regulatory framework. • Proficiency in Excel, Power Query, and financial data analysis.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Open Demat Accounts & suggest investment's 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Key Responsibilities & Accountabilities : 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 and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

Job Title: Human Resources Business Partner (HRBP) Location: Jodhpur Employment Type: Full-time About Utkarsh Classes :- Utkarsh Classes is a fast-growing EdTech company dedicated to offering high-quality coaching and educational content. We believe in fostering talent and building a motivated, skilled, and engaged workforce capable of scaling our outreach and impact. Role Summary : The HRBP will act as a strategic partner to business leaders, ensuring HR initiatives are aligned with Utkarsh goals. You'll be a key advisor on all people-related matters borrowing from your deep understanding of HR, operations, business needs, and education sector dynamics to drive performance, retention, and e...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invests new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial liter...

To build a career in financial product distribution by developing expertise in various investment instruments, understanding client requirements, and supporting the sales and promotion of Where2Invests flagship investment offerings. Key Responsibilities: Learn and develop in-depth knowledge of investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, NPS, Sovereign Gold Bonds, Insurance-linked, and Equity-linked products . Educate and guide potential investors about Where2Invest’s new product offerings and how they enhance their existing portfolio. Assist senior sales managers in client acquisition, onboarding, and servicing processes. Participate actively in financial lite...

About Company: RAHO is an immersive young and travel hospitality company founded by Gautham, Sidharth and Simona in the year 2022 to bridge the gap in quality and comfortable stays to create long-lasting memories with a fresh experience and genuine hospitality to the travelers in remote areas to connect with nature. Job Title : Revenue Manager Department : Marketing Location : Bangalore, Karnataka Website: raho.co.in Job Overview: We are looking for a hands-on, detail-oriented Revenue Manager to assist in managing and optimizing our property listings across various OTAs. This is a critical support role that ensures all rates, inventory, and content are accurate and synced in real time across...

Key Responsibilities & Accountabilities : 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 and when required. Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good commun...

Roles and Responsibilities : Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile : Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Post Graduate with relevant Experience. Good relationship management and service focus skills. G...

We are looking for a Revenue Manager to assist in managing and optimizing our property listings across various OTAs. all rates, inventory, and content are accurate and synced in real time across platforms such as Airbnb, Booking.com, MakeMyTrip,

Roles and Responsibilities : Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile : Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Post Graduate with relevant Experience. Good relationship management and service focus skills. G...

` Job Description : At Shilputsi Consultants , we partner with organizations to unlock human potential, transform culture, and build future-ready teams. Our work sits at the intersection of business strategy and people transformation and were looking for an Interim HR Consultant who shares our passion for people, purpose, and performance. About the Role Were seeking a seasoned HR Consultant who can step in with confidence, manage client relationships with maturity, and deliver operational excellence with a consulting mindset. Youll serve as the bridge between Shilputsis clients and our internal teams ensuring every engagement reflects our hallmark quality, empathy, and insight. Key Responsib...

Conducted internal audits of PMS & Investment Advisory services per SEBI norms, evaluated internal controls, reviewed KYC/AML & investment processes, ensured compliance, reported findings, &coordinated with teams for resolution & regulatory updates. Required Candidate profile Experience in internal audit or compliance within the financial services industry, in PMS/Investment Advisory firms. Understanding of SEBI regulations governing PMS &Investment Advisory Services.

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation with product research team. Periodic review of client portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clien...

Accountable for implementing an integrated plan whichaddresses wealth creation, wealth preservation and wealth enhancement forprivate clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group toexisting clients and growing their assets across Mutual funds, PMS/AIFstrategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunitiesand Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investmentprofile in consultation with product research team. Periodic review ofclient portfolios in accordance with established procedures and/or timelines. Proactively advise and consult with the clientsexpla...

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Would be responsible to Drive Web Based Business Revenue for a desk managing self-trading customers Responsible to execute Auto dialler one-to-one campaigns for ensuring business deliverables Responsible for expanding Web Behavior Business approaching Web Clients to execute their investment view with the help of Technology Responsible to drive manage 12-15 dealers team size to generate Targeted revenue and balancing revenue multiples Should be able to guide and scale-up New and old Dealers to ensure team KRA achievement Responsible for achieving targets as assigned by the organization on a monthly basis Responsible for training educating, adding Revenue, Onboarding newly acquired clients Res...

Work closely with thebranch team to reach out to high priority and affluent clients. Understand clientneeds and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. Achieve AUM andrevenue targets through cross-selling investment products to exiting clients Ensure high standardsof client servicing and compliance with internal and regulatory guidelines. Keep updated on markettrends, investment products, and global financial news. Proactively identifynew business opportunities within existing and potential clients. Participate inmarketing and client engagement events.

Workclosely with the branch team to reach out to high priority and affluentclients. Understandclient needs and offer comprehensive wealth management solutions, includinginvestments, insurance, PMS/AIF and structured products. AchieveAUM and revenue targets through cross-selling investment products to exitingclients Ensurehigh standards of client servicing and compliance with internal and regulatoryguidelines. Keepupdated on market trends, investment products, and global financial news. Proactivelyidentify new business opportunities within existing and potential clients. Participatein marketing and client engagement events.

Work closely with the branch team to reach out to high priority and affluent clients. Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products. Achieve AUM and revenue targets through cross-selling investment products to exiting clients Ensure high standards of client servicing and compliance with internal and regulatory guidelines. Keep updated on market trends, investment products, and global financial news. Proactively identify new business opportunities within existing and potential clients. Participate in marketing and client engagement events.

Experience of working as IC with wealth management teams Knowledge of MF/PMS/AIF products Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals Individual Client management experience. Provide regular updates to the immediate superior as and when require.