1503 Pms Jobs - Page 4

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

Basic APQP knowledge about Automobile industry, PMS Status check and update (Project management system) Basic knowledge about Lamp auto parts, Injection molding, Lamp assy structure, Special process (Hard, Al coat, Paint, Chrome) New Project local activities fallow up (Injection, Assy, Workability Try out, EO Status, Reliability follow up (quality tests), Cost reduction, VAVE Ideas generate, Project Profitability basic knowledge

Please Note:- Only looking candidates who are currently serving as DGM/GM Experience: 12+ years in core HR functions with leadership experience Role Overview: The General Manager HR will lead key strategic HR initiatives, including the design and execution of Performance Management Systems (PMS), Goal Setting frameworks, KRA development, Learning & Development programs, Succession Planning strategies, and Competency Mapping frameworks. This role is pivotal in aligning people practices with business goals and ensuring a high-performance, future-ready workforce. Key Responsibilities: Performance Management System (PMS) Design, implement, and drive an effective and transparent PMS across all levels. Ensure alignment of individual and team goals with business strategy. Monitor mid-year and annual appraisal processes, calibration, and feedback mechanisms. Train stakeholders on PMS tools and methods. Goal Setting & KRA Creation Develop and roll out SMART goal-setting practices across business functions. Facilitate workshops with HODs for effective KRA creation and alignment with organizational objectives. Ensure timely finalization and communication of KRAs and goals at all levels. Learning & Development (L&D) Lead the L&D function including TNA (Training Needs Analysis), IDP (Individual Development Plans), and training calendar creation. Evaluate program effectiveness and ROI. Promote a culture of continuous learning and leadership development. Succession Planning Identify critical roles and potential successors. Develop leadership pipelines through career pathing and targeted development plans. Partner with business leaders to build bench strength for key positions. Competency Mapping Define and update organizational competency frameworks. Conduct job analysis to identify role-specific competencies. Integrate competencies into PMS, hiring, and development systems. Strategic HR Initiatives Collaborate with leadership to align HR strategy with long-term business objectives. Lead talent reviews, workforce planning, and organizational design projects. Act as a strategic advisor to leadership on people-related matters. Stakeholder Management & Communication Partner with senior leaders and business heads to drive key HR agendas. Communicate HR programs effectively across the organization. Manage HR audits and ensure compliance with internal and external standards. Required Skills & Competencies: Strong knowledge of PMS, OD, L&D, and talent management frameworks. Proficiency in designing competency models and leadership development programs. Analytical mindset with experience in HR analytics and metrics. Excellent communication, facilitation, and stakeholder management skills. Strategic thinking with hands-on execution ability. Qualifications: MBA/PGDM in Human Resource Management or equivalent from a reputed institute. Certifications in OD, coaching, or L&D (preferred). Contact Person Sofiya Sayyed SG OASIS Interested candidates can share their resumes on sofiyaoasis@gmail.com

Ownership of Wealth Business initiatives(Both dependent & independent of Product-Led Initiatives) aligned with overall business goals Utilize analytics & insights to track performance and drive data-driven decision-making

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective communication, relationship management, and sales strategies. Identify cross-sell opportunities across various products such as PMS, Mutual Funds, Third Party Products, Retail Liabilities, etc. to increase revenue growth. Stay updated on market trends and industry developments to stay ahead in the competitive landscape. Develop a deep understanding of client needs and preferences to provide tailored solutions that meet their financial goals. Desired Candidate Profile 4-9 years of experience in HNI Client Handling or similar roles in Banking/Finance sector. Strong knowledge of Portfolio Management Services (PMS), Mutual Funds, Third Party Products, Retail Liabilities, etc. . Excellent relationship management skills with ability to build strong rapport with high net worth individuals.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Merchant OD. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify and acquire new clients to expand the bank's customer base. Provide excellent customer service and support to existing clients. Collaborate with internal teams to resolve client issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the growth of the bank's merchant portfolio. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Merchant OD. Strong knowledge of banking products and services, including loans and deposits. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with small finance banks or similar institutions is an advantage.

- Conducting in-depth research on various companies, sectors, and across asset classes - Analysing Market data to identify investment opportunities - Preparing a detailed investment research report - Financial modelling and valuations

Greeting from HDFC Bank!! We are hiring for Personal Banker Classic roles - Raipur and Bilaspur l Near by Job Role : Personal Banker Classic Job Location : Raipur and Bilaspur l Near By Role & responsibilities Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. Maintain Daily Sales Report • CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line • Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell. Preferred candidate profile Any Graduate or Post Graduate with minimum 3 years of experience is Preferred in sales / banking / insurance / NBFC. Please share updated resume on shivam.chouhan@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Role & responsibilities Preferred candidate profile

Role & responsibilities Broadly this position looks at a person handling the entire Channel business for assigned region. The job is primarily managing & nurturing all the mapped channel partner relationships along with adding new CPs to garner higher market share of business. To maximize the sales from the assigned channel relationships To handle & nurture all mapped CP relationships. To onboard & develop new CPs to expand the business footprint Regularly update, assist & motivate the CPs. Improvise & implement any business development activities in the assigned relationships Work as a coordinator between the operations/client servicing and mapped Clients/CPs Preferred candidate profile Must have experience of selling PMS/AIF/AMC products through various Channel Partners like IFs, NDs, Mass Effluents, Banks, Securities firms etc.

PMS Specialist Experience - 2-8 Years Location - Bangalore Key skills - PMS , EU MDR , Complaint Handling

Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment recommendations Ensure timely MIS reporting and performance tracking Desired Candidate Profile : 10+ years of experience in Equity Broking / Capital Markets / Wealth Management Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record Proven leadership in managing and scaling teams Deep understanding of financial products across asset classes Strong communication, networking, and relationship-building skills Existing client relationships and team-building capabilities are a plus Education : UG: Any Graduate PG: MBA/PGDM Finance (preferred), or equivalent

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

Role & responsibilities Direct Responsibilities 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. 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

Role & responsibilities Direct Responsibilities 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. 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

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Zonal Office - 2nd Floor, Kanha Capital, RC Dutt Rd, Alkapuri Society, Alkapuri, Vadodara - 390007 Date: 25th Jul'25 (Friday) Time 11:00 AM to 04:00 PM

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 asset collection. • Ensure 2-3 client meetings are done per day within your territory.

Role & responsibilities - Manage quarterly & annual PMS cycles via HRMS - Act as PMS system owner handle updates, testing & issue resolution - Work with managers & leadership to ensure smooth execution - Analyze performance data for promotions, development, and succession planning - Facilitate talent calibration and follow-ups - Drive PMS improvements & employee communication Preferred candidate profile An MBA HR with 3+ years of experience, having handled at least 1 PMS Cycle under supervision of an HR Leader / Manager, and has conceptual clarity about Performance Management System. Ability to implement PMS on technology platform will be an add on advantage.

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market Feedback to Investments team on Distributor/ Investor queries on Funds/Products Preferred candidate profile MBA (Finance/ CFA/CFP) 4 to 7 yrs of experience only from bankign and NBFC and specifically from wealth Management team Communication Skills, Analytical skills, Sales techniques, Product & Market Knowledge, Interpersonal skills, Understanding of Macro and micro Economics, Understanding of Capital Market & IPRU as well as Competition products

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.