3880 Pms Jobs - Page 41

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Job Summary: This role is ideal for someone with proven experience in PMS, HR systems, employee engagement, and policy implementation, preferably in a D2C or high-growth startup environment. You will partner with department heads, ensure accountability through systems, drive engagement, and strengthen second-line leadership across teams. Key Responsibilities: Implement and manage Performance Management Systems (PMS) aligned with Zoho People & Projects. Design and enforce HR policies that strengthen discipline, accountability, and fairness. Develop second-line leadership across departments for business continuity and reduced risk. Partner with HODs to ensure smooth role transitions and effect...

Job description Roles and Responsibilities Devise and review the blue collar strategy of the organization/business. Alignment with legal and regularsing compliance requirements Strategizing and managing communication with Blue collared employees Addressing and resolving policy, legal and regulatory inquiries Managing union and work council issues Managing collective agreements and bargaining Managing conflict resolution process & corrective action process Manage affirmative action and equal opportunities programmes. Liaisioning with local authorities Mediating between blue collared employees and management Facilitating administrative activities, discipline, adherence to policies, liaison wit...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...

Job Description - As the Global Wealth Manager , you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients. You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved. The person who is passionate to disrupt NRI space should definitely apply. Min 5-15 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role. Understanding of variou...

Role Objective: To support the Compliance Officer in ensuring adherence to SEBI regulations (PMS, RA, AIF) and provide secretarial assistance for smooth functioning of compliance and governance processes. Key Responsibilities: Assist in regulatory filings, record-keeping, and compliance checklists under SEBI guidelines. Maintain and update investor documents, agreements, registers, and compliance trackers. Draft, file, and organize compliance-related correspondence, minutes of meetings, and audit documents. Prepare reports/MIS for internal use and support responses to SEBI/auditors. Provide secretarial assistance scheduling meetings, preparing agendas, drafting minutes, coordinating with sta...

Role & responsibilities: 1: Job purpose statement: To assist Lead Company Secretary and Head-Compliance in handling secretarial activities of wealth management companies, compliances of Companies Act 2013, SEBI LODR, SEBI NCD Regulations, other applicable SEBI Regulations and RBI mandated secretarial compliances as applicable to NBFCs and HFC. 2: Duties & Responsibilities: • Independently drafting the agenda and prepare Minutes of Board meetings, General meetings & various Board Committees. • End to end responsibility and ownership for task assigned e.g. Board / Committee Meetings. • Independently handle work related to rights issue of shares. • SEBI LODR compliances and filings with stock e...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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

Developer leads the cloud application development/deployment. A developer responsibility is to lead the execution of a project by working with a senior level resource on assigned development/deployment activities and design, build, and maintain cloud environments focusing on uptime, access, control, and network security using automation and configuration management tools Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Primary Skills: Core Java, Spring Boot, Java2/EE, Microsservices Hadoop Ecosystem (HBase, Hive, MapReduce, HDFS, Pig, Sqoop etc) Spark Good to have Python Preferred technical and professional experience None

Job Title: Senior Human Resources Location: Ajeenkya D Y Patil University Experience Required: 78 Years Educational Qualification: MBA in Human Resources Notice Period: Immediate to 15 Days Position Overview: We are seeking an accomplished Senior Human Resources professional with 7–8 years of relevant experience to oversee HR operations and generalist responsibilities. The successful candidate will be adept in stakeholder management, proficient in HR software, and capable of driving HR initiatives aligned with organizational objectives. Key Responsibilities: Manage end-to-end HR operations, including employee lifecycle management, compliance, and HR documentation. Serve as an HR generalist, ...

Development of Audit Strategy and Plan :- Execute audit strategies for identification and assessment of various key risks in Mutual Fund functions and current maturity level of controls in these functions. Execute audit plans based on risk assessment and regulatory framework; ensure use of advanced integrated auditing concepts and extensive use of technology and data analysis for achievement of the audit objectives Network Security/ Information Security Audits (~10+) Conduct Data Security review (~200+ major customer data sensitive applications / processes Execution of Audit Strategy & Plan:- Effective management and execution of the audit plan in accordance with the Policies, Procedures, Le...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management Ltd.

Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz phone call, email They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them Provide premi...

Candidate should have Overall 36 years Experience in software testing and at least 2+ yrs of exp. in Loan IQ Functional testing. Should have actively involved in Requirement Analysis, Test plan preparation ,Test scenarios documentation, test cases scripting, Defects documentation and clarification. Should have experience in Test mgmt. tools like JIRA 4. Good to have experience in Automation and performance testing Should be a immediate joiner and have to work in Hybrid model. Mandatory skill sets Loan IQ Tester JD 1. Candidate should have Overall 36 years Experience in software testing and at least 2+ yrs of exp. in Loan IQ Functional testing. Should have actively involved in Requirement Ana...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

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...

Job Opportunity for Associate Director- RM with MNC Bank 9 years-18 Years of exp into sales of Wealth products AUM mandatory This will be an Individual Contributor Role Please Whatsapp resume to: 7595835146 Required Candidate profile Locations: Bhubaneshwar, Guwahati, Chandigarh, Jaipur, Ludhiana, Bangalore, Cochin, Coimbatore, Hyderabad, Ahmedabad, Baroda, Bhopal, Indore, Pune Need candidate with Private Bank experience.

Individual PBG Targets across TPP (40%). Ensure targets given at the absolute level are met,