1505 Pms Jobs - Page 42

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Employee Engagement • Performance Management • New Hire Orientation& Development • Handholding of new employees • Grievance Handling • Employee Relations • Reward & Recognition Employee • Training & development • Lead the reporting of employment metrics • Reference checks & Back Ground Verification • Referral Policy & Process • End to end lifecycle management of employees • Employee Communication • Implementing HRIS & PMS systems Roles and Responsibilities Employee Engagement • Performance Management • New Hire Orientation& Development • Handholding of new employees • Grievance Handling • Employee Relations • Reward & Recognition Employee • Training & development • Lead the reporting of employment metrics • Reference checks & Back Ground Verification • Referral Policy & Process • End to end lifecycle management of employees • Employee Communication • Implementing HRIS & PMS systems

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

We are trying to find someone that can come on board quickly. JOB RESPONSIBILITIES (Including, but not limited to:) Leading Exit process, Attrition analysis, understand industry trends and develop retention strategies Capable to manage grievance matters, change management, and all other employee-relations matters Build strong understanding of the buisness unit/vertical and lead weekly meetings with management to support on people issues Lead platforms like Townhall on streghthening 'Connect' with employees and leadership; propose corrective actions/initiatives focused on engagement Effectively lead Probation Evaluation and Performance Improvement Process (PIP) for successful closure Lead end-to-end Performance Management cycle from Goal Setting through Year End evaluation, facilitating feedback culture in the business unit/vertical Maintain Accuracy of the Data like Exit, Retention cases, PIPs etc. Manages and resolves employee relations issues. Conducts effective, thorough, and objective investigations Provides day-to-day performance management guidance to line management (e.g., coaching, counseling, career development, disciplinary actions). Works closely with management and employees to improve work relationships, build morale, and increase productivity and retention Build employee and management awareness on HR policies and interpretation in respective business unit Lead Reward & Recognition Program to create appreciating culture in the respective business unit/vertical Lead promotions and transfers in line with business rationally in partnership with management Lead various allocated HR Projects Performs other related duties as assigned REQUIRED SKILLS AND QUALIFICATIONS Preferred masters in human resources 10 plus years of high caliber HR Generalist Good Hands-on experience on HR Processes Strong Communication Skills People Management Skills Willing to work in Day/Swing Shifts Detail Oriented Positive attitude Good Time Management Skills Good Problem-Solving Skills Good understanding of market trends vis--vis People Processes Flexible -takes direction with ease Critical thinking -takes initiative -self-motivated Intermediate to advanced skills in MS Word, MS Excel, MS Outlook

Design HR strategies aligned to business goals, manage full HR lifecycle, lead performance cycles, drive talent management, implement BSCs, KRAs & KPIs, and collaborate with leaders for workforce planning and capability. Required Candidate profile Mediate conflicts, manage R&R programs, handle employee lifecycle, lead engagement surveys, standardize HR processes to ensure smooth operations & consistent policy implementation across locations.

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

1) Responsible for Handling NRI HNI Clients for Equity Broking and other Investment Products 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients. Location - Telangana, Delhi, Trivendrum, Vadodara,Hyderabad,Kolkata, Ahmedabad, Kochi,Coimbatore,Pune,Indore,Mumbai,Chennai,Bengaluru 1) 3+ Years in sales of investment products like Mutual Funds, PMS, AIF, Equity Stock Broking) , 2) NISM Series - VIII (Equity derivatives).

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Achieve healthy revenues without compromising on clients profitability. 7) Acquiring new clients through existing clients referrals. 8) Activating inactive clients through regular followups. 9) Regularly following-up with clients and handling their queries. 10) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 11) Responsible for adding new NRI HNI Clients Location-Mumbai,Chennai,Bengaluru,Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,, Telangana, Delhi, Trivendrum, Vadodra

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Rimesier. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster. Location-Mumbai,Chennai,Kolkata,Bengaluru,Hyderabad,Pune,Lucknow,Jaipur,Indore,Kochi,Delhi, Ahemdabad, Trivendrum

1) Primary responsibility is to garner asset and generate revenues for the Super Investor client segment by offering -Mutual Funds (Lumpsum and SIP), PMS, AIF, Corporate Fixed Deposits, Equity Broking & lending products. 2) Increase the AUM, SIP Flow & Revenue from the Client Base Existing and newly acquired. 3) Dissemination of product recommendations messages to allocated client 4) Effective handling of client queries. 5) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 6) Constant efforts on direct databases for activation reactivation retention of clients. 7)Candidates with Min 5 8 Yrs having deep knowledge of MF, PMS and other Equity product. Preferably should be from Wealth Management background. _

1) Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. 2) Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Ensuring the highest level of service to the clients. 5) Responsible for activation of trading account of clients 6) Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. 7) Responsible for Handling HNI Clients 8) Coordinating with clients for their daily trades in Equity. 9) Help customers to Execute trade online and place orders on behalf of customers. 10) Making confirmation of orders and trades done during the day to clients. 11) Acquiring new clients through existing clients referrals. 12) Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. 13) Responsible for collecting margins/ market-to-market loss. 14) Follow guidelines of Risk management and Settlement 15) Ensure compliance as per various regulator and organization guidelines. 16) Knowledge of Equity/ Stocks/ Shares - Trading/ Dealing, Risk, Regulation, investments products - Mutual Funds, PMS, Insurance 17) Minimum 3 year - In a Equity Stock Broking Firms Location : - Mumbai,Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Udaipur,Jodhpur,Jaipur,Ahmedabad,GOA, Delhi, Vadodra, Surat.

SVP/VP/ AVP Relationship Managers - Private Wealth Managers/Private Bankers 1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases. 5) Cross-sell products and services to both new as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives. 6) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 7) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 8) Send news and market related inputs & reports to the clients." Candidate Profile 1) Minimum 5 to 12 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity , 3) Existing Relationship Manager - Wealth Management/ Pvt Banker,

Develop and maintain strong relationships with High Net Worth Individuals (HNI) and private clients. Understand and respond to the financial needs and goals of clients. Wealth Management Services Provide comprehensive wealth management solutions, including Financial Planning and Portfolio Management Services (PMS). Tailor investment strategies to meet clients' individual risk appetites and financial objectives. Financial Planning Conduct thorough financial assessments to create customized financial plans for clients.

Responsible for PMS Process Admin. GOAL Setting. Mid Year / Annual Perf. Review DASHBOARDS-APPRAISAL SYSTEMS- CAREER DEVELOPMENT / PROMOTIONS/ INCREMENTS/SUCCESSION PLANNING/DATA INTEGRITY-TRAINING HODs/Employees on PMS/SYSTEMS-HRBPs. Required Candidate profile MBA/MSW/MA with Min 15 - 20 Years STRONG Exposure on PMS. Strong Knowledge of PMS Process/SOFTWARE/Competency Mapping & Goal Setting/HRMS /Data Analysis & Reporting/Training & Change Mgt. Perks and benefits SALARY OPEN for a RIGHT Candidate. No Limit.

We are seeking a dynamic and experienced Senior Human Resources manager to lead our Human Resources department and drive the strategic HR initiatives for our growing IT organization. The ideal candidate will have a proven track record of managing all aspects of HR in a similar sized organization, with a focus on talent acquisition, employee engagement, performance management, and organizational development. The Senior Human Resources manager will play a critical role in shaping our company culture and ensuring that we attract, retain, and develop top talent. Responsibilities: Strategic HR Leadership: - Develop and execute the overall HR strategy in alignment with the company's business objectives. - Provide strategic guidance to senior management on all HR-related matters. - Lead the HR team in implementing HR programs and initiatives. - Stay abreast of industry trends and best practices in HR. Policy Development: - Design, implement, and update HR policies and procedures in compliance with labor laws and company objectives. - Ensure HR policies align with legal and regulatory requirements, mitigating risks and maintaining ethical practices. - Conduct regular audits and updates of policies to ensure effectiveness and relevance to business needs. Employee Engagement and Relations: - Foster a positive and inclusive work environment that promotes employee engagement and satisfaction. - Address employee concerns and resolve conflicts in a timely and effective manner. - Develop and implement employee engagement initiatives, such as surveys, recognition programs, and team-building activities. Performance Management: - Design and implement a comprehensive performance management system that aligns individual goals with company objectives. - Conduct regular performance reviews and provide feedback to employees. - Identify and address performance issues in a constructive manner. Compensation and Benefits: - Develop and administer competitive compensation and benefits programs that attract and retain top talent. - Ensure compliance with all applicable laws and regulations related to compensation and benefits. Organizational Development: - Identify and implement organizational development initiatives to improve efficiency, effectiveness, and employee morale. - Conduct training and development programs to enhance employee skills and knowledge. HR Operations: - Oversee the day-to-day operations of the HR department, including payroll, benefits administration, and record-keeping. - Ensure compliance with all applicable laws and regulations related to HR. - Provide regular HR policy updates and recommendations to senior leadership. - Prepare reports and insights for executive decision-making. Qualifications: - Education: Bachelor's degree in Human Resources Management, Business Administration, or a related field. Master's degree preferred. - Experience: 8+ years of progressive HR experience, with at least 5 years in a leadership role in an IT organization of similar size (up to 500 employees). Skills: - Strong leadership and strategic thinking skills. - Ability to lead organization transformation projects. - Excellent communication and interpersonal skills. - Proven ability to develop and implement effective HR programs and initiatives. - Solid problem-solving and analytical skills, sensitive to data and detail orientated - Experience with HRIS,HRMS systems and other HR technologies.

HR Generalist role, Recruitment/ Employee Grievance handling/ Labour management/Admin/Employee Engagement/ Training & Development/Audits / Payroll.

Role & responsibilities Dealing with Clients HNI Clients ,Ultra HNI Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF 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 various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile : Immediate Joiner

1.Perform Maintenance activities including Breakdown,Preventive,Planned and Predictive Maintenance 2.Spare parts Planning and Procurement 3.Co ordination with Internal department for ISO and EOHS Auditing work (internal external Audits) 4.Carrying out OSP Activities 5.Keeping Machines and Equipments in working condition as per rated Specification. 6.Asset Transfer and Disposal 7.AMC Monitoring Responsibilities Accountabilities Co-ordination for Preparing Annual Budget and maintaining the alloted budget Indigeneous Spare Parts Planning and taking action for Procurement in co-ordiantion with SCM to reduce cost Guidance for Solving Critical Problems in Machines and Equipments inside the Plant Taking action for Reducing MTTR for Critical Machines through IoT (CMS and PMS) Spare parts Planning and taking Procurement action in time to increase Machine Availability Ensuring Erection and Commissioning of New Capex Machines in time frame. Co-ordinating for Refurbishing of Machines Monitoring and Maintaining Statutory records as per legal norms Supporting for Implementation of TQM in PPC Zone (14 Machines) Maintaining Assets and Equipments in good working condition by using Maintenance Tools like TQM,TPM ,CMS and PMS Getting new drawing numbers for other depts.and issuing workorders Carryig out OSP Activities , workorders creation,PR creation.PO followup,RT formalities completion and storing of Spares in stores. Monitoring of AMC Activity for Statutory Equipments Co-ordinating for Transfer and disposal of Assets based on approval and completing formalities in Oracle System . Co-ordination with inter-department team for ISO and EOHS Quality Mangement Working on Energy Saving projects to reduce Energy

Required Abilities: Strong staff management skills Excellent people management and administrative skills. Good negotiating and facilitation skills. Required Work Experience : Incident Manager Degree : Bachelor of Business Studies - BBS | Associate of Science - AS | Bachelor of Arts - BA Required Knowledge : Good understanding of statistical and analytical principles and processes. To ensure the goals of the Incident Management process are achieved. Required Skills : Processmap Incident Management, Incident Response, Logicmanager Incident Management, Incident Analysis, Incident Management System, RSA Archer incident Management, Incident Investigation, Incident Management Primary Responsibility : Ensures effective communication to Senior Management, Customers, Users, and Technical staff

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - J P Nagar 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 customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred 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 Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. Nagar) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC 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 Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 37/953, 2nd Phase, 24th Main, JP Nagar , Bangalore - 560062 (Branch Code - 133) Date: 11th Jun 2025 ( Wednesday) Time 10:00 AM to 12:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Job description About the Role As a Wealth Manager at Alpha, you will play a critical role in understanding our clients financial ambitions and challenges, providing bespoke investment strategies and comprehensive solutions. You will act as the primary point of contact for our esteemed clientele, managing portfolios, offering Family Office services, and ensuring an exceptional client experience at every touchpoint. If you are passionate about building deep relationships, have a sharp financial acumen, and believe in delivering value beyond numbers, this is the opportunity for you. Key Responsibilities Engage with High Net-Worth clients to understand their financial objectives, needs, and concerns. Analyze client data to develop and present customized financial strategies and solutions. Provide regular, insightful portfolio reviews and strategic recommendations. Conduct in-depth analysis of financial products across asset classes to optimize client portfolios. Manage investment portfolios, monitor performance, and ensure alignment with clients' goals. Deliver Alphas value proposition with confidence and clarity during client interactions. Collaborate closely with internal teams to deliver seamless, high-quality service. Stay updated on market trends, regulatory developments, and innovative investment opportunities. Build long-term relationships based on trust, transparency, and consistent value delivery. What We Look For Strong understanding of financial instruments, wealth management, and family office services. Excellent communication and interpersonal skills. Analytical mindset with the ability to interpret and present financial data effectively. A client-centric approach with high ethical standards. Prefered , MBA/CFP/CFA/NISM

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBI Required Candidate profile Immediate Joiners preferred. MBA (finance) , Semi qualified CA preferred