3880 Pms Jobs - Page 45

Dear Candidate We are looking for an experienced HR Business Partner (HRBP). The role involves partnering with business leaders to drive performance culture, talent development, employee engagement, performance management systems (PMS) and ensure statutory compliance. Key Responsibilities Act as a strategic HR partner to business units, aligning HR initiatives with business goals. Design, implement, and manage the Performance Management System (PMS), including goal setting, appraisals, and performance improvement plans. Ensure smooth execution of annual and mid-year performance review cycles with business alignment. Drive compliance with labor laws, statutory requirements, and internal HR po...

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

Should have worked as RMS in hotel industry. 5+ years of experience in product management, preferably in a SaaS or hospitality tech environment. Deep knowledge of hotel pricing, revenue management, and industry operations. Strong analytical and problem-solving skills. Excellent communication and stakeholder management abilities. Experience in value-based selling and understanding product ROI. Bachelors or Masters degree in Business, Engineering, or a related field. Define and own the product roadmap aligned with business and guest needs. Collaborate on wireframes and UX to deliver seamless hospitality experiences. Integrate feedback from guests, staff, and data to improve the product. Work w...

Role & responsibilities To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preferred candidate profile Any Graduate with 5 to 10...

What Youll Do: Build and lead a cross-functional MVP team (engineers, PMs, designers). Drive 34 month MVP cycles from concept to delivery. Translate research prototypes into scalable, testable solutions. Provide technical leadership, especially in AI/ML and emerging tech. Collaborate with US-based teams for planning, feedback, and delivery. What Were Looking For: 14+ yrs in software/product development; 7+ yrs in AI/ML roles. 3+ yrs of team leadership experience. Strong hands-on skills in AI, prototyping, agile methods. Excellent communication and ability to work in fast, ambiguous environments. Nice to Have: MS/PhD in CS or related field. Experience in research-to-product transitions. Famil...

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara 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 responsi...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara 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 responsi...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role & responsibilities Acquire new customers through direct channels, references, and market outreach. Maintain and nurture long-term relationships with existing clients to ensure retention. Provide clients with investment advisory across Equity, Derivatives, Mutual Funds, Bonds, IPOs, PMS, and Insurance . Cross-sell and upsell investment products to maximize wallet share . Ensure timely resolution of client queries and deliver priority customer service . Meet and exceed assigned revenue, client acquisition, and AUM targets . Adhere to all compliance, regulatory, and internal process guidelines . Preferred candidate profile Graduate/Postgraduate in Commerce, Finance, Economics, or Business ...

About The Role : Job TitleBusiness Analyst Investments (PMS, demat and mutual fund distribution) Corporate TitleAssociate LocationMumbai, India Role Description We are seeking a highly skilled and experienced Business Analyst with deep expertise in investment products (PMS, demat and mutual fund distribution), as well as a solid understanding of PMS core platforms, demat back-office platforms. This role requires someone who can translate business requirements into actionable solutions for IT teams, ensuring smooth implementation of projects. The ideal candidate will possess strong analytical skills, the ability to bridge the gap between business stakeholders and IT teams, and the capacity to...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

He shall be responsible for HR policies implementation, training and development , OD, Compensation management , appraisals and other strategic HR related jobs.

About YUBI Yubi, formerly known as CredAvenue, is redefining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it. In March 2022, we became India's fastest fintech and most impactful startup to join the unicorn club with a Series B fundraising round of $137 million. In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investor...

Job Designation Business Development Manager Job Role Responsible for acquisition of new clients. To act as a business partner by active participation in planning and implementation of new strategies. Responsible for building new relationship with the clients. To handle client retention through excellent client service. Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc.. To handle business development vertical along with the key team leaders. To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc. Job Specification Must have at least 4 years of experience in Business Development. Good...

Company-Motilal Oswal Finance . Exp in Selling MF,SIP, Insurance, PMS,AIF,Client Acquistion, Good AUM Book Size With Regards Aarti Gulia 8287796991 AAR Manpower Service

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

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...

Hi, We have a vacancy in Hyderabad for Private Banking Group -Investment Specialist / Counsellor - CTC up to 22Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers trai...

We are looking for a high-performing professional to join our Investor Relations (IR) team. The individual will play a key role in managing relationships with high-net-worth (HNI/UHNI) investors and wealth partners, ensuring transparent communication, timely reporting, and exceptional service delivery throughout the investor lifecycle. This role requires strong communication skills, a deep understanding of financial products (especially PMS), and the ability to work closely with internal teams including investments, operations, and compliance. Key Responsibilities: Client Servicing & Relationship Management Be the primary point of contact for assigned HNI/UHNI clients Respond to investor que...