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2.0 - 5.0 years
12 - 18 Lacs
Mumbai
Work from Office
THE ROLE Span of Control: Drive Talent & Performance Management projects, across levels, functions, practices and locations. Qualification: MBA / Graduate from a Tier 1 institute Post Qualification Experience: 2 -4 years in Talent and Performance Management funtion Designation: Senior Executive Reporting to: Senior Manager - Talent & performance Management CoE JOB RESPONSIBILITIES The incumbent will primarily be in charge of: Talent Management Assist in the design and implementation of talent frameworks, assessment centres, and career development initiatives. Collaborate with HRBP and leadership teams to design and support developmental interventions. Performance Management Support in driving the performance management cycle for legal and allied members. Partner with stakeholders to ensure adoption of a continuous performance feedback culture and alignment with Firm goals. HR Analytics Generate and analyze people data to identify trends, risks, and opportunities. Provide actionable insights, and support data-driven decision-making for talent strategy. Engagement & Surveys Manage the end-to-end process for employee engagement surveys, including survey design, execution, analysis, and action planning. Track progress on engagement initiatives and ensure regular communication with relevant stakeholders. Strategic Firm initiatives Contribute to the development and rollout of Firm-wide initiatives such as culture-building programs, digitisation, and engagement programs. Support the evaluation and impact measurement of such initiatives. Stakeholder Management Collaborate with HRBPs, business leaders, and external members to ensure seamless execution of COE programs and alignment with Firm priorities. Continuous Improvement Stay updated on industry best practices and support ongoing improvements in COE processes, tools, and methodologies. CANDIDATE PROFILE EDUCATION AND PRIOR EXPERIENCE 24 years of experience in HR roles with exposure to conceptualising and designing programs. Strong analytical mindset with proficiency in Excel and/or HR analytics tools. Excellent communication, project management, and stakeholder engagement skills.
Posted 2 months ago
10.0 - 16.0 years
14 - 18 Lacs
Mohali, Chandigarh
Work from Office
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
Posted 2 months ago
3.0 - 8.0 years
10 - 20 Lacs
Mumbai, Pune, Delhi / NCR
Work from Office
Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits:Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available. Location - Mumbai, Pune, Delhi NCR, Bangalore
Posted 2 months ago
8.0 - 13.0 years
15 - 25 Lacs
Jaipur
Work from Office
Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Jaipur, Jodhpur & Udaipur. Excellent communication skill reqd.
Posted 2 months ago
3.0 - 8.0 years
5 - 15 Lacs
Bengaluru
Work from Office
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination. NISM-Series-V-A: Mutual Fund Distributors Certification Examination. Sales Advisor-
Posted 2 months ago
4.0 - 9.0 years
5 - 10 Lacs
Bawal
Work from Office
Role & responsibilities Manage end-to-end recruitment and onboarding processes. Handle employee relations and support a positive workplace culture. Assist in performance management and appraisal cycles. Maintain HR records, reports, and ensure policy compliance. Coordinate training and development activities. Contribute to HR initiatives and process improvements. Preferred candidate profile 5+ Years of experience in a generalist HR role in the manufacturing industry. MBA/MSW/PG Diploma in HR Proficient in MS Office and HRIS tools. Excellent communication and interpersonal skills.
Posted 2 months ago
4.0 - 8.0 years
8 - 12 Lacs
Manesar
Work from Office
Role & responsibilities Generalist Activities Performance Management System (PMS) Training & Development (Planning to Execution and Monitoring) Employee Relations, Motivation Surveys & Engagement Activities HR Analytics & Reporting Preferred Additional Knowledge About IATF/ISO standards and their HR Audits Statutory Compliances Good skills in MS Excel
Posted 2 months ago
12.0 - 22.0 years
15 - 30 Lacs
Mumbai, Mumbai (All Areas)
Work from Office
Role and Responsibilities: 1. HR Operations, Payroll & Compliance • Oversee end-to-end HR operations including employee lifecycle management (onboarding to offboarding). • Manage monthly payroll processing, ensuring accuracy and statutory compliance. • Monitor and ensure adherence to all labour laws, regulations, and statutory requirements. • Partner with finance team and compliance vendor for audit readiness and policy alignment. 2. Talent Acquisition (TA) • Lead recruitment strategy and ensure timely hiring across levels. • Build strong talent pipelines through proactive sourcing strategies and partnerships. • Implement structured interview processes and onboarding programs. 3. Performance Management & Employee Engagement • Drive the annual performance management cycle (goal setting, reviews, appraisals). • Champion initiatives that enhance employee morale, culture, and engagement. • Design and implement employee recognition programs and feedback mechanisms. 4. HRIS & Data Management • Oversee implementation and management of HR systems and HRIS tools. • Ensure data integrity and generate HR dashboards and reports for leadership. 5. Training • Identify training needs across departments and collaborate with stakeholders to design relevant learning initiatives. • Facilitate internal trainings and coordinate with external trainers as needed. Knowledge, Skill and Abilities for the Role: • Demonstrated ability to lead HR teams and influence stakeholders. • Excellent communication, interpersonal, and problem-solving skills. • Strong knowledge of HR compliance, labor laws, payroll, and HR systems.
Posted 2 months ago
5.0 - 7.0 years
6 - 7 Lacs
Noida
Work from Office
Onboarding & Orientation-Conduct Induction sessions, facilitate orientation sessions, Talent Acquisition-Manage end-to-end recruitment processes for all levels Data Management and Reporting-Attendance,Leave Management HR Operations Required Candidate profile 5-6 years in HR generalist role; experience in Legal or service industry preferred Excellent english communication skill 5 days Working Noida, Sec 16A
Posted 2 months ago
5.0 - 10.0 years
6 - 10 Lacs
Ahmednagar, Vadodara, Mumbai (All Areas)
Work from Office
Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- To up sell 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. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460
Posted 2 months ago
8.0 - 12.0 years
14 - 18 Lacs
Bengaluru
Work from Office
To provide planning, scheduling, cost control and reporting services on assigned projects with Senior Planner or Senior Project Controller or Project controls manager based in Bengaluru: Responsibilities: In coordination with project controls managers, Senior controllers, and planners contribute to developing project schedules, undertaking project controlling assignments, preparing relevant project control dashboard for internal and external stakeholder communication appropriate to the project needs and client requirements. Provide a Project Control service to the projects with responsibility for accurate project reporting and analysis. Assist Senior planners to set up the baseline schedule and control procedures for assigned projects and monitor progress against the plan, so that any problems are recognized promptly Assist PMs/PCM with producing the EAC and report on progress and earned value, to support financial forecasting and any necessary corrective action. Ability to create interactive dashboards using Power Bi as required to support the project reporting Assist Project Controls Manager and senior controller for developing Weekly and Monthly Project Progress reports (Internal and External) Assist project controllers for creating, maintaining, and updating monthly forecasts and budgets. Assist Project controllers for prepare various cost reports and maintain forecast accuracy. Prepare project performance analysis, cost, and schedule status reports. Identify cost and schedule variances from objectives. Document, monitor, and communicate project milestones and risks with appropriate stakeholders Participate in project status meetings, collect progress data and revise project plan as needed or advised by project managers. Any other MDU PM&C related assignment as entrusted by Line Manager and Team Lead Lead a performance culture, incorporating the WSP values, which develops Individuals’ capability through an active performance management process, so that not only delivery for the company is enhanced but also the skills, capability and personal satisfaction of an individual is maximized.
Posted 2 months ago
5.0 - 10.0 years
15 - 30 Lacs
Pune, Ahmedabad, Mumbai (All Areas)
Work from Office
Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities. Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Regrads, Sandipa 7980475998
Posted 2 months ago
5.0 - 10.0 years
10 - 20 Lacs
Hyderabad, Chennai, Delhi / NCR
Work from Office
Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities. Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player
Posted 2 months ago
10.0 - 18.0 years
15 - 25 Lacs
Kolkata, Patna, Ranchi
Work from Office
Role & responsibilities Support the companys distribution initiatives and build relationships with key distributors. Increase market share & visibility amongst select key distributors and manage new distributor empanelment. Joint calls with IFAs in a competitive market and assist them in documentation. Channelize key market intelligence to the products & Investment team. Liaise with investment team for investment ideas, distributor’s visits, concalls, etc. Liaise with Operations & Customer Service team to provide seamless experience to customers. Ensure compliance with regulatory framework at all times & with brand value. Follow applicable KYC norms & other regulatory requirements. To complete mandatory certifications & other knowledge upgradation activities Constant Updation on new products & best practices
Posted 2 months ago
2.0 - 7.0 years
5 - 9 Lacs
Thane, Navi Mumbai
Work from Office
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.
Posted 2 months ago
2.0 - 5.0 years
2 - 4 Lacs
Chennai
Work from Office
Role: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186
Posted 2 months ago
11.0 - 21.0 years
25 - 40 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.
Posted 2 months ago
3.0 - 8.0 years
3 - 5 Lacs
Pune
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel Preferred Individual Contributor IT Skills: MS Office and Business Intelligence Applications & responsibilities
Posted 2 months ago
10.0 - 18.0 years
9 - 12 Lacs
Mumbai Suburban
Work from Office
We are urgently looking for HR Manager for our organization at Andheri East MIDC location. Please find below the detailed responsibilities: Experience: 10+ Years Location: Andheri MIDC Working Days: 6 Days Working Timings: 9 am to 5.30 pm Talent Acquisition Responsible for talent acquisition as and when required Decide the appropriate strategy for sourcing candidates Manage & support end-to-end recruitment for factory-level positions (artisans, setters, polishers, etc.) as & when required Ensure timely onboarding, induction, and documentation for workers and staff. HR Operations & Payroll Responsible for roll out of appointment letters/ offer letters/ confirmation process Ensure timely updation of employee files and documents for record purpose Maintain an updated employee database Leave & attendance administration Ensure error free Payroll administration within timelines of monthly payroll cycle Ensure statutory deductions, loans, advances are made as per the prevailing law & companys policy Ensure timely submission of various documents like enrolment, withdrawal, nomination, updation for ESIC, PF, Mediclaim etc Handling of Termination Case (Resignation Acceptance Letter, FnF) Oversee contract labour & vendor compliance Maintain hygiene, discipline & safety alignment with company policy Handle legal cases related to HR Employee Relations & Engagement: Foster a positive and motivating work culture. Manage grievance redressal and resolve issues promptly. Support appraisals, skill evaluations, and succession planning for key roles. Organize engagement programs, skill-building sessions, and reward systems. Promote a learning culture through initiatives and workshops. Compliance & Statutory Requirements: Ensure full compliance with labour laws, including Factories Act, ESI, PF, Bonus Act, etc. Handle statutory inspections and audits. Maintain proper documentation and HR records. Maintain mandatory licenses, registrations, labour & welfare related licenses, fire & safety records & notices to be maintained. Administration Ensure smooth running of office administration Identify, Negotiate and finalize different vendors like housekeeping, stationery, water, AMCs, insurance etc. Ensure annual maintenance contracts (AMC) of all office assets and renewal of the same on timely manner MIS Generate timely HR related MIS and Reports Preferred Skills & Competencies: Strong understanding of manufacturing HR practices Proactive, people-oriented, and good at conflict resolution Tech-savvy with exposure to HRMS, payroll systems, and Excel Note: candidate may need to travel at other factories of company at Andheri & Kandivali location as & when required
Posted 2 months ago
10.0 - 15.0 years
7 - 15 Lacs
Pune
Work from Office
Job Summary: We are seeking an experienced Lead Piping Engineer to oversee the design and engineering execution of the piping section for domestic and international detailed engineering projects in our Pune Office . This role involves developing technical purchase specifications, aligning with suppliers, conducting technical reviews, and ensuring compliance with applicable codes and standards. Location: Pune, India Key Responsibilities: The Lead Piping Engineer will be responsible for: Design and Documentation: Writing Piping Design Basis, PMS, and technical purchase specifications. Preparing equipment layouts, piping layouts, GADs, isometrics, nozzle orientations, and pipe supports. Generating MTO/BOM and conducting stress analysis. Supplier and Technical Coordination: Participating in technical alignment and reviewing supplier offers. Issuing technical comparison tables and validating supplier technical documents. Reviewing valves lists and validating process data in collaboration with the process team. Client and Regulatory Compliance: Reviewing client design basis, applicable codes and standards, and incorporating local regulations. Ensuring compliance with HSE requirements in piping design. Project Collaboration: Managing engineering sub-contractors, defining RFQ packages, and evaluating subcontractor performance. Participating in meetings with clients, PMC, vendors, and internal teams. Leading weekly piping discipline meetings and contributing to in-house project reviews. 3D Modelling Expertise Proficient in 3D modelling processes, tools, and procedures. Reviewing 3D models for compliance with client specifications and ensuring maintenance and accessibility of equipment, piping, and instruments. Qualifications & Experience: Education: BE Mechanical / Chemical. Experience: 10 to 15 years in EPC or Oil & Gas sector with strong exposure to piping engineering. Technical Skills: Expertise in E3D, PDMS, Plant 3D, and AutoCAD. In-depth knowledge of ASME, DIN, ISO 9000/14000, and other relevant codes. Proficiency in MS Office, especially Excel. Strong understanding of piping and valve materials. Languages: Fluent in English and Hindi. Preferred Skills: Leadership, teamwork, and adaptability in dynamic environments. Problem-solving abilities and an interest in development projects If you are passionate about crafting innovative engineering solutions, committed to excellence, and eager to make a meaningful impact on the Energy Process Industry, we invite you to be part of our dynamic team.
Posted 2 months ago
3.0 - 8.0 years
3 - 5 Lacs
Kolkata
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell Mutual Fund, Portfolio Management System, PE, AIF(Alternate Investment Fund), Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities- 1. Achieve given AUM and Revenue targets. 2. Maintain relationships with the existing network of IFAs. 3. Recruit potential new IFAs . 4. Manage, recruit and drive the sales team for meeting efforts and performance targets.5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure. Preferred candidate profile - Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications & responsibilities Candidates from NJ Wealth & Prudence Stock Broking will be Preferred.
Posted 2 months ago
5.0 - 10.0 years
7 - 12 Lacs
Kolkata
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & Responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.
Posted 2 months ago
5.0 - 10.0 years
8 - 10 Lacs
Patna
Work from Office
Job Purpose Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Role & responsibilities 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars Build up team as per defined organization structure Preferred Candidate profile Educational Qualifications: Post Graduate Experience: 5+ Years in sales of investment products through IFA channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Candidates from NJ Wealth & Prudence Broking Services will be Preferred.
Posted 2 months ago
6.0 - 11.0 years
20 - 35 Lacs
Chennai, Bengaluru, Mumbai (All Areas)
Work from Office
Job Description Position: DVP / AVP / Portfolio Manager Location: Mumbai, Kolkata, Pune, Ahmedabad, Chennai, Bangalore, Hyderabad Industry - NBFC/Financial Services (Wealth) CTC: As per industry standards Experience Minimum 6 years of relevant experience in Wealth management Sales, Private banking Sales, or financial advisory with New business development / Customer acquisition (B2C). Must have Wealth Products Direct Sales experience. Key Responsibilities Acquire customers with 1 Cr5 Cr+ investable surplus Provide comprehensive financial planning and portfolio management services Execute investment transactions post financial planning and during periodic reviews Manage queries related to Private Wealth, PMS, AIF, and investment products Deliver accurate and timely MIS reports as required Develop and implement short- and long-term sales strategies aligned with business goals Standardize sales processes to ensure efficiency and client satisfaction Ensure discipline in asset allocation and advisory processes Achieve revenue goals through diversified product sales including Mutual Funds and others Foster strong client relationships and enhance service delivery standards Monitor and review client portfolios to ensure alignment with risk and compliance policies Stay updated with market trends and identify business development opportunities Drive revenue growth and build Assets Under Advisory (AUA) Uphold advisory guidelines to minimize risk and ensure ethical practices Skills Required Excellent communication and interpersonal skills Must have experience in Wealth/Financial Products Strong analytical and advisory abilities Ability to structure and present financial solutions clearly Deep understanding of wealth management products and customer needs Core Competencies Customer Centricity Business Awareness & Market Knowledge Relationship Building & People Engagement Result Orientation High Integrity and Compliance Focus Qualification Graduate / MBA from a reputed institute
Posted 2 months ago
15.0 - 18.0 years
15 - 18 Lacs
Ahmedabad
Work from Office
Design and implement comprehensive HR strategies and performance management systems aligned with business goals, covering recruitment, training, compliance, employee engagement, and compensation. Lead the HR team in delivering effective HR services.
Posted 2 months ago
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