3788 Pms Jobs - Page 5

Job Responsibilities: Cater to the investment needs of mass-affluent clients by recommending products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products Meet required AUM, investor acquisition, and portfolio growth targets Provide personalized investment advice and wealth management solutions to HNI and UHNI clients Required Qualifications: Postgraduate degree 37 years of experience handling HNI and UHNI clients in wealth management Strong knowledge of investment products and portfolio management Week off: Sunday

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 exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies:1Manager:AVC:SYK - Unit Manger - Wealth Is a Team leaderNoTeam Size:NA Grade: Business:Retail BankingDepartment: Axis Virtual CentreSub-Department: Location:Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Talent Acquisition / Recruitment Experience Female can join from 1st November, 2025 Best Salary 18K to 21K + Incentives Fresher Salary 15K + Incentives Interested Wapp me on 9978651806 VISIT US@ SDP HR SOLUTION 610,GOLDEN SQUARE ABC CIRCLE BHARUCH Required Candidate profile . Good Personality Excellent time management & communication Skills Interested WhatsApp me on 9978651806 & Visit Our Office Share Resume on sdphrsolution@gmail.com with Subject: Female SDP . Perks and benefits Best CTC in Bharuch City.Fluent English & PC Skill

Hi, Please find the job description of Wealth RM Bangalore Designation: Wealth Relationship Manager Ctc: up to 15Lacs Job Description: Manage and grow Liabilities & Investment business from branch/retail customers. Build and expand customer relationships across banking, investment, and asset products. Achieve sales targets across CASA, loans, business banking, forex, cards, and investments. Deepen existing relationships and acquire new customers to increase wallet share. Drive investment and insurance sales to generate fee income. Ensure portfolio quality and customer satisfaction through regular engagement. Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA). Se...

Selected Intern's Day-to-day Responsibilities Include Working on PMS Talent Acquisition HR Operations Engagement & HR Automation Payroll About Company: Univest is a one-stop investment platform trusted by over 400,000 users to optimize their portfolios. Founded in March 2022 by Pranit Arora and Avneet Dhamija, Univest utilizes artificial intelligence (AI) to help investors exit underperforming stocks in a timely manner. It also suggests new investment ideas aligned with each user's preferences and risk profile.

Responsibilities: Manage client portfolios through investment strategies, portfolio reviews and service Acquire new clients Achieve income targets by sales Making product reports for Mutual funds Focusing on Self learning and development Sales incentives

Hi We have an excellent Opening in Leading Bank for NRI - RO Profile - Hyderabad Designation : NRI - Relationship Officer CTC : up to 6Lacs Experience : min 1 to 6years Location : Across Hyderabad ( 10 position) Job Locations are Gachibowli, Kokapet, Financial District, Puppalaguda Manikonda, Kondapur Pragathi Nagar, Taranaka Abids, Kothapet Vanasthalipuram, Shaikpet Shamshabad and Nallagandla Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhanci...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

* Manage Time Office, biometric attendance * HR Operations & Compliance * Payroll Management * Recruitment & Employee Engagement * Contract Labour management and performance management * Labor Laws & Statutory Compliance *Looking for Immediate Joiner Required Candidate profile * Grad/PG in HR/Industrial Relations * 6+ yrs exp in HR, preferably in manufacturing * Strong communication & interpersonal skills * Only Hyderabad-based candidates apply * Preferably male candidates

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

About the Role . Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers etc . Drive targeted product mix and persistency for insurance products to enhance profitability . Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue . Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes . Explore various avenues of increasing volumes through NTB / Referral for RFR business . Acquisition of new customers for RTFx business (Ne...

Walking Drive from 27 Oct 2025 to 31 Oct 2025 We have openings in Deccan, Aundh and Ravet location. However HR interview will be conducted in JM road Deccan branch ONLY. Kindly visit JM road Deccan branch for interview. 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 o...

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profile Strong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Perks and benefits Performance-driven incentive structures.

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Jaipur Job Locations: Jaipur Rajasthan Note: Candidates having total 8+ years experience (Min 3+ years as a BM role) in Govt. Banking and RBB Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Age criteria- 30 to 38 years. Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by genera...

We are looking for a skilled Marketo Developer with 3-5 years of experience to join our team. The ideal candidate will have a strong background in marketing automation and development. Roles and Responsibility Develop and implement marketing automation solutions using Marketo. Collaborate with cross-functional teams to design and execute marketing campaigns. Analyze campaign performance and provide insights for optimization. Troubleshoot and resolve technical issues related to marketing automation. Stay up-to-date with the latest trends and best practices in marketing automation. Participate in code reviews and ensure high-quality code standards. Job Requirements Strong understanding of mark...

Lead technical project delivery. Manage timelines, risks, and resources. Ensure alignment with business and IT strategy.

Design and develop ETL solutions using SAP BODS. Ensure data integration, migration, and quality. Collaborate with business on reporting needs.

Manage enterprise storage systems (SAN/NAS/Cloud). Ensure availability, backup, and recovery. Optimize performance and scalability.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...