1503 Pms Jobs - Page 5

Drive business and support Regions Business Partners. Selling of SK Research and Advisory Products,, Mutual Fund,PMS, LAS etc .. Funding/MF/ IPO Advisory support. Investment Query Resolution Regular Visits to Outlet of business partner Relationship building. HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc)

Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Responsibilities & Key Deliverables Preparing and managing AIS 008 documentation, including test plans, reports, and compliance sheets, to meet regulatory requirements. Serving as a liaison with regulatory agencies and other stakeholders to ensure timely and successful certification. Developing and overseeing testing procedures to verify compliance with standards and regulations. Identifying and resolving compliance issues and developing solutions to ensure successful certification. Managing multiple certification projects simultaneously, ensuring timely completion and adherence to budgets and timelines. Possessing strong technical knowledge and understanding of relevant regulations, standards, and testing procedures. Communicating effectively with internal and external stakeholders, including engineers, project managers, and regulatory agencies. Staying updated on regulatory changes and industry best practices. Closely working with CFT for certification. Experience Industry Preferred Qualifications General Requirements

Associate Manager HRBP (South) Chennai | Full-Time | Work From Office People. Purpose. Performance. You run the vibe. Who We Are At Shaadi.com, we re more than just a platform we re a people-powered movement creating real connections and lifelong stories . Behind the scenes, it s our teams that bring the magic to life. We re now looking for an HRBP who blends business thinking with big heart energy someone who can shape culture, fuel performance, and make people feel truly seen. What Youll Do Be the People Anchor Own the full HR journey for Sales, CRM, and Service teams. From onboarding to offboarding, you re the first call and the trusted voice. Smooth Operator Handle inductions, transfers, IJPs, grievances, exits all with zero chaos and max empathy. Performance Buff Drive OKRs, PMS, and feedback systems that help teams *actuallygrow. Culture Crafter Own festivals, fun, and engagement on platforms like Basecamp. EnergyYou bring it. Biz Partner in Crime Work with team leads to align people goals with business wins. What You Bring 3 6 years as an HRBP (Sales/CRM experience = extra sparkle ) MBA in HR Fluent in MS Office, OKRs, people data, and strong vibes Based in Chennai, cool with being in-office full-time Languages: - Tamil & English Must - Hindi / Telugu / Malayalam / Kannada Nice to have What You ll Get Real autonomy + growth A fast-moving, heart-forward culture Super collaborative team A seat at the table (and the snacks counter ) Work that makes you feel things Ready to Run the Vibe Let s go! Apply now or check out Shaadi.com to get the full story.

Job Specifications Profile- Sales Manager Designation- Sales Manager PRIMARY JOB RESPONSIBILITIES Key Responsibilities: Develop and execute equity sales strategies to meet and exceed business targets. Build his own Team & P&L. Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors. Promote and sell equity and related financial products, including stocks, ETFs, and derivatives. Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations. Identify and onboard new clients while retaining and expanding the existing client base. Collaborate with research teams to deliver tailored investment solutions. Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals. Ensure compliance with regulatory requirements and company policies in all client interactions. Monitor market conditions and competitor activities to adjust strategies as needed. Prepare and deliver regular performance reports and forecasts to senior management. . This position reports to Branch Manager/ Cluster Head Academic requirements Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred). Location - Lucknow , Prayagraj and Varansai Experience 4+ years of experience in equity markets, wealth management, or a similar role. Team handling experience Yes Team Size 1+7 Key Competence & SKILLS REQUIRED Key Competence Customer-focused with a consultative sales approach. Strong problem-solving and negotiation skills. High attention to detail and ability to work under pressure. Proactive in identifying client needs and market opportunities. Skills Strong understanding of equity markets, third party products, and investment strategies. Excellent communication and interpersonal skills for client engagement. Ability to analyse market trends and provide actionable investment insights. Proficiency in using trading and CRM tools AGE GROUP PREFERRED3040 Years

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 area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with client’s investment objectives 5. Joint calls with branch team

Benefits Attractive Incentive + Allowances Best in Industry Salary Multiple Openings Key Responsibilities: Lead generation Customer Acquisition AUM Generation (Equity, Mutual Funds, Bonds and Insurance) Revenue Generation Marketing Strategy Product Devlopment/Business Devlopment Team Collaboration Performance Metrics Knowledge up gradation for advising customers Trading / Dealing / Documentation as and when required Required Qualifications : Graduation/Post-Graduation in any Finance/Marketing Field Preferred Experience: 3-5 Years of Experience In Financial Market/Wealth Management Skills: Financial Market Knowledge Sales & Negotiation Strategic Thinking Communication Skills Analytical Skills

CFP & Relationship Manager / Investor Advisor Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over 1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market. Job Title: CFP & Relationship Manager / Investor Advisor Experience: 3-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients’ goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firm’s assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred). Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 5 years of total experience in financial planning and wealth management in India. At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles (e.g. mutual funds, ULIP’s, PMS, REITs) Expertise in financial planning tools and software Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Evaluates incoming complaint information and maintains the record in the electronic database. Perform follow up activities to obtain additional information. Use and maintain database(s), provide analysis and trending data all on complaints. Required Candidate profile Writes investigation summaries based on technical product analysis information provided; Ensures record documentation is maintained in a constant state of audit readiness per internal policies.

Role & responsibilities Preferred candidate profile

Come Directly for Interview: Contact Person : Ms. Divya Agarwal (HR) / Ms. Sneha Bhatt Date : 24th July 2025 (Thursday) Time : 10:30 AM to 12:30 PM (Sharp) Venue : Axis Bank ,Gurgaon, Sco-29, Sector-14,Near Huda Office, Old Delhi-Gurgaon Road,Gurgaon-122001, Haryana About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Function:PMSRole:Post Market SurveillanceDesired Skills:PMS, complaint handlingCreate PMS plan, PMS report, PSUR report as per EUMDR, Trend report & Complaint analysis Risk management Risk assessment. Required Candidate profile Propose strategies and solutions to data issues or challenges that occur during the PSUR writing and conclusion process.

KEY RESPONSIBILITIES: HR Business Partnering Partner with business leaders to assess team structures, define team KPIs, and set clear probation goals. Drive performance management processes, develop succession plans, and implement workforce engagement initiatives. Guide change management efforts, foster leadership development, and handle employee relations. Act as the primary point of contact for HR-related guidance and business needs. HR Operations Oversee employee lifecycle operations including onboarding, confirmation, and exits. Ensure HRMS (e.g., Keka) data accuracy and reporting. Coordinate with payroll, compliance, and admin teams to ensure smooth HR transactions. Manage policy implementation, documentation, and process audits. Employee Engagement Design and implement engagement initiatives including surveys, feedback mechanisms, and culture-building events. Analyze engagement metrics to provide actionable recommendations to leadership. Lead employee recognition, wellness, and inclusion initiatives. Foster open communication between teams and leadership to maintain a positive work environment. Learning & Development Conduct training needs analysis in partnership with business leaders. Design and deliver onboarding, behavioural, and leadership development programs. Evaluate learning effectiveness and track ROI of training initiatives. Work with external vendors for specialised training modules. KEY SKILLS & COMPETENCIES Strong interpersonal, consultative, and stakeholder management skills. Excellent analytical and problem-solving abilities. Project management and multitasking in a fast-paced environment. Familiarity with HR tech platforms and LMS tools. Ability to work independently while being a strong team player. QUALIFICATIONS: MBA in HR/ PGDM in HR/MSW in HR (Full time) 57 years of relevant HR experience across HRBP, HROps, Employee Engagement, and L&D. Exposure to fast-growing startups or mid-sized organizations preferred Role & responsibilities Preferred candidate profile

Role & responsibilities 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. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Jaipur, Chandigarh (Hybrid) Experience : 5 to 12 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5+ years in Wealth Management or Private Banking Excellent communication & interpersonal skills High EQ with client-first attitude Note : Only candidates with prior HNI experience will be considered.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

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

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle

Position Title : HR Business Partner Location Bangalore, India Type On-site Come build something that matters. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who Make The World. Sounds like you? Join our top-notch team of more than 50,000 diverse and high-performing professionals globally who are making their mark on some of the worlds most beloved brands, including DEWALT®, BLACK+DECKER®, CRAFTSMAN®, STANLEY®, CUB CADET®, and HUSTLER®. The Job: As an HR Business Partner, you’ll be part of our Tools & Outdoor India Commercial team working as an on-site employee. You’ll get to focus on the below: Business Support: Work closely with the HR Director in the development and ongoing review of the overall country people strategy and functional people excellence structure and ensure implementation Provide high value expertise to business & function leaders to meet strategic business needs and to support plan Partner in the implementation of core HR processes and programs and drive initiatives locally Act as a primary contact on all HR matters & organizational development strategies and tactics Proactively identify opportunities to improve team or individual effectiveness and relationships in the business through intervention & through partnerships with internal/ external experts Provide coaching, counseling and consulting to managers on broad range of HR related matters Plan, manage, and lead organizational change processes to improve effectiveness Partner with Talent Acquisition team in the entire hiring process to attract high potential & diverse talent Lead the entire employee life cycle processes from onboarding to offboarding, including a key focus on attrition & retention of talent, promote internal talent mobility Manage statutory & other compliances, including employee relations matters, while leading people management processes Talent & Performance Management: Lead the employee engagement agenda for the team. Develop & drive company and local sponsored employee engagement programs Facilitates Employee Survey, working closely with HR & functional Leadership to develop specific action plans, leading focus group process, ensuring ongoing communication and measuring progress to goals Support the leadership in the business and the employees in making sure performance management is properly administered. Provide guidance to employees and managers in the performance management process Support and assist in the development and implementation of supervisory and management training programs Deploy Talent & succession planning process for the functions The Person: You love to learn and grow and be acknowledged for your valuable contributions. You’re not intimidated by innovation. Wouldn’t it be great if you could do your job and do a world of good? In fact, you embrace it. You also have: Excellent leadership, team building, collaboration, facilitation, relationship building and consultation skills Proven ability to drive people agenda with multiple stakeholders Excellent written, verbal communication and presentation skills Possesses leadership, mentoring, training and project management experience and skills Ability to multi-task and a desire to be hands-on with both strategic planning and execution Excellent organizational and people skills, project management skills, with an ability to openly convey information to team members in a timely, concise manner Strong customer focus and orientation Ability to challenge status quo and collaboratively arrive at sustainable alternative and creative solutions to business challenges Ability to handle employee relations in a deft and skillful manner Overall HR experience of 10-15 years, with at least 3-4 years as HR Generalist/Business Partner experience Experience in multinational environment is desired Experience of managing people agenda for commercial teams preferred And More: We want our company to be a place you’ll want to be – and stay. Being part of our team means you’ll get to: Grow: Be part of our global company with 20+ brands to grow and develop your skills along multiple career paths. Learn: Have access to a wealth of learning resources, including our Lean Academy, Coursera®, and online university. Belong: Experience an awesome place to work where we have mutual respect and a great appreciation for diversity, equity, and inclusion. Give Back: Help us continue to make positive changes locally and globally through volunteerism, giving back, and sustainable business practices. What’s more, you’ll get that pride that comes from empowering makers, doers, protectors, and everyday heroes all over the world. We’re more than the #1 tools company. More than a driving force in outdoor power equipment. More than a global leader in industrial. We’re visionaries and innovators. As successful as we’ve been in the past, we have so much further to go. That’s where you come in. Join us!

1. Connect top specialist doctors across India. 2. Focus on Phase 4 clinical trials and Post-Marketing Surveillance (PMS) 3. Ensure compliance and registration for clinical trials 4. Conduct medical survey for research & strategy purpose

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifications: Graduate / MBA / CA / CFA This is a great opportunity to be part of a fast-growing platform driven by research, integrity, and performance.

Designation : Manager / Sr. Manager - Human Resource Reporting to : Regional HR & Circle Head - Operations Experience : 8 to 15 years Industry : Any Industry Location : Andhra Pradesh Education : Any Post Graduate Skills : Good communication skills. Leadership skills. Analytical skills. Negotiation Skills Coordination skills Quick & Right Decision Making Computer Savvy Self Motivated Who can Apply ? Good Knowledge of Statutory Compliance . Handled HR Policies and Processes . Experience of handling complex situations . Good in Excel . Ready to travel within Circle Responsibilities : Lead recruitment, onboarding, and talent planning for the circle Drive employee engagement, culture-building initiatives, and grievance handling Ensure smooth execution of HR processes from hire to retire Monitor and ensure compliance with labor laws, HR policies, and statutory regulations Support workforce planning, and succession planning initiatives Maintain HR dashboards, MIS, and reporting to central HR leadership Collaborate with cross-functional teams (Admin, Finance, Operations) to drive efficiency Responsible for handling a team of Store HR, Area HR & Regional Recruiters. Interested candidates, Please share your resume on shilpa.maheshwari@dmartindia.com

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