1505 Pms Jobs - Page 50

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

Having Knowledge about Legal & Labour Laws. Recruitment. L&D. Time Office & Complete Payroll Cycle. PMS, Employee Engagement & Employee Relations. Liasoning with Government Bodies. General Administration & Employee Grievances.

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 20Lacs 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 training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention. Job Requirements 8-10 years work experience in NBFC, Banks, Mutual Fund industry In depth domain knowledge of Mutual Fund investments in detail, PMS Equity Market. Current Economy Distribution / Channel management Good communication and presentation skills, Good interpersonal skills Ability to work with other people well, Willing to travel. Pro-activeness to know things and drive business and people How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Role & responsibilities Maintain and execute the compliance programs of the company as compliance project manager Monitor the applicable laws, stay on top of the dynamic laws and regulations and make changes to the system as and when required Safeguard and secure the data of the company and ensure that it is kept private Collaborate and work alongside a senior compliance manager, to develop policies that adhere to the laws and regulations Liaise with stakeholders and other senior executives to develop new company-wide policies Preferred candidate profile should hold 4+ yrs of exp Into PMS or AIF .

We Are Hiring: Relationship Managers (4 Positions) Location: Gurgaon Work Hours: 10 AM 6 PM | Alternate Saturdays Off | Sundays Off Experience: 3 - 4 years in Financial Sector Preferred Background: Banking / NBFC / Financial Services Type: Full-Time Role: Relationship Manager to create and handle CA portfolios and their clients. We are looking for 4 dynamic Relationship Managers for one of our customers. As a Relationship Manager, you will build and manage a high-value portfolio of Chartered Accountants (CAs) across geographies. This is a client-facing, target-driven role involving frequent telephonic and virtual interaction, and occasional in-person meetings. Key Responsibilities: Build, nurture, and grow a strong portfolio of CA partners Regularly engage with CAs through calls, webinars, newsletters, and events Educate CAs on Company's services and offerings Generate high-quality financial leads from CA clients (Loans, Insurance, Investments, etc.) Coordinate with internal product managers for lead handovers and case closures Track lead progress and ensure revenue conversions Provide feedback to continuously improve engagement strategies What were looking For 3 - 4 years of relevant experience in financial services, banking, NBFC, or fintech Strong tele-calling and client communication skills Hands-on experience in lead generation and customer handling High energy, self-driven individuals with a passion for relationship building Prior experience in managing financial product portfolios is a plus Perks Exposure to a wide range of financial products Generous fixed and fantastic variable component Fast track your career with a fast-growing fintech with a collaborative and entrepreneurial environment led by industry veterans. Ready to Join? Drop your CV at careers@classicinformatics.com . Lets build the future of finance, together!

For our client, a company into Promotion & Trade business consulting, we are looking for a Head HR. Excellent communication & presentation skills, peer handling pleasing & convincing personality IMMEDIATE JOINER. Required Candidate profile Good at : Talent Acquisition & retention strategies, Oversee HR policies & processes, Employee engagement & performance mgt., Labor Laws & regulations, Leadership development & succession planning.

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.

Designation - Branch Manager Location - Dhanbad Ctc - Upto 9 Lacs Experience - Minimum 5 yrs experience in AMC Candidates with strong communication skills, product knowledge from AMC background preferably handling IFA channel, Banking Channel & NDs

Handing HNIs and ULTRA HNIs new and exiting clients and managing their financial planing. and follow the proper diversification and generate better Alpha. Required Candidate profile Preferred FEMALE Candidates. Should be polite and presentable. mandatory to speak the local language. Graduate, Post Graduate, Fresher too can apply

Urgent hiring in TOP Broking company Salary :- Depend on the last ctc / Salary bar is open for Good Candidate . Job Purpose 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 and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking Domain Knowledge: Understanding of capital markets IT Skills: MS Office Interested Candidate please share me your cv at anushka@getwork.org HR Anushka

JD

Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life General and Health Insurance Partners AMCs HDFC Securities

Role & responsibilities - Manage and supervise the front office team, including receptionists, concierges, and bell staff - Ensure exceptional customer service and guest experiences - Oversee front office operations, including check-in/check-out, room assignments, and billing - Manage room inventory and optimize occupancy rates - Collaborate with other departments to ensure seamless guest experiences - Handle guest complaints and resolve issues promptly - Implement and maintain front office policies and procedures - Monitor and analyze front office performance metrics, including occupancy rates, revenue, and customer satisfaction - Develop and implement strategies to improve front office operations and guest satisfaction Preferred candidate profile - Bachelor's degree in Hospitality Management or related field - 2-5 years of experience in front office management, preferably in a luxury hotel/resort - Strong leadership and communication skills - Excellent problem-solving and conflict resolution skills - Ability to work in a fast-paced environment and prioritize tasks effectively - Familiarity with hotel management systems and software

At least 2 yrs experience in sales and experience of building and managing a team of advisors

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.

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity To educate clients on the features, benefits, and risks associated with various wealth management products. To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile. To identify new business opportunities and generate leads through networking and referrals. To drive business growth by effectively cross-selling wealth management products and services to existing clients. To conduct thorough due diligence on investment products and providers to mitigate risks. To maintain accurate records of client interactions and transactions in accordance with compliance standards. Key Requirements: Should have strong understanding of wealth management products, including AIFs and PMS. Should have a proven track record of building and managing relationships with high-net-worth individuals. Should have excellent communication, presentation, and negotiation skills. Should have the ability to work independently and as part of a team in a fast-paced environment. Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

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

To be responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

Responsible for Hire to Retire life cycle of candidates.Good exp in Talent Acquisition, compensation and Benefits,Employee Engagement ,Reward & Recognition,T&D, Screening, Performance Management, ,HR processes,Talent retention etc.HR MIS knowledge. Required Candidate profile PG inHR with 3-6 yrs exp in plant HR function exp in Talent acquisition , T&D,PMS, ,Compensation and Benefits,PMS,Training & Development, Employee Engagement etc.Candidate life cycle management.

Designation : Manager / Sr. Manager - Human Resource Reporting to : Regional HR & Circle Head - Operations Experience : 8 to 15 years Industry : Any Industry Location : Rajasthan - Jaipur 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 .

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job 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 Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call -9917283370

Responsible for Plant HR, IR, Talent Acquisition , Training & Development.Developing and implementing strategic plans & HR policies.Manpower Planning, Recruitment. PMS.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank Ltd. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Merchant OD. Roles and Responsibility Develop and maintain strong relationships with merchants to increase business opportunities. Identify and acquire new merchant clients to expand the bank's customer base. Provide excellent customer service and support to existing merchant customers. Collaborate with internal teams to resolve issues and improve overall customer satisfaction. Analyze market trends and competitor activity to stay ahead in the market. Achieve sales targets and contribute to the growth of the bank's revenue. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Merchant OD. Strong knowledge of banking products and services, including loans and deposits. Excellent communication and interpersonal skills to build strong relationships with merchants. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to analyze market trends and competitor activity. Any graduate degree from a recognized university.

Role & responsibilities Job Summary The Head of Human Resources will oversee all HR functions across multiple manufacturing plants. This role requires a strategic leader with extensive experience in managing corporate HR operations, fostering employee relations, and ensuring compliance with labor laws. The ideal candidate will have a proven track record of working closely with promoters & top management and managing a diverse team. Key Responsibilities Strategic HR Management: Develop and implement HR strategies that align with the overall business objectives of the organization. Team Leadership: Lead and mentor a team of 5 HR professionals, providing guidance on best practices in recruitment, employee engagement, and performance management. Employee Relations: Manage employee relations issues, ensuring a positive work environment and effective conflict resolution. Compliance Oversight: Ensure compliance with all labor laws and regulations across multiple manufacturing sites. Talent Acquisition: Oversee recruitment processes, including sourcing, interviewing, and on boarding top talent to meet organizational needs. Training and Development: Design and implement training programs to enhance employee skills and career progression. Performance Management: Establish performance management systems that drive accountability and foster a culture of high performance. Compensation and Benefits: Develop competitive compensation structures and benefits programs to attract and retain talent. Preferred candidate profile Qualifications Education: Full time MBA Experience: Minimum of 20 years of experience in HR roles within the manufacturing sector, with significant exposure to corporate HR functions. Skills Strong leadership and managerial skills Excellent communication and interpersonal abilities Proficiency in HR software and data analytics In-depth knowledge of labor laws and compliance issues Interested candidate may share their updated CV with details mentioned below on given mail Id: gita.hr@vsinternational.co.in Total Exp- Current CTC- Expected CTC- Notice Period-