1503 Pms Jobs - Page 8

Drive branch revenue from HNIs, retail clients, and franchisees in wealth and broking business. Ensure branch profitability and business surplus through asset gathering. Ensure product penetration: equity, F&O, currency, MF, AIF, PMS, insurance, etc.

Review corporate actions accounting, redemption ,Business MIS Review of fees including Setup fees, Management fees, Custody, Performance fees, Brokerage, Distributor revenue and other Prepare monthly and quarterly compliance reports as per SEBIImmediate Joiners preferred. MBA (finance) , Semi qualified CA preferred

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Chief Business Officer For the leading Wealth Management Company Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Ensure compliance with SEBI PMS Regulations Develop and maintain Compliance Manual, Checklist, Tracking, and Reporting Assist in AML/PMLA & Insider Trading Compliance Assist in concurrent, internal, and statutory audits related to PMS.2-3 years of experience in PMS/AIF/MF compliances. Knowledge of SEBI PMS regulations, Companies Act 2013, AML/PMLA, and Insider Trading regulations.

Chief Business Officer For the leading Wealth Management Company Need candidates only from Wealth Mgmt Companies Sales Leadership PMS/AIF Marketing Strategy & Brand Positioning CRM & Client Lifecycle Mgmt Channel Development & Partner Network Expansion Digital Business Enablement Revenue Mgmt & Target Alignment

Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Location - Gurgaon Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidate can share there updated resume at devashree.lad@hdfcsec.com

Position: HR Manager / Sr Manager Recruitment & Onboarding: Coordinate with Unit head / stakeholders to close all the positions in time On-boarding the candidate which includes medicals, joining formalities, introduction to HOD etc., all Manager and above , Secunderabad / Corporate being the gateway for any onboarding Ensuring that he/she is properly inducted with the policies of the hospital, processes, protocols, Org. structure, Reporting Matrix etc. Induction & Training: Ensuring the Induction of new joinees in all units in a standard way Ensuring that the new employee adjusts in the department handholding and random audit via calls / skip level meetings and feedbacks Training MIS and evaluation process as per the calendar Manpower Planning Audit Deployment Vs. Approved Manpower plan (Audit over Talent Acquisition) Productivity Analysis Staff movement / Transfer audit on HRIS updation Leaves / Attendance analysis and cost control Employee Involvement & Engagement Execution of Engagement Calendar at all the units Feedbacks and improve continuously on the same Employee Relations Handling the Grievances of the employees and counselling them for the same Escalation from Units Disciplinary action and record keeping with proofs Report Generations Preparing Attrition reports on a Monthly basis. Exit interviews to be conducted and 100% and HR analytics to be applied why and what reasons people are attriting and preparing a plan of control for the same, devising plans , meeting people and understanding the gaps Always try and contribute innovative ideas to retain the right talent and look forward for their development Preparing Pulse meeting on a weekly basis Pre assessment for new unit requirements , closely following up the set up and ensure all things are in place before we start operations Career Advancement and Succession Planning 100% KRA for all Executive and above employees Half-yearly reviews and feedback system Execution of IDP and regular reporting Helping employees select their goals and finding ways of reaching them Identifying key positions within the Organization and helping identify suitability and make employees ready for promotions NABH Other accreditation Ensure that the documents of HR are in accordance to the NABH standards. Ensure that the staff follow the standard procedures in accordance with NABH. Ensure that the 11 standards of HR are in compliance and regularly updating the same Surprise audit in various units / colleges as per the calendar shared by HR Head (Confidential) HR Cost Controls Ensuring budget management, financial planning , deviation analysis , understanding with MIS person and required notes & record keeping Ensuring timely completion of payroll, accounts payable, financial reporting and accounting activities , interface with Finance / Audit team wherever / whenever required HR Automation: Making HRD administrative work system driven in all units Compensation & Benefits Ensuring and managing employee rewards, perks an benefits Design compensation package based on business goals & strategy Market Intelligence 100% Compliance Liaison with authorities Statutory Audits Internal & External , post audit corrections and executions Renewal of licenses and other process oriented as per the due dates and corrections Registrations / Indemnities of Clinical staff as per law and keeping it updated , coordination with unit HR incase of gaps and closing the same Maintenance and updating of all necessary registers as required by local labour laws Maintenance of requisite documentation and approvals Ensure compliance with regard to provident fund, ESI, shops & commercial establishments and other applicable laws. Others: Automation of all HR processes to move focus to more projects than administrative HR function Avoid delays in HR reciprocation to employee requisites and maintain high end TATs with time revision on TAT thresholds Employee satisfaction survey , understanding employee concerns and drawing an executing projects to work on the gaps Timely reporting and updates to Management / CHRO on various projects which are on going Training gap analysis department wise and planning annual training calendar Target training hours as per the standard required Post training evaluation , controls and measures Authentic , transparent performance management system and regular feedback and PIP plans for all weak performers Decreasing the baggage of poor performers and giving opportunity to right talent to replace in benefit of the organization HR MIS and HR analytics for improvement Productivity analysis department wise and dynamic deployment of manpower Consultant coordination and relationships Facilitate other surveys like Consultant survey , vendor survey for a long time well being of the unit and suggest HR inputs in this regard.

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. Who are we? Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes. Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences. Incidental Client Management: Handle any other client-related tasks or issues that may arise. Understanding of internal system. Reconciliation of transactions between the exchange and back-office application. Order placement into the exchange. Updated with the regulator's norms. Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP Liaison with Mutual fund houses, checking of brokerage calculations and all related reports. What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. Familiarity with Tarakki operations preferred. What would help make you a great fit for the role: Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Team building and leadership qualities: Ability to build and lead small, effective teams in serving discerning clients. Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products. Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements. Experience with running Mutual Fund Distribution operations. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility driven Are not solution oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment A place where flexibility can be earned and work-life balance ensured Competitive Compensation If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Note: The final designation and compensation will be determined based on the candidate's experience and qualifications. Freshers may apply for a trainee position with the possibility of a confirmation subject to evaluation. The starting salary would be Rs.15,000/- p.m. in hand. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online General Aptitude assessment test [1 hour] Recruiter screening video interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder's interview: [30 min] We make you an offer and proceed for reference and BGV check. Please note this is an at office job at Prabhat Road, Pune and we work Monday to Saturday (shorter hours on Saturday).

Role & responsibilities Preferred candidate profile

This role is for one of the Weekday's clients Salary range: Rs 700000 - Rs 1200000 (ie INR 7-12 LPA) Min Experience: 5 years Location: Mumbai JobType: full-time Key Responsibilities: Acquire new clients and manage existing relationships to drive fixed deposit sales. Effectively communicate the features, returns, and benefits of fixed deposit products to clients. Achieve monthly and quarterly fixed deposit sales targets and support broader revenue goals. Execute lead generation strategies including client referrals, networking, and in-person meetings. Guide clients on market conditions, interest rate trends, and fixed deposit strategies. Ensure accurate and compliant documentation as per regulatory standards. Coordinate with internal operations and compliance teams for seamless transaction execution. Identify and promote cross-selling opportunities for products like mutual funds, PMS, loans, and insurance. Candidate Requirements: Minimum of 4 years of experience in financial product sales, preferably in fixed deposits or fixed income instruments. Demonstrated ability to achieve sales targets and manage client portfolios effectively. Strong knowledge of fixed income markets, investor behavior, and interest rate dynamics. Excellent interpersonal, communication, and persuasive selling skills. Bachelor's or Master's degree in Finance, Business, Economics, or related disciplines. NISM or AMFI certification is a plus. Key Skills: Fixed Deposit Sales | Retail & HNI Client Management | Cross-Selling | Mutual Funds | PMS | Loans | NBFC | Banking | Financial Services

Plan and manage HR project timelines & risks Coordinate with cross-functional teams Lead stakeholder communication and consultation Ensure accurate HRIS/payroll data migration Ensure legal compliance & reporting Support training and change management Required Candidate profile Project management HRIS & payroll (ADP, Cloudpay) Data migration & accuracy Stakeholder engagement Change management GDPR & TUPE compliance Cross-functional coordination Training & support

Key Responsibilities 1. Responsible for providing administrative and regional recruiting efforts by coordinating with reporting manager. 2. Accountable for conducting induction program for new joiners and complete joining formalities for the new employees. 3. Responsible for issuing orders like offer letter, appointment letter, probation confirmation letter, reliving order etc. and prepare and issue stipend to the trainees. 4. Responsible for Code creation for new employees in the HRMS and ensure to follow up Bio-metric attendance to aid in payroll processing and leave management. 5. Responsible for conducting exit Interview, payment of full & final settlement and release service certificates after ensuring that the employees owed no dues. 6. Ensure to prepare HR MIS reports, maintain databases, update personnel file and generate reports on various HR metrics pertaining to the units production and employee’s data. 7. Responsible for preparation and verification of Labor wages and proper updation of labor attendance in the register. 8. Responsible to take license for the new units and renewal for the existing units as per the statutory requirement of the local administration and statutory authorities. 9. Responsible for organizing various meetings in the units and provide effective and efficient Office administration. 10. Responsible for resolving regional queries and ensure to organize and provide employee’s ID card and visiting card. 11. Responsible for maintaining unit’s cleanliness at all times by overseeing the housekeeping and security staff and by maintaining a clean garden. 12. Responsible for effective and efficient canteen management by keeping track of daily activities carried out. Role & responsibilities Preferred candidate profile

Hiring HR Executive for Chemical Plant for Bhavnagar 3 to 8 Years Experience Apply on sdphrsolution@gmail.com with Subject: HR Bhavnagar & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels

Hiring HR Executive for Chemical Plant for Bhavnagar 3 to 8 Years Experience Apply on sdphrsolution@gmail.com with Subject: HR Dahej & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels

Hiring HR Executive for Chemical Plant for Bhavnagar 3 to 8 Years Experience Apply on sdphrsolution@gmail.com with Subject: HR Bhavnagar & Call on 9727755486 SDP HR SOLUTION have Best Walk-IN Interview Facility Training Hall Conference Room . Required Candidate profile Visit Our Bharuch Office for Your Company Recruitment SDP HR SOLUTION 610, GOLDEN SQUARE BS DMART OPP HOTEL REGENTA ABC CIRCLE GJ Best Walk-IN Facility in Bharuch City Compare to Other Hotels