57 Portfolio Handling Jobs

Job Summary: The Delivery Head is a senior leadership role responsible for overseeing the successful delivery of services to key clients. This position ensures that projects and engagements are delivered on time, within scope, and in line with client expectations. The role combines leadership, strategic thinking, and operational expertise to manage client relationships, lead delivery teams, and drive operational excellence across multiple accounts. The Delivery Head acts as the key point of contact for our strategic clients, ensuring highquality service and fostering long-term partnerships. Key Responsibilities: Client Relationship Management: Serve as the senior client liaison and strategic partner, ensuring alignment between client objectives and the company's delivery capabilities. Build and maintain strong relationships with key stakeholders within the client organization, providing regular updates and proactively addressing client concerns. Delivery Oversight: Lead, oversee, and manage the delivery of services across multiple client accounts, ensuring that timelines, quality standards, and budgetary constraints are met. Work closely with project managers, delivery teams, and functional leaders to ensure smooth execution of client projects. Monitor and manage project progress, resolving issues as they arise, and ensuring continuous improvement in delivery processes. Team Leadership & Development: Manage and mentor a team of delivery managers, Program managers, project managers, and technical experts, ensuring they have the resources, support, and training they need to succeed. Foster a collaborative environment focused on high performance, innovation, and client-centric solutions. Strategic Planning & Execution: Develop and execute delivery strategies that align with client business goals and organizational objectives. Identify opportunities for upsell, cross-sell, and expansion of service offerings within the client portfolio. Lead the preparation and execution of delivery plans, resource allocation, and capacity planning to ensure efficient service delivery. Financial & Resource Management: Manage account financials, including budgeting, forecasting, and tracking profitability across the client portfolio. Ensure optimal allocation of resources to meet client needs and maximize the profitability of engagements. Continuous Improvement & Innovation: Drive a culture of continuous improvement by identifying process inefficiencies, introducing best practices, and implementing new tools or technologies. Ensure that delivery teams are equipped with up-to-date knowledge, methodologies, and resources. Risk & Issue Management: Identify potential risks related to project delivery and proactively implement mitigation strategies. Address and resolve escalated client issues, ensuring timely resolution and client satisfaction. Performance Metrics & Reporting: Establish and track key performance indicators (KPIs) to measure the success of delivery initiatives. Provide regular reporting to senior leadership and clients on project status, milestones, risks, and financial performance. Qualifications: Education: Bachelor's degree in Business Management, Engineering, Computer Science, or a related field. An MBA or relevant advanced degree is a plus. Experience: 15+ years of experience in client delivery or project management roles, with at least 10 years in a leadership position. Proven experience in managing large, complex client accounts (>200 team members) Strong background in managing cross-functional teams and delivering services within scope, budget, and timelines. Skills & Competencies: Strong leadership and team management skills, with the ability to inspire and guide teams toward successful project outcomes. Excellent communication, negotiation, and interpersonal skills, with the ability to engage and influence senior client stakeholders. In-depth knowledge of project management methodologies (e.g., Agile, Waterfall, Hybrid). Strong financial acumen, including budget management and resource planning. Problem-solving abilities and a proactive approach to risk and issue management. Ability to thrive in a fast-paced, dynamic environment with multiple priorities and deadlines. Proficient in Agile ways of working and a deep understanding of its implementation in project delivery Good understanding of both Development and support programs and having experience in leading both types of engagements Key Attributes: Strategic thinker with a client-centric approach. Excellent problem-solving and conflict resolution skills. Strong business acumen and understanding of industry trends and challenges. Ability to adapt quickly to changes in client needs and project scope. Demonstrates a high level of emotional intelligence in managing client relationships and leading teams. Benefits: Competitive salary and performance-based incentives. Health insurance. Opportunities for career growth and professional development. Tax saving flexi benefits. This role requires a dynamic leader who can balance operational excellence with strategic thinking, while maintaining the highest standards of client satisfaction and delivery. If you have a passion for driving client success and delivering high-quality solutions, we encourage you to apply selected. Recuriter Details: Name: Krishna Kumar Email ID: krishna.kumar2@photon.com Phone Number: 9176475079

Job description Core Responsibilities Acquisition of NewtoBank MSME relationships through the CRM and Knowledge Banking approach. Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury products. Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the productivity. Years of Experience A minimum of 2-3 years of relevant experience with at least 1 year in a similar role Prior experience in Banking/NBFC in Working Capital SECTION

We are seeking an visionary and dynamic Creative Director to join South Asia's leading marketing communications agency. This pivotal role involves creating and overseeing the implementation of world-class creative solutions across all channels. You will be instrumental in developing innovative go-to-market concepts, elevating the agency's creative standards, actively participating in client pitches, and mentoring junior talent to achieve ambitious agency targets. Key Responsibilities: Creative Vision & Implementation: Lead the creation and direct the oversight of world-class creative solutions, ensuring they are innovative, impactful, and aligned with client objectives and brand strategy. Concept Development: Develop go-to-market concepts and ideas of a consistently high standard, pushing creative boundaries to deliver fresh and effective campaigns. Creative Standards Elevation: Actively challenge and push the envelope to continuously raise the agency's creative standards, fostering an environment of innovation and excellence. Client Pitch Participation: Be an active and influential participant in the preparation and delivery of client pitches, collaborating seamlessly with all agency teams including Client Servicing, Art, Designers, and Digital. Team Leadership & Mentorship: Lead and mentor junior creative professionals, ensuring each team member works towards achieving agency targets and fostering their professional growth. Project Management & Delivery: Ensure all deliverables are met on time and within budget, overseeing the creative process from concept to final execution. Production Oversight: Leverage experience in handling still and film shoots, pitches, and presentations to ensure high-quality output. Stakeholder Interaction: Effectively meet and interact with clients, servicing teams, and external vendors to ensure clear communication and smooth project flow. Required Skills: Solid work portfolio demonstrating a track record of world-class creative solutions. Ability to develop go-to-market concepts and ideas of a consistently high standard . Capability to challenge and push the envelope to raise agency creative standards. Active participation skills in client pitches across all agency teams (CS, Art, Designers, Digital etc.). Strong skills in mentoring juniors and ensuring team alignment with agency targets. Proven ability to ensure all deliverables and deadlines are met within budget. Strong ability to lead a team . Experience in handling still and film shoots, pitches, and presentations . Ability to meet and interact effectively with clients, servicing teams, and external vendors.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

This Opportunity is with a leading Stock Broking company for their office in Kolkata location Role: Equity Dealer Experience: 2 - 7 Year s Job Description: Role & Responsibilities: Responsible for managing clients' portfolios by assessing their needs and advising them on their investments based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Research and build relationships with clients. Required Skillset: Pleasant personality and good communication skills. Basic knowledge of finance and financial products. Must have worked on ODIN software. Good in Excel. NISM Certification Any Graduate - Full Time Interested Candidates can share their CV's at priyal@topgearconsultants.com

Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Muskan jain V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9518113213 www.v-konnect.com

Key Responsibilities: Client Acquisition: Identifying and acquiring new high-net-worth clients. Relationship Management: Building and maintaining strong, long-term relationships with clients. Financial Planning: Providing tailored financial advice and solutions to clients based on their needs. Product Sales: Cross-selling and upselling relevant financial products and services to existing clients. Customer Service: Ensuring a high level of customer service and satisfaction. Portfolio Management: Managing and optimizing client portfolios.

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability..

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Role & responsibilities Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients. Role: Retail Banking Sales Role Category: Retail & B2C Sales Industry Type: Banking Functional Area: Sales & Business Development Keywords: Relationship Manager,RM,Team Handling Warm Regards, Monika Purwar V-Konnect Associates Spazedge, Sec-47,Gurugram Email: monika.purwar@v-konnect.com Phone: 9717346111 www.v-konnect.com

Job Opening: Wealth Relationship Manager Ahmedabad Are you passionate about wealth management and client relationship building? Were looking for a highly driven and experienced Wealth Relationship Manager to join a reputed financial institution in Ahmedabad . Location: Ahmedabad- Prahladnagar , Relief Road , Shantigram Township , Mani Nagar and Ghandhidham , Bhavnagar Position: Wealth Relationship Manager Experience: Relevant experience in Wealth/Private Banking/Investment Advisory preferred Key Responsibilities: Manage and enhance relationships with HNI and UHNI clients. Provide customized wealth management solutions tailored to client needs. Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc. Ensure compliance with regulatory and internal guidelines. Achieve revenue and product penetration targets. Interested? Reach out to us! WhatsApp: 9625167282 Email: mukesh.dhawan@v-konnect.com

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Role & responsibilities Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Premier Acquisition Manager - CASA (M2) Relationship Manager - Elite - Household (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Branch Manager- Branch Banking (M4/M5) Preferred candidate profile : Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.com

Role & responsibilities : To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. Preferred candidate profile : Candidate must have good communication in English and knowledge of basic banking knowledge. Perks and benefits : Best in industry with incentive. Walkin Drive_ 9th July 2025 (Wednesday) Time: 2:00 PM to 4:30 PM Person interviewer: Shane Saldanha & Pretesh Shetty Venue: HDFC Bank, 6th Floor, Himalaya Business center, RTO Circle, Subhash Bridge, Ahmedabad Regards, Nehal Vagadiya HR-HDFC BANK

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

Job Responsibilities: Role summary The role holder is responsible for deepening existing client relationships or acquiring those that are new to bank. The incumbent must act as a one point of contact for managed clients and leverage opportunities to increase overall wallet share in accordance with the financial needs of the customer. Key Responsibilities Relationship Management: Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Self-management responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk control compliance Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Key Responsibilities: Customer Acquisition: Acquire new-to-bank customers (especially salaried professionals, entrepreneurs, and emerging HNIs). Leverage internal and external leads, corporate tie-ups, and referral networks to generate business. Relationship Management: Build and manage long-term relationships with a portfolio of young professionals. Regularly interact with clients to understand their banking and investment needs. Cross-Selling & Revenue Generation: Cross-sell a wide range of banking products including CASA, mutual funds, insurance, credit cards, personal loans, and investment services. Meet or exceed monthly revenue and product targets. Portfolio Management: Ensure timely KYC compliance and documentation. Conduct regular portfolio reviews and financial planning discussions with clients. Customer Experience: Deliver best-in-class service to ensure high levels of customer satisfaction and retention. Address service issues and ensure timely resolution. Key Skills and Competencies: Strong communication and interpersonal skills Sales-oriented mindset with a flair for building relationships Good understanding of banking and wealth management products Ability to work independently and in a target-driven environment Customer-focused and solution-oriented approach Qualifications and Experience: Education: Graduate or Postgraduate (preferred: BBA, MBA, or equivalent) Warm Regards, Muskan jain V-Konnect Associates 529,Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: muskan.jain @ v-konnect.com Phone: 9518113213 www.v-konnect.com

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Roles and Responsibilities Handle retail liabilities, cross-sell products, and provide portfolio handling expertise. Develop strong relationships with customers through effective communication and sales strategies. Collaborate with team members to achieve business objectives and drive growth. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 1-6 years of experience in banking sales or related field (preferably from BFSI industry). Strong understanding of banking products, including liability products and retail branch banking services. Excellent communication skills for building rapport with customers and colleagues alike. Ability to work independently as well as part of a team towards common goals.

Job Summary: We are looking for a dynamic and customer-focused Relationship Manager under the Young Professionals program to manage retail banking customers, generate business through cross-selling of banking products, and ensure excellent customer service at the branch level. Key Responsibilities: Build and maintain relationships with walk-in and existing customers at the branch. Promote and sell banking products like savings accounts, current accounts, term deposits, credit cards, insurance, mutual funds, and other third-party products. Conduct outbound calling and field visits to acquire new customers and deepen relationships. Identify customer needs and provide suitable financial solutions. Ensure compliance with KYC norms and all internal policies. Achieve assigned sales and revenue targets within timelines. Handle basic customer service requests and coordinate with backend teams for resolutions. Required Skills: Good communication and interpersonal skills Sales-oriented and target-driven Basic understanding of banking products and services Strong customer handling skills Willingness to work in field sales when required Energetic individuals passionate about building a career in banking. Warm Regards, Dimpy Gaba V-Konnect Associates 529, Tower B,Spazedge Mall Sector 47, Gurugram, 122018 Email: dimpy.gaba@v-konnect.com Phone: 7701983913

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3)

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserv Asset Management

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Roles Available : Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Branch Relationship Manager - Business Development (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Branch Operations Manager (M3) Branch Manager- Branch Banking (M4/M5) Preferred candidate profile : Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.com