3558 Portfolio Management Jobs - Page 18

As a Regional Collections Manager, your primary responsibility is to lead a team of Regional Managers to effectively conduct field collection processes and ensure the delivery of portfolio performance. You will be accountable for managing the portfolio performance across multiple due stages through Regional Collections Managers and ACMs, in alignment with the Operating Plan. It is essential to ensure the availability of appropriate infrastructure and resources for carrying out collections as per the operating plan. In this role, you will be required to formulate collection strategies for the zonal cluster based on market dynamics, portfolio spread/segmentation, and business requirements. Identifying critical or non-performing segments and applying appropriate legal hardship tools for resolution is a key aspect of your responsibilities. Regular performance reviews with vendors, Agency Managers, and Regional Collections Managers are essential to track portfolio health and ensure a healthy process. Monitoring field collections by bucket, vintage, and region is crucial to ensure cost adherence in operations and achieve cost efficiencies. Adherence to Compliance Policy, Collections processes, Audit requirements, and maintaining standards to achieve customer satisfaction is a critical part of your role. Handling customer complaints in a timely and satisfactory manner through proper recourse mechanisms is also a key responsibility. Ensuring 100% SVCL coverage at all vendor locations within the Zone, reporting monthly cost provisions to the Finance team as per timelines, and identifying upcoming markets in line with the Sales growth plan are important tasks. Evaluating setting up or expanding operations based on volumes and raising timely red flags on sourcing quality in new markets to ensure portfolio hygiene is a significant aspect of your role. Participating strategically and tactically in the development and implementation of portfolio treatments to maximize collections and increase resolution/extraction is crucial. Performing peer benchmarking to create competitive infrastructure and deliver best-in-class performance on key metrics such as Credit Recovery, Gross write-off, GNPA rates, Settlement loss rates, and rate of recovery will be part of your responsibilities as a Regional Collections Manager.,

You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. To excel in this role, you should have experience in sales, client relationship management, and business development. A good understanding of financial products, including Mutual Funds, Portfolio Management, and Insurance, is required. Strong analytical skills will enable you to offer customized financial planning services. Effective communication and negotiation skills are crucial, along with the ability to work both independently and as part of a team. Possessing relevant certifications in financial planning or wealth management will be advantageous. A Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred. Join us at Top Quartile Financial Services, where we focus on ethics, trust, and superior quality to align our services with clients" evolving financial aspirations and create wealth for them.,

You will be joining a prestigious real estate company that has been a key player in shaping the luxury real estate market in the Middle East since 2002. DAMAC Properties is known for delivering iconic residential, commercial, and leisure properties across the region and beyond, adding vibrancy to the cities where its projects are located. With a huge and diverse portfolio that includes two world-class master-planned golf developments, DAMAC Properties has successfully delivered over 30,000 quality homes. Currently, there are 34,000 more homes in planning and progress, showcasing the company's commitment to excellence and growth in the real estate sector. As of 30th June 2020, DAMAC Properties continues to lead the market with its innovative projects and dedication to creating exceptional living and working spaces for its customers. Join our team and be part of a dynamic company that is redefining luxury living in the Middle East and beyond.,

As a Quantitative Researcher in Mumbai with 2-4 years of experience, you will be responsible for conducting research and analysis on various financial products such as equities, fixed income, and alternative investments. Your role will involve contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to enhance advisory services. Utilizing data and quantitative analysis, you will generate valuable insights and recommendations. Your key responsibilities will include developing and maintaining financial models to support investment analysis and portfolio management. Additionally, you will be required to prepare reports and presentations that effectively communicate research findings and investment recommendations to senior management and clients. To excel in this role, you should have cleared CFA Level 1 and possess a strong knowledge of financial markets, investment products, and portfolio management principles. Proficiency in Advanced Excel, SQL, and Python is essential. Furthermore, strong communication skills are crucial as you will be required to present complex information in a clear and concise manner. If you are passionate about quantitative research and possess the requisite skills, we invite you to join our team and contribute to shaping the future of financial advisory services.,

Roles and Responsibilities Manage HNI client relationships through effective communication, understanding their needs, and providing tailored solutions. Identify new business opportunities by acquiring new clients and expanding existing ones' portfolios. Develop strong relationships with third-party product providers to offer relevant products to customers. Oversee branch banking operations, including current account management, saving account services, and portfolio management. Ensure high levels of customer satisfaction through excellent service delivery.

Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them research based advises. 5. Interfacing all queries of Clients and understanding their investment needs. 6. Manage portfolios of clients and offer them investment solutions. 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.Role & responsibilities Preferred candidate profile

A. Preparing and maintaining the client files – software entries B. Understanding and analyzing the recommendations to confirm that the compliance requirements are met C. Implementing recommendations D. Review external networks. Required Candidate profile Excellent Verbal & Written Communication Skills Strong Financial and Analytical skills MBA Finance/US-CMA /MBA/M.Com/CFP Market/Portfolio Management/Financial Planning/Derivatives Analyst, NISM

Role & responsibilities Acquire new NRI customers Manage and deepen existing relationships with NRI clients understanding their financial needs and providing appropriate solutions Cross-sell banking products and services. Preferred candidate profile A graduate with minimum 3 years of handling NRI customers

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. • Create an incremental SIP Book • Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. • 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. Preferred candidate profile • Strong communication & written skills Fluency in local language is an added advantage. • Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) With At least 2 years in Selling financial products and services

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Retail Liabilities customers. Identify new business opportunities through cross-selling and upselling strategies. Develop strong relationships with existing clients to increase customer satisfaction and retention. Meet sales targets by acquiring new HNI customers and growing the portfolio. Collaborate with internal teams to resolve client issues and improve overall service delivery. Desired Candidate Profile 1-6 years of experience in banking sales, preferably in HNI acquisition, retail liabilities, or portfolio management. Strong understanding of Casa Sales, Acquisition, CASA Acquisition, HNI Sales, Cross Selling, and Retail Liabilities products. Excellent communication skills for building rapport with high net worth individuals. Ability to work independently with minimal supervision while meeting tight deadlines.

Job title : H ead of Solutions Delivery Hiring Manager: Head of Service Excellence Location: Hyderabad Job type: Full time/ Hybrid work policy About the job We are an innovative global healthcare company with one purpose: to chase the miracles of science to improve people s lives. We re also a company where you can flourish and grow your career, with countless opportunities to explore, make connections with people, and stretch the limits of what you thought was possible. Ready to get started? Sanofi Hubs are where our key strategic business operations are hosted providing centralized services across Global Medical, Finance, People, Procurement, Digital, R&D and more. Our Ambition: deliver best-in-class enterprise services enabling Sanofi to chase the miracles of science to improve peoples lives. As part of our ongoing transformation and transition of activities to our hubs, Service Excellence plays a key role in digitizing service management operations. To support this, we are seeking a Head of Solutions Delivery to lead this strategic journey in partnership with our service towers. Our Team: This position is part of Service Excellence, a transversal organization into Sanofi Business Operations. Service Excellence focus is to seamlessly connect Sanofi employees and third parties with the support teams, driving performance and customer centricity. The Head of Solutions Delivery provides strategic leadership for the solutions team, overseeing the implementation, maintenance, and evolution of service management platform and solutions. This role is responsible for managing a diverse team of Business Analysts at various levels while ensuring alignment between technology solutions and business objectives. The Head of Solutions Delivery drives innovation, operational excellence, and continuous improvement across the service management ecosystem to enhance user experience, service efficiency and business outcomes. Main responsibilities: Strategic Leadership and Team Management Lead and develop a team of Business Analysts (Associate, Business Analyst, Senior, and Lead levels) Define team vision, objectives, and key performance indicators aligned with Service Excellence strategy Foster a culture of innovation, collaboration, and continuous improvement Manage team performance, career development, and resource allocation Solution Portfolio Management Oversee the lifecycle management of service management solutions across Portal, Ticketing, Chatbot/AI/GenAI, Telephony, Reporting, and Survey platforms Develop and maintain the solutions roadmap in alignment with business priorities and DIGITAL strategy Ensure solution architecture integrity and integration across platforms Drive adoption of emerging technologies to enhance service delivery capabilities Stakeholder and Vendor Management Build and maintain strategic relationships with key stakeholders across Business Operations and DIGITAL Represent the solutions team in governance forums and steering committees Manage vendor relationships and contracts to ensure optimal service delivery Communicate solution value proposition and performance to executive leadership Operational Excellence Establish and maintain solution configuration and support standards, methodologies, and best practices Implement metrics and reporting frameworks to measure solution effectiveness Drive continuous improvement initiatives based on performance data and user feedback Ensure compliance with security, data privacy, and regulatory requirements Budget and Resource Management Develop and manage team budget and resource allocation Prioritize initiatives based on business impact and resource constraints Optimize team structure and capabilities to meet evolving business needs Identify opportunities for efficiency gains and cost optimization About you Experience Minimum 7 years of experience in solution management, business analysis, or related fields At least 3 years of people management experience leading technical or business analysis teams Proven track record in implementing and managing enterprise technology solutions Experience with service management platforms, AI/GenAI solutions, and reporting tools Background in business operations with focus on service delivery excellence Experience in a global, cross-functional environment Soft skills Strategic thinking with ability to connect technology solutions to business outcomes Strong leadership and team development capabilities Excellent communication and presentation skills at all organizational levels Effective stakeholder management and negotiation abilities Problem-solving approach with focus on business value delivery Change management and organizational transformation expertise Technical skills Advanced in service management principles and frameworks (ITIL, KCS) Advanced in project and portfolio management methodologies Advanced in business case development and financial management Intermediate in AI/GenAI, Service Management, Telephony and reporting solutions Intermediate in data privacy principles and compliance requirements Working knowledge of LEAN, Design Thinking, and Continuous Improvement frameworks Understanding of enterprise architecture principles and integration patterns Languages : English (fluent) Better is out there. Better medications, better outcomes, better science. But progress doesn t happen without people - people from different backgrounds, in different locations, doing different roles, all united by one thing: a desire to make miracles happen. So, let s be those people. At Sanofi, we provide equal opportunities to all regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity. Watch our ALL IN video and check out our Diversity Equity and Inclusion actions at sanofi.com !

Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary markettrends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization.Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etc. Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goals Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clients

About Company: Bajaj Capital Limited ("Bajaj Capital") is Indias premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. Weve helped to create more millionaires than any other firm in India. But its our deep personal relationships with clients that truly sets us apart. Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Schemes. Our bouquet of services includes: Personalized Investment Services : We create a customized snapshot using our proprietary 360 degree financialassessment tool.Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view ofinvestments using 3 steps: Need Analysis Scheme Selection Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously intouch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the productproviders. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficientexecution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 onlinecall centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities acrossIndia, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross - sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Knowledge: Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients. Skills: Social/Interpersonal Skills : have excellent socializing and relation building skills. Communication Skills : have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills : Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets : Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance : follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company

About Lowe s: Lowe s Companies, Inc. (NYSE: LOW) is a FORTUNE 50 home improvement company serving approximately 16 million customer transactions a week in the United States. With total fiscal year 2024 sales of more than $83 billion, Lowe s operates over 1,700 home improvement stores and employs approximately 300,000 associates. Based in Mooresville, N.C., Lowe s supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. For more information, visit Lowes.com . About the Team: The Private Brands Team is committed to delivering a cohesive and consistent brand experience through effective portfolio management and minimizing dependencies on third-party agencies.The Packaging Operations Team is responsible for the execution of our Private Brand strategies. This includes managing packaging, print quality management, packaging innovation, and development. This team oversees the review of instruction manuals, works with Legal on trademarks and registration marks for logos, products, and collection names, and supports our sustainability goals. Job Summary: As an Associate Production Artist, you will develop the product specific packaging artwork from approved master templates adhering to the printer specifications and brand guidelines. The Associate Production Artist will get trained and will support the designers in building clean, press ready packaging les and be excited to be part of a professional, collaborative, fast paced environment. Roles & Responsibilities: Core Responsibilities: Creates and rebuilds multilingual production-ready artwork files across various pack sizes based on brand guidelines and approved master templates while maintaining consistency across the complete range. Produces technically correct, print ready mechanical files Determines size and arrangements of illustrative material and copy, selects style and size of type, and arranges layout based on available space, design and production requirements. Prepares electronic proofs of finished artwork for internal and external approval Works on and completes multiple orders and projects in the allotted time throughout the day Interacts regularly with designers and other team members as needed for completion of assigned projects Manages the execution of the work, ensuring that creative projects are completed on time Other duties as assigned. Years of Experience: 1-3 years of experience Required Minimum Qualifications: Graduation or Diploma in Design Skill Set Required: Primary Skills (must have) Possesses a strong portfolio of well produced work Ability to build strong, technically tight, problem free mechanicals ready for print Must be highly pro cient in industry standard design software (Adobe InDesign, Illustrator, Photoshop, etc.), MS O ce and other applicable programs on Macintosh platform. Extreme attention to detail - should demonstrate an individual s quality performance of not less than 90% Right First Time (RFT) Must understand die lines and mechanical speci cs of a broad range of product packaging Pro cient knowledge of prepress and printing standards, including Litho and Flexo Ability to produce independently in a team environment Good communication skills, both written and verbal, along with the ability to listen for understanding to execute the work Manages time effectively. Flexible during high-volume periods (some longer hours). Secondary Skills (desired) Solid understanding of standard weights & measures requirements Lowe's is an equal opportunity employer and administers all personnel practices without regard to race, color, religious creed, sex, gender, age, ancestry, national origin, mental or physical disability or medical condition, sexual orientation, gender identity or expression, marital status, military or veteran status, genetic information, or any other category protected under federal, state, or local law.

About the Role: Reporting to Senior Team Lead Actuarial Modelling in MCoE BLR, this is an exciting opportunity for a skilled actuarial student to join the Risk Management Life & Health Re division, which is responsible for the inforce management of Swiss Re's global L&H Reinsurance business. Support the development and maintenance of Life & Health AXIS models used for financial reporting and portfolio management in US, Canada, Latin America and ANZ DI. Support the model migration from RAFM to AXIS for EMEA, Asia, ANZ LS. Provide support to team leads to help resolve model issues through debugging, unit testing and knowledge sharing as required or provide support to RAFM to AXIS migration Leads to help to resolve model migration issues through debugging, unit testing and knowledge sharing as required Ability to handle stakeholder requests and deliver solutions independently Produce high quality models and associated documentation for the user community. Ensure model development and testing activities are in accordance with agreed model governance framework and testing procedures Enhance and extend various existing model building tools and model validation tools as needed Support the development of IT systems to enable the rapid transition to the target landscape, and help drive operational excellence Drive continuous process improvements to maximize productivity and work product quality About the Team: We reside within the Risk Management L&H Re division, which manages our reinsurance business. With a team size of approximately 55 colleagues spanning multiple geographic locations (Bangalore, London, Fort Wayne, Toronto) you will have the opportunity to influence a wide variety of team goals and add to team spirit. About You: As a part qualified actuary with an understanding of life insurance/reinsurance industry, the successful candidate will be able to demonstrate sound technical actuarial knowledge and aptitude for developing and/or using actuarial models, specifically cash flow projection models, including understanding the actuarial assumptions, data and methodology and analysing and explaining the resulting cashflow and reserve projections. The ideal candidate will have the following skills/experience: Knowledgeable actuarial student with 3- 4 years of experience in the L&H pricing and/or valuation experience in the insurance/actuarial industry. Working Knowledge in any Actuarial Software is preferable. Proficiency in GGY AXIS is desirable. SQL, VBA, Python and R - Expertise with any of these tools/languages will be an advantage Excellent understanding of fundamental actuarial concepts. Completion of some actuarial exams would be preferable. Excellent organisational and analytical skills with attention to detail - able to understand details on business structure, product features and model requirements. Ability to understand and apply actuarial best practice (setting up models, documentation, governance, analysis, testing etc). Ability to work independently, accurately and deliver to deadlines. Cross cultural experience working with colleagues globally; experienced in managing work product handover processes between teams in different geographical locations Ability to support senior team members with resolving complex problems by debugging and unit testing. Ability to work reliably, efficiently, transparently, accurately and deliver to deadlines. Initiative in identifying issues and supporting other team members, peers and senior stakeholders Desire to learn from highly skilled actuarial professionals to grow your professional development Ability to work under pressure and prioritise tasks accordingly Growth mentality with a dedication to maintain a team spirit based on openness and respect Desire to learn from highly skilled industry professionals across multiple fields to grow your professional development About Swiss Re If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience. Keywords: Reference Code: 133608

Job Description: Business Analyst Proposed Job Description: Job Summary: We are seeking a highly motivated and skilled Business Analyst to join our UK&I Portfolio Management Office (PMO). The successful candidate will play a pivotal role in understanding defining and scoping complex project requirements, ensuring that projects are delivered efficiently and effectively to meet our business objectives. You will work closely with project managers, stakeholders, and cross-functional teams across the organisation to analyse business processes, gather requirements, develop solutions, and understand solution impacts that drive project success. Key Responsibilities: Collaborate with project stakeholders to understand business needs and gather project requirements. Analyse and model business processes to identify opportunities for improvement or innovation. Act as a thought leader for these business processes. Conduct thorough documentation and baselining of current processes and systems and develop comprehensive to-be maps to facilitate broad-based transformation and the achievement of strategic objectives. Work closely with the PMO and project teams to prioritise project requirements and ensure they are integrated and sequenced into project plans effectively. Ensure requirement dependencies are fully understood, documented, and managed in the project plan. Facilitate communication between project stakeholders and the project team to ensure a clear understanding of scope, project requirements and objectives. Work closely with change management to conduct impact analysis for project changes so that right change management approaches are planned and applied. Assist in the development and implementation of project management methodologies, standards, and tools to drive efficiency in the PMO. Monitor project progress and performance, providing insights and recommendations to ensure projects are delivered on time, within scope, and budget. Set scope control processes within the project lifecycle, which is managed via quality gates and project assurance. Partner with the PMO and project managers to ensure scope of project is fully protected and change controlled. Participate in project reviews and post-implementation evaluations, capturing lessons learned and best practices for future projects. Qualifications: 5 of more years of proven experience as a Business Analyst, preferably within a PMO environment. Strong understanding of project management principles and methodologies. Excellent analytical, planning, problem-solving, and decision-making skills. Exceptional communication and interpersonal skills, with the ability to engage effectively with all levels of stakeholders and teams and translate data into actionable insights. Experience in process documentation and reporting Experience in business process modelling and requirements management tools. Ability to work in ambiguity and drive for business clarity in scope of work. Do we need something in here that talks about the documentation or baselining of the as is and mapping of the to be to allow for wider transformation to complete and delivery of strateegic objectives Location: DGS India - Chennai - Anna Nagar Tyche Towers Brand: Paragon Time Type: Full time Contract Type: Permanent

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complied. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Job Title: Senior Tele-Sales Trainer - India Market (SEBI-Regulated) Company: Aetram Group of Companies Regulatory Authority: SEBI (Securities and Exchange Board of India) Location: Chennai Employment Type: Full-Time Industry: Financial Services - Regulated Indian Investments Company Overview: Aetram Group of Companies is a SEBI-registered financial services firm providing investment solutions in Indian markets across MCX, NSE, and BSE . We deliver a range of regulated products such as equities, commodities, derivatives, and mutual funds , with a focus on ethical advisory and portfolio management. As our India-based tele-sales team expands, we are seeking a skilled Senior Tele-Sales Trainer to lead the development and performance of our salesforce. Key Responsibilities: Design and conduct training programs for new and existing tele-sales executives focused on SEBI-regulated products . Train teams on selling mutual funds, equity, F&O, commodities , and bonds listed on MCX, NSE, and BSE . Provide hands-on training on cold calling techniques , sales pitch development , client objection handling , and closing strategies . Coach and mentor executives on CRM usage , lead lifecycle management, and performance tracking. Train teams on regulatory compliance , KYC processes, and ethical sales practices as per SEBI Conduct role plays, mock calls, live call audits, and one-on-one coaching sessions to reinforce learning. Continuously assess training effectiveness using KPIs such as conversion rate, average call time, and call-to-sale ratio . Stay updated on Indian financial market trends and regulatory changes to ensure training content remains relevant. Candidate Requirements: Minimum 7 years of experience in financial sales training , preferably in SEBI-regulated environments . Strong product knowledge in mutual funds, equity markets, F&O , and Indian capital market instruments. Excellent communication, presentation, and coaching skills. Multilingual skills preferred - English , and at least one of Hindi, Tamil, Malayalam, or Telugu . Familiarity with CRM systems and performance tracking tools. SEBI/NISM certifications are an advantage. Benefits: Competitive salary + performance bonus Remote work option for experienced candidates Fast-track career path in a SEBI-regulated financial institution Opportunity to lead training for for Senior Tele-Sales Trainer - India | Aetram Group

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

About The Role Job Role: Team Leader " Lead a team of Virtual Relationship Managers (VRM) responsible of service, sales, and profitability from assigned portfolio." Collaborating with fulfilment teams to ensure best in class conversion ratios." Ensure availability of trained manpower to maintain production at 100% capacity." Meet cost to income ratios as determined by Score card." Adherence to Standards of Performance." Meeting Customer Satisfaction index as measured through NPS surveys. Job Requirements:" Graduate with 7+ years of experience or Post Graduate with around 5 years of experience, of which a min 3 years leading a team of 15+ Full Time Employees." People management skill essential." Experience in working in a tele-sales or relationship management in BFSI preferred." Certified in AMFI/IRDA." Good listening skills and strong communication abilities." Team Player. Job Role: VRM Officer " To exclusively handle Wealth/Privy Outbound calls- schedule equivalent experience profiles from other competitors.Differentiated training to make them universal phone banking officers cross training in cards, liabilities, assets." This skill will also do sales with assigned customer based mapped to them. " Measure of outcomes NPS, Service Level, Service Quality and Sales." Responsible for quality communication and customer servicing within laid down productivity and service benchmarks." Ensure customer "delight" and consistent service experience, including timely resolution of customer queries/issues." Complete the logs specified by the process (End-of-day target)." Adherence to Information Security norms & quality process norms. " To be aware of and comply with any updates about the process." Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance. Job Requirements:" Should be a least graduate." No western line candidates to be scheduled, kindly hunt profiles residing near to Thane." Should not have employment gap for more than a month." Should have at least completed a year in current org." Better soft skills conversational skills and English versant scores 7+." Flexible to work on rotational week offs.

About The Role Role of Disbursement Coordinator in disbursement process- TAT starts post LOS sanction All required approvals Deferrals to be taken by DC Account opening to be initiated by DC DC to check KYC before login of the case. Check BCIF and KYC should match RCU to be checked by DC. IN case of any approval to be provided by DC Legal and technical and BCIF address to be checked before SL issuance Technical hard copy report to be collected by DC. Legal to be cleared by ABM if any specific query is raised by legal GC to be collected by DC( Non BT casesupfront property cases ) Disbursement File and Docket preparation with marking DC will do. If file is processed through MO or Non MO - ET to be raised by SRM/RM. DST to ensure all the documents are prepared as per DVU checklist. Application form to be filled if not already provided at the time of login RCU to be done on file. Property papers numbering to be ensured by DC as per GC Legal report Put all necessary approvals (rate, legal, technical, RFD, etc.) in the file/Mail Once the file is ready RM raise ET in KRAMAN and DC submits the file in RCAD Register entry is done in RCAD for each file so that FIFO system can be followed Follow up for query with RCAD once the case is in their bucket If ET is raised before, RCAD cut off than DC to ensure that queries are received before EOD else next day before 12 PM. In Maharashtra , NOI initiation from vendor to be done by DC In registered mortgage cases, DC to ensure SRO appointment is provided by the vendor. Query resolution if any raised by RCAD Deferral closure from RCAD

About The Role Short Description for Internal Candidates JOB Role- " Acquisition of HNI's only. " Selling TPP and Generating Revenue. " Building CASA book size. Job Requirement- " Good coordinator with different channels. " Excellent communication skills. " Should have some knowledge and experience in Portfo Description for Internal Candidates JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"s Graduates MBA Having more than 1-2 year work experience