Role Overview: You will be responsible for ensuring the maximum usability of systems in production by determining and developing user requirements. Success in this position involves effectively gathering and analyzing user feedback to improve system functionality. This role is crucial in enhancing the overall user experience and system performance within the organization. Key Responsibilities: - Determine and develop user requirements for systems in production - Gather and analyze user feedback to enhance system functionality - Collaborate with cross-functional teams to ensure the usability of systems - Conduct testing and troubleshooting to identify and resolve any issues Qualifications: - Excellent verbal and written communication skills - Bachelor's degree in a relevant field or equivalent work experience - Strong analytical and problem-solving abilities - Experience in system usability testing and improvement (Note: The job description provided does not include any additional details about the company.),
Location : Rabale Nearby Railway Job Role : Giving Reminder Call To The Customer Related to upcoming EMI Due Date Requirement : Graduate Fresher Salary : 15000 - 17000 Inhand Salary Date : 1st Of Every Month Benefits : free banking product knowledge full paid trainning available easy selection online interview available
Educational Qualification (as on 01.05.2025): Mandatory: Graduate / Postgraduate from a Government recognized University / Institution or reputed college. Preferred: CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 21-A) certifications. Experience (as on 01.05.2025): Essential: Minimum 15 years of relevant experience in financial services, investment advisory, product development, and private banking. Out of which, at least 8 years in Wealth Management . Preferred: Expertise in equity, PMS, AIF, and mutual funds. Proven experience in product structuring and development for high-net-worth clients. Leadership experience managing investment professionals at a national level. Strong understanding of market analytics, macroeconomic trends, and investment research. Key Responsibilities: Strategic Leadership: Define and enhance the Wealth Management value proposition and product strategy. Investment & Research Oversight: Lead research and investment teams to deliver high-quality market insights and research reports . Product Development: Drive innovation and benchmarking in wealth management products across asset classes. Collaboration & Integration: Liaise with internal stakeholders and external partners to implement technology-driven solutions for client portfolios. Compliance & Governance: Ensure regulatory compliance (SEBI/IRDA), product due diligence, and continuous capability building through knowledge-sharing initiatives. Performance Management: Regularly review product performance, portfolio analytics, and client value creation metrics. Core Competencies: Strategic and analytical thinking Strong leadership and people management skills Expertise in capital markets and wealth products Client-centric approach with a focus on innovation and compliance
Educational Qualification (as on 01.05.2025): Mandatory: Graduate from a Government recognized University or Institution. Preferred: MBA (Banking / Finance / Marketing) with minimum 60% marks from a recognized University or Institution. Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A . Post-Qualification Experience (as on 01.05.2025): Mandatory: Minimum 15 years of experience in Sales Management within Wealth Management, Retail Banking, or Asset Management Companies (AMCs) . Out of this, at least 5 years in leading large teams of Relationship Managers and Team Leaders, preferably in Wealth Management or AMC environments. Key Responsibilities: Zonal Business Leadership: Manage the Wealth Management sales operations for the assigned zone in line with business objectives. Revenue & Growth: Drive TRV and AUM growth through client acquisition, portfolio deepening, and effective relationship management. Team Management: Lead and mentor Relationship Manager (RM) teams and Team Leads to achieve sales and service targets. Client Acquisition & Retention: Acquire and manage High Net Worth (HNI) and Affluent clients , ensuring superior service standards. Compliance & Governance: Ensure adherence to all internal systems, policies, and regulatory guidelines. Ensure 100% transaction documentation and same-day execution of client instructions. Customer Engagement: Conduct investment seminars, client meets, and awareness campaigns to enhance customer engagement and financial literacy. Customer Satisfaction: Ensure prompt service delivery and proactive relationship management to maintain high client satisfaction levels. Other Responsibilities: Undertake any additional assignments as entrusted by the Bank from time to time. Core Competencies: Strategic Sales Leadership Team Development and Performance Management Wealth Management Product Knowledge Client Relationship & Portfolio Management Compliance Orientation and Process Discipline Strong Communication and Interpersonal Skills
Post: Regional Head Educational Qualification (As on 01.05.2025) Mandatory: Graduates from Government recognised University or Institution Preferred Qualification: MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution. CFP / CFA / NISM V-A /NISM Investment Advisor / NISM 21-A Post-Qualification Experience (As on 01.05.2025) Essential Experience: (as explained above) ➢ Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs ➢ 5+ years of experience in leading a large team of Relationship Managers or a Team Lead preferably in Wealth Management Firms or Asset Management Company (AMC). Job Profile (Detail description of Role, Responsibilities and Functions) ➢ Managing a team of Relationship Mangers & RM (Team Lead) s & Investment Officers for the Wealth Management Business of the allotted Circle(s) ➢ Achieving the target of the team to Acquire, nurturing growing and strengthening relationship within the Affluent and UHNI/HNI segment of Clients in order to meet business objectives ➢ Cross Selling a range of Investment, Insurance products and other Asset Classes to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the Wealth Management business of the allotted Circle(s) ➢ Focusing on increasing the Total Relationship Value (TRV), Assets Under Management (AUM), Investment AUM & Increase in Product per Clients as per the business objectives. Key Responsibility Areas (KRAs) for the Post ➢ Managing the Zonal Sales for the Wealth Management Business ➢ Managing the Relationship Manager Team Leads and Relationship Managers ensuring achievement of budgets by the RM Teams Acquire HNI and Affluent Customers ➢ Managing the team of Relationship Mangers, Team Leads & Investment Officers and ensuring the team achieves its targets ➢ Ensuring compliance of guidelines, systems & procedures by the Relationship Managers/ RM (Team Lead)/Investment Officers ➢ Allocation of leads and Clients to appropriate team members Deepen Relationships ➢ Manage the Clients of the Bank who are defined as Affluent/UHNI/HNI Clients ➢ Grow the CASA/Investment AUM of this portfolio & Other Asset Classes ➢ Cross-sell mortgages, credit cards and drive channel migration ➢ Acquire more Clients from the same household ➢ Service these Clients. ➢ Monitoring Financial Needs Analysis and Risk Profiling for the Clients in the portfolio. ➢ Monitoring Periodic Portfolio reviews for all Clients ➢ Monitoring Proper Mapping of Clients to team. ➢ Ensuring Certification of Training of Team members. ➢ Ensure Leave Discipline among the Team/proper maintenance of visit records ➢ Complaint Management: Timely redressal of Client complaints Branch Development ➢ Conduct Client Meet, seminars and Investment conclave to spread financial awareness. ➢ Any other matter, as may be entrusted by the Bank from time to time. Apply below: hr.07@tnmhr.com +91 9653237931
We are hiring for SBI Bank for Wealth Management Department. This role is responsible for leading the Wealth Management Relationship Team , driving business growth through acquisition and deepening of HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV) and Assets Under Management (AUM) while maintaining compliance and client satisfaction standards. Locations Amaravati, Chandigarh, Guwahati, Jaipur, Mumbai Metro, New Delhi Educational Qualification (as on 01.05.2025): Mandatory: Graduate from a Government recognized University or Institution. Preferred: MBA (Banking / Finance / Marketing) with a minimum of 60% marks from a recognized University or Institution. Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A . Post-Qualification Experience (as on 01.05.2025): Mandatory: Minimum 8 years of post-qualification experience in Relationship Management , preferably in Wealth Management with leading Public/Private/Foreign Banks, Broking/Securities Firms, or Asset Management Companies (AMCs). Experience as a Team Lead will be an added advantage. Key Responsibilities: Business & Sales Management Lead a team of Relationship Managers (RMs) to drive business objectives for the Wealth Management segment. Acquire, nurture, and grow relationships within the Affluent and HNI client base to achieve revenue and growth targets. Increase Total Relationship Value (TRV) and Assets Under Management (AUM) through effective client engagement and cross-selling. Client Relationship Management Conduct Financial Needs Analysis (FNA) and Risk Profiling for clients. Manage end-to-end client servicing, ensuring timely execution of transactions and consistent portfolio reviews. Promote a full suite of financial solutions including Investments, Life & General Insurance, SIPs, and CASA products . Strengthen client relationships through household-level acquisition and retention strategies . Team Leadership & Performance Allocate leads and client portfolios effectively among team members. Monitor team productivity and ensure adherence to sales and compliance targets. Drive product per customer (PPC) penetration across wealth and banking products. Compliance & Governance Ensure full compliance with internal systems, processes, and regulatory guidelines. Guarantee 100% transaction documentation and same-day client instruction execution . Branch & Market Development Conduct investment and insurance seminars and client awareness programs to promote financial literacy. Collaborate with branch teams to enhance client acquisition, cross-sell, and channel migration initiatives. Undertake additional assignments as entrusted by the Bank from time to time. Core Competencies: Wealth Management and Financial Advisory Expertise Team Leadership and Sales Management Client Acquisition and Relationship Deepening Product Knowledge: Investments, Insurance, CASA, Loans Compliance Orientation and Risk Awareness Strong Communication, Negotiation, and Interpersonal Skills Apply below: hr.21@tnmhr.com +91 8433957699
We are hiring for SBI Bank for Wealth Management Department. This role is responsible for leading the Wealth Management Relationship Team , driving business growth through acquisition and deepening of HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-quality financial advisory, and achieve key business metrics such as Total Relationship Value (TRV) and Assets Under Management (AUM) while maintaining compliance and client satisfaction standards. Locations Gandhinagar, Bengaluru, Bhubaneshwar, Chennai, Hyderabad, Thiruvananthapuram Educational Qualification (as on 01.05.2025): Mandatory: Graduate from a Government recognized University or Institution. Preferred: MBA (Banking / Finance / Marketing) with a minimum of 60% marks from a recognized University or Institution. Professional certifications such as CFP / CFA / NISM V-A / NISM Investment Advisor / NISM 21-A . Post-Qualification Experience (as on 01.05.2025): Mandatory: Minimum 8 years of post-qualification experience in Relationship Management , preferably in Wealth Management with leading Public/Private/Foreign Banks, Broking/Securities Firms, or Asset Management Companies (AMCs). Experience as a Team Lead will be an added advantage. Key Responsibilities: Business & Sales Management Lead a team of Relationship Managers (RMs) to drive business objectives for the Wealth Management segment. Acquire, nurture, and grow relationships within the Affluent and HNI client base to achieve revenue and growth targets. Increase Total Relationship Value (TRV) and Assets Under Management (AUM) through effective client engagement and cross-selling. Client Relationship Management Conduct Financial Needs Analysis (FNA) and Risk Profiling for clients. Manage end-to-end client servicing, ensuring timely execution of transactions and consistent portfolio reviews. Promote a full suite of financial solutions including Investments, Life & General Insurance, SIPs, and CASA products . Strengthen client relationships through household-level acquisition and retention strategies . Team Leadership & Performance Allocate leads and client portfolios effectively among team members. Monitor team productivity and ensure adherence to sales and compliance targets. Drive product per customer (PPC) penetration across wealth and banking products. Compliance & Governance Ensure full compliance with internal systems, processes, and regulatory guidelines. Guarantee 100% transaction documentation and same-day client instruction execution . Branch & Market Development Conduct investment and insurance seminars and client awareness programs to promote financial literacy. Collaborate with branch teams to enhance client acquisition, cross-sell, and channel migration initiatives. Undertake additional assignments as entrusted by the Bank from time to time. Core Competencies: Wealth Management and Financial Advisory Expertise Team Leadership and Sales Management Client Acquisition and Relationship Deepening Product Knowledge: Investments, Insurance, CASA, Loans Compliance Orientation and Risk Awareness Strong Communication, Negotiation, and Interpersonal Skills Apply below: hr.09@tnmhr.com +91 98927 23471
Educational Qualification (as on 01.05.2025): Mandatory: Graduate / Postgraduate from a Government recognized University / Institution or reputed college. Preferred: CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 21-A) certifications. Experience (as on 01.05.2025): Essential: Minimum 15 years of relevant experience in financial services, investment advisory, product development, and private banking. Out of which, at least 8 years in Wealth Management . Preferred: Expertise in equity, PMS, AIF, and mutual funds. Proven experience in product structuring and development for high-net-worth clients. Leadership experience managing investment professionals at a national level. Strong understanding of market analytics, macroeconomic trends, and investment research. Key Responsibilities: Strategic Leadership: Define and enhance the Wealth Management value proposition and product strategy. Investment & Research Oversight: Lead research and investment teams to deliver high-quality market insights and research reports . Product Development: Drive innovation and benchmarking in wealth management products across asset classes. Collaboration & Integration: Liaise with internal stakeholders and external partners to implement technology-driven solutions for client portfolios. Compliance & Governance: Ensure regulatory compliance (SEBI/IRDA), product due diligence, and continuous capability building through knowledge-sharing initiatives. Performance Management: Regularly review product performance, portfolio analytics, and client value creation metrics. Core Competencies: Strategic and analytical thinking Strong leadership and people management skills Expertise in capital markets and wealth products Client-centric approach with a focus on innovation and compliance
Post: Regional Head Educational Qualification (As on 01.05.2025) Mandatory: Graduates from Government recognised University or Institution Preferred Qualification: MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution. CFP / CFA / NISM V-A /NISM Investment Advisor / NISM 21-A Post-Qualification Experience (As on 01.05.2025) Essential Experience: (as explained above) ? Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs ? 5+ years of experience in leading a large team of Relationship Managers or a Team Lead preferably in Wealth Management Firms or Asset Management Company (AMC). Job Profile (Detail description of Role, Responsibilities and Functions) ? Managing a team of Relationship Mangers & RM (Team Lead) s & Investment Officers for the Wealth Management Business of the allotted Circle(s) ? Achieving the target of the team to Acquire, nurturing growing and strengthening relationship within the Affluent and UHNI/HNI segment of Clients in order to meet business objectives ? Cross Selling a range of Investment, Insurance products and other Asset Classes to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the Wealth Management business of the allotted Circle(s) ? Focusing on increasing the Total Relationship Value (TRV), Assets Under Management (AUM), Investment AUM & Increase in Product per Clients as per the business objectives. Key Responsibility Areas (KRAs) for the Post ? Managing the Zonal Sales for the Wealth Management Business ? Managing the Relationship Manager Team Leads and Relationship Managers ensuring achievement of budgets by the RM Teams Acquire HNI and Affluent Customers ? Managing the team of Relationship Mangers, Team Leads & Investment Officers and ensuring the team achieves its targets ? Ensuring compliance of guidelines, systems & procedures by the Relationship Managers/ RM (Team Lead)/Investment Officers ? Allocation of leads and Clients to appropriate team members Deepen Relationships ? Manage the Clients of the Bank who are defined as Affluent/UHNI/HNI Clients ? Grow the CASA/Investment AUM of this portfolio & Other Asset Classes ? Cross-sell mortgages, credit cards and drive channel migration ? Acquire more Clients from the same household ? Service these Clients. ? Monitoring Financial Needs Analysis and Risk Profiling for the Clients in the portfolio. ? Monitoring Periodic Portfolio reviews for all Clients ? Monitoring Proper Mapping of Clients to team. ? Ensuring Certification of Training of Team members. ? Ensure Leave Discipline among the Team/proper maintenance of visit records ? Complaint Management: Timely redressal of Client complaints Branch Development ? Conduct Client Meet, seminars and Investment conclave to spread financial awareness. ? Any other matter, as may be entrusted by the Bank from time to time. Apply below: [HIDDEN TEXT] +91 9653237931
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FOS JD -Client ID & Name State Bank Operations Support Services Pvt Ltd (SBOSS) ROLE A FOSExecutive’s roles include sourcing, reviewing loans for SBOSS Client. They meet withcustomers/ applicants to determine their eligibility before deciding whether Bank can offer them a Agri/ SME loan.They go through each application individually, looking at what type/amounts of loan an individual or business can avail based on specific principles. Anothercritical duty of a FOS is to stay current with lending regulations, the economy and market rates. FOS will also be required to carry out inspection of unit, individual and assets as instructed by Client.FOS will maintain the data privacy and confidentiality of the Customers and Bank.Higher Secondary (12+) or Graduate in any disciplineAge From 21 to 35 Years as on 01.01.2023Preferred Experienc- Minimum For HS (12+) 3 Years PreferableSpecific Experienc e Minimum Working at Banks/NBFCs 1 Year PreferableMaximum Working at Banks/NBFCs 3 Years PreferableSOW for Agri Business ( FOS Salary: ₹19,500/- CTC. All CTC Structure subjected to compliant with respective State Minimum Wages. In addition to salary, ₹200 fuel reimbursement for actual working day and ₹300 mobile reimbursement per month.)