Synergy HR Consultancy

Essential Duties and Responsibilities:  Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.  Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.  Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.  Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.  Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.  Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.  Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification* Education Master’s Degree from an accredited Collage Experience 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets  Communication Skills (Must be multilingual with excellent communication)  Market knowledge (understand the dynamics of financial business)  Resourcefulness  Convincing Skills  Analytical skills Other Requirements (if any) NA Behavioural Competencies  Service oriented  Perseverance  Interpersonal skills  Cultural sensitivity  Willingness to learn  Initiative  Teamwork and Cooperation  Result Oriented If interested to explore, share your updated resume mentioning current and expected ctc. Follow us for more job updates Show more Show less

We are looking to hire Playing Captain across Pan India - Different Location for NBFC. Role Description This is a full-time role for a Playing Captain - Wealth Management . The Playing Captain will be responsible for leading wealth management strategies, overseeing financial planning, and providing personalized investment solutions. Location : Mumbai , Lucknow , Kolkata , Bangalore , Hyderabad , Chennai , Kerala , Indore Qualifications Financial Planning, Investment Management, and Wealth Management skills Excellent People management skills Has to get his own team of 2 - 5 RM wealth Thorough knowledge of AIF , PMS , Mutual Fund , Equity , Structure Products Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Client relationship management and strategic planning skills Knowledge of financial markets and industry trends Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications such as CFP, CFA, or equivalent are a plus Mail us on synergyhrconsultancy1@gmail.com

Company Description Synergy HR Consultancy is a leading HR and Recruitment firm specializing in Non-IT Hiring solutions. We create lasting partnerships through our core values of commitment, integrity, quality, and innovation. We provide tailored recruitment and HR consulting solutions, including executive search, mid and senior-level hiring, and on-demand contingency search. Our team has deep industry knowledge and expertise across a broad range of sectors, including BFSI, Manufacturing, FMCG, Retail, Logistics, Healthcare, Education, and Hospitality. Our client-centric approach ensures long-term success through strategic talent solutions. Role Description This is a full-time on-site role, located in Mumbai, for a Playing Captain – Wealth (Pan India) at NBFC. The Playing Captain will be responsible for leading wealth management initiatives across India, developing and executing wealth management strategies, managing client relationships, and ensuring compliance with regulatory requirements. The role involves collaborating with internal teams to achieve business objectives and providing training and mentorship to junior team members. Qualifications Wealth Management and Financial Planning skills Thorough understanding of PMS , AIF , Equity , Bonds , Structured Product, NCD and others Clientele includes UHNI , HNI , Family offices, CXO, Founders, Directors of companies AUM should be 300 to 500 + Crore Client Relationship Management and Customer Service skills Knowledge of Regulatory Requirements and Compliance Leadership, Team Management, and Mentorship skills Strong Analytical, Strategic Thinking, and Problem-Solving skills Excellent Written and Verbal Communication skills Ability to work effectively in a fast-paced, dynamic environment Bachelor's degree in finance, Business Administration, or a related field; relevant certifications Write back to us on synergyhrconsultancy1@gmail.com

Looking to hire Candidate for Banks's Broking Arm in North India Different Location 1 Equity Dealer - Dehradun / Lucknow - NISM 8 compulsory - CTC upto7L 2 Franchise Development / B2B / Channel Development Jaipur , Chandigarh, Delhi, Lucknow Acquisition as well as Servicing the existing client CTC upto 10L 3 IFA Channel development - Chandigarh - B2B Ctc upto 10L Immediate to 1 month Notice Period prefer Mail us on sunita@synergyhr.co.in mentioning current location and compensation details

You will be responsible for various roles in Banks's Broking Arm in North India at different locations. Below are the details of the available positions: 1. Equity Dealer - Dehradun / Lucknow: - Mandatory requirement: NISM 8 certification - Expected CTC: up to 7 Lakhs 2. Franchise Development / B2B / Channel Development: - Locations: Jaipur, Chandigarh, Delhi, Lucknow - Responsibilities: Acquisition and servicing of existing clients - Expected CTC: up to 10 Lakhs 3. IFA Channel Development - Chandigarh: - Type of Work: B2B - Expected CTC: up to 10 Lakhs Preference will be given to candidates with an immediate to 1-month notice period. If you are interested, please email us at sunita@synergyhr.co.in with your current location and compensation details.,

Synergy HR is looking for a highly experienced engineering professional to oversee our Client's Quantity Surveying and Material Procurement team for a leading PMC in Hospitality, Resorts, Hotels, Amusement Parks, Theme Parks, and Restaurants at Gurgaon, India. The role may involve occasional site visits. With over 15 years of practical expertise in contracts, procurement, or project leadership, you will be responsible for a range of QS services such as budgeting at different design stages, providing cost advice for design alternatives and value engineering, preparing tender BOQs and pre-tender cost estimates, conducting tender rate comparisons and analysis, and assisting the Project Manager in negotiations. Your procurement responsibilities will include sourcing, negotiating, and placing orders for large MEP & facility equipment, FF&E, and OS&E on behalf of our client. You will also manage post-PO activities like submittals, inspections, scheduling, and expedition. As a leader of the in-house QS and procurement teams, you will be expected to create and maintain cost databases and supplier databases, develop BIM tools for quantity take-off, actively participate in project budgeting and value engineering initiatives, personally review all cost reports, attend client presentations, and be involved in adjudication meetings to award contracts and Pos. Your role will also entail reviewing all contract documents and purchase orders. The ideal candidate should hold a BE/BTech or equivalent degree in Civil, Mechanical, Electrical, or Instrumentation, with a post-graduate degree considered a plus. Previous experience in hospitality or high-end interior works is essential, while international experience would be advantageous. If you are a proactive and skilled engineering professional with a wealth of experience in contracts, procurement, and project leadership, and are looking for a challenging opportunity to lead a dynamic team in the hospitality industry, we encourage you to apply.,

Synergy Hr consultancy is looking to hire RM Wealth across Pan India Experience: 8+ years in Wealth Management with an existing client book. Key Skills: Investment Advisory, Portfolio Management, HNI/UHNI Client Acquisition & Retention Requirements: Must have a strong AUM portfolio and proven track record in Wealth Management Responsibilities: - Manage and grow client portfolios, offer tailored financial solutions, and drive revenue growth - Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients. - Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities. - Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment. Well verse with Equity , MF, PMS , AIF , Structured Product Compensation: Upto 40 lacs plus bonuses This is a Standalone Position , No Team will be provided

Company Description Synergy is a premier HR and Recruitment consultancy dedicated to empowering organizations through expert Non-IT Hiring solutions. We specialize in building strong talent pipelines for long-term business success across various industries, such as BFSI, Manufacturing, FMCG, Retail, Logistics, Healthcare, Education, and Hospitality. Our approach is rooted in collaboration, integrity, and innovation, with a client-centric, personalized strategy. Our team, consisting of recruitment specialists from diverse industry backgrounds, ensures deep knowledge and proven expertise in manpower consulting, tailored to meet each client's unique talent needs. Based in India, we focus on strategic talent solutions for long-term success. Role Description This is a full-time, on-site role for a Playing Captain – Wealth. The Playing Captain will oversee and lead wealth management teams, drive strategic initiatives, and ensure the achievement of key performance metrics. The role involves developing and maintaining client relationships, providing expert financial advice, and ensuring compliance with regulatory standards. Daily tasks include portfolio management, team leadership, strategic planning, client consultations, and continuous market analysis to identify growth opportunities. Qualifications Strong leadership and team management skills Expertise in wealth management, portfolio management, and financial planning Excellent client relationship management and communication skills Deep understanding of regulatory compliance and financial regulations Analytical skills to assess and identify market opportunities Relevant certifications in financial planning or wealth management Bachelor's degree in Finance, Economics, Business, or related field Proven track record of driving strategic initiatives and achieving key performance metrics