327 Tpp Jobs - Page 4

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• 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. 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 Yes HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Can share your Profiles on - Share CV on chinar.soni@v-konnect.com OR can also Whatsapp on 9646816489

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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. Preferred candidate profile

Greetings from HDFC Bank! HDFC Bank is hiring for the job role Customer Care Executive(CCE), Personal Banker, PB-TA for Prayagraj & Chitrakoot Location in Retail Branch Banking Vertical. Interested and suitable candidates can appear in the scheduled drive for interview. Number of Vacancies- 20 Job Specification & Skills Required Generate business and cross-selling & up-selling of banking products. Managing & Increasing portfolio of existing mapped customers. Relationship Management with our valued preferred customers. Branch Ops and Audit Compliance Graduates ( Any Stream ) from accredited Universities Good communication skills, Influencing & interpersonal skills Good knowledge of banking products & process Proactive & focused approached Work Experience 2 - 4 years of experience in banking and sales Graduation (Any stream) Knowledge of basic banking functions. Interview Date- May 31, 2025 ( Saturday) Timings 11 AM to 2 PM Mandatory docs Updated CV/Resume Venue- HDFC Bank, Civil Lines, Near Heera Halwai Crossing, Prayagraj(UP) Profile- Retail Branch Banking(RBB)

Department : Digital Business unit Grade : E1/E2 Assistant Manager/Deputy Manger Job Role : (VRM) Working Days : Mon to Fri Ahmedabad (S G Highway, Shapath V) (NISM VIII) Mandatory Roles & Responsibilities : Managing of 3000 to 5000 customers per dealer. To achieve healthy revenues without compromising on clients profitability. Should focus on overall portfolio growth, client activity ratio and quality of information delivered. Propose investment options based on customer needs by assessing their risk appetite. Support the client decision making with use of technology enabled tools Develop Knowledge of market news, financial trends and current affairs. Share cv- ritu.kadam@kotak.com Contact no.- +91 2242858414

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: [ Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Role & responsibilities Execute the orders on behalf of clients Confirmations of trade done by EOD Ensure the volumes of trade are higher & clients trade frequently Cross promoting of third party products of Anand Rathi to the same Clientele. Accurate & timely execution of orders on terminal (Sauda Punching on Terminal) Daily processing & confirmation of trades Punch orders for clients on NSE / BSE terminals Monitor client exposure limits Solving Queries of the customers After Market Hours Cross Selling of Financial Product with existing clients

Greetings from Equitas Small Finance Bank Purpose of the role: • Responsible for selling banking products to its retail customers. • Team Building Key Responsibilities: • Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. • To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features • Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents • Achieve sales targets of CASA set in terms of NTB, Value & product mix. • Achieve the budgeted cross sell targets across the designated Product lines. • To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance • Will be responsible to build and train the team and deliver as per the expectation of the bank.

Greetings From Equitas Small Finance Bank...!!!! Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Purpose of the role: Responsible for selling banking products to its retail customers. Team Building Key Responsibilities: Achieving assigned month on month target, acquiring NTB, campaign activities, zero fraud compliance. To prospect and meet the potential customers, Understand the Need of the customer and Explain the products and features Complete A/c opening application forms and obtain all relevant documents to facilitate KYC Norms, ensure necessary verification about bona-fides of customer. Viz., verification with original documents Achieve sales targets of CASA set in terms of NTB, Value & product mix. Achieve the budgeted cross sell targets across the designated Product lines. To maintain the attrition, AOF Rejection Management, Zero Fraud Compliance Will be responsible to build and train the team and deliver as per the expectation of the bank.

Urgent Opening for Equity Advisor - Amravati, Ahmednagar, Aurangabad, Parbhani Interested candidates can call on 8169023289 or share cv on divya.chawla@religare.com JD Relationship Manager- Dealing:- As part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio. Revenue generation Responsible to generate brokerage primarily through advising clients on their portfolio. Responsible to acquire new Clients from the Market. Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc. Client network development Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base. Focus on generating new business and build client network. Compliance Maintain high level of compliance as per company norms.

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

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

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term -Develop and maintain a long-term relationship with customer

Dear Aspirants, We are hiring at Aditya Birla Sunlife Insurance Bancassurance channel. Locations: Whitefield/ Jigni/Anekal/ Panathur/MG Road/Electronic City/Jayanagar/Shantiniketan/ITPL/ Indiranagar/JP Nagar/ HSR Greetings !! Role & responsibilities The Candidate will be assigned or tagged under 2 to 3 Branches of Bank The candidate should work along with the Branch Manager and Team members of Bank and promote the Aditya Birla Sunlife Insurance product for the Customers of Bank.. The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. Needs to visit all the assigned branches under him on daily basis. Preferred candidate profile We can consider from Life Insurance or cross selling experience

Role & responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Min 5+ Years of experience in Equity Dealing NISM 8, 5A Mandatory Certifications Interested candidate can share their updated resume with preeti.soni@hdfcsec.com Regards, Preeti Soni HR Team HDFC Securities Ltd.

Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289

Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• 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. 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 HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. Interested candidates can share their updated cv @ chinar.soni@v-konnect.com or can whatsapp or call @ 9646816489

Meet with potential clients and grow long-lasting relationships that address their needs Recruit sales representatives, set objectives, train and coach them, and monitor their performance HR Mukthi (8469483673) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

* Build & lead sales team for new business * Interact with customers, provide product information * Build strong relationship with customer to identify their needs * Collaborate with teams for revenue growth * Maintain accurate sales records Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age criteria 24 to 39 Last company Documents Mandatory (Offer & Relieving) HR Neha (8488981861) neha.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Handling walk-in customer of branch. Pitched company product to customer. Maintain relationship with clients & customers. Handel bank's customers & Generate banking product business. Providing regular updates of products. Handle sales team. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job Incentives + Allowances

Manage a portfolio of Sales Team. Develop & execute sales plans. Provide sales training& support. Track sales performance & identify areas for improvement. Build strong relationships with key personnel at sales team. Forecast sales & manage pipeline. Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Meet with potential clients & grow long-lasting relationships that address their needs Recruit sales representatives, set objectives,train and coach them, and monitor their performance Identify knowledge gaps within the team HR Mukthi (8469483673) Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances