163 Wealth Jobs - Page 6

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI cliets, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives. Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning. Portfolio Management: Design and manage investment portfolios based on clients' risk profiles and financial objectives. Monitor market trends and economic developments to make informed investment recommendations. Relationship Building: Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings. Address client inquiries, concerns, and requests in a timely and efficient manner. Cross-Selling and Upselling: Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients. Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies. Mitigate risks associated with client portfolios and financial transactions. Market Research: Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice. Reporting and Documentation: Prepare and maintain accurate records of client interactions, transactions, and portfolio performance. Generate regular reports for clients on their investment portfolios.

1. Sales Management: Drive CASA product sales to achieve and exceed branch targets. Develop and implement branch-level sales strategies and campaigns. Identify and acquire new customers, focusing on both individuals and businesses. Regularly review sales performance and take corrective actions as needed. 2. Customer Acquisition and Retention: Build a robust pipeline of prospective customers for CASA products. Ensure high-quality service to deepen existing customer relationships. Conduct market analysis to identify new business opportunities.

1. Client Acquisition & Relationship Management Identify and acquire new HNWI and ultra-HNWI clients through networking, referrals, and direct engagement. Build and maintain strong relationships with clients by understanding their financial goals, risk appetite, and investment preferences. Offer personalized financial planning and advisory services to ensure long-term wealth growth. 2. Investment Advisory & Portfolio Management Recommend suitable investment products such as mutual funds, PMS, alternative investments, bonds, structured products, and insurance solutions. Conduct regular portfolio reviews and provide market insights to optimize client portfolios. Stay updated with financial market trends, regulatory changes, and global economic conditions to guide investment decisions.

Leading Bank Hiring PERSONAL BANKER MUMBAI Interested please call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Fund Accounting, Wealth Operations The role will be primarily responsible for administration of a portfolio of Funds, including providing investors and corporate services as necessary. The role holder will be responsible for the preparation and timely delivery of Net Asset Values (NAVs), preparation of financial statements, reporting and fund accounting. Responsibilities Strong understanding of financial products like Bonds, Mutual Funds, MBS, SWAPS, Equities, etc. Responsible to prepare the NAVs of the Mutual fund belongs to clients on a daily/Monthly basis. Prepare Cash/Position/Market Value Reconciliations and resolving breaks. Notify Clients/CSMs of valid breaks. If break is due to an erroneous or missing transaction in accounting system, then make necessary adjustments. Reviewing pricing of the portfolio and analyzing the pricing exceptions if any. Reviewing the corporate actions booked in the system and ensuring that the same is correctly reflected in the books. Dividends/Interest Reconciliation with Broker reports Responsible for accruing/amortizing daily or monthly non-security related Fee accruals including management fees and financing accruals. Checking that all OTC products traded by the client have been booked correctly. Booking of Capital Activities of the fund. Qualifications we seek in you! Minimum Qualifications Any Graduate (PG an added advantage) Effective probing & root cause analysis skills Interested candidates can share resume at Manvika.Singhal@genpact.com Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values diversity and inclusion, respect and integrity, customer focus, and innovation. For more information, visit www.genpact.com . Get to know us at genpact.com and on LinkedIn, X, YouTube, and Facebook. Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 - 30 LPA Location : Pune Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contact ability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times. Job Requirement: - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - NISM/IRDA/AMFI if any can be strongly preferred. - Fluent in communication skills, presentable and a quick grasping power. - Decision making skills with good sense of ownership-understanding the client requirements - Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. - Banking/NBFC will be preferred with good portfolio management. - Experience: minimum 7-8 years of experience in relationship and portfolio management. - Graduation Qualification in any stream/ MBA preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Jaipur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata, Ahmedabad, About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Role & responsibilities Senior Partner Client Relations Location :- Mumbai / Chennai / Hyderabad / Bangalore /Cochin/Trivandrum / Delhi / Ludhiana Key Result Areas - Supporting Actions To undertake new client acquisition, retention & growth Identify and acquire new customer for CTS. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging ` ` worksites in the premises of Institutional clients To achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. To contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products To ensure regular availability of research material and inputs to the clients To ensure that client promises are kept and their grievances are adequately addressed or highlighted To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix To ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations To formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams To contribute in skill enhancement To ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Bangalore Designation : NRI - Relationship Manager CTC : up to 12Lacs Location : Hyderabad Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches. If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Job Title: Private Banker HNI Team About Us: Ionic Wealth a tech-led wealth management organization reimagining the service proposition for India's emerging affluent and HNIs, with the goal of establishing ourselves as a dominant player in this segment. Powered by analytics, data, and technology, the platform enhances the productivity of investment specialists to provide client-first solutions and enable better wealth management. With Angel One as our strategic investor, we aim to be at the forefront of the investment ecosystem, addressing the needs of a growing HNI client segment and driving rapid digital adoption. Role Overview: As a Relationship Manager (HNI Team), you will be the face of our organization for High Net Worth Individual (HNI) clients. Your primary responsibility will be to acquire new HNI clients, build trust and enduring relationships, collaborate with them to design customized investment portfolios, and deliver WOW at every touchpoint. WOW reflects our commitment to: World-Class Quality: Delivering excellence in advisory services and client interactions. Optimized Collaboration: Building seamless partnerships with clients and internal teams. Winning Innovation: Leveraging our in-house tech capabilities to provide tailored, forward-thinking solutions. In this role, you will play a pivotal part in reimagining wealth management, combining a client-first approach with advanced tech tools to create impactful and enduring financial outcomes for HNI clients. Key Responsibilities: As a Relationship Manager, you will carry out your responsibilities by constantly upholding our three pillars: IQ (Investment Quotient), DQ (Digital Quotient), and EQ (Emotional Quotient). IQ – Investment Quotient Acquire new HNI clients, expanding the client base and growing the firm's portfolio. Act as a trusted financial advisor, crafting bespoke investment portfolios aligned with client goals, risk appetite, and evolving market opportunities. Continuously deepen your market knowledge by analyzing reports, monitoring trends, and staying attuned to global and local cues. Provide regular portfolio reviews, maintaining a disciplined approach to asset allocation, diversification, and risk management. Proactively deliver informed, timely investment advice based on market insights, ensuring client portfolios remain resilient and opportunity-ready. DQ – Digital Quotient Leverage our in-house tech platform to analyze, track, and manage client portfolios with precision and efficiency. Classified as Internal Collaborate with technology and product teams to enhance the client experience through data-driven insights and feedback. Embrace digital tools to deliver seamless, innovative, and personalized advisory solutions. EQ – Emotional Quotient Build long-term relationships with clients by deeply understanding their aspirations and demonstrating empathy in every interaction. Proactively address client concerns and queries, ensuring trust and transparency at every touchpoint. Foster collaboration across teams, creating a shared commitment to delivering exceptional service and client satisfaction. What We Look For – In-line with Our Core Values: Ownership: You take accountability for your actions, delivering exceptional results for clients and stakeholders. Collaboration: You thrive on teamwork, transparency, and building trust with clients and colleagues alike. Innovation: You challenge the status quo and embrace a mindset of continuous improvement to achieve better outcomes. Bias for Action: You have a sense of urgency and are proactive in identifying and seizing opportunities. Realistic Optimism: You aim high but always plan for contingencies, balancing ambition with practicality. Qualifications and Experience: Graduate/Postgraduate in Finance, Economics, or Business Administration. 5+ years of experience in wealth management or financial advisory roles, with a focus on HNI clients. What We Offer: A dynamic and innovative work environment at the intersection of finance and technology. Opportunities to work with a talented team focused on delivering world-class client experiences. Competitive compensation package. A culture rooted in empowering its people to learn and grow to their true potential.

Dear Candidate, Urgent opening with leading bank, CTC - Upto 10 LPA Location - Across Mumbai Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement Total Client Ownership Ensuring adherence to Compliance processes and guidelines Interested candidate can revert back wit hupdated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy Cross sells bank products to existing set of Customers Informs customers of new products or product enhancements to further expand the banking relationship Plans and conducts special sales initiatives and events for prospective and existing clients Coordinates with other group companies to provide seamless access to other products Maintains complete relationship record for assigned customer accounts

Dear Candidate, Urgent opening with leading bank. Exp - Grade - CTC 4 Yrs - E2 - 6 LPA 6 Yrs - E3 - 8 LPA Job Responsibilities : Sales : • Maintain Daily Sales Report • Ensure quality new acquisition on SA and CA for Resident/Non Resident • Penetration of FD to unique customers • Sales of Third Party Products to the customers • Sales of Asset Products • Enhancing customer wallet size Managing Classic Portfolio : • Manage the benchmark no. of customers in the portfolio • Extend Classic benefits to customers basis identification in eligibility lists/ LTR • Proactively raising the eligible customers to the classic portfolio within the prescribed product product programme • Ensure that all classic customers within the portfolio are contacted Achievement of income plans and other benchmarks within portfolio : • Ensure that income plans for the month and year are duly met across products • Achieving of portfolio level benchmarks of and IPH • Usage of netbanking / Mobile banking , Billpay , RDFD penetration benchmark to be met • All customers to have valid mobile and email address Customer services : • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received (self, branch, other units) within the stipulated TATs • Ensure appropriate customer communication on closures & copy of that to be filed. • Preventive complaint management • Asking for feedback from customers, who may not be complaining • Promoting all direct banking channels and ensuring that the customer is utilizing the same Operations: • Ensure certification of documentation required for opening and maintaining customer accounts • Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) • Maintaining Tatkal kits as per laid down process • As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process • Opening of accounts under smart account mode Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Locations:- Mumbai, Hyderabad, Chennai, Bangalore, Kolkata, Pune, Ahmedabad, Delhi, chandigarh, Nagpur,

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Locations:- Ahemdabad, Surat, Hyderabad, Delhi, Kolkata, Chennai, Bangalore, Pune, Mumbai

- To Sell Mutual Fund, PMS, AIF, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, PMS and mutual funds - Should have good Client Base popularplacement@yahoo.com

In this role, you will be responsible for generating Revenue from Equity , Derivative and Wealth Products through mapped clients.

Greetings from Loalith manpower Services, We are hiring for Sales Manager in TOP MNC Insurance sector. Location: Mumbai, Nashik, Pune, Aurangabad , Nagpur , Amravati. Role & responsibilities Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities/ Key Deliverables: Manage Advisor career progressions and create a pool of Premier Advisors Ensure Retention of Advisors by constantly engaging with them and their leaders Drive profitable business by maintaining the desired product mix as prescribed by the company from time to time Drive growth in New Business Premium (NBP) Ensure good quality of business by ensuring collection of modal FYP as well as Renewal Premiums Coach, Train and support the reporting managers (if any) as well as monitor and review their performance on a regular basis Ensure compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Preferred candidate profile C City (have had spent minimum 3 years in the city) L Loyalty (2 yrs of average tenure) E Experience (Minimum 2 years for AADM) A Age (24 to 38 yrs for AADM). Exception till 40 years N Non negotiable on CLEAN Interested candidates can share your updated Cv to loalithjobs1@gmail.com or WhatsApp: 8977532829 Regards, Gowthami, Mobile : 89775 32829 Loalith Manpower Services Pvt Ltd. www.loalith.com

For driving AIF & PMS business through distributors and will focus on relationship management and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.