227 Wealth Jobs - Page 9

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

Company Name RenewBuy.Com/ D2C Insurance Broking Pvt. Ltd Job Title – We have multiple levels for front line sales role as -Assistant Relationship Manager, Relationship Manager, Key Relationship Manager, Premier Relationship Manager Department Name - Direct Distribution channel Location - Delhi , Noida , Ghaziabad , Gurgaon Type - On Field individual contributor role Compensation - Base - 2lacs to 5 Lacs per annum Benefits (As per company policy) Bonuses – Performance based monthly incentives Monthly Targets-Targets are defined monthly and typically start from 80k to 2.5 lakhs of total premium during probation i.e. for 3 months depending on the roles or designations and vary from 1 lakh to 3 lakhs per month after probation depending on the designations. They are realistic and aligned to market conditions as employees can sell muti organization insurance products under one umbrella and can get higher conversion rates Skills Required - Technical - Proven success in a customer-facing sales role, preferably in insurance or financial services. Soft - Strong sales acumen, market networking, relationship-building, communication skills and negotiation skills Experience - 1.5 to 5 years in customer facing sales (Insurance, DSA, NBFC, or banking sector). Must have continuously worked for the last 6 months. Notice Period: Immediate to 90 days joiners preferred Age: Under 50 years Responsibilities/KPI - You’ll meet customers, understand their insurance needs, and help them choose the right life insurance product and take care of their financial needs of other insurance and subsidiary products. You'll be responsible for achieving monthly targets Growth Opportunities - Fast-Growing Insurance Broking Firm: Rapid expansion in the Direct Distribution Channel. High Earning Potential: Fixed salary plus strong incentive structure. Career Growth: Work in a high-performance sales environment with opportunities to grow into leadership roles. Strong Market Presence: Sell products of top insurance companies.

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. * Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.Role & responsibilities * Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. * Direct Relationship Managers to identify cross-selling and upselling opportunities. *Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. *Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. *Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Preferred candidate profile

Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 4-10 yrs CTC : upto 8-14 LPA Location : Across Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain customer profitability by capturing a larger share of Wallet. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral. • Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. • This role is to acquire B2C or B2B clientele & build a portfolio thereon. • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: • Ensure profitability of the portfolio: Generate high Income per Customer. • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Role & responsibilities Preferred candidate profile Perks and benefits

Dear Candidate, Urgent opening with leading Bank for Senior RM Role. Designation : Banking Partner (Min 4 Yrs exp / Max Age - 35 yrs) Sr Banking Partner (Min 6 Yrs exp / Max Age - 37 Yrs) CTC : Upto 15 - 23 LPA Role Details : Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer Interested candidate can revert back with updated resume on qcnaukri1@gmail.com Any query can call Shrutika : 022-40697708 / 8369367973

DHNI - RM Job Purpose To achieve the absolute sales target & to establish strong relationships, service standards, explore untapped potential clients. Job Context g)Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. h) Adequate planning and strategy. i)Focus on inactive clients & follow activation. j)Synergise with all relevant departments for achieving the desired objective k)Ensuring the overall wealth solutions to HNI customers by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: l)Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. Many new players have already entered and some more are expected to enter this segment shortly. m)To build relationships with a newer target segment To upsell and cross sell products like real estate and PMS to existing direct UHNIs Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Drive the business by targeting HNI KRA1 Business Management and achieving the set target 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 oering Combo products. KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Maintain excellent relationship with KRA2 Build strong Client Relationship 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.KRA3 Compliance on all regulatory rules 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.KRA4 Create a Strong mind Recall for ABSLAMC Organize meetings with Fund manager/CEOs and Head of Sales. oDisseminates updates and other product related information in timely manner Push for reference of their relatives and social circle. Be the wealth one stop solution for investor for all investment related Needs.KRA5 •Absolute Gross Sales- Equity (20%) •Absolute Gross Sales- Debt & Liquid (20%) •Net sales in Alternate products (20%) Incumbent will be on variable pay scheme (Bonus) KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) •Re-activation of Clients (20%) •NCA/Activities/Engagements (20%)

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore CTC up to 27Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regulations & Procedures How to Apply: 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 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Investment products are - Portfolio Management Services, AIF, Mutual Funds, SIP, Insurance, Bonds, Unlisted shares, Equity Qualification: CFP / CFA / MBA in Finance / Marketing 2+ years experience in financial services/ Broking Company Should be an Individual Contributor Handling a book size/AUM of more than 20cr. Personality and Good communication skills. https://www.smcprivatewealth.com/ https://smcpms.com/ share your resume at monika@smcinvestments.co.in or WhatsApp: 7428190186

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping Office Address : Anand Rathi Share & Stock Broker Ltd PS Arcadia Centrum, 10th Floor 69, Park Street - 700016 Website: www.rathi.com

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Interested Candidates please share your profile on pradeepjain@rathi.com Desired Candidate Profile Preferably looking for Experienced Relationship Manager from Banks & Broking Company & General Insurance and Life insurance and Mutual Fund etc( Min 1yr -10 years ) Perks and Benefits Salary 04Lpa - 10 Lpa + Incentive as per policy Office Address : Anand Rathi Share & Stock Broker Ltd Second Floor, Sharddha House, Kingsway, , Opp. Bank Of India Nagpur - 440 001. MS , - India Tel No: +91 712 663 5600 Website: www.rathi.com

A Wealth RM in the Bancassurance Channel is responsible for managing and expanding relationships with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) through strategic partnerships with banking institutions.

Acquire new customers and generate broking revenues as per targets . genrate revenue and follow the Deal Desk Process .Activate new clients for broking relationships and ensure seamless servicing .Cross Sell of Products Ensure adherence to surveillance and risk processes

Role & responsibilities Key Responsibilities: - Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals. - Recommend and manage a diversified portfolio of mutual funds tailored to client requirements. - Provide clients with ongoing support, performance updates, and market insights. - Generate new business through referrals, networking, and prospecting potential clients. - Collaborate with the investment and research teams to create appropriate solutions for clients. - Ensure clients are fully informed about mutual fund products, risks, and investment strategies. - Monitor market trends and provide timely updates and advice to clients on their investment portfolios. - Assist in the preparation of client presentations, reports, and other documentation. - Meet and exceed sales targets and other performance metrics. Preferred candidate profile Bachelors degree in finance/marketing, Business, or related field (MBA preferred). - Proven experience (3+ years) in mutual fund sales, wealth management, or financial services. - Strong knowledge of mutual funds, investment strategies, and financial markets. - Excellent communication and interpersonal skills to build and maintain client relationships. - Client-focused with a strong ability to understand and address clients financial goals. - Results-driven with a passion for achieving sales and business development goals. - Ability to work independently and as part of a team.

Job Title: HNI RM - Sales | Leading Bank | 100% Leads | Immediate Joiners Company: Leading Bank Location: Bangalore CTC: [up t0 18Lacs Job Description: Handle High Net-Worth Individual (HNI) clients 100% leads provided focus on closing and relationship building Portfolio is mapped to RM; primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. One point contact for all requirements of High Net Worth customers in the Branch Servicing of High Net Worth customers Note: Immediate joiners preferred. Apply Now or Send Your CV to [Email ID] How to Apply : 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 |

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: 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 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Dear Candidate,Bajaj Allianz Life, KOTAK LIFE, Aviva Life, HDFC LIFE, Max Life. is doing BULK HIRING for there agency channel. Vacancies are huge.Candidates from ALL SECTORS with sales experience and interested to build CAREER in LIFE INSURANCE Perks and benefits High incentives

Job Description Wealth Manager Education : Post Graduate/ Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 years + 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 products 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

We are hiring for our leading NBFC Client JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 8+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Bangalore, Hyderabad, Mumbai Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS & Wealth. 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 client (Corporates/FIs/HNIs ) 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. 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. 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. 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. 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. 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. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in