4011 Wealth Management Jobs - Page 42

Are you a master of MT564/MT568Can you correlate your actions with impact on clientsAre you keen at being at pulse of Wealth ManagementWe re looking for someone like that who can: Self driven individual who takes up roles and responsibilities seriously An Individual who like to challenges status quo Someone who has good amount of Income and CA acumen to connect dots between pre and post activities, once event is set up Communicate with supervisors to make them aware of any potential problems or Risks Obtain accurate, comprehensive and timely corporate action related information (e. g. DRIP/DVOP, CHAN, LIQU, REDM, INTR, DVCA etc. ) Interpret announcement information on various corporate actions for potential deadline sensitive terms Discrepancies and exceptions need to be resolved promptly Understand and adhere to all departmental procedures and controls Adherence to the quality standards and procedures laid down in the team Research plus review more complicated corporate action events using database system. Identify all eligible holders, develop and ensure to distribute notifications related to corporate market events complex in nature Resolve all discrepancies; ensure to take action on everyday matters as well as inquiries from all external clients plus internal departments Ensure to escalate more complicated issues complying procedures to assure timeliness and processing accuracy Convey and manage entire event deadlines Ensure to reconcile SWIFT MT564 / MT568 (notifications/narrative) as received from global custodian versus customer positions held at back-office systems You ll be working in the Corporate and Income section in Pune. We are responsible for the correct and timely processing of Corporate Action and Income transactions. This includes cash payments such as dividend, interest, liquidation and redemption or corporate events like merger, capital increase, tender or purchase offer and stock split on equities, bonds or hedge fund products. As a strong member of the team you will work closely within the integrated value chain and our global / international interfaces. You have: a degree in business or commerce experience in financial services relevant experience in securities products, ideally in Corporate Actions and Income processing command of Microsoft Excel / Power Point / Word / Outlook Prior solid working experience in finance management at least 4 years Effective written and verbal communication skills in English Ability to prioritize tasks accordingly You are: totally focused on client service and timely execution of task orders motivated, self-directed and driven (always staying up to date and improving) fluent in German and English (knowledge in French or Italian language is a plus Knowledge of financial concepts and terminology, especial in Corporate Action / Announcement Utility Experience in a work environment which required attention to detail and adherence to specific rules and standards required Ability to multitask in a fast paced environment Good knowledge of Excel & Word and SWIFT Strong written and verbal communication skills in English required Ability to research and understand financial concepts Candidate should be willing to work in international shifts

We have an opportunity to impact your career and provide an adventure where you can push the limits of whats possible. As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Build and drive adoption of standardized telemetry, monitoring, alerting, and analysis tools and practices, while identifying and supporting observability and anomaly detection metrics tailored to the needs of specific applications and products Identify production incident themes and drive improvements across applications and product groups and work with teams to drive, support, and measure adoption Own standardized deployment and recertification processes and documentation, ensure and support cross-application adoption Define and ensure adherence to service level objectives for capacity and response time, specific to user journeys and applications Collaborate with architects and product teams to enhance application resiliency and implement Idempotency principles across transaction lifecycles. Conduct knowledge transfer sessions on operational best practices and establish support channels for developers to enhance their operational capabilities. Achieve AI/ML certifications for team members to enhance technical capabilities and expertise. Adds to team culture of diversity, equity, inclusion, and respect Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience. Hands-on experience with cloud-based applications, technologies and tools, deployment, monitoring and operations, such as Kubernetes, Prometheus, FluentD, Slack, Elasticsearch, Grafana, Kibana, etc. Relational and NoSQL databases; developing and managing operations leveraging key event streaming, messaging and DB services such as Cassandra, MQ/JMS/Kafka, Aurora, RDS, Cloud SQL, BigTable, DynamoDB, MongoDB, Cloud Spanner, Kinesis, Cloud Pub/Sub, etc. Networking (Security, Load Balancing, Network Routing Protocols, etc. ) Demonstrated experience in the fields of production engineering and automation. Strong understanding of cloud technology standards and practices. Proficiency in utilizing tools for monitoring, analysis, and troubleshooting, including Splunk, Dynatrace, Datadog, or equivalent. Preferred qualifications, capabilities, and skills Ability to conduct detailed analysis on incidents to identify patterns and trends, thereby enhancing operational stability and efficiency. Familiarity with digital certificate management and automation tools. Knowledge of frameworks such as CI/CD pipeline. Excellent communication and collaboration skills. We have an opportunity to impact your career and provide an adventure where you can push the limits of whats possible. As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. Job responsibilities Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Build and drive adoption of standardized telemetry, monitoring, alerting, and analysis tools and practices, while identifying and supporting observability and anomaly detection metrics tailored to the needs of specific applications and products Identify production incident themes and drive improvements across applications and product groups and work with teams to drive, support, and measure adoption Own standardized deployment and recertification processes and documentation, ensure and support cross-application adoption Define and ensure adherence to service level objectives for capacity and response time, specific to user journeys and applications Collaborate with architects and product teams to enhance application resiliency and implement Idempotency principles across transaction lifecycles. Conduct knowledge transfer sessions on operational best practices and establish support channels for developers to enhance their operational capabilities. Achieve AI/ML certifications for team members to enhance technical capabilities and expertise. Adds to team culture of diversity, equity, inclusion, and respect Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies Required qualifications, capabilities, and skills Formal training or certification on software engineering concepts and 5+ years applied experience. Hands-on experience with cloud-based applications, technologies and tools, deployment, monitoring and operations, such as Kubernetes, Prometheus, FluentD, Slack, Elasticsearch, Grafana, Kibana, etc. Relational and NoSQL databases; developing and managing operations leveraging key event streaming, messaging and DB services such as Cassandra, MQ/JMS/Kafka, Aurora, RDS, Cloud SQL, BigTable, DynamoDB, MongoDB, Cloud Spanner, Kinesis, Cloud Pub/Sub, etc. Networking (Security, Load Balancing, Network Routing Protocols, etc. ) Demonstrated experience in the fields of production engineering and automation. Strong understanding of cloud technology standards and practices. Proficiency in utilizing tools for monitoring, analysis, and troubleshooting, including Splunk, Dynatrace, Datadog, or equivalent. Preferred qualifications, capabilities, and skills Ability to conduct detailed analysis on incidents to identify patterns and trends, thereby enhancing operational stability and efficiency. Familiarity with digital certificate management and automation tools. Knowledge of frameworks such as CI/CD pipeline. Excellent communication and collaboration skills.

If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. We are currently seeking an experienced professional to join the WPB team. Principal Responsibilities The incumbent will be responsible for facilitation of the asset sales process including customer interface, document completion, interaction on behalf of RMs with builders/societies in case of mortgage cases , discrepancy resolution etc. Would be responsible for Asset Product Disbursal of the region Facilitate business new as well as existing cases with the branch asset specialists. Develop an expert knowledge of customer base, market trends, and competitor activities in order to manage strategic direction Engage with builders, and other intermediaries to develop business for the region. Daily co-ordination with internal stakeholders such as underwriting, Legal, etc. for pre & post approval activities. Provide dedicated back-end support to Branch RMs in the login, approval and disbursal of their applications. Interact with senior business managers to identify peer company best-in-class service practices & technologies Operational effectiveness: Ensure that discrepancy rates of pre & post approval applications are within acceptable benchmarks Ensure nil fraudulent application Requirements Graduate/ Post Graduate in any discipline with 4-7 years of relevant experience. Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services. Key Responsibilities Manage key focus distributors across Banks including Wealth and Personal Banking Segment & National Distributors Work closely with Group Distribution entities to strengthen the network Build new distribution channels and penetration opportunities within the IFA segment. Focusing and developing new areas in terms of business expansion, identifying potential counters to increase market share. Develop & own Regional level relationships based out in the region. Manage key institutional clients in the market Demonstrate the right behaviors by doing business the right way and live by HSBC values. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 6 - 10 years of experience; AMFI certification is desired Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply Valid NISM certification. The location for this role is Chandigarh , India Additional Information : Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with investment opportunities around the world through an international network, delivering global capabilities with local market insight. We are currently seeking an experienced professional to join the AMIN Sales & Distribution team. The role is responsible for managing the distributor channel network (viz Banks, National Distributors and IFAs) to ensure high mind share for our products through innovative promotional schemes and deliver aggressive sales budgets. Key Responsibilities Independently manage the assigned distributor channel/network and also enhance the scope of distribution Establish & Manage relationships through a regular calling programme Organise promotional activities and ensure high share of mind of our products, increase the visibility of HSBC Mutual Fund Schemes and PMS schemes and improve awareness of our schemes Organise and facilitate investor and distributor meetings Organise and conduct training sessions for the Channel Work closely with the Investment management team to equip the sales force in the channel with details on the Markets and Products, and be able to communicate the key features of our products over competition. Provide regular performance, product and competitor updates Deliver sales budgets for the given geography/distributor portfolio Procure new and maintain direct relationships with assigned customers/network clientele Productively work with the Operations/Customer Service to ensure efficiency is maintained. The role at times requires a direct interface with the client. A mature person with the ability to promote & sell and discuss the markets with ease would be an ideal fit. Requirements The successful candidate for this role will need to possess the following skills and experience: A good understanding of mutual fund products. Strong selling skills & commercial acumen Good verbal and written communication, leadership and interpersonal skills The inclination to work in a client facing, sales role Ideally a post graduate with at least 10 to 12 years of experience in Wealth management in a clientfacing role involving Mutual Fund Sales Candidates who do not meet the experience / educational qualifications but have a passion for mutual fund sales are also welcome to apply NISM Certificate Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

No sales involved, Review client profile & offer tailored investments Build client relationship through regular reviews, communication, meet Prepare documents for Estate Planning (will be trained) Added Advantage: Knowledge in personal taxation

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Signature / Inisgnia RM : IN Leading PVT Sector BANK!! Mumbai / Thane Job Title: Signature / Inisgnia RM Location: Mumbai / Thane CTC : Signature RM : 10LPA Inisgnia RM : 18LPA Position Purpose: To generate revenue by acquiring new clients and cross-selling Wealth and Business Banking products to individuals and business owners. Key Responsibilities: Increase liability and investment portfolios through new client acquisition and deepening existing relationships. Drive revenue through cross-selling business banking and wealth products like Forex, Insurance, Investments, and Retail Assets. Focus on acquiring and managing potential high-value clients (businesses, individuals, and NRIs). Increase product penetration by offering more products to each client. Regularly review client portfolios and provide financial check-ups. Collaborate with product specialists for tailored solutions to clients. Ensure adherence to compliance processes and improve documentation quality. Maintain total client ownership and 360 engagement. Qualification: Graduate Experience: 6+ years in Business Banking or relevant field. Apply Now! URGENT HIRING IN Leading PVT Sector BANK. Send your resume to [people1qc@gmail.com] - SHRADDHA BAMNE OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Job description Role & responsibilities Exp. in Private Banking is must . To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch. Candidate must have exp. required more than 6 years in wealth management or Private wealth.

Job Details: Position: Research on Fund Managers (Alternative Assets)- Investment Portfolio Job Location: - Mumbai Shift Timing: - 12:30 PM to 9.30 PM Hybrid Policy: 3 days from office and 2 days work from home Role & responsibilities Leading quantitative and qualitative data requests from traditional and alternatives asset managers for fund due diligence Demonstrate subject matter expertise in leading the manager research vertical Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a company research template Organizing and ensuring that the company research template is filled in correctly and lacking errors, so it is ready for distribution to companys research group Amending and fixing research template errors based on direction from companys research group Making sure the accuracy of the data inserted into the company research template is of the highest integrity Manage a team of specialists in producing manager research reports Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings Preferred candidate profile Experience in global markets with adequate exposure in multi-asset/alternatives asset classes Prior experience in asset management or investment/fund due diligence with strong understanding of investment strategies CFA Charter holder and/or progress towards CFA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your traditional and alternatives asset class knowledge Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) Interested candidate can share their CV at aishwarya@beanhr.com

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. * Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. * Create an incremental SIP Book * Will be responsible for achieving New Business development targets by reactivating / activating new clients. * Ensure all clients are met on a regular basis. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,

Roles and Responsibilities: As a Branch Manager, you will be a pivotal leader, responsible for the overall performance and growth of your assigned branch. You will drive revenue generation, expand our client base, ensure compliance, and foster the development of your team. Key Responsibilities: Responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisees for both wealth and broking businesses. Responsible for achieving Revenue, Incremental SIP, & Net Equalized Assets (LS) targets for the branch, with the support of your Relationship Manager teams (Wealth & Equity RMs). Meet all UHNI & Corporate Clients of the respective branch and franchisee. Responsible for achieving branch profitability . Responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Focus on all products, including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, Mutual Funds (MF), Alternative Investment Funds (AIF), Advisory, PMS etc. Responsible for the expansion of the client base , including HNI, ground (direct), and web clients. Develop business through the appointment of new franchisees in the assigned territory. Responsible for achieving brokerage revenue as per defined targets for the branch through Equity Relationship Managers. Ensure adherence to all compliances as laid down by Risk and Compliance teams within the Organization. Ensure training of team members in building Asset gathering skills and take initiatives to build employee capability. Preferred Candidate Profile: Graduate or above. Must be from the Wealth Management sector . Excellent communication skills. Proven capability in team handling .

Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms. - Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions. - Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions. Perks and benefits:- Attractive Growth, Conveyance and Joining/Confirmation Payouts

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required AUM.

Designation: Senior Process Executive Experience: Min 1 Year in International Voice Support Qualification: Commerce Graduate CTC: Up to 5.75 LPA + Incentives & Allowances Night Shifts Location Bangalore (Work from Office) Contact Payal 9257655181

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language (Common Pitch) 4) To conduct Regular Huddles/Conference Calls / Meetings with Distributors and articulate products and Market Outlook effectively, position products in the best interest of all stakeholders, simplify all aspects of Capital market 5) To actively work on D & E counters with Sales team and include them as part of their branch visit 6) To work with Sales Team in increasing distribution spread and product Mix 7) Providing critical ground Feedback for enhancing business activities, any other feedback pertaining to branch/ distribution/ team/Customer Service etc gathered during branch visit 8) Support to create simpler communication on Focused Products along with Product team 9) Give market feedback to Investments on Competition Products Positioning and Product sales in market 10) Feedback to Investments team on Distributor/ Investor queries on Funds/Products 11) Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region Preferred candidate profile Any graduate OR MBA ( pref )with sales experience Regards, Sandipa 7980475998

Roles and 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. Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. Drives revenue business to generate fee income through products like mutual funds, investments and insurance.

PMS Business Development | Renowned bank - AMC | Chennai F2F interview - Spot Selection Role & responsibilities Grow PMS market share and penetration in assigned regions Mutual Funds and other investment products sales. Build and manage distributor relationships to drive sales Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Any graduate OR MBA ( pref )with sales experience: Min 8+ Years (PMS) Regards, Sandipa 7980475998