3636 Wealth Management Jobs - Page 5

This role is for one of the Weekday's clients. You will be a Wealth Relationship Manager with a minimum of 5 years of experience, based in Ahmedabad, Hyderabad, or Delhi, working full-time. Your main responsibility will be to provide dynamic and client-focused financial guidance, particularly in fixed deposit sales. You will leverage your financial expertise and relationship management skills to help clients achieve their financial objectives while contributing to the firm's growth. This position offers a competitive compensation package along with attractive commissions, comprehensive health benefits, and a collaborative work environment. Your key responsibilities will include supporting Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives. You will build and maintain long-term client relationships by understanding their financial goals, risk appetite, and investment preferences. Conducting financial assessments to evaluate clients" current situations and identifying opportunities for wealth growth through fixed deposits and related products will be essential. Additionally, you will develop personalized financial plans, recommend suitable fixed deposit options, and explore cross-sell and up-sell opportunities across the product suite. Market and product research will be necessary to provide informed recommendations aligned with client objectives and current financial trends. Proactively managing and reviewing client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs will also be part of your responsibilities. You will provide continuous financial guidance, address client queries, and offer tailored wealth management solutions. Collaborating with internal teams such as tax advisors, legal, and estate planning to deliver comprehensive financial strategies is also expected. Your contribution to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.) will be crucial. It is essential to stay informed about market movements, economic indicators, and regulatory updates to provide timely and compliant client advisories. To excel in this role, you should have proven experience in fixed deposit sales, wealth management, or financial product distribution. Your ability to cross-sell and up-sell investment products and services will be vital. Excellent interpersonal and communication skills are required to engage and retain clients effectively. You should possess the ability to conduct financial planning and understand diverse client needs. Familiarity with regulatory guidelines related to financial products and advisory services is necessary. A goal-oriented mindset with a commitment to delivering results and ensuring client satisfaction will set you up for success. Key Skills: - Fixed Deposit Sales (FD Sales) - Wealth Management - Client Relationship Management - Cross-Selling - Upselling - Financial Planning - Investment Advisory,

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. As a market leader in consumer banking, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. Your main responsibility will be to achieve exceptional volume and revenue performance by acquiring and engaging DBS Treasures clients with a total relationship value of over INR 30 lakhs. This will involve a need-based approach to ensure client coverage and product penetration through cross-selling and up-selling DBS products and services. Key Accountabilities: - Acquire and upgrade quality Treasures clients in branch locations - Engage with existing customers to deepen wallet share through retention and growth of Total Relationship Value (TRV) - Achieve annual volume and revenue objectives - Drive Savings Book and loan book growth - Implement product strategies effectively through relationship management - Develop client trust and loyalty for a strong relationship with DBS - Provide exemplary customer service and uphold DBS service standards - Ensure internal and regulatory compliance through adherence to processes Job Duties: - Establish, manage, and grow the TRV of elite Treasures Client segment - Conduct timely portfolio reviews with Wealth/Investment/Insurance specialists - Maintain complete knowledge of all products and services - Resolve customer queries and complaints within agreed TAT - Provide feedback on market, competition, and products for continuous improvements - Ensure internal and regulatory compliance and address operational risks Requirements: - Sound understanding of financial planning and wealth management products in India - In-depth knowledge of the local market and competition - AMFI/IRDAI/FEDAI certified candidates with BCSBI certification preferred Education/Preferred Qualification: - Graduate/Postgraduate with an MBA in a relevant field Core Competencies: - Effective probing and listening skills - Strong Relationship Management and influencing skills - Self-driven and ambitious - Good written and verbal communication skills - Results-oriented, analytical, and able to deliver under pressure - Understanding of competitive positioning - Strong service orientation and customer-centric behavior DBS India - Culture & Behavior: - Performance through Value-Based Propositions - Customer focus, delighting customers, and reducing complaints - Building pride and passion to enhance DBS image and reputation - Enhancing knowledge base, building skill sets, and developing competencies - Executing at speed while maintaining error-free operations This full-time Relationship Management position is based in Pune, Maharashtra, India. The job posting date is June 30, 2025.,

As a Senior Service Relationship Manager at IDFC FIRST Bank, located in Koramangala, Bengaluru, Karnataka, India, you will play a crucial role in managing and maintaining relationships with high net worth clients in the Wealth Management division of the Retail Banking department. Your primary focus will be on providing exceptional service and support to ensure client satisfaction and retention. Your key responsibilities will include building and nurturing strong relationships with high net worth clients, understanding their financial goals, and offering personalized solutions to meet their needs. You will serve as a primary point of contact for clients, addressing their inquiries and concerns promptly and professionally. Collaboration with the Sales team to identify new business opportunities, cross-sell products and services, and support in preparing and presenting proposals to clients will be essential. Staying updated on market trends and regulatory changes, monitoring and analyzing clients" portfolios for risks and growth opportunities, conducting regular reviews with clients to assess satisfaction, and identifying areas for improvement are also part of your role. Additionally, you will mentor and train junior team members to ensure high-quality service delivery. To qualify for this position, you should hold a Bachelor's degree in Finance, Business Administration, or a related field, along with a minimum of 5 years of experience in Wealth Management or a similar role in the banking industry. A proven track record of managing and retaining high net worth clients, in-depth knowledge of financial products and services, strong communication, interpersonal, analytical, and problem-solving skills are required. Proficiency in MS Office and CRM software is essential, and relevant certifications such as CFP or CFA will be considered an asset. If you are a driven and customer-focused individual with a passion for wealth management, we invite you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, benefits package, and opportunities for career growth within our dynamic organization.,

You are a fast growing real estate and construction projects company, currently seeking a senior Sales Manager for your new upcoming hospitality project in Jaipur. As the Relationship Manager- Investments/Wealth Management, you will be the key interface with potential investors, responsible for acquiring and managing High Net Worth relationships. Your role involves delivering top-notch services, establishing strong connections, and designing tailored investment plans. To excel in this position, you should have prior experience in Private banking, wealth management, Real Estate, luxury hospitality, or SLB based companies. You must be adept at handling clients with a minimum investment capacity of 1 Crore and above, providing advice across various asset classes. Candidates with a solid track record in their current and previous roles are preferred. Your primary responsibilities will include bringing in existing clients, cultivating client relationships, and generating investments from preferred clients. You will advise on strategic project-based Investments, keep abreast of market trends, and collaborate internally for investment decisions. Organizing client events, presentations, and business development activities will also be part of your role. Key skills required for this role include active learning and listening, administration, real estate and investment expertise, problem-solving, computer proficiency, numerical skills, critical thinking, excellent communication in English and Hindi, negotiation abilities, service orientation, speech clarity, and time management. The salary and benefits offered for this position are competitive and among the best in the industry. If you are interested in this exciting opportunity, please apply in confidence to hr@superinfra.co.in.,

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

About PhonePe Limited: PhonePe Limited is a company that offers a portfolio of businesses including the distribution of financial products such as Insurance, Lending, and Wealth, as well as new consumer tech businesses like Pincode - hyperlocal e-commerce and Indus AppStore Localized App Store for the Android ecosystem in India. The company's vision is to provide every Indian with an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture: At PhonePe, the emphasis is on creating the right environment for employees to bring their best selves to work every day. The company empowers people and trusts them to do the right thing. Employees are encouraged to take ownership of their work from start to finish right from day one. PhonePe employees are known for solving complex problems and executing quickly, often building frameworks from scratch. Joining PhonePe means being part of a team that builds platforms that impact millions, collaborates with some of the best minds in the country, and executes on dreams with purpose and speed. About The Role: The role involves overseeing daily business operations and collaborating with internal teams and external partners to ensure seamless execution. Responsibilities include developing and implementing processes for efficiency and effectiveness, acting as a liaison between stakeholders to ensure smooth operations, analyzing data to identify trends and provide insights for process improvements, handling merchant-side escalations promptly, and maintaining process documentation while identifying areas for automation and efficiency gains. Ideal Candidate Profile: The ideal candidate should have a Bachelor's degree in any discipline with a preference for B.Com/M.Com holders. Proficiency in Financial Statements, Accounting Entries, Taxation, Excel, and knowledge of SQL is an added advantage. Strong attention to detail, ability to analyze data trends, derive actionable insights, excellent verbal and written communication skills, and a positive attitude towards change with a sense of urgency are key attributes for this role. PhonePe Full-Time Employee Benefits: PhonePe offers a range of benefits to its full-time employees including Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance under Insurance Benefits, and Employee Assistance Program, Onsite Medical Center, Emergency Support System under Wellness Program. Parental Support benefits include Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program. Mobility Benefits, Retirement Benefits, and other benefits like Higher Education Assistance, Car Lease, and Salary Advance Policy are also provided. Join PhonePe to be a part of a dynamic work environment where employees are encouraged to innovate, collaborate, and make a meaningful impact in the industry.,

PCR is a fast-growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. We deliver a safe, efficient, and scalable technology platform to consolidate and globally share data from thousands of banks, custodians, and fund managers. Trusted by over 250 firms spanning the entire wealth management spectrum, including leading global private banks, advisors, wealthy families, and wealth-tech firms. As an Enrollment Analyst at PCR, you play a crucial role in obtaining consent from account owners to share data with PCR. Working with a global team, you will operate a proprietary technology platform, follow-up with clients and counterparties, and ensure timely consent acquisition. Your mission is to be a collaborative team member who delivers predictable results and communicates proactively. To accomplish your mission, you will utilize tools and processes such as proprietary Digital Enrollment technology, a real-time monitoring portal, analytics for intervention identification, automated CRM tools for communication, and business intelligence tools for efficiency analysis. Your daily responsibilities will include planning and strategizing, following up with counterparties, ensuring data accuracy, coordinating with internal teams, and interacting with team members for learning and improvement. You will manage a diverse operations group consisting of 6 members in the US and India. Successful candidates will demonstrate comfort in high-volume environments, self-starting drive for improvement, enjoy professional interactions, adaptability to new processes, teamwork, and strong Microsoft Excel skills. Preferred experience includes 8-10 years in the financial and wealth management sector, fund administration or RIA experience, knowledge of banking systems, client-facing experience, and working in diverse, fast-paced environments. Opportunities for advancement include senior client-facing responsibilities, supervisory roles, and skills transferable to project management and customer support. Working hours are Monday to Friday from 1.00 pm to 10.00 pm in the office. PCR values a startup culture, self-starters, learners, contributors, and creators who thrive on continuous improvement. We are committed to an inclusive environment that fosters personal and professional growth while providing competitive compensation, benefits, training, advancement opportunities, flexibility, work-life balance, and a safe workplace. PCR is an Equal Opportunity Employer, promoting diversity, innovation, collaboration, and respect for all employees.,

The position of Senior Test Engineer/Database Testing requires a skilled and detail-oriented individual with 5-9 years of experience in Database/Backend Testing. As a Senior Test Engineer, you will be responsible for validating data integrity, data flow, and backend processes across wealth management platforms. Your primary tasks will include performing database testing to ensure data accuracy, integrity, and transformations, as well as writing and executing complex SQL queries for backend data validation and profiling. You will collaborate with business analysts and developers to create test cases, scenarios, and scripts focused on database layers, and test ETL jobs, stored procedures, and data pipelines to ensure end-to-end data consistency. Additionally, you will conduct regression, integration, and system testing on financial platforms, report defects clearly, and support development teams in resolving issues promptly. It is essential to document test results, maintain test artifacts, and ensure testing aligns with financial compliance and data privacy standards. The successful candidate must have strong hands-on experience in writing SQL queries, testing data migration, ETL workflows, and reporting systems. Familiarity with Wealth Management, Mutual Funds, Portfolio Management, or Investment Products is preferred, along with knowledge of data warehousing and financial reporting systems. Experience with tools like JIRA, TestRail, Postman, or ReadyAPI, understanding of SDLC, STLC, and Agile methodologies, strong analytical skills, attention to detail, problem-solving ability, and excellent communication and documentation skills are also required for this role. Join CGI, one of the largest IT and business consulting services firms in the world, and contribute to turning meaningful insights into action.,

As a Software Engineer - Data Reporting Services at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Design and develop reports and dashboards to help businesses make data-driven decisions. Develop data models and perform data analysis to identify trends and insights. Work with stakeholders to understand their reporting needs and develop solutions that meet those needs. Proficiency in data visualization tools like Tableau, Power BI, and QlikView. Technical Skills Skills Requirements: Strong knowledge of SQL and data querying tools such as Tableau, Power BI, or QlikView Experience in designing and developing data reports and dashboards Familiarity with data integration and ETL tools such as Talend or Informatica Understanding of data governance and data quality concepts Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Nice-to-have skills Qualifications Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Senior Investment ops Manager at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Providing guidance and mentorship to junior Investment Ops Managers Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Software Engineer - Investment ops at Incedo, you will be responsible for managing investment operations for clients. You will work with clients to understand their investment needs and manage operations that meet those needs. You will be skilled in investment management tasks such as portfolio management, trade processing, and performance measurement and have experience with investment management systems such as Bloomberg or Charles River. Roles & Responsibilities: Managing investment operations processes, including trade settlements, corporate actions, and cash management Ensuring compliance with regulatory requirements and internal policies Developing and maintaining investment operations documentation and policies Collaborating with other teams to implement process improvements Staying up-to-date with industry trends and best practices in investment operations. Technologies involved may include trading platforms, custodian systems, and investment management software. Technical Skills Skills Requirements: Knowledge of investment products such as equities, bonds, and derivatives Experience in managing investment operations processes such as trade settlements, portfolio accounting, and corporate actions Familiarity with investment management systems such as Bloomberg, Reuters, or FactSet Understanding of investment performance reporting and analytics Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Nice-to-have skills Qualifications Qualifications 3-5 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Senior Product Manager at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to stakeholders and executive leadership Technical Skills Skills Requirements: Strong understanding of product management principles and methodologies. Ability to develop and execute product strategy and roadmaps. Experience in market research, customer needs analysis, and competitive analysis. Good communication and leadership skills. Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Senior Data Reporting Services Specialist at Incedo, you will be responsible for creating reports and dashboards for clients. You will work with clients to understand their reporting needs and design reports and dashboards that meet those needs. You will be skilled in data visualization tools such as Tableau or Power BI and have experience with reporting tasks such as data analysis, dashboard design, and report publishing. Roles & Responsibilities: Design and develop reports and dashboards to help businesses make data-driven decisions. Develop data models and perform data analysis to identify trends and insights. Work with stakeholders to understand their reporting needs and develop solutions that meet those needs. Proficiency in data visualization tools like Tableau, Power BI, and QlikView. Technical Skills Skills Requirements: Strong knowledge of SQL and data querying tools such as Tableau, Power BI, or QlikView Experience in designing and developing data reports and dashboards Familiarity with data integration and ETL tools such as Talend or Informatica Understanding of data governance and data quality concepts Must have excellent communication skills and be able to communicate complex technical information to non-technical stakeholders in a clear and concise manner. Must understand the company's long-term vision and align with it. Provide leadership, guidance, and support to team members, ensuring the successful completion of tasks, and promoting a positive work environment that fosters collaboration and productivity, taking responsibility of the whole team. Nice-to-have skills Qualifications Qualifications 4-6 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

As a Senior Principle Engineer - Product Management at Incedo, you will be responsible for the development and management of product roadmaps and requirements. You should have experience with Agile methodologies and be able to work collaboratively with cross-functional teams. Roles & Responsibilities: Define product vision, strategy, and roadmap in collaboration with cross-functional teams Conduct market research and competitive analysis to identify product opportunities and threats Develop and maintain product requirements, user stories, and use cases Prioritize and manage product backlog in collaboration with development teams Communicate product vision and progress to stakeholders and executive leadership Foster a collaborative and supportive work environment, promoting open communication and teamwork. Demonstrate strong leadership skills, with the ability to inspire and motivate team members to perform at their best. Technical Skills Skills Requirements: Strong understanding of product management principles and methodologies. Ability to develop and execute product strategy and roadmaps. Experience in market research, customer needs analysis, and competitive analysis. Good communication and leadership skills. Nice-to-have skills Qualifications Qualifications 13-15 years of work experience in relevant field B.Tech/B.E/M.Tech or MCA degree from a reputed university. Computer science background is preferred

What this job involves: Floors walk to the assigned locations to check the readiness of beverage vending machine on regular intervals and take Inventory management of the beverage supplies and upkeep of the stores. What your day-to-day will look like: Take reading of the beverage vending machine with the beverage vendor at start and end of day. Inventory management of the beverage supplies and upkeep of the stores. Check and govern the pantry readiness and report to the respective function in case of any abnormality. Water refilling in the floor pantries. Receiving and storing of the bubble top waters in the respective areas. Ensure the Punctuality governance tasks are completed in timely manner. Check the all-floor beverage vending machine and supplies refilled on regular intervals. Weekly deep cleaning activity at the pantry area. Weekly deep cleaning of the water dispensers. Assist F&B team in collecting the food samples during main meal hours. Assist F&B team in checking the required checklist of the vendors. Assis F&B team at the cafeteria during the main meal hours. (BF, Lunch, Dinner, and Midnight snack). Assist F&B team in conducting random checks for the beverage quantity, quality, and temperature. Assist the F&B team during events. Assist then F&B team in checking the waste clearance from vendor counters post all meal services. Water and Tea Coffee service on request to boardrooms and director cabins and events at boardrooms Oversee weekend pest control activity at respective floor pantries.

Ensure effective and smooth relationship with distributors and IFA in the region for growth in business. Responsible for achieving Sales Targets, Sales patterns in the market. Market industry analysis. Generating increasing sales. Developing IFA distribution network. Selection motivation of IFA/distributors

Role Purpose The purpose of this role is to provide solutions and bridge the gap between technology and business know-how to deliver any client solution Do 1. Bridging the gap between project and support teams through techno-functional expertise For a new business implementation project, drive the end to end process from business requirement management to integration & configuration and production deployment Check the feasibility of the new change requirements and provide optimal solution to the client with clear timelines Provide techno-functional solution support for all the new business implementations while building the entire system from the scratch Support the solutioning team from architectural design, coding, testing and implementation Understand the functional design as well as technical design and architecture to be implemented on the ERP system Customize, extend, modify, localize or integrate to the existing product by virtue of coding, testing & production Implement the business processes, requirements and the underlying ERP technology to translate them into ERP solutions Write code as per the developmental standards to decide upon the implementation methodology Provide product support and maintenance to the clients for a specific ERP solution and resolve the day to day queries/ technical problems which may arise Create and deploy automation tools/ solutions to ensure process optimization and increase in efficiency Sink between technical and functional requirements of the project and provide solutioning/ advise to the client or internal teams accordingly Support on-site manager with the necessary details wrt any change and off-site support 2. Skill upgradation and competency building Clear wipro exams and internal certifications from time to time to upgrade the skills Attend trainings, seminars to sharpen the knowledge in functional/ technical domain Write papers, articles, case studies and publish them on the intranet Mandatory Skills: Asset and Wealth Management.: Experience: 5-8 Years.

Job Descripation - Solution Bid Manager Have a personal impact on winning structuring deals for Apps, promoting the rules of the Solutioning Manifesto. Mastery of the Apps portfolio and industrial model - Monitoring of Price to Win, proposal quality and oral presentation preparation - Facilitation of sessions"value proposal", "price to win", "solution workshop". - Challenge the solution to take account of the customer"s pain-points - Management of the bid response team Ensure internal processes are applied - Control of the ABL / MU opportunities funnel shared with the P&S APPS teams (deal map). - Rigorous weekly updating of tools - Systematic reviews (GNG, SR, PR, Win/Loss reviews) - Validation of the industrial model with the PUs concerned, systematically considering offshore & nearshore. - Ensure minimization of remaining costs NOT A COORDINATION ROLE , He / She should own the process.

Job Role: To drive a team of Business and/or Portfolio RMs at Area level To manage a team who can drive New Client Acquisition and/or manage, maintain and enhance assigned portfolio of existing customers Drive team for new acquisition through Branch Banking and/or Customer referrals To build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence. Focus to continually increase the Book size, SOH and profitability of the Location To inculcate in team members understanding of client business models, trade related activities, cash flows etc. and drive identification of opportunities and growing client relationships. Grooming and mentoring team members so that they achieve their desired performance levels (RM productivity) Resolving/Addressing location level concerns Channel Management viz RL, Privy, Wealth etc Drive adoption of various digital initiatives at location level To ensure right sourcing is being done at the location Deepen our market reach through trade meeting, industry associations, local forums etc. Enhance X-sell opportunities such as KLI, KGI, CMS etc Strengthen and build sustainable trade book with healthy mix of importers and exporters at location level To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Drive high caliber client service from the Team Manage TAT for the location within specified levels for all aspects such as client onboarding, processing of customer requests, renewals etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency at the location Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, churn, utilization etc are met at location Job Requirements: Qualification MBA and/or Professional Degree preferred Job Knowledge and experience Experience: 8 years experience in the local market. Background in Credit & Sales Knowledge is required. Prior experience of driving and managing Teams is required. Good Leadership, Self-motivation and communication skills for driving Teams Relationship Management Skill Good influencing skills Should be able to drive and work with a Team reporting Should be a Team player, Relationship person and should be ready to travel widely Must have on-rolls team handling experience (Need to have supervisory role experience

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed

Key Deliverables Responsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customers along with entire Family Banking relationships Sources new to bank customers through external individual efforts and acquisition channel Responsible for successfully contacting 20 customers per day. Responsible for meeting 4 customers/ prospects per day. Responsible for upgrading customers from a lower product category to high Desired Candidate Profile Good communication skills Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive to succeed Qualification, Experience & Age Criteria: Graduation qualification in any stream Candidates with 1-2 years of experience in NTB Sales Acquisition roles can apply Age Criteria : Maximum 30 Years of age.

Job role: Handle current portfolio of Light Commercial Vehicles Handling the loans of Commercial (Used/New). Handle the whole process of providing Vehicle loan to customers. Follow up EMI customers & arrears customers for collection. Developing the new market area and gathering market information. Always try to make new market to generate sales. Making good relation with Dealers and also with existing Clients.

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to 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. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Candidate should be Self-motivated with High energy Level, Fast and Positive learning attitude and strong team player. Should have excellent communication skill, including Hindi and Local language along with English. Should have the good inter personal skills and polite attitude to handle customers. Should have excellent people Management skills so that he can coordinate between different department / Branches / customers well. Must be Techno Savvy and should be well versed with latest computer skills. Should work with Mantra of Speed, Scale and Skill. Able to source W orking capital Loan and Term Loan facilities to Agri Related Industries and Food Processing and Agro Processing Industries , Agri Ware House Finance , Cold Storage Finance , Agri Infra Project finance and responsible for overall Quality Business along with size of business. Must have basic knowledge of working capital finance along with understanding of reading balance sheet and P & L. Candidate also having good knowledge about properties / legal will have edge over others since it is a Mortgage Business and loans are secured by properties. Candidate with Knowledge of local area, strong networking and negotiation skill will have edge over others. Sourcing of New Customers and ensure month on month disbursement having ticket size from Rs. 2 crore to Rs. 40 crore. Each RM is expected to do minimum 2 New Cases per month. Also he is expected to maintain and renew limits of Existing portfolio. He is expected to meet and appoint New CAs / Financial Consultants, DMAs, Kotak Bank Branch and source business on daily basis. Candidate should have excellent follow-up Management skills. Ensure that Customer requirements and complaints are serviced at the local level with speed and quality. Collaborate with trade finance ,CMS, operation, treasury , legal and branch banking team for seamless customer service Closely work with credit team for managing client expectation and effective risk management Candidate should be willing to run extensively for sourcing the business as the profile is 80% of Filed Job and 20% of Office job. Must have Own Vehicle with valid driving license. Post Graduate Diploma / Post Graduate in Banking and Finance / And (Major / Minor) Marketing and Finance will have edge over others Strong oral and written Communication Relationship Management Skill

Portfolio Manager Department Kotak Mahindra Bank Retails Assets Reporting Relationship Reporting to Location Collections Manager Position Grade M1 M2 Monitoring and maintaining collection for the area. Managing repossession. Co-ordination with collection agency, repossession agent, sale of asset, Legal formalities. Graduate Min 2 5 years of experience in collections. Confident, ability to handle a team of collections, can go to the field when required and also give training to his team when needed