76 Wealth Product Jobs - Page 2

Job Name - PBG - Service Head Location - Pune Level - Senior Manager - Assistant VP Job Purpose - To work jointly with Wealth Service RMs and Heads to fulfill all customer service requirements pertaining to Investments and to maintain highest standards of service quality to ensure customer delight JOB DESCRIPTION Customer Service First Customer Engagement - 75 percent of Service RMs to be meeting 90 percent Contact management criteria quarterly. In case of client transfer from one Wealth RM to another Wealth RM, Service RM Head to connect with the customer to confirm that the handover has been completed by the new RM and same to be captured in CRM Service Delivery in TAT - 75 percent of Service RMs to be meeting 10 CQR target Monthly. Ensure that all the client service requirements for TPP are met and if query is unresolved CRM to be logged and resolved query in given TAT. Liaise with other internal teams for end to end resolution of client service requirements. Liaise with Branch RM for clients financial and non-financial transactions pertaining to Banking within the defined time frame / required timeline. Any request pending overnight has to be updated in CRM and follow up for closing the complaint to be done. Coordinate with support teams to fulfill service requirements like statements, etc for Demat / Trading Accounts, MF statements, portfolio statements, etc. Ensure closure of all financial and non-financial customer queries pertaining to Banking either by connecting with Ops team or by liaising with Branch RM Client Referral - 75 percent of Service RMs to provide Minimum 2 referrals in a month Qualitative Parameters - 75 percent service RMs should have Nil Complaints from customers. Processing of customer queries / requests within the defined timelines to ensure customer delight Service RM support Product and processes To support Service RMs in existing and updated product and processes Critical customer monitoring and support To monitor service issues raised by critical clients and help in solving them Quality parameters Audit Monitoring - Ensure adherence of all bank & desk processes to have Nil Audit exceptions . Exception Resolution on an immediate basis in case any exception is highlighted by Supervisor / Product / Audit • Support Region in audit related requirements. 5percent FTNR across all service requests processed • Process adherence as defined in Gyaanline, Circulars, PBG Manual including keeping informed on the updated processes pertaining to desk policies and operations • Flag any process gap on the desk to RH in order to ensure alignment and compliance of the prescribed process • Updation of Assigned Event based Triggers to be completed within TAT Mapping of Service RM-RH To follow quarterly expectations of Correct mapping of Service RM-RH Compliance and Hygiene Compliance 75percent Service RMs should have 75 percent Completion and above in the following parameters • Risk Profiler Completion • Email id updation • Mobile number updation • Pan updation • Nominee Updation in ISA • Nominee Updation in Demat / Bank Account

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Trading on behalf of the clients, Placing Order on terminal. * Responsible for Cross sell LI/ GI/ MF etc. * Building relationships with clients & educating them about Investments * Client meetings and bank branch visits. Required Candidate profile Required Candidate profile * Must be graduate in any. * Age limit - Max 35 * 1-5 years Equity /broking industry sales exp. * Must NISM 8 certification. * Good Communication Skill

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. Preferred candidate profile 7 - 11years in portfolio & wealth management within a financial services or private banking environment. Proven track record of outperforming benchmark returns while managing client risk. Excellent communicator, adept at presenting to both internal stakeholders and high-net-worth clients. Strategic thinker with a proactive mindset, strong commercial acumen, and attention to detail. Deep understanding of investment productsequities, bonds, mutual funds, PMS, alternative instruments. Hands-on experience with process automation, regulatory compliance, and cross-functional projects. Relevant professional credentials (CFA/CFP/NISM) and State/CSE/NISM insurance licenses.

Role & responsibilities Drive the business by targeting HNI 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 offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with 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. 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. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI 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 offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with 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. 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. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

Role & responsibilities Drive the business by targeting HNI 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 offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners Maintain excellent relationship with 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. 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. Preferred candidate profile Specifically looking from Mutual funds background . Can also look for banking candidates if they have a decent mutual fund experience.

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. 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 businessRole & responsibilities

*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. *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 businessRole & responsibilities

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

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.

Job Description Role Overview: As a Wealth Manager at the Hyderabad branch, you will be responsible for acquiring, advising, and managing high-net-worth individual (HNI) clients. The role demands a deep understanding of investment products, relationship management, and financial planning. You will be a trusted advisor to clients and will work closely with internal teams to provide tailored wealth solutions. Key Responsibilities: Acquire new HNI & UHNI clients through networking, referrals, and personal efforts. Build and maintain long-term relationships with clients by providing tailored investment advice and regular portfolio reviews. Offer a wide range of financial products including equity, mutual funds, PMS, AIFs, bonds, insurance, structured products, etc. Conduct risk profiling and financial planning to align client goals with appropriate investment strategies. Maintain and grow Assets Under Management (AUM) and ensure high client retention through superior service and engagement. Stay updated with market trends, economic updates, and investment opportunities. Ensure compliance with internal policies and SEBI regulations in all client interactions and transactions.

Job Overview: We are seeking a dynamic and results-driven Business Development person to lead growth initiatives across our portfolio of financial products, including mutual funds, insurance, mortgages, AIF-PMS, multi-asset broking services etc. The ideal candidate will be responsible for identifying, onboarding, and managing clients and distribution partners (e.g., IFAs, brokers, insurance agents, and channel partners), driving cross-sell strategies, expanding market presence, and achieving revenue. Client Acquisition & Relationship Management : - Identify, acquire, and manage retail and HNI clients for various financial products. Conduct need analysis and recommend appropriate financial solutions to clients. Maintain strong, long-term relationships with clients, ensuring high satisfaction and retention. Act as a trusted advisor, providing updates on product performance and market insights. Partner Onboarding & Engagement : - Identify and onboard new distribution partners including IFAs, brokers, insurance agents, and wealth managers. Train partners on product features, compliance guidelines, and selling techniques. Develop engagement programs to keep partners motivated and aligned with business goals. Sales & Business Development : - Drive revenue growth across product lines through targeted sales and marketing strategies. Develop and execute cross-sell and upsell campaigns across the client and partner base. Expand market penetration by identifying new geographies, segments, and opportunities. Meet and exceed sales targets and performance metrics. Market Intelligence & Strategy : - Keep abreast of industry trends, competitor activities, and regulatory changes. Provide feedback to the product and marketing teams to refine offerings and go-to-market strategies. Use data and analytics to identify growth opportunities and optimize conversion rates. Experience : - Proven track record in sales/business development in financial services. Strong network of clients and/or channel partners within the financial product ecosystem. 28 years of experience in financial services sales/business development, preferably in Banks, AMCs insurance, or wealth management role. Education : - Bachelors degree in Finance, Business Administration, or related field (MBA/CFP preferred).

Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and strengthening relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role. Minimum 6 months of equity dealing experience with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. • Experience of advising clients across all asset classes. • Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. • A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. MOST Important: Do and Don’t: HNI- Relationship Managers 1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years 2. From the same Geography – Candidate should be from the same location 3. Candidate who has earned incentives 4. Hands on experience in HNI relationships – no retail, no franchisee network, no online / telecalling sales. 5. Ability and willingness to manage clients – not dependent on assignment clients by organization. 6. Has passion and willingness for field work and relationship management 7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships 8. Willing to work in individually capacity 9. Candidates already interviewed and rejected in the past should not be considered

Job Specifications Department: Sales-Investment Role Designation: Relationship Manager- Investment Products Function: Sales Products Company: MOFSL Reporting to: Cluster Manager- Investment Products / Regional Head- Investment Products Location: Hyderabad Job Purpose The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Key Deliverables 1. Acquiring HNI clients (Affluent & Super Affluent) 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 4. CRM 5. Partner & client meeting. Role Requirements o Educational Qualifications: Post Graduate, MBA or Equivalent o Experience: Minimum 2-3 Yrs of experience in investment products & equity o Domain Knowledge: Equity & Investment Products o IT Skills: MS Office

Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Experience- 5 to 10 Job locationMumbai all/Vadodara/Hyderabad/Bangalore/Chennai Annual offered salary 7 L acs to 13Lac Job description Role & responsibilities Relationship ManagerResponsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services and Understand client goals and risk profiles to recommend suitable investment products and strategies.

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidates please share CVs on achut.meka@branch.sharekhan.com or WhatsApp : 9966299297

Position Purpose Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. Key Responsibilities 1 New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2 Ensure successful onboarding of customer for a smooth transition to branch banking team. 3 Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4 Activities for lead generation 5 Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer.

Hiring for entire Gujrat Ahmedabad, Pune, Vadodara, Aurangabad, Nagpur, Surat Contact @ 9911377334 mail @ ncrhr@outlook.com * Place order on behalf of clients * Activation & Revenue Generation * Cross selling * Terminal & Stock Broking knowledge

Experience Required: Min. 2years in Wealth/MF product Sales Location: Lucknow/Kanpur/Meerut/Bareilly/Faizabad CTC: Upto 6.5LPA Position Purpose: Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities: Direct Responsibilities Responsible for gathering assets for investment products such 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details share your updated resume at- aanchal@avaniconsulting.com Or What's app -9917283370 Regards, Aanchal Chowdhury HR Executive @Avani Consulting