1484 Investment Products Jobs

As a Senior Fund Administrator, you will provide investment operations support to Fund Operations boutique fund managers. Your responsibilities will cover a range of portfolio administration functions including valuations, corporate actions, cash forecasting, performance reporting, trade settlement management, cash movements, broker and custodian liaison, and relationship management. The role involves working on managed funds, private equity funds, and listed investment companies, encompassing investment types such as Equities, Futures, Options, FX, Currency forwards, Swaps, Fixed Income, and Managed Funds. Your key accountabilities and main responsibilities will include: - Supporting the onboarding of new clients and ensuring effective and timely implementation of client change requests - Contributing to project work aimed at improving service quality, such as system implementations and automation - Building and maintaining effective relationships with internal stakeholders - Regularly reviewing processes and procedures to implement efficiency and accuracy improvements In terms of operational management, you will be responsible for: - Accurately preparing and reviewing unit prices for managed investment funds, private equity funds, and listed investment companies - Producing and reviewing Gross Asset Value (GAV) and Net Asset Value (NAV), including unit pricing calculation for NAV - Reconciling cash records, positions, and trades with the custodian/ PB - Updating the portfolio system on investment trades, settlements, corporate actions, income receipts, and cash movements - Preparing periodic reports for fund managers, their clients, and asset consultants - Ensuring timely delivery of various reporting requirements to the Sydney team - Collaborating with cross-functional teams, including offshore counterparts, to achieve shared goals and provide support for Investment Operations daily deliverables You should have 3+ years of registry experience in a custody, fund administrator, or fund manager environment within a high-volume, client-focused working environment. A tertiary degree in a relevant field such as Finance, Accounting, or Commerce is required. Strong technical knowledge in financial markets, including investment products, markets, and securities, is essential. Additionally, you should possess process expert knowledge in the investment process and trading instruments across various asset classes. Your personal attributes should include problem-solving skills, adaptability to change, excellent written and verbal communication, strong organization skills, attention to detail, and a client-focused approach. Your ability to collaborate effectively with colleagues and clients, manage risk and compliance controls, and ensure the accuracy and efficiency of daily tasks will be crucial in this role.,

As a Documentation Analyst at Deutsche Bank in Bangalore, India, your main responsibility will be processing daily documentation/confirmations and related activities of the team. You will ensure that all tasks assigned to the team are completed accurately and that any exception items are followed up to resolution. Additionally, you will facilitate projects, group initiatives, and exception processing resolution. It is expected that you have a solid technical understanding of the business, including a strong knowledge of the trade life cycle and various investment products like Foreign Exchange, Equities, Fixed Income, Derivatives, Structured Products, and Exchange Traded Funds. In this role, you will be part of the Derivative Documentation team, responsible for various confirmations and queries related to documentation activities for clients spread across the globe. This includes FX Cash, Options, Rates, and Credit derivatives, encompassing trade confirmation, affirmations, novations, etc. Key Responsibilities: - Confirming all trades and taking necessary actions before set timelines - Following up with clients to ensure timely sending of confirmations - Managing risks through timely and accurate escalation of key issues - Monitoring and ensuring all trades in the queues are actioned - Resolving discrepancies by liaising with MO, FO, and clients - Responding to queries in a timely manner and referring breaks - Analyzing trades and confirmations - Providing Management Information to Business Line managers - Challenging, standardizing, and improving processes - Preparation and monitoring of various MIS reports - Ensuring regulatory compliance in confirming trades - Understanding confirmations framework and recent regulatory requirements affecting OTC Derivative Confirmations Skills and Experience: - Understanding of a range of Fx and Derivative products - Strong team-working skills for collaboration with internal departments globally - Experience in Derivatives or FX documentation preferred - Awareness of Front-to-Back processing - Client relationship management skills - Ability to provide group coverage when colleagues are absent At Deutsche Bank, we offer a supportive environment with training, coaching, and continuous learning opportunities to help you excel in your career. We value a culture of empowerment, responsibility, commercial thinking, and collaboration. Together, we strive for excellence and celebrate the successes of our people. We promote a positive, fair, and inclusive work environment and welcome applications from all individuals. For more information about Deutsche Bank and our teams, please visit our company website: https://www.db.com/company/company.htm,

You will be joining a team with a mission to create a tech-driven investment platform that provides simplified access to high-quality alternate investment products. As a B2B sales leader, your role will involve driving strategic partnerships, leading a high-performing team, and expanding our business network to ensure robust revenue growth. If you are passionate about financial markets, business expansion, and forming partnerships, this opportunity is ideal for you. Your responsibilities will include maintaining and enhancing relationships with existing Independent Financial Advisors (IFAs) who are key players in the market, forging strategic alliances to broaden our investment ecosystem, bringing onboard new partners to extend market reach, and formulating strategies for business growth and revenue enhancement through partnerships. We are looking for candidates who hold a Graduate or Post Graduate degree in Finance or Marketing. The ideal candidate will have a proven track record in B2B sales, preferably within the financial services or investment products sector. A strong understanding of financial markets and investment products like Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc., is essential. Proficiency in MS Office, particularly Excel, for data analysis and reporting, along with excellent verbal and written communication skills, are crucial. Experience in growth marketing and communication would be advantageous. Please note that this is a field sales position. If you meet the qualifications and are excited about this opportunity, we encourage you to share your resume with us at malini.varma@ndxfinserv.com.,

As a Relationship Manager specializing in High Net Worth (HNI) clients, your primary responsibility will be to develop new customer relationships within the priority business segment. This will involve conducting in-depth profiling of clients to identify opportunities and effectively match these opportunities to our range of products and solutions. Your goal will be to meet with clients in person to understand their financial goals and needs, providing tailored recommendations for appropriate investment products. In order to achieve this, you will be required to formulate and execute a comprehensive sales plan aimed at acquiring new HNI clients and expanding our customer base. Drawing on your investment expertise, you will conduct portfolio reviews for clients and present suitable products based on their individual requirements. Resolving client queries within the specified turnaround time and ensuring a high level of customer service will be crucial aspects of your role. As a Relationship Manager, you will also be expected to plan and execute special sales initiatives and events for both prospective and existing clients. Maintaining detailed records of client relationships, adhering to regulatory processes, and upholding the bank's customer service standards will be essential components of your day-to-day responsibilities. Job Requirements: - Demonstrate aptitude for delivering high-quality customer service through effective organization and interpersonal skills. - Possess NISM certification (IRDA certification preferred). - Exhibit fluent communication skills, a presentable demeanor, and a quick grasping power. - Showcase strong decision-making abilities and a sense of ownership in understanding and fulfilling client requirements. - Have proven expertise in portfolio management for high net worth clients and relationship building. - Preferably have experience in banking or NBFC with a strong background in portfolio management. Experience: You should have a minimum of 5 years of experience in relationship and portfolio management to be considered for this role.,

We are on a mission to build a tech-driven, dynamic investment platform that simplifies access to high-quality alternate investment products. This role is for an ambitious B2B sales leader who can drive strategic partnerships, manage a high-performing team, and expand our business network while ensuring strong revenue growth. If you are passionate about financial markets, business expansion, and partnerships, this is the perfect opportunity for you! Responsibilities Maintain and strengthen relationships with existing Independent Financial Advisor (IFAs) who are market leaders. Drive strategic alliances to expand our investment ecosystem. Identify and onboard new partners to enhance market reach. Develop strategies for business growth and revenue generation through partnerships. Qualifications Graduate/ Post Graduate (Finance/ Marketing) What Were Looking For: Proven B2B sales experience (preferably in financial services or investment products). Strong knowledge of financial markets and investment products such as Fixed Income, Equity, Mutual Funds, Bonds, AIFs, etc. Proficiency in MS Office (especially Excel) for data analysis and reporting. Excellent communication skills (verbal and written). Experience in growth marketing & communication is a plus. Note: This is a field sales job. Interested candidates can share your resume on [HIDDEN TEXT] Show more Show less

The Sales Enablement & Learning team at Morningstar's Business Development and Sales group is dedicated to supporting clients in building their businesses and achieving better outcomes for investors. The team focuses on serving various client segments, including advisors, wealth managers, asset managers, institutional investors, and fintechs. As a Program Manager reporting to the Head of Sales Enablement & Learning, you will collaborate with stakeholders across the organization to design, develop, and implement impactful enablement and learning solutions. This role specifically supports the teams involved in customer support for the Direct Platform Product Suite, Data, Retail, and Sustainalytics. Morningstar, a global financial services firm operating in 30 countries with over 40 years of experience, is committed to providing best-in-class solutions that help investors and financial advisors achieve their financial goals. The company empowers investor success by offering data, independent research, software, and services tailored to the needs of the investment community. As an Associate for Customer Support Enablement and Learning based in Mumbai, you will be responsible for delivering enablement programs for Morningstar's global Customer Support team in the Asia Pacific (including India) and EMEA regions. The Customer Support team plays a crucial role in providing immediate assistance to client inquiries via phone, email, and chat, contributing significantly to the sales process and client experience. Your focus will be on enhancing the skill set of over 100 support colleagues in the region. In this role, you will partner with global stakeholders to develop and deliver training programs that focus on Industry Domain Knowledge, Product, Client Facing Skills, and Sales/Service Operations. Your responsibilities will include supporting onboarding programs, collaborating with Enablement and Subject Matter Experts (SMEs) to create training curriculum, facilitating training sessions, and evaluating the impact of enablement content. The ideal candidate will have a Bachelor's degree, at least 5 years of experience in customer support, training, sales enablement, or related fields, and proficiency in delivering training to global teams. Strong project management skills, excellent communication abilities, and a client-centric mindset are essential for success in this role. Additionally, a good understanding of financial markets and investment products, along with a passion for adult learning best practices, will be beneficial. Morningstar provides an equal opportunity work environment with a hybrid setup that allows remote work and in-person collaboration. The company offers various benefits to support flexibility and engagement with global colleagues. Join us at Morningstar and be part of a team dedicated to empowering investor success through continuous learning and development.,

As a highly driven and articulate Assistant Vice President (AVP) of Business Development & Client Relations, you will play a crucial role in fostering relationships within the financial services sector. With 8-10 years of experience, your primary focus will be on engaging with high-net-worth individuals (HNIs) and establishing strategic B2B partnerships. Your excellent communication and presentation skills, coupled with fluency in English, will be instrumental in effectively presenting financial products and investment solutions tailored to client profiles. Your key responsibilities will include developing and managing long-term relationships with HNI clients, family offices, and institutional partners. You will be tasked with identifying, pursuing, and converting new B2B partnership opportunities across financial institutions, fintechs, and distribution networks. Your role will also involve creating and delivering high-quality sales presentations, proposals, and reports, acting as a strategic advisor to align financial solutions with client goals, and collaborating with internal teams to ensure seamless onboarding and post-sale service for clients and partners. To excel in this role, you should possess 8-10 years of proven sales experience in financial services, such as wealth management, asset management, private banking, or financial advisory. Your fluency in English, exceptional communication and presentation skills, and a strong network of HNI clients or prior exposure to institutional/B2B relationship building will be critical. Additionally, your ability to independently manage the sales cycle from prospecting to closure, coupled with a high degree of professionalism, integrity, and a client-centric approach, will set you up for success. Ideally, you should hold an MBA/PGDM in Finance, Marketing, or a related field. This position is based in Gurgaon. If you are ready to take on this exciting opportunity and contribute to the growth of our organization, we encourage you to apply now and be a part of our dynamic team at iVentures.,

We are seeking a dynamic and self-motivated CA fresher to join our team as a Fund Accountant. In this role, you will be responsible for supporting the financial reporting and accounting activities for our clients" investment funds. Your key responsibilities will include assisting in the preparation of financial statements, performance reports, and investor capital account statements. You will also be tasked with reconciling cash, trade positions, and market values for various financial instruments. It will be essential for you to analyze portfolio valuations and ensure the accuracy of pricing for investment products. Additionally, you will assist in the preparation of regulatory filings and compliance reports, work closely with team members to ensure timely and accurate reporting to clients, and support audits while responding to audit inquiries as needed. To excel in this role, you should have a strong understanding of accounting principles and financial markets. Proficiency in MS Excel and other financial software is required, along with an analytical mindset and attention to detail. Good communication skills are essential for effective interaction with clients and team members. The ability to work well under pressure, meet deadlines, and an eagerness to learn and grow in a fast-paced environment are also crucial. Knowledge of fund structures and investment products is considered a plus, and a CA qualification or equivalent is mandatory. Stay updated with industry regulations and best practices in fund accounting to ensure your success in this role.,

As a Documentation Analyst at Deutsche Bank in Bangalore, India, your role will involve processing daily documentation/confirmations and related activities for the team. You will be responsible for ensuring the accurate completion of all assigned tasks and following up on exception items until resolution. Additionally, you will play a key role in facilitating projects, group initiatives, and resolving exception processing issues. It is expected that you have a solid technical understanding of the business, including a strong knowledge of the trade life cycle and various investment products such as Foreign Exchange, Equities, Fixed Income, Derivatives, Structured Products, and Exchange-Traded Funds. The Derivative documentation team, to which you will belong, is responsible for handling various confirmations and queries related to documentation activities for clients across the globe. This includes services related to FX Cash, Options, Rates, and Credit derivatives, encompassing trade confirmation, affirmations, novations, and more. In this role, your key responsibilities will include ensuring timely confirmation of trades, following up with clients for timely confirmations, managing risks through timely escalation of key issues, monitoring and actioning all trades in the queues, liaising with various departments and clients to resolve discrepancies, analyzing trades and confirmations, minimizing operational costs, providing management information to business line managers, and adhering to regulatory requirements related to trade confirmations. To excel in this role, you should demonstrate a sound understanding of a range of FX and derivative products, possess strong teamwork skills for collaborating with internal departments globally, have experience with derivatives or FX documentation, and be familiar with front-to-back processing in financial services. Deutsche Bank offers a flexible benefits scheme that includes a best-in-class leave policy, gender-neutral parental leaves, reimbursement under childcare assistance benefit, sponsorship for industry-relevant certifications, employee assistance program, comprehensive hospitalization and life insurance, health screening, and more. You will receive training and development opportunities, coaching and support from experts in your team, and a culture of continuous learning to aid in your career progression. The company promotes a positive, fair, and inclusive work environment, where you are empowered to excel together every day. Visit the Deutsche Bank website for more information on the company and its values. Join us in striving for excellence and success as part of the Deutsche Bank Group.,

As a VP-Asset Management Wealth Academy Team Lead at HSBC, you will play a crucial role in supporting the Sales and Distribution team by overseeing the design, organization, and management of the insurance training curriculum for HSBC Asset Management. Your responsibilities will include developing creative strategies for delivering investment content, leading the AM Wealth Academy team, and ensuring the timely delivery of training modules aligned with the organizational goals. You will be responsible for driving the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team. Your leadership skills will be essential in inspiring and guiding Academy Managers, providing mentorship, and creating an environment that encourages collaboration and professional growth. Your role will involve overseeing the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. You will be encouraged to use multimedia and innovative approaches to enhance learning experiences and ensure the effective implementation of training sessions and workshops that meet the needs of clients and customers. Collaboration with senior stakeholders across the business will be crucial in aligning learning initiatives with strategic objectives and market needs. Building strong relationships with key stakeholders will be essential to ensure their support and engagement in the Academy's initiatives. To excel in this role, you are required to have a Post Graduation/MBA or equivalent from a reputed institute, along with investment certifications. With 8+ years of experience in the Asset Management and Capital Markets industry, including at least 5 years in Sales Management, coaching, and distribution support, you should have a strong understanding of financial markets, macroeconomic environments, and investment products. Your proven leadership abilities, analytical skills, and proficiency in communication will be essential in inspiring and motivating teams, making informed decisions, and distilling complex data into actionable insights. Relevant investment qualifications such as CFA, CIPM, or ESG certification, as well as experience in designing and delivering training programs, will be beneficial for this role. Join HSBC and discover a workplace that values continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. HSBC is an equal opportunity employer committed to fostering a culture where all employees are respected, valued, and provided with the platform to voice their opinions. Your personal data will be handled in accordance with HSBC's Privacy Statement.,

You are a highly motivated and results-driven Investment Banking Manager with a strong background in calling, selling shares, and a passion for sales in the financial services industry. With at least 4-8 years of experience in a similar role within the investment banking or securities industry, you are eager to contribute to our growing business. Your key responsibilities will include actively engaging with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. You will proactively sell equities, securities, and financial products to institutional and retail clients, identifying opportunities to cross-sell and increase revenue streams. Staying updated with the latest market trends and financial news will enable you to provide insightful recommendations to clients and identify investment opportunities. Managing the execution of trades, ensuring timely and efficient order placements and follow-ups, will be crucial. Building and maintaining strong client relationships to drive repeat business and increase client satisfaction will also be part of your role. Additionally, maintaining accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards is essential. You should possess 4-8 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry. Strong communication, negotiation, and presentation skills are required, along with the ability to build rapport and effectively sell financial products. A solid understanding of financial markets, equity securities, trading platforms, and investment products is essential. A sales mindset, driven and target-oriented nature, along with a passion for growing business are qualities that will make you successful in this role. A degree in Finance, Economics, Business, or a related field along with professional certifications will be beneficial. Attention to detail is necessary to manage multiple client accounts and transactions while ensuring accuracy and timeliness. Being a team player is crucial, as you will work collaboratively with internal teams, including traders, analysts, and senior bankers. Desired attributes include being proactive and self-driven, comfortable with cold calling and reaching out to potential clients to generate new business. A strong work ethic with a relentless drive to achieve sales targets and exceed expectations is highly valued. Adaptability is key to quickly adjust to changes in the market and client requirements. If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you!,

You will be part of GA Wealth Management Private Limited, a company with global ambitions in the financial services industry. Our aim is to be a leading aggregator providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform allows clients to access a variety of wealth products aligned with their preferences and financial goals. You will empower clients to take control of their wealth creation journey and achieve lasting financial success. With our extensive experience as Corporate and Management Consultants, we have supported businesses in various areas such as fund raising, capital restructuring, private equity, investment banking, and IPO listings. Building on this expertise, GA Wealth Management Private Limited was established to offer comprehensive wealth management solutions to a broader client base. We are looking for an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will guide clients in achieving their financial aspirations by developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for growth and risk management. To be eligible for this role, you should have a Masters degree in marketing & finance, business administration, or a related field, along with 7+ years of experience as a wealth manager in banks or reputed financial services. Preferably, you should be a Certified Financial Planner or hold relevant certifications in investment & wealth management. A proven track record of achieving sales targets, building a successful client portfolio, and strong knowledge of financial markets, investment products, and wealth management principles are required. Additionally, excellent communication, interpersonal skills, analytical abilities, and a results-oriented mindset are essential. At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that supports growth and success.,

As an integral part of the Client Revenue Operations (CRO) team within Goldman Sachs Asset Management (GSAM), you will play a key role in overseeing institutional billing activities. Your responsibilities will include reviewing fee schedules and IMA agreements for clients, optimizing client invoicing solutions, implementing and generating client management fee invoices, dispatching invoices, accounting receivables, managing general ledgers, and continuously enhancing invoicing workflows and systems. In this dynamic role, you will collaborate with internal teams, external teams, vendors, and industry experts to gain comprehensive exposure to the GSAM business while developing a detailed understanding of Client Revenue Operations. You will work closely with senior team members to execute daily tasks and project-related assignments related to institutional billing oversight. Key functions of the role include ongoing review and maintenance of internal policies and procedures to enhance automation, scalability, and cost efficiencies. You will coordinate new client setups on internal and vendor systems, ensure accurate invoice processing in compliance with client and company policies, conduct rigorous fee calculation verifications, and identify opportunities for process improvements within the rebate and trailer fee calculation function. Additionally, you will provide management/board reporting and support ad-hoc management requests. To excel in this position, you should possess a Bachelor's degree in finance, accounting, or a related field, along with a minimum of 1 year of experience in a similar industry, specifically within revenue functions. Strong attention to detail, analytical skills, communication abilities, problem-solving capabilities, and the capacity to work effectively both independently and as part of a team are essential. Exposure to project-based work, particularly in delivering policy and process improvements, is advantageous. Preferred qualifications include knowledge of separate accounts and offshore mutual fund transfer agent operations, processing, and compliance standards, as well as experience in the banking/asset management industry. Joining GSAM means being part of a global team that values integrity, transparency, innovation, and sustainable success. At Goldman Sachs, we are committed to fostering diversity and inclusion, offering numerous opportunities for professional and personal growth through various training and development programs, firmwide networks, benefits, wellness initiatives, personal finance offerings, and mindfulness programs. Discover more about our culture, benefits, and the exceptional individuals who contribute to our firm at GS.com/careers.,

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from branches across India and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank. About the Role Officer Sales are a part of the Banks front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. Manage business relations with existing customers to increase the depth of existing relationships. Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) Record and track all engagement activities through the CRM system. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Qualifications Optimal qualification for success on the job is depends on Grade offer to: Officer Sales-2 : Graduate with more than 1 year of experience (upto 2 years) Officer Sales-1 : Graduate with less than 1 year of experience Role Proficiencies: Good communication (both verbal and written) skill in both English and the local language. Excellent lead generation and conversion skill Ability to handle pressure and meet deadlines. Ability to work successfully as a part of a team. High sales orientation to meet the sales targets consistently. Ensure resource should have the recommended Model Device and Android Version- Model 1-OPPO, VIVO, MI, 1+, Samsung and Realme. Android Version- 10/11/12/13.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Responsibilities: * Manage client portfolios using PMS software * Recommend investments to client for the stocks and securities * Provide financial advice and guidance on buying mutual funds * Monitor market trends and risks Health insurance Annual bonus

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

1.Market all MF Products to Large Companies' Treasury Departments 2.Build & Maintain Relationships at all levels 3.Focus on Debt & ETF Products 4.Excellent Learning 5.Job Secuirty Required Candidate profile 1.Very Strong contacts in Treasury Departments of Large Corporates & Institutions 2.Corporate Banking Background. 3.Should be ideally from AMCs/Banks. 4.Good knowledge of MF products. 5.Fast Learner Perks and benefits Excellent Incentives

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

1.Ulta HNI Relationship Management 2.Portfolio Management 3.Manage&Build Existing Book 4.Both IC as well as Team Management roles are available 5.High Value Cross-Sell Required Candidate profile 1.Should be handling HNI clients. 2.Exp in Portfolio Management 3.NISM/IRDA/AMFI if any can be strongly preferred. 4.Excellent Comm skills 5. Proven Experience 6.Insurance RM could be considered

Role & responsibilities Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.