99 Wealth Jobs

Note before you apply: Candidates with relevant Experience in team handling BFSI Market is must ., preferably form Virtual sales, telesales management - portfolio management Excellent communication in English only can apply Should have good years of experience in sales team leading If you meeting the eligible criteria please share your cv to Ganesa HR Whatsapp 8056659888 (Mention Unit Manager) All the Best ! Unit Manager - Priority About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Job holder needs to manage an outbound team across various Banking products. Outbound Team will be in partner payroll. Job holder expected to manage around 15+ member team Key Responsibilities Drive Sales, Productivity,Cross Sell, Cost to Income, profitability and growth of channel. 1.Train and Manage team of 15+ strong telecallers who will be engaged in selling of products to existing customers of the bank. Unit Manager will be Managing the team of VRM Priority. 2. Develop and implement effective sales strategy to achieve business objectives. 3. Guide, coach and motivate teams across locations for improved performance. 4. Drive productivity of the team. 5. Analyze business numbers to identify opportunities and GAPS for corrective actions. 6.Ensure delivery of the sales targets assigned for the respective line of business. 7. Improve existing processes to enhance productivity and overall performance of the team. Qualifications Optimal qualification for success on the job is: Post Graduate with more than 6 years of relevant experience. Role Proficiencies For successful execution of the job, a candidate should possess the following: Sound knowledge of retail banking products and process. Knowledge of digital banking channels like, Internet Banking, Mobile App. Leadership skills, Inter personal skills, Analytical skills. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.

We are hiring Branch sales officer with one of the leading banks in PAN India Deal with the walk-in customers in branch Will have to work on the leads given from branch Set up a meeting with potential customers and close the deal Mostly branch-work Required Candidate profile Graduation or Above Age 21 to 38 Years Minimum 6 Months experience in any sales Fresher's Can't Apply Good Communication ship Vacancy in All South location Perks and benefits - Incentive - Life Insurance Cover - Paid Leave

Job description: Achieving the business targets assigned in terms of up selling 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

- Lead support from Banks allotted by the company. - Visit potential customers for new business - Goals established by the Sales - To retain existing clients and service new customers - Working on pre-fixed appointment Required Candidate profile -Graduation Mandatory -1 Year of Experience in Banking Sales is mandatory. -Should have a two-wheeler -The maximum age should be 37

Job Description Wealth Relationship Manager Roles and Responsibilities • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. • Manage clients through client visits, suggest financial products to the clients and achieve business target. • Responsible for product penetration and increasing clients wallet share. • Identifying prospective clients & acquiring new clients. • Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile • Should have at least 4 Years of experience handling Wealth Product Sales. • Any Graduate / Postgraduate with relevant Experience. • Good relationship management and service focus skills. • Good communication and presentation skills. • Investment Product knowledge is mandatory. Perks & Benefits: • Bi-annual appraisal program. • Growth in fixed CTC twice in a year with attractive quarterly incentives.

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

Immediate requirment for Leading bank We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 8925889568

Position: Manager / Sr. Manager Sales (Experience with private wealth counters / ND and Banking Wealth and Retail) Company: A Leading Mutual Fund Investment Company in India Location: [Specify Location if known] Experience: 4+ Years Qualification: Full-time Graduation (MBA preferred) About the Company Join one of India's top mutual fund investment companies, known for its strong market presence, consistent performance, and customer-centric approach to wealth creation. Key Responsibilities Drive AUM growth , Net Sales , and Market Share for AMC at the assigned branch level. Manage channel relationships across IFAs (Independent Financial Advisors) , National Distributors (NDs) , and Banks . Lead, manage, and develop the branch sales team to achieve business targets. Ensure high standards of Customer Service and Regulatory Compliance . Monitor and support client servicing activities related to payments, redemptions , and query resolution . Required Skills & Experience Proven experience in channel sales and distribution management in the mutual fund or BFSI industry. Ability to build and manage strong relationships with high-end distributors and investors . Deep knowledge of the mutual fund industry , including products, equity, debt, and ETFs . Strong strategic thinking with the ability to execute plans effectively in a competitive environment. Excellent communication, interpersonal, and team leadership skills . High energy levels with a proactive, target-driven approach. Preferred Candidate Profile Prior experience in handling a large number of IFAs and National Distributors . A pleasing personality and a confident communicator. Strong business acumen with an eye for growth opportunities in the region. To Apply: If this opportunity interests you, please share your updated resume at GAURAV@FLEXYMANAGERS.COM or contact us at 9599518777. Thanks & Regards Gaurav Thakur Interim Management Solutions Pvt. Ltd Contact: (M) +91-9599518777 Email id: gaurav@flexymanagers.com Company URL : www.flexymanagers.com https://www.linkedin.com/in/gaurav-thakur-a385072b/

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/PUNE/ HYDERABAD/ DELHI/AHMEDABAD/ BARODA Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Exp 4+ years of experience into Private wealth management. Education Graduate with MBA from Premier B schools

Hi Jobseekers, We are currently looking for Senior Wealth Manager at Bajaj Capital if anyone interested please drop your CV at priyanshi.khandelwal@bajajcapital.com Role & responsibilities Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trends Update self-regarding all schemes, products and solutions by regularly attending trainings Share regular communications with client regarding information, research and material of the organization Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company' Best Regards Priyanshi

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

Dear Connections, We are currently hiring for a leading Private Sector Bank! Position: Wealth Relationship Manager Product Portfolio: Mutual Funds, Insurance, Savings & Current Accounts Role: Individual Contributor Portfolio Handling Location: Delhi/NCR , Bangalore , Mumbai , Ahmedabad If you or someone in your network is interested, please share updated CV at mukesh.dhawan@v-konnect.com . Referrals are highly appreciated! hashtag#Hiring hashtag#BankingJobs hashtag#WealthManagement hashtag#DelhiJobs hashtag#PrivateBanking hashtag#MutualFunds hashtag#Insurance hashtag#VKonnect

The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives. Key / Primary Responsibilities of the Role List the primary deliverables Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager / Team Leaders, having 1) Networking in Franchisee, IFA , 2) Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products. PCG (Pvt. Client Group) B2B, Franchisee, IFA, Partner Alliance Relationship, Equity Broking /Stock Broking Locaiton : - Vadodra, Delhi, Trivendrum,Kolkata,Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore

- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile Criteria: - Graduation Is A Must - Age Must Be In Between 21-38 - Minimum 6 Months Of Work Experience - BFSI Work Experience Preferred

- Handel walk in customers in branch - Guide the customers for better product - Identifying new business opportunities - Cross-sell other products and service - Handle customer complaints and solve problems - On lead Visit customer place for meeting Required Candidate profile • Education: Graduate • Experience : Sales experience of 2+ years • Age: Between 21 to 38 years

• The candidate has to handle tie-up banks. • Managing the life insurance sales through assigned Bank Branches • To build relationships with existing customer • Lead Closing •interaction with Branch Walk-In Customers for Need Identification Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 1 Year • Age: Between 21 to 40 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• The candidate has to handle tie-up banks. • Managing the life insurance sales through assigned Bank Branches • To build relationships with existing customer • Lead Closing •interaction with Branch Walk-In Customers for Need Identification Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 38 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

• The candidate has to handle tie-up banks. • Managing the life insurance sales through assigned Bank Branches • To build relationships with existing customer • Lead Closing •interaction with Branch Walk-In Customers for Need Identification Required Candidate profile Candidate Requirement: • Education: Any Graduation • Experience : Sales experience of 6+ months • Age: Between 21 to 38 years Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Chennai location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred 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 working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super 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 themselves 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. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Vadodara location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred 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 working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super 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 themselves 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. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Kolkata location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred 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 working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super 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 themselves 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. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Nagpur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred 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 working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super 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 themselves 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. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion .

VP/ AVP/ DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee/IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity/Currency/Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity Location- Kolkata,Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Bengaluru,Chennai, Hyderabad, Pune,Kochi,Jaipur,Indore, Vadodra, Delhi, Trivendrum Exp.- 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders, having 1) Networking in Franchisee, IFA 2) Knowledge of Wealth, Equity, Mutual Funds, PMS and other investment & financial products.