2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
5 Opening(s)
3.0 Year(s) To 15.0 Year(s)
15.00 LPA TO 25.00 LPA
The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory.
Manage a portfolio of affluent / HNI customers
Deepen relationships and increase wallet share
Ensure high-quality client engagement & retention
Promote and sell:
Mutual Funds
Insurance (Life & General)
PMS / AIF ...
- Affluent Banking
- Hni Clients
- Wealth Management
- Private Banking
- Relationship Manager
- Aum Growth
- Portfolio Management
- Mutual Funds
- Insurance Sales
- Pms
- Aif
- Structured Products
- Financial Advisory
- Investment Advisory
- Cross Selling
- Upselling
- Revenue Generation
- Client Acquisition
- Client Retention
- Asset Allocation
- Risk Profiling
- Wealth Products
4 Opening(s)
2.0 Year(s) To 6.0 Year(s)
5.00 LPA TO 8.00 LPA
Trade Execution: Placing equity and derivative orders on behalf of clients.
Providing end-to-end advisory services with a focus on AUM product penetration.
Cross selling of third-party investment products (Insurance, MF, PMS, SIP’s, TGS, AIF,
Bonds, FD, Unlisted shares, IAP & other services
Manage existing clients and improve brokerage/AUM
Achieve assigned monthly revenue and acquisition targets
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
3.00 LPA TO 4.00 LPA
Job Title: MIS Executive – Insurance & Mutual Funds (SQL & Advanced Excel)Department: MIS / Operations / Business IntelligenceIndustry: Insurance & Mutual FundsLocation: Sector 142, NOIDAExperience: 2–5 yearsEmployment Type: Full-Time______________Job Summary:We are looking for an experienced MIS Executive with strong skills in SQL and Advanced Excel to manage, automate, and ...
1 Opening(s)
12.0 Year(s) To 17.0 Year(s)
15.00 LPA TO 25.00 LPA
Role OverviewThe AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling companys’ high-net-worth(HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationshipmanagement, revenue growth, team performance, and overall strategy for the PCG vertical.This is a senior leadership role requiring strong market credibility, relationship ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.50 LPA TO 8.00 LPA
Role Details: Designation: DM- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
Executive-Wealth Associate/ Virtual Relationship Digital Customer connect Experience for AMC, Mumbai
1 Opening(s)
0 To 2.0 Year(s)
4.80 LPA TO 4.80 LPA
Role Details: Designation: Executive- Digital Customer Connect & Experience, OutboundRole type: Wealth Associate Department: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HO
Your Role (summary):
1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events, and digital activity. 3) Drive ...
1 Opening(s)
2.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 18.00 LPA
Role/ Job Title: Product Sales Manager-Supply Chain Finance (Channel Sales)
Function/ Department: Wholesale Banking
Job Purpose:
Product Sales Manager- SCF (Channel Sales) is responsible for leading the SCF Dealer/ Vendor acquisition and managing an asset portfolio in a designated area/ geography. This includes business development to ensure SCF AUM growth, managing the asset portfolio, credit and risk ...
2 Opening(s)
1.0 Year(s) To 4.0 Year(s)
1.00 LPA TO 7.00 LPA
Role/ Job Title: Associate Product Sales Manager-Supply Chain Finance (Channel Sales)- IDFC Bank
Function/ Department: Wholesale Banking
Location: Kolkata
Job Purpose:
Associate Product Sales Manager- SCF (Channel Sales) is responsible for leading the SCF Dealer/ Vendor acquisition and managing an asset portfolio in a designated area/ geography. This includes business development to ensure SCF ...