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
1 Opening(s)
6.0 Year(s) To 12.0 Year(s)
12.00 LPA TO 14.00 LPA
THE OPPORTUNITY
A founding HR leadership role for a hands-on builder who can hire a sales army, keep them
engaged and create people systems that drive predictable business growth. Building the
People Function from the Ground Up.
SNAPSHOT
Role HR Manager / Sr. Manager – Human Resources
Reporting To Founder / CEO / Business Head
Experience
Required 6–12 ...
3 Opening(s)
1.0 Year(s) To 8.0 Year(s)
2.00 LPA TO 5.00 LPA
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Achieving desired sales targets.
Daily update ...
1 Opening(s)
6.0 Year(s) To 8.0 Year(s)
Not Disclosed by Recruiter
Job Title: Manager - HR Department: Human Resource Reports to: Director Required Qualification: MBA in HR Experience: Atleast 7-10 years' experience in Corporate HR role in a reputed organization. Sales HR experience will be preferred. Job Purpose: - The incumbent will design and execute ...
3 Opening(s)
5.0 Year(s) To 13.0 Year(s)
7.00 LPA TO 13.00 LPA
Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients ...
2 Opening(s)
5.0 Year(s) To 15.0 Year(s)
13.00 LPA TO 21.00 LPA
Lead and manage Wealth Management business for the assigned cluster/region
Drive revenue generation through acquisition of HNI/UHNI clients
Manage and mentor Relationship Managers / Wealth Managers for target achievement
Build strong client relationships and provide investment advisory solutions
Drive sales of PMS, Mutual Funds, Equity, Bonds, Insurance, and other wealth products
Monitor business performance, productivity, ...
- Wealth Management
- Cluster Management
- Team Handling
- Hni Client Acquisition
- Uhni Relationship Management
- Investment Advisory
- Portfolio Management
- Pms Sales
- Mutual Funds
- Equity Products
- Insurance Sales
- Revenue Generation
- Business Development
- Financial Planning
- Client Relationship Management
- Cross Selling
- Wealth Products
- Capital Markets
- Team Leadership
- Client Servicing
- Portfolio Advisory
- Market Analysis
- Private Banking
- Target Achievement
- Relationship Building
- Investment Solutions
1 Opening(s)
1.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 3.60 LPA
The role is responsible for supporting and managing the lifecycle of all investment activities—across direct equities, mutual funds, PMS and AIF—by overseeing daily operations, data reconciliation, documentation, banking, and robust reporting. The role is crucial in ensuring data accuracy, process discipline, timely settlements, and seamless information flow for stakeholders and ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 7.00 LPA
Regulatory Affairs Executive – Medical DevicesExperienced Regulatory Affairs Executive with strong expertise in Medical Writing, EU MDR 2017/745 compliance, and regulatory documentation for Class IIb & Class III Implantable Intra Ocular Lens (IOL) devices. Skilled in handling Clinical Evaluation documentation, Technical Files, Risk Management, Post-Market Surveillance, and QMS documentation in ...
1 Opening(s)
4.0 Year(s) To 6.0 Year(s)
7.00 LPA TO 8.00 LPA
JOB DESCRIPTION
Position Assistant Manager – Human Resources (Talent Management)
Department Human Resources Location Mumbai
Sub-Department Talent Management
POSITION SUMMARY
Driving the Talent & Performance management framework. Responsible for interventions towards employee engagement as well any other new initiatives and projects. Understanding the organization's culture and effective management of internal stakeholders will be imperative for this role ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
JOB INTENT
The position responsibilities would include ensuring compliance with SEBI Mutual Fund, PMS and AIF Regulations while also handling queries from internal departments and regulators and managing coordination for internal meetings.
JOB RESPONSIBILITIES
Making/vetting SID of all new schemes and updating SAI
Product vetting /Product compliance related tasks
Vetting of marketing material /advertisements.
Preparation and ...