Portfolio Manager Job Vacancies in Pune

Must have in casa , mutual fund, portfolio

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness 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 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate 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.

Key Pointers:In Broking, Trading, industry Handling Clients Portfolio, Management (Asset & Wealth )Worked as equity advisor/dealer on terminal / live marketGenerating revenue and comfortable with targetsJob Overview: We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds, and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing of transactions, and visit franchisees monthly. Responsibilities: Perform risk profiling and make investment recommendations Possess in-depth knowledge of stocks, bonds, and mutual funds Cross-sell and up-sell various financial products and services Coordinate with different departments for smooth processing of transactions Generate revenue through brokerage and cross-selling Maintain accurate records and provide timely reports to management Qualifications: NISM - 8 certification is compulsory Bachelor's degree in finance, economics, or related field Minimum 1-3 years of experience in equity advisory Excellent communication and interpersonal skills

Job Overview:We're seeking an experienced Equity Advisor with a strong understanding of broking, operations, risk profiling, and technical/fundamental knowledge of the stock market, bonds and mutual funds. The candidate will generate revenue through cross-selling various products and services, coordinating with different departments for smooth processing oftransactions, and visit franchisees monthly. Responsibilities:Perform risk profiling and make investment recommendationsPossess in-depth knowledge of stocks, bonds, and mutual fundsCross-sell and up-sell various financial products and servicesCoordinate with different departments for smooth processing of transactionsGenerate revenue through brokerage and cross-sellingMaintain accurate records and provide timely reports to managementQualifications:NISM - 8 certification is compulsoryBachelor's degree in finance, economics, or related fieldMinimum 1 - 2 years of experience in equity advisoryExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsIf you're a self-motivated team player with a passion for equity advisory, we encourage you to apply. We offer a competitive salary package and the opportunity to work with a dynamic team.

Branch Manager-1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.BOM-1. Lead the Service Team.2. Ensuring regulatory and procedural compliance3. Audit of the branch4. Ensuring service excellence to enhance portfolio,control retention and better cross sell5. Authorize and check RO / SO entries6. Check end of products7. Check vouchers to clear transactions above 10lakhs8. Vault / Key custodianRelationship Manager-1. Develops new and expands existing High Net worth Customer relationships for liabilities.2. Ensures high levels of customer service orientation and application of bank policy.3. Cross sells existing bank products to customers.4. Informs customers of new products or product enhancements to further expand the banking relationship.5. Plans and conducts special sales initiatives and events for prospective and existing clients.6. Coordinates with other group companies to provideseamless access to other products.7. Maintains complete relationship record for assigned customer accounts.8. Tracks customer complaints/queries and turnaround times for customer satisfaction.

Should have good knowledge in Portfolio Management

Maintain the Sales Target.Build a relationship with clients.

1.In charge of overall work activities.2.Manage to work on multiple projects.3.Organize work effectively and efferently to ensure timely completion of projects.4.Organize subcontractors to survey and carry out all stages of work.5.Ensure good workmanship are carried out for all site works.6.Able to effectively manage and supervise a team of construction workers.7.Attending site meetings to establish a scope of works.8.Prepare work schedule, project supervision and documentation.9.Assist in the preparation of tender documentation and pricing.10.Cost control

Cold calling Site Visit with clientclosingRevenue generation

Responsible for delivering BD & Marketing strategies across Wealth Market to drive sales growth. BD, Marketing, responsibilities for driving relevant audiences understanding targets & reporting. Assist with Production of enticing BD & Marketing content across all marketing communication tailored to relevant audiences. Monitor & report on the competitor landscape & strategies.Ensuring compliances with current regulations, policies on all marketing materials & promotions.The successful candidate will have BD & Marketing experience of 1-5 years in the Broking Industry/PMS/Investment Advisory.Qualification MBA with Finance/Sales/Business Development background.Excellent verbal & written communication skills as well as keen eye for detail, fluency in English.A strong team player & Can Do attitude with organizational behavioral skills.An interest in Wealth Management industry & genuine curiosity in expanding the horizon of the company.Ability to drive projects through completion, delivering clear defined results.Generating & Converting Leads. Creating high quality marketing materials like presentations, investment proposals & product related news letters. Very good knowledge in Power Point & Excel. The candidate should be able to analyze the financial need, risk appetite of the clients & recommend suitable solution from the array of financial products available with us like Mutual Funds, PMS, structured products equity, insurance & IPOs.

Execute the orders on behalf of clients.Confirmation of trade done by EOD.Ensure the volume of trade is higher & clients trade frequently.Promoting research calls to increase volume & frequently.Daily processing & confirmation of trades.Punch orders for clients on NSE/ BSE terminals.Monitor client exposure limits.Solving queries of the customers.Drive focus on generating new business/client base o Responsible to ensure all activities are in adherence as per Compliance framework.Accelerating client base. 3rd party products sales (MF, Insurance, SIP ,PMS, private equity etc.)

e are looking for passionate User Experience Designers.You love to conceptualise and solve problems through design, you are good at crafting ideas into design prototypes and articulating them well. You believe in human-centred design approach, you want to work with friendly and smart peers, share knowledge and bring-in different perspectives. You believe in growing together, want to work on exciting projects and have lots of fun-and-learn. Title: User Experience Design LeadRelevant Experience: 4 to 12+ yearsPositions: 15Responsibilities:Collaborate with product managers, business analysts, end users and engineering team to understand business objectives and user needs.Leverage various Design Thinking methods such as user research techniques, persona modelling, customer journey mapping, scenario story boarding, information architecture, prototyping and user testing to provide experience design solutionsTranslate requirements into concepts, user flows, interactive wireframes, visual mockups that lead to meaningful user experiences.Collaborate with extended development team members for accurate implementation.Portfolio: Strong portfolio of relevant design projectsEducation: Bachelors / Masters in Design / Anything equivalent

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.