Portfolio Manager Job Vacancies in Tamil Nadu

Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)

Job Description: Managing team with their daily reporting, visit schedule alignment, query resolution with visits and documentation and drive them to deliver allotted task more efficiently. Maintain consistency in data collection process.. Checking the valuation reports APF reports, LIE (Lender Independent Engineer) valuation Reports, Project Valuation reports of individual cases, prepared by junior officers. Verify monthly reports (project monitoring, corporate and retail valuations), submit and co-ordination with Banks. Ensure that assigned targets are met on time with no lapse in coverage of projects in the assigned region. Visit, all subscribed projects at pre-determined frequency, collect data and update the same in the system. This profile would require frequent travelling within the city and to other regions. Knowledge of Technical due diligence is an added advantage.

DescriptionWe are looking for a Portfolio Manager who will assess our clients risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. A Portfolio Managers responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients overall objectives. Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.ResponsibilitiesProvide client consultation to develop investment objectivesProvide advice and guidance for investment opportunities to customersCreate reports on investment performance and activityCommunicate with clients about their accounts, market conditions and economic trendsManage equity and bond portfolios to maximize investment returnsCommensurate acceptable levels of risk based on client instructions

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

Job Role:1. Nurture relationships with mapped clients for investment needs.2. Track customer complaints and resolve escalated grievances on a day-to-day basis.3. Conducting 3-4 client meetings daily for revenue generation.4. Generating new sales leads through referrals from existing clients.5. Increasing customer engagement through cross-selling investment and non-investment products.6. Acquisition of new CASA customers.Job Mandates:1. Good communication & interpersonal skills.2. 1+ Yrs. exp. in CASA Acquisition/ Portfolio Management/Book Management from BFSI Industry3. Candidates with lesser notice period will be given preference.4. Age should be below 35 yrs. old.AMDEPUTY MANAGERRMPORTOFIOLO MANAGERRETAIL BRANCH BANKING

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.

Position:Senior Relationship Manager (Elite RM/ Platinum RM)CTC: up to 11 LPA+ IncentivesExp. 3+ Yrs. in portfolio management/relationship management/ Business Loan/ SME Loan/ Trade & Forex Sales from Banking IndustryLocation: Chennai, Hyderabad, Bangalore & AhmedabadEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD& Mutual Funds etc.Going for 3-4 clients meeting on daily basis to generate revenue.Sales of Business Loan/ SME Loan and Trade & Forex products.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Age should be below 36 yrs. old.

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.

Responsibilities: ? Responsible for supporting the end-to-end credit management process, partnering with Client Managers and Credit Product Officers ? Acts as a primary liaison with clients, client teams, credit services, and other business partners ? Facilitate the timely collection of client financial information ? Proactively focuses on client satisfaction throughout the credit management process ? Ensures timely follow-up of loan monitoring activity to facilitate a sound credit portfolio ? Responsibilities also include monitoring credit compliance, resolving documentation, collateral, and past-due exceptions, and ensuring data integrity Desired Skills: ? Strong, professional communication skills ? Organizational and time management skills ? Attention to detail and ability to execute in a fast-paced environment ? Proven self-motivator with the ability to effectively prioritize work ? Ability to coordinate with multiple points of contact (internal and external) ? Prior loan closing experience or portfolio management & loan servicing experience ? Business background/degree or understanding of credit

Financial Advisors - Mutual Funds , Fixed Deposits , Life Insurance & Health Insurance , Loans ., B2C Sales with this Products

They should to be able to maintain relationship with their customer. The Relationship Manager will build and deepen relationship with the customers through the call and physical meetings ,provide professional and excellent customer service to achieve high customer satisfaction, and retention ,The Relationship Manager must have complete knowledge of his customer profile and his assets and also tracking through his accounts trends.

Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients. Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients. Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP. Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.

JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

Relationship management with walk in customers.Cash handling.Finacle services.BOD and EOD settlement.

Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.2) Call handling as per defined standards.Increase the wallet share by cross selling of all banking products.3) Accurate resolution for customer queries.4) Promoting Digital Banking services for a superior customer service experience.5) Profiling of customers in order to aid right cross-servicing of Bank products.

Role: Wealth Manager / Sr Wealth ManagerJob Description:Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clients

Relationship Managers build and maintain relationships with clients and partners. They give clients personalized advice, build rapport and provide quick responses to their inquiries.

Taking care of existing HNI Portfolio and Servicing HNI customer. Good in all Banking Products Knowledge. Good in acquisition. . Good in local market.

Acquiring HNI clients for PMS accounts , looking for TERRITORY MANAGERS AND RELATIONSHIP MANAGERS AND BRANCH MANAGERS

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.

Roles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base.Dealing and servicing of existing clients.Preparation and execution of Financial assessments.Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment.Generating the revenue primarily through core products.

Refer job description.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 articlesIncrease 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 trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge: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 goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills: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 clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer