7 Amfi Jobs nearby Vellore

Job Role- Personal Banker Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a uniqueposition to help our customers realise their dreams and ambitions. As a marketleader in the consumer banking business, DBS has a full spectrum of products andservices, including deposits, investments, insurance, mortgages, credit cards andpersonal loans, to help our customers realise their dreams and aspirations at everylife stage. Our financial solutions are not only the best in the business they weremade just for you.  Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc && manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2 years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication && Listening Skills Goal / Target oriented IRDA && AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills && Digital Knowledge Good Network in the Market  Contact Person- Adam Email- adam@livecjobs.com Contact-  8778148373

Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com

Role Overview: As a Branch Head, your main objective is to achieve the Sales Targets, maintain and increase Market Share through incremental Sales and new market development. You will be responsible for ensuring the highest level of Service standards for channel partners and their customers at the branch level. Key Responsibilities: - Achieving sales targets and increasing market share of the branch vis-a-vis the industry by maximizing business in the allotted territory through distribution channels such as IFAs, Banks, PSU, and NDs. - Empanelling and activating untapped and potential Channel Partners to drive business growth. - Managing and maximizing business from Client Relationships through prompt service by developing and maintaining relationships with retail clients in the assigned territory. - Identifying and engaging new Distribution channel partners by developing new distributor relationships at the branch and activating these relationships by providing timely and relevant information on schemes and the industry. - Monitoring Compliance to ensure high alignment with systems and practices by ensuring that all regulations and statutory compliances are complied with and assisting channel partners in adhering to compliances. - Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients by facilitating smooth operations of the branch including branch imprest, administration, operations, and client servicing standards. - Providing relevant reports to management for the assigned territory by furnishing relevant sales reports of the branch to Cluster & Zonal Head. - Managing and monitoring team members for better productivity by facilitating regular training, guidance, and development of team members, ensuring AMFI Certification of team members, and monitoring the performance of RMs on a monthly basis and taking corrective measures if achievement deviates from the required achievements. Qualification Required: - Minimum Experience Level: 4 - 7 years - Other Degree,

Role Overview: You will be responsible for ensuring the quality and accuracy of financial transactions, meeting daily production volumes within the specified turn-around-time. Your role will involve coordinating with clients and customers for data requirements, taking accountability for assigned operations, and constantly striving to improve productivity through innovative and controlled processes. Additionally, you will work on enhancing the quality of the reconciliation process and ensuring timely delivery of Subscription and Liability reconciliation. Key Responsibilities: - Coordinate and liaise with clients and customers for data requirements - Take responsibility and accountability for assigned operations - Improve productivity through innovative and controlled processes - Enhance quality in reconciliation process - Ensure Subscription and Liability reconciliation are delivered within agreed TAT - Follow up on open credit and transactions with AMC and branches - Review high-value pending credit and transactions - Deliver Liquid & Non-Liquid Daily Transaction Reports within agreed TAT - Generate MIS reports related to credit and transaction pending on multiple platforms - Adhere to SEBI, AMFI regulations/guidelines, AMC SLA, and other business rules - Follow all CAMS policies, ISMS procedures, and data security policies to maintain client confidentiality - Adhere to ISO procedures and suggest modifications if required - Ensure compliance with the terms of contractual agreements Qualifications Required: - Should be a team player - Possess attention to detail - Good communication skills - Advanced knowledge in Excel Company Details: Omit this section as no additional details of the company are provided in the job description.,

As a Business Development Executive in the Business Development team based in Chennai, your role will involve managing business development at the regional level. You will be responsible for executing business development plans and promoting Mutual Fund Utility (MFU) among Mutual Fund Advisors, Distributors, Corporate Investors, Fintech, and Custodians. Your key responsibilities will include managing and promoting the brand image of the organization at the regional level, conducting meetings with Asset Management Companies (AMCs) Business Development Manager teams, maintaining continuous engagement with Distributor and Advisor communities to encourage active use of the MFU platform, planning and participating in events to showcase MFU, providing feedback on market requirements, and monitoring the business contributions of regional partners to ensure business sustainability. Key Responsibilities: - Manage business development at the regional level - Execute business development plans - Promote MFU among Mutual Fund Advisors, Distributors, Corporate Investors, Fintech, and Custodians - Manage and promote the brand image of the organization at the regional level - Conduct meetings with AMCs BDM teams - Engage with Distributor and Advisor communities to promote the active use of the MFU platform - Plan, participate, and make presentations or demonstrations at events organized by AMCs, Advisor, Distributor communities, and MFD associations - Provide feedback on new requirements based on market needs - Monitor the business contributions of regional partners and take steps to ensure business sustainability Qualification Required: - Postgraduate preferred - NISM or any Capital Market certification will be a definite advantage Additional Details: The company offers a compensation package that is considered best in peer groups. Experience: - Around 1+ years of Capital Market / Mutual Fund Industry Experience Your expertise should include: - Knowledge of Mutual Fund Products - Good network with Fintech, Banks, Wealth firms, Financial Advisors & IFAs - Understanding of AMCs Sales requirements - Good understanding of overall Mutual Fund Transactional, Intermediary, and Investor life cycle including basic MF Operational understanding - Ability to work under stringent sales & revenue targets and deliver desired goals Location: Chennai,

As a Service Delivery Associate (SDA) Non-Cash (Aspire) at a Scheduled Commercial Bank, your role will involve providing superior customer service to Aspire Banking segment customers. Your responsibilities will include managing and enhancing customer relationships, acquiring new customers, and cross-selling various financial products and services. Key Responsibilities: - Maintain Product Holding Ratio, channel enrollment, and data quality as per assigned benchmarks. - Drive Existing Relationship Value (ERV) and New-To-Bank (NTB) growth as per set targets. - Achieve overall deposits growth and fee-based income. - Obtain certification on all products offered through the branch. - Ensure strict adherence to KYC, AML, and internal compliance policies. Customer Service: - Deliver excellent customer service within defined Turnaround Times (TAT) and complaint management norms. - Maintain branch ambiance, mandatory displays, and overall customer experience. - Ensure adherence to compliance and audit guidelines with satisfactory audit results. - Provide accurate product information and timely resolution of customer issues. - Record and resolve customer complaints within stipulated timelines. - Engage in preventive complaint management and proactively collect customer feedback. - Promote digital and direct banking channels and ensure customer adoption. Portfolio Management: - Manage and grow the Aspire Banking Customer Portfolio. - Identify eligible customers and upgrade them under the Aspire Banking program. - Deepen customer relationships by offering relevant products. - Conduct regular customer interactions to identify financial needs and provide suitable solutions. - Cross-sell to family members and associates within grouped relationships. - Achieve portfolio-level benchmarks on contactability, family grouping, cross-sell ratio, and channel activation. Qualification Required: - Graduation (minimum 50%) Competencies: - Sales and Influencing Skills - Knowledge of Banking Products & Processes - Planning and Organizing Skills - Strong Communication and Interpersonal Skills - Customer Service Orientation - Customer Portfolio Management Preferred Certifications: - AMFI Certification - IRDA Certification In this role, you will play a crucial part in delivering outstanding customer service, managing the Aspire Banking segment, and contributing to the growth and success of the branch.,

As a Relationship Manager in the Banking sector, your primary responsibility will be to deliver exceptional volume and revenue performance by acquiring and engaging Bank clients with an AUM of INR 1 million. Your role involves a need-based approach to ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. Key Responsibilities: - Acquire and upgrade quality clients to the Treasures segment in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly & annual volume and revenue objectives - Activate e-Channels and drive Savings Book growth - Implement product strategies effectively through relationship management - Develop client trust and loyalty for entrenched relationship with the bank - Ensure optimum product mix and new-to-product clients for customer-level profitability - Drive exemplary customer service and uphold bank service standards - Ensure internal and regulatory compliance through strict adherence to sales processes - Deliver exemplary service by building appropriate workflows and processes including doorstep banking You will also be responsible for: - Establishing, managing, and growing the AUM of mapped client segment - Resolving customer queries and complaints within the agreed TAT - Working closely with colleagues, service teams, and product specialists to meet team objectives - Collaborating with the Line Manager and City/Cluster Head to achieve common team and Branch objectives - Ensuring internal and regulatory compliance and addressing operational risks - Exercising appropriate due diligence while on-boarding and engaging with clients Qualifications Required: - Minimum 5 years of experience in a reputed bank with proficiency in banking products - In-depth knowledge of the local market and competition - AMFI/IRDAI/FEDAI certified candidates with BCSBI certification will be an added advantage Education: - Any Graduate Join us as a Relationship Manager and play a crucial role in driving client satisfaction, revenue growth, and maintaining high service levels in the banking sector.,

 Dear Job Seeker,  If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Key Responsibilities: Maintain Customer Relationship         Build sustainable relationships and trust with customer via open and interactive communication         Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan         Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)          Perform annual protection review calls as per the timelines Campaign Calling         Perform Segmented product based campaigns including GLIP, SWP, FWP and others         Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls         Keep records of customer interactions, process customer accounts and file documents         Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution         Provide accurate, valid and complete information by using the right methods/tools         Identify and assess customers needs to achieve satisfaction  Essential qualifications and experience:  Certifications in Financial markets Like - AMFI / CFP , Gender Female (Preferred)  Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers  Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers  How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Relationship Manager in the subject line.   We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}

 Dear Job Seeker,  If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Key Responsibilities: Maintain Customer Relationship         Build sustainable relationships and trust with customer via open and interactive communication         Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan         Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)          Perform annual protection review calls as per the timelines Campaign Calling         Perform Segmented product based campaigns including GLIP, SWP, FWP and others         Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls         Keep records of customer interactions, process customer accounts and file documents         Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution         Provide accurate, valid and complete information by using the right methods/tools         Identify and assess customers needs to achieve satisfaction  Essential qualifications and experience:  Certifications in Financial markets Like - AMFI / CFP , Gender Female (Preferred)  Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers  Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers  How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Relationship Manager in the subject line.   We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}

Walk-In Drive | SO CASA  | 1 st December   Address- Plot No O-19A, Ashok Marg,Near Ahinsa Circle, C-Scheme, Jaipur - 302001   Contact Person Name- Chery Pareta/Ashutosh Kumar   Time: 10AM to 2PM Position:Sales Officer CASABusiness Unit:Retail BankingReporting to:Branch Manager Location : JaipurEducation: Graduate (Postgraduate preferred) Certifications such as AMFI, NCFM, IRDA, JAIIB, CAIIB or other relevant credentials will be an added advantage. Responsibilities: Acquire quality CASA (Current Account & Savings Account) accounts, including qualified and activated New-to-Bank (NTB) CASA accounts (in numbers). Acquire higher-value CASA variants by sourcing qualified and activated accounts. Achieve CASA value targets by acquiring average monthly balances (AMB) in accounts opened during the month (in Rs). Generate revenue by cross-selling life insurance products, mutual funds, gold, trade/forex, and asset products. Maintain strong customer relationships through regular engagement. Ensure full compliance with Yes Personality guidelines. Adhere to KYC requirements and mitigate operational risks. Comply with bank policies and processes. Timely escalate any business-impacting issues and work towards resolving them effectively. Ensure the safety and security of the bank's and customers' assets. Submit MIS reports promptly.  

Job Description of BM Position: Branch Manager  Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Service. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved Achieving Monthly Targets & comparing it with benchmark across product line Attending daily morning conference call & discussing it with the colleagues Special thrust on acquiring HNIs & Corporate clients Meeting HNI clients to built the rapport Identifying the weak areas & providing solutions to those areas Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all Analyzing & comparing the branch performance with other branches Motivating & guiding the branch colleagues Active interaction with clients to improve the business regularly Managing the client grievances Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection) Keeping up with the regulatory & compliance issues from time to time Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc) Assessing performance of each employee as compared to Targets given on monthly basis Providing training & solving queries of colleagues Working in Team Reporting all the activities to the Regional Manager from time to time Organizing Investor meets/seminars in co-ordination RM, SH & HO Responsible for hygiene in the branch Ensuring safe & secure working environment for all employees especially women Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges Ensuring safe use if computers & the other gadgets provided by the company Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification) Experience:  3 years and above in broking field.  

 Dear Job Seeker,  If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position. Key Responsibilities: Maintain Customer Relationship         Build sustainable relationships and trust with customer via open and interactive communication         Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan         Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)          Perform annual protection review calls as per the timelines Campaign Calling         Perform Segmented product based campaigns including GLIP, SWP, FWP and others         Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls         Keep records of customer interactions, process customer accounts and file documents         Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution         Provide accurate, valid and complete information by using the right methods/tools         Identify and assess customers needs to achieve satisfaction  Essential qualifications and experience:  Certifications in Financial markets Like - AMFI / CFP , Gender Female (Preferred)  Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers  Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers  How to Apply: Interested candidates are requested to send to [priya.kkdconsulting@gmail.com]. Please mention "Application for Relationship Manager in the subject line.   We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry. Best Regards Priya Singh KKD CONSULTING CONTACT -9811250603{WHATSAPP}

As a Relationship Manager Select / Senior Relationship Manager Select, your primary responsibility is to manage existing customers of the bank while also expanding the customer base by acquiring new clients. You are expected to cater to all the banking needs of the clients assigned to you. Key Responsibilities: - Acquire new clients through leads and family accounts grouping - Grow the liability base (CASAFD) of the bank by strengthening relationships with premium clients - Sell asset, wealth & other products (both bank and third party) to increase revenue per client - Service clients comprehensively, addressing all their banking requirements including bank/3rd party products - Increase the bank and third party product holdings of your assigned clients - Meet/call clients for servicing needs and cross-selling new products - Actively participate in campaigns related to liability and other products - Adhere to the bank's processes with a strong focus on compliance Qualifications Required: - Graduate / Post Graduate with a preference for exposure to financial subjects (Post Graduate in Finance / Commerce preferred) - 4-6 years of work experience in the banking industry - 2 years of relevant experience as a Relationship Manager Additional Details: You should possess valid AMFI / IRDA Certifications; expired certificates may be considered. Candidates with experience in sales-based incentive roles will be given preference. Desired Behavioral / Functional Traits: - Knowledge of Banking products and processes - Strong Relationship Management skills (Candidates with an existing set of customers are preferred) - Self-motivated with the ability to pitch products effectively to clients - Effective communication and interpersonal skills - Ability to multitask and handle crisis situations - Adaptability to change in a fast-growing franchise,

Job Description: As a Relationship Manager-First Wealth at IDFC FIRST Bank, you will be responsible for managing and growing a portfolio of high net worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals. Key Responsibilities: - Build and maintain strong relationships with high net worth clients through regular communication and meetings - Understand clients" financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up-to-date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience - Ensure compliance with all regulatory and internal policies and procedures Qualifications: - Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage If you are a dynamic and driven individual with a passion for wealth management and a desire to provide exceptional customer service, we invite you to join our team at IDFC FIRST Bank as a Relationship Manager-First Wealth. Apply now and take the first step towards a rewarding career with us.,

You will be a Mutual Fund Representative at Arch Finance Ltd. (AFL) in Delhi, India. Your responsibilities will include managing investments and portfolios, working with mutual funds, providing customer service, and offering finance-related advice to clients. Your role will be crucial in helping clients achieve their financial goals while ensuring compliance with relevant financial regulations. Key Responsibilities - Manage investments and portfolios effectively - Work with mutual funds to maximize returns for clients - Provide exceptional customer service to clients - Offer finance-related advice to help clients make informed decisions - Ensure compliance with all relevant financial regulations Qualifications Required - Hold AMFI/NISM Mutual Fund Distributors Certification (mandatory) - Possess strong knowledge of Investments, Finance, and Mutual Funds - Have experience in Customer Service - Demonstrate excellent interpersonal and communication skills - Ability to work effectively in a team-oriented environment - Hold a Bachelor's degree in Finance, Business, Economics, or related field,

Role Overview: As a Senior Trainer specializing in the Banking, Financial Services, and Capital Markets (BFSI) domain, you will be responsible for designing, customizing, and delivering high-quality training programs for corporate clients, financial institutions, and professional learners. Your role will require strong subject matter expertise, engaging facilitation skills, and client-facing experience to deliver impactful, outcome-driven learning interventions. Key Responsibilities: - Training Delivery - Deliver classroom, virtual, and blended learning sessions for BFSI and Capital Markets clients - Facilitate programs covering areas such as: - Banking operations, products, and compliance - Capital Markets - Equities, Derivatives, Mutual Funds, and Securities Operations - Risk Management, Regulatory Compliance, and Ethics - Ensure interactive and engaging delivery using real-life case studies, simulations, and market examples - Program Design & Customization - Collaborate with clients/stakeholders to understand business objectives and learner profiles - Customize and develop training content, assessments, and case-based exercises tailored to client needs - Develop Learning Aids, Presentations, and Facilitator Guides - Specialization in the following areas: - Finance & Economics - Overview - Banking - Overview - Other Financial Services - Overview - Economic Analysis - Financial Statement and Analysis - Capital Markets and Trading - Corporate Banking - Investment Banking - Banking Risk Management - Investment Management and Private Wealth Management - Securities Services - Custody & Fund - Mathematics in Financial Sector and Use of Excel - AI and Fintech - Regulation and Compliance - Sustainability and ESG Required Qualifications & Skills: - Education: - Graduate/Postgraduate in Finance, Commerce, Economics, or Business Administration - Professional certifications preferred: NISM, NCFM, AMFI, IRDA, CFA, CFP, FRM, or MBA (Finance) - Experience: - Minimum 10 years of professional experience, including at least 7+ years of BFSI training delivery - Prior experience working with corporate training firms, banks, NBFCs, AMCs, or financial institutions - Proven success in delivering programs for mid-to senior-level professionals - Core Skills: - In-depth understanding of Banking, Financial Markets, Investment Products including Capital Market - Strong facilitation, presentation, and storytelling skills - Ability to simplify complex financial concepts for diverse learner groups - Proficiency with LMS Systems, Virtual Training Platforms (Zoom, MS Teams, WebEx), and MS Office/PowerPoint - Excellent communication, time management, and stakeholder coordination,

As a Relationship Manager in Private Banking at the BKC office, your primary responsibility is to build and maintain strong relationships with High Net Worth Individuals (HNI) and Third Party Product (TPP) clients. Your key responsibilities include: - Achieving individual Private Banking Group (PBG) targets across TPP, ensuring that targets given at an absolute level are met, and focusing on defined income objectives for banking targets. - Meeting customer level profitability objectives by generating a minimum of Rs 1,00,000 per customer from 75% of your self-base for RM and self & team level for Senior RM. - Achieving AUM growth objectives by ensuring a minimum of 10% growth in AUM for your self-base for RM and self & team level for Senior RM. - Attaining client sign-on objectives as defined by the Business Head, including acquiring new-to-bank clients. - Implementing customer relationship management objectives by updating the Quality of Customer Interactions in the CRM system and adhering to the desk policy of Client Contact Management and Personal Meetings. - Delivering client solutions and product mix based on customer needs and obtaining customer feedback on the solutions provided. - Keeping updated on functional and industry knowledge, guiding staff members, and demonstrating a strong level of knowledge in equity and related areas. - Focusing on creating measures of excellence, setting clear achievable goals, and monitoring plans in line with broader desk objectives. - Interacting with various stakeholders such as customers, branch banking team, operations, product team, treasury, insurance CAM, and mutual fund personnel. Qualifications required for this role include a graduation/post-graduation in Marketing/Finance, along with certifications such as AMFI, NCFM (optional), CAIIB, IRDA, and proficiency in sales, influencing skills, banking product & process knowledge, relationship management, negotiation skills, planning, organizing, communication, and knowledge of competition & current trends in the financial industry. To excel in this role, you should have a good understanding of CA, Trade & Forex, CMS, and asset products, be a self-starter with knowledge of financial markets and economic trends, and possess excellent communication and interpersonal skills. Additionally, you should have a minimum of 3 years of experience in current account acquisition, product & processes, trade & Forex, and other current account-related products.,

Role Overview: As a Relationship Manager at DBS Consumer Banking Group, your main goal is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients with AUM > INR 1 million. You will be responsible for managing and maintaining high customer satisfaction levels through proactive client engagement, relationship management, and cross-selling of DBS products and services. Your role also involves ensuring internal and regulatory compliance, achieving monthly and annual volume and revenue objectives, and providing exemplary customer service in the local market. Key Responsibilities: - Acquire and upgrade quality clients to Treasures segment in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly and annual volume and revenue objectives - Activate e-Channels and drive Savings Book growth - Implement and execute product strategies through effective relationship management - Develop client trust and loyalty for long-term relationships with DBS - Ensure optimum product mix and new-to-product clients for customer profitability - Drive exemplary customer service and uphold DBS service standards - Ensure internal and regulatory compliance through strict adherence to DBS sales process - Build appropriate workflows and processes for exemplary service delivery, including doorstep banking Qualifications Required: - Experience in a reputed bank with proficiency in banking products - In-depth knowledge of the local market and competition - AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage - Graduation (10+2+3) degree Additional Details: DBS Consumer Banking Group is the leading bank in Asia with around 500 branches in the country, offering a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards, and personal loans. As a market leader in consumer banking, DBS is committed to helping customers realize their dreams and aspirations at every life stage.,

As an Insurance Counselor at DBS, your role involves being the local insurance specialist for Bancassurance Business to enable Insurance objectives of the cluster/CBG branch location allocated. You will be directly responsible for achieving the insurance revenue target for the branch/cluster. - Accountable for achieving monthly & annual Banca sales targets, including New Business revenues, Renewal income target, and General Insurance revenue target. - Ensure proper implementation & execution of insurance strategy for the branch and sourcing of Insurance proposals through the Tablet application. - Coordinate timely sessions and ensure attendance of eligible participants for knowledge/skilling sessions for the front line sales team. - Identify prospect lists with Relationship Managers based on the strategy for the month through joint sittings with Team Leaders. - Collaborate with Team Leaders and Micro Marketing Managers to execute business development activities aimed at generating insurance prospects and converting them into clients. - Maintain proper sales spread between product mix to maximize revenue earnings and create a sustainable revenue flow for the branch through renewals. - Increase insurance penetration of existing clients through cross-selling and up-selling of insurance products. - Improve customer service in the local market to achieve a CSS score of 4.20 or above for insurance products. - Ensure high levels of persistency by facilitating timely collection of renewal premium and effective client contact management. - Resolve client complaints on insurance promptly and escalate if necessary. - Ensure regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff as Specified Person for DBS as a Corporate Agent. - Experience in HNI Sales/Wealth Management/Private Banking segment. - Sound understanding of financial planning and wealth management products in India. - In-depth knowledge of the local market and competition. - AMFI/IRDAI/FEDAI certified candidates with BCSBI certification would be an added advantage. DBS is the leading bank in Asia, offering a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards, and personal loans. At DBS, customer satisfaction is a top priority, and our financial solutions are tailored to meet your individual needs. Join us to be part of a dynamic environment that supports your development and recognizes your achievements. Apply now for a competitive salary and benefits package.,

You are an experienced Manager Operations & Sales who will be responsible for overseeing operational functions and driving sales support activities within the mutual fund business. You should have extensive experience in mutual fund operations, a strong understanding of SEBI/AMFI regulations, and the ability to lead teams, streamline processes, and coordinate with internal and external stakeholders. **Key Responsibilities:** - Oversee daily operational activities related to mutual fund transactions including subscriptions, redemptions, switches, and transfers. - Manage fund accounting processes including NAV (Net Asset Value) calculations, reconciliations, and pricing. - Ensure accurate and timely trade settlements, cash and position reconciliations with custodians and transfer agents. - Coordinate with fund administrators, custodians, transfer agents, and auditors to ensure operational accuracy and efficiency. - Ensure compliance with SEBI, AMFI, and other regulatory requirements. - Monitor fund expense accruals and billing, ensuring correct allocation and reporting. - Drive improvements in operational processes and implement automation to increase efficiency and reduce risk. - Support new product launches, system implementations, and regulatory changes from an operations standpoint. - Prepare and review operational reports, dashboards, and metrics for senior management. - Lead and mentor the operations team, ensuring high performance and accountability. - Collaborate with the sales team for operational support, distributor coordination, and commission-related queries. - Provide MIS, dashboards, and operational insights for senior management decision-making. - Assist distributors/partners with transaction and operational requirements. **Qualifications:** - Bachelor's degree in Finance, Accounting, Business Administration, or related field (MBA/CFP Preferred). - 10+ years of experience in mutual fund operations or asset management. - Strong understanding of fund accounting, trade lifecycle, and regulatory frameworks (SEBI, AMFI, FATCA, etc.). - Familiarity with transfer agency, custodian systems, and mutual fund platforms. - Experience in managing external vendors and service-level agreements (SLAs). - Excellent analytical, organizational, and communication skills. **Preferred Skills:** - Proficiency in fund accounting and back-office systems (e.g., CAMS, Karvy, MF Utility, Bloomberg, Reuters).,