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Manager Wealth Management

3 - 8 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: Less than 10 Job Views: 1036

Job Description

 
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    Manager - Wealth Management ( Delhi / Kolkata) :: X SEARCH HR Services :: Strong development experience in server side Java development.
    Experience in some of the following: struts, EJB, hibernate, spring framework is desired.
    Experience with project automation is a big plus.
    Experience working in a product development team is a big plus.
    Strong understanding of databases, specially SQL Server and MySQL, is a big plus.
    Worked with MVC architecture like Struts / Spring
    Worked extensively with JDBC / SQL The responsibilities would include:

    Managing making a strong working relationship with Senior Officials, recruitment partners together with team members to create a partnership that yields success, predictable results credibility.

    Conferring with Senior Officials to identify personnel needs, workforce planning, strategies search assignments

    Leverage online recruiting resources referrals to identify recruit the very best candidate as part of sourcing strategy

    Managing maintaining a network of contacts to help identify qualified professionals

    Passion to meet the targets with in the timelines through creative cost effective sourcing strategy

    Responsible for providing exceptional client service full life cycle recruitment for all the requirements

    Setting business strategy for trading and ensuring a fair and consistent recruitment process

    Manager / Senior Manager ( Learning Development) The incumbent would be responsible for the following:

    To identify training requirements goals across functions regions.
    To prepare and implement training road map for an organization experiencing a change of management organizational development.
    To develop training programs with a view of overall development of employee skill set, for an organization undergoing change in management outlook.
    To design and develop need based training content for all training programs.
    To prepare training calendar for the organization.
    To ensure availability of training resources needed for timely execution of the training plan.
    To ensure delivery as per schedule of all training programs.
    To collect feedback on the effectiveness of training imparted / content developed and provide incremental improvement to meet training objectives.

    The position will be responsible for the fund positions of equity business.
    He will take care of all the pay in pay outs, deliveries and outstanding positions of the clients of equity business
    The candidate is expected to have a sound understanding of accounting, banking, stock exchange working online trading softwares. T
    This position will need to have a strong knowledge of NSE, BSE, CTCL, ODIN softwares for assessing and evaluating fund position and cash flows for the business.
    He plays a prominent role in the preparation of various performance measurement reports for the operation commercial teams.
    The position will assist the Finance Head in credit control, AR recovery and in streamlining the fund position. This involves collation and consolidation of data from various locations, developing good working relationships with concerned people.
    Should have managed funds in ranges of 300 - 500 crores.

    Should have handled Portfolio management, Liquid equity, etc.

    Having worked in a mutual funds / portfolio management services company would be an advantage

    Assistant SM / Sales Manager The incumbent would be responsible for the following:

    Sales

    Business Development

    Customer Service

    Team Management

    Sr. Manager - Wealth Management (Delhi) The incumbent would be responsible for providing wealth management service to select client group ( PCG I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider. Responsibilties would include:

    To Ensure that Sales targets in the assigned territories are achieved as per the Target business plan

    To grow PCG (Private Client Group) segment as per the different criterias in order to achieve the target of new talent acquisition.

    To ensure that business is fully compliant and followed by ethical practices
    To regularly advice / services all clients as per the clients requirements in order to maximize clients investments

    Achieve minimum revenue per client as per budget assigned for the location through the team.

    Manager - Wealth Management ( Delhi / Kolkata) The incumbent would be responsible for providing wealth management service to select client group ( PCG I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider.



    Responsibilities would include:

    To Ensure that Sales targets in the assigned territories are achieved as per the Target business plan
    To grow PCG (Private Client Group) segment as per the different criterias in order to achieve the target of new talent acquisition.
    To ensure that business is fully compliant and followed by ethical practices
    To regularly advice / services all clients as per the clients requirements in order to maximize clients investments
    Achieve minimum revenue per client as per budget assigned for the location through the team.

    Assistant Manager - Wealth Management (Delhi / Chandigarh / Ludhiana / Bhubaneshwar) The incumbent would be responsible for providing wealth management service to select client group ( PCG I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider.



    Responsibilities would include:

    To Ensure that Sales targets in the assigned territories are achieved as per the Target business plan
    To grow PCG (Private Client Group) segment as per the different criterias in order to achieve the target of new talent acquisition.
    To ensure that business is fully compliant and followed by ethical practices
    To regularly advice / services all clients as per the clients requirements in order to maximize clients investments
    Achieve minimum revenue per client as per budget assigned for the location through the team.


    CSE - Wealth Management (Delhi / Chandigarh / Ludhiana / Kolkata / Bhubaneshwar) The incumbent would be responsible for providing wealth management service to select client group ( PCG I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider. Responsibilties would include:

    Maintain contact with clients, ensure clients functional service requirements, sustain good client relationship and help acquire new clients
    Ensure timely procurement and delivery of forms and cheques, keep records of transactions, enter transaction details into system in order to ensure smooth transaction processing
    Collate and present data to immediate superior, prepare weekly / monthly reports for decision making
    Update client portfolios on regular basis / on demand, inform Clients about the updates, in order to provide a value added service to clients. Smooth functioning of Portfolio Tracker with timely folio mapping
    Manager / Senior Manager (Company Secretary) Mumbai The incumbent would be responsible for the following:

    Convene, conduct, minute and cascade the decisions of : - Board and Members meetings of both BSDL BSDL IAS, Audit committee meetings, Gratuity and superannuation Trust meetings
    Ensuring Compliance with all the rules and regulations as are applicable to the Company more specifically SEBI (Mutual Fund) Regulations, IRDA regulations, Code of Conduct for Intermediaries and Corporate Agents devised by BSDL as well as by Sun Life..
    Advice / guide board, senior management and employees on issues relating to statutes concerning the organization
    Draft various agreements (L L A, SLAs etc), register and maintain the records, follow up the key dates for renewal etc.
    Engage appropriate counsels, brief, discuss the options, finalize the strategy, implement, observe, correct deviations, followup closely and close litigations
    Maintain and update all statutory records, posting entries in time, keeping track of AMFI IRDA certification by employees escalate deviations from time to time and provide solutions


    Regional Manager HR (Delhi / Kolkata / Banglore) The incumbent would be responsible for the following:

    Single point of contact for all regional employees.
    Reporting of MIS to the HO following the deadlines
    Help HO HR to facilitate systems and processes in the assigned region
    Handle grievances ( Salary , attendance and other HR related issues )
    Induction of all new employees as per the process.
    Active employee relation and engagement.
    Constructive involvement in PMS
    Completing exit formalities

Salary: Not Disclosed by Recruiter

Industry: Recruitment, Staffing

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Life Insurance/Financial Services

Role:Regional Manager

Employment Type: Full Time, Permanent

Keyskills

Education-

UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization

Company Profile:

XSearch HR Services

X Search HR Services is a HR Services & Solutions firm committed to partnering both corporates and candidates in their quest for the best. We believe that a true partnership is nothing but a mutually supportive alliance through which both parties recognize and understand their dependence on each other for the achievement of shared goals.
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