4861 Acquisition Jobs - Page 35

Job Description The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible for asset NTB client acquisition along with liabilities and Forex deepening. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening. Roles and Responsibilities Responsible for acquiring new customers for business banking with a detailed understanding of credit assessment. Knowledge on liability, Forex, trade and client relationships, delinq...

Role & responsibilities Handling NTB Client for Current and Saving Account. Working in open markets for various customer. Building and maintaining relationship with client. Acquire high Variant CASA. Generation of referrals from internal database, open market, field sales and direct sales. Deepening of existing Current account & saving account relationships.

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Mo...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 8) Mo...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping ...

Cluster Manager, Partner Franchisee Alliances (B2B) Equity Broking & Investment Products 1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on join...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having per client ticket size of Rs 25Lac and above 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds) 4) Handling Queries & complains of client's & solving it within TAT 5) Should apply deep market understanding & Advance strategies to increase book size & revenue 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios 7) Monitoring & enh...

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key ac...

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM Date : 9th & 10th Sep'25 (Tuesday & Wednesday) Time : 11 AM to 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales ta...

Position: Field Sales Executive Location: West Bengal CTC: Up to 3.00 4.25 LPA + Incentives (depending on location & experience) Key Responsibilities: Generate leads and acquire new customers through field visits. Maintain customer relationships and ensure client satisfaction. Achieve sales targets and contribute to business growth. Provide daily/weekly sales updates to the manager. Requirements: Minimum 1 year of experience in field sales (BFSI/FMCG/Telecom preferred). Strong local network in West Bengal. Good communication and convincing skills. Immediate joiners preferred. How to Apply: Priyansi M. | +91 81601 74117

Role Description This is a full-time, on-site role for an Assistant Vice President located in Noida. The Assistant Vice President will be responsible for overseeing daily operations, managing client relationships, developing and implementing business strategies, and ensuring team performance. The role requires collaboration with senior management to achieve company goals and drive growth. The Assistant Vice President will also oversee the development of new business opportunities and ensure high levels of customer satisfaction. Key Responsibilities: Lead and manage sales teams to achieve ambitious targets Develop and execute high-impact sales strategies Build strong client relationships and ...

Role & responsibilities Job Role- * NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regul...

Role & responsibilities Acquire New corporate Relationship Oversee a Portfolio of Assigned corporate Maintain Highest Level of Relationship with the corporate and Decision Makers (KDM) Develop New Business from existing clients and actively seeking new cross sell opportunities. Operating as the lead Point of contact for any and all matters specific to employees of corporate mapped Taking care of salary Processing for Acquisition for acquired/ Assigned corporates. Adhere to KYC Guidelines &Bank process as laid down from time to time Key Requirements: Experience: Minimum 1 year in CASA/Insurance or Banking Experience. Education : Must be a Graduate. Location: Ahmedabad Salary : Competitive and...

Acquisition of NTB Current Account customers and high quality Current A/c Proactive registration and activation of customer to direct banking channels Meet target of new customer acquisitions Assist, support and provide feedback to SM/RM www.hyfly.in Required Candidate profile Adherence to selling norms, SOPs, guidelines and regulations of the Bank's Policy Any graduate with min 1 year of exp into CASA sales, BFSI, B2C Sales or NBFC sales Age-30 yrs Call 9022157571-Khyati Perks and benefits Monthly, Quarterly & Annual Incentives & bonus

You will be responsible for trading in equity or commodity terminal. This includes tasks such as mass file downloading, reading research reports, and opening limits for special clients. Additionally, you will be involved in trading activities, follow-up with dormant and prospective clients, trade confirmations, and business development tasks like new client acquisition, service calls, and marketing activities. Reporting to the branch manager, you will also handle any other service activities or follow-up work related to business development. Your main focus will be on acquiring new clients for equity, commodity, currency, IBT, derivatives, and TP.,

The position of Private Banker at Deutsche Bank in Chennai involves being part of the Branch Banking team which caters to a diverse range of clients through various channels such as Personal Banking, Private Banking, and Business Banking. The main focus of this role is to maintain and strengthen relationships with Private Banking clients by offering top-notch services for their banking, investment, risk, and lending needs. As a Private Banker, you will be responsible for acquiring B2C clientele and expanding the portfolio. This individual contributor role entails working closely with the Head Relationship Manager to execute successful micro-events for client acquisition, acquiring new accoun...

You will be responsible for originating NTB prospects through direct sourcing and open market channels. Your main tasks will include acquiring customers and advancing their proposals up to the stage of disbursement. Additionally, you will meet with existing customers to uncover business opportunities and drive revenue growth. In this role, you will cater to businesses with a turnover ranging from Rs 100 to 500 crores in Emerging Business, Rs 500 to 1000 crores in Mid Corporate, and Rs 1000 crores and above in Large Corp. You will provide different working capital facilities such as Overdraft, Cash Credit, Dealer Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc., base...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5)...

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, ad...