1606 Hni Acquisition Jobs

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by generating business and cross...

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Koramangala Main Branch Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. En...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - Koramangala Main & Girinagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitab...

Responsible for New Client Acquisition of trading accounts ( Demat a/c ). And Cross Sales Responsible for Cross sell LI/ GI/ PMS/ MF/ Gold – only direct acquisitions New Client Acquisition Required Candidate profile Candidate knowledge of Share Market sales Demat a/c and Brokerage Generate Send Update Resume Jobs@xwelljobs.com , Contact Us Jitesh Mathur 9414133911

Require Relationship Manager - Banking Product sales Current A/c & Saving A/c and Cross Sales Product Life Insurance, Health Insurance, General Ins, Fix Deposit, Mutual Fund, Gold Loan. Required Candidate profile On Roll Job Salary No Bar Good Candidate , If You Interested Send Update Resume Jitesh@xwelljobs.com , Contact Jitesh Mathur 9414133911

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Hiring for Leading Bank Wealth Relationship / Trade and Forex RM/NRI RM Open Roles: Relationship Manager – Wealth Relationship Manager – Trade Business NRI Relationship Manager Job Brief: Responsible for acquiring & managing High Net Worth Clients, offering banking/wealth/investment solutions, ensuring portfolio growth, and maintaining strong client relationships. Eligibility: Graduate with 2–6 years’ experience in Banking/Wealth/Trade/NRI Strong communication & client handling skills Knowledge of wealth products, investments & trade Locations: All over Mumbai (Thane, Vashi, South Mumbai, Western & Central Suburbs) Interview Date: 23rd Sept (Face-to-Face – Thane & Vashi)Rest location will be...

Role & Responsibilities Acquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment. Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.). Conduct regular portfolio reviews and provide tailored financial solutions based on client needs and risk profiles. Ensure superior customer service and timely resolution of client queries. Achieve assigned sales targets and ensure compliance with all regulatory and bank policies. Organize client engagement activities and events to strengthen relationships and enhance client loyalty. Coordinate with internal...

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning : Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis : Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, an...

HDFC RBB || Hiring For Ambikapur Cluster Chhattisgarh. Job Role & Location- BM- Ambikapur Cluster PBTA- Kansabel Pref RM- Ambikapur PB Classic-Ambikapur, Kunkuri, Kharsia Road, Surguja, Lakhanpur PB Sales-Jashpur Interested candidate can share there updated CV at rukhsar.rahman@hdfcbank.com

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Responsible for acquiring new clients and driving revenue growth in the Mutual Fund segment. Assist clients with MF account setup & portfolio management. Build strong client relationships, provide valuable investment insights & client satisfaction. Required Candidate profile Proven experience in sales, business development, or client servicing within the Mutual Fund or financial services industry. Strong understanding of Mutual Fund products and investment strategies.

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction.

Acquire (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, alternative investments.

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based at Raipur Job Locations: Raipur- Chhattisgarh Note: Candidates having total 8+ years experience (Min 2+ years as a BM role) in Banking and Wealth Management and need to apply Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targets by genera...

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory c...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*