2090 Hni Acquisition Jobs - Page 10

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9869504403

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Locations: Coimbatore,Salem, Madurai, Tirunelveli, Client Management: Build and maintain strong relationships with NRI clients, understanding their financial needs and providing personalized banking solutions. Required Candidate profile Required Qualifications: Skills: Strong interpersonal and communication skills, excellent negotiation skills, Knowledge: In-depth knowledge of NRI banking products and services. Salary upto 10 Lacs

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 ...

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 Demat segment. Assist clients with Demat 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. 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. Perks and benefits Attractive incentive structure.

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Nagpur and Vidharbha Region. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new ...

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition -Nagpur - 16th Oct 2025 Time : 11 AM 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 targets as assigned by the organiz...

Updated CV- Email- komal.pawaskar.ext@yesbank.in Contact- 9892273274

Role & responsibilities 1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 4. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1.. Strong leadership capabilities with the ability to motivate and mentor a team. 2.Proven track record of managing HNW or UHNW client relationships. 3. In-depth knowledge of investment products, wealth pla...

Infoedge (Naukri.Com) is looking for Sales professionals to join our Corporate Sales team at Naukri.com. If you wish to make a career in sales with an established as well as growing organization, then this might be an opportunity for you. Role: B2B Corporate Sales (Field Job) Qualification-Graduate/ Post Graduate Desired Experience: 6months -3 years _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Job Description: Selling online enterprise recruitment solutions to corporate clients by assessing their business requirements. Achieving sales targets through acquisition of new clients and growing business from existingclients...

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Imperia & Preferred RM and Branch Manager Date - 16th October 2025 (Thursday) Time - 11:30am-1pm (Timings to be followed strictly) Location - Western Line, Mumbai Interview Venue - Will be shared via mail post application Seeking experienced candidates only for mentioned roles (Minimum 3+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities (Sales) - PB 3+ Years of Exp required in Banking Sales and RM/BSM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's current account products. - Build and m...

Hiring For PBTA, Customer Care Executive For Chhattisgarh. Roles- PB Teller Authoriser & Customer Care Executive Location - CUSTOMER CARE EXECUTIVE-Champa CUSTOMER CARE EXECUTIVE-Kosa CUSTOMER CARE EXECUTIVE-Urla Raipur RBB-PB-Teller Authorisers-Bakawand RBB-PB-Teller Authorisers-Kharsia CUSTOMER CARE EXECUTIVE-RAIGARHC.G-CHAITANYAANAGAR CUSTOMER CARE EXECUTIVE-Gharghoda RBB-PB-Teller Authorisers-Pithora RBB-PB-Teller Authorisers-Baramkela CUSTOMER CARE EXECUTIVE-Nawanagar CUSTOMER CARE EXECUTIVE-Jashpur RBB-PB Authoriser-SMRITI NAGAR BHILAI CUSTOMER CARE EXECUTIVE-Jamul CUSTOMER CARE EXECUTIVE-Raipur RBB-PB-Teller Authorisers--Raipur RBB-PB-Teller Authorisers-Chakradar Nagar Roles and Respo...

Dear candidate, Urgent opening with leading bank. Designation : First Wealth & Current Account RM CTC : 13.88 LPA AGE - 33 Yrs (AGE Must be less than or equal to 33 Not more than that) First preference is for MNC Banks candidates. NO small Finance bank or Cooperative bank candidate. Interested candidate can revert back with updated resume on qcnaukri1@gmail.com or whats app me on 8369367973 (Shrutika) Job Description : Client Acquisition & Portfolio Growth Identify, onboard, and nurture new high net worth / affluent clients. Generate leads, referrals, network to build client base. Relationship Management Maintain deep relationships with assigned clients, understand their financial goals, ris...

Roles and Responsibilities Kotak Mahendra Bank Limited is offering positions for multiple roles to join our dynamic team embark on career- oriented journey where your passion for excellence meets limitless growth opportunities Clint Relationship Management (Building and maintaining HNI'S and serving as single point of contact to the bank) Sales and Revenue Generation (cross selling the banking products) Portfolio Management (Ensure compliances with internal policies) Customer Service Excellence (Resolve customer queries professionally) Teller Operations Roles Platinum Relationship Manager (M3) Elite Relationship Manager (M2) Service Officer (M1) Acquisition Officer- CASA Sales (M1) Preferred...

Dear Candidate, We are hiring for the role of Relationship Manager (Business Banking & Small Business Banking) for IndusInd Bank. (Individual Role) Sourcing of NTBs from branch, open market/Direct sourcing/references. Should have prior experience in lending of working capital ( Fund based & Non fund based) Meeting set productivity parameters, income generation from the existing client base to promote additional banking products and services Build and maintain strong relationships with existing SME clients, serving as their primary point of contact for all banking-related needs. Understand clients' business objectives, financial goals, and challenges to offer customized banking solutions and ...

Roles and Responsibilities Kotak Mahendra Bank Limited is offering positions for multiple roles to join our dynamic team embark on career- oriented journey where your passion for excellence meets limitless growth opportunities Clint Relationship Management (Building and maintaining HNI'S and serving as single point of contact to the bank) Sales and Revenue Generation (cross selling the banking products) Portfolio Management (Ensure compliances with internal policies) Customer Service Excellence (Resolve customer queries professionally) Teller Operations Roles Platinum Relationship Manager (M3) Elite Relationship Manager (M2) Service Officer (M1) Acquisition Officer- CASA Sales (M1) Preferred...

We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Lucknow location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager: SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: -...

Job Title: HNI Relationship Manager Location: Delhi & Bangalore Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty. Key Responsibilities: Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs. Provide expert advice on a range of insurance and investment products including ...

Job Title: HNI Relationship Manager Location: Chennai & Kochi Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty. Key Responsibilities: Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs. Provide expert advice on a range of insurance and investment products including li...