2090 Hni Acquisition Jobs - Page 11

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...

Job Title: HNI Relationship Manager Location: Chennai & 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 includin...

Job Title: HNI Relationship Manager Location: Bangalore, Chennai 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: Bangalore, Chennai 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...

Urgent Hiring Relationship Manager (Yes Premia / Retail Banking) Department: Relationship Management Retail Banking Grade: Assistant Manager / Deputy Manager Location: Pune Experience: 17 years (BFSI preferred) Qualification: Graduate Key Responsibilities: Manage & grow Retail Liabilities and Investment relationships. Acquire new high-value customers and cross-sell CASA, Insurance, MF, Loans, etc. Ensure customer satisfaction and retention through proactive engagement. Generate leads & coordinate with internal teams to meet business targets. Follow internal control, compliance, and risk management processes. --- Desired Profile: Minimum 1 year of experience in Relationship Management / Sales...

Responsibilities: * Manage relationships with HNIs & acquire new clients * Provide financial advice on Mutual funds & portfolio management * Handle NISM certification requirements * Meet sales targets Health insurance Leave encashment Mobile bill reimbursements Referral bonus Retention bonus Sales incentives Life insurance Travel allowance

About the Role Royalti Real Estate Pvt. Ltd. is seeking a AGM / DGM Marketing Real Estate with 7-12 years of experience , specializing in luxury real estate marketing . This senior leadership role involves overseeing the entire marketing function , managing high-performing teams, developing integrated marketing strategies, and collaborating with senior leadership to enhance brand value, drive sales, and create innovative campaigns for high-net-worth clients . The ideal candidate will combine strategic vision, operational excellence, and leadership skills to elevate the companys marketing impact. Key Responsibilities Leadership – Team Management Lead the marketing department, managing a team ...

About the Role Royalti Real Estate Pvt. Ltd. is seeking a DGM / GM Marketing – Real Estate with 10–20 years of experience , specializing in luxury real estate marketing . This senior leadership role involves overseeing the entire marketing function , managing high-performing teams, developing integrated marketing strategies, and collaborating with senior leadership to enhance brand value, drive sales, and create innovative campaigns for high-net-worth clients . The ideal candidate will combine strategic vision, operational excellence, and leadership skills to elevate the company’s marketing impact. Key Responsibilities Leadership – Team Management Lead the marketing department, managing a te...

Role & responsibilities: Client Acquisition: Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence. Achieve monthly and quarterly acquisition and balance build-up targets. Relationship Management: Maintain and strengthen long-term relationships with existing elite customers through regular interactions and service reviews. Ensure high customer satisfaction and retention through personalized engagement. Cross-Selling & Revenue Generation: Identify customer needs and cross-sell banking products such as term deposits, insurance, mutual funds, loans, etc. Achieve assigned revenue and product mix targets through effective portfolio ...

Preferred candidate profile Required 3+ years Experience of HNI Client handling or Portfolio Management in CASA

Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request

Acquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer request

Banca experience in wealth management must have a minimum of 5 years of experience in LI Team handling experience Including at least 2 years of HNI/wealth management Senior FLS profiles with HNI client experience or knowledge of wealth product

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Deal with the HNI clients and sell ULIP products Recruit and train distributors Organize and run recruitment events for distributors Continued training and motivating the team to drive ULIP business

Infoedge (Naukri / 99Acres/ Job Hai ) is looking for Sales professionals to join our Corporate Sales team. 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 to 6yrs Location : Navi Mumbai/ Thane / Andheri / Kalyan / Mira Road _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Job Description: Selling online enterprise solutions to corporate clients by assessing their business requirements. Achieving sales targets through acquisition of...

Designation: Wealth Manager Location: Gurugram Salary - 12 LPA to 17 LPA Experience Required : 7-14 Years of Experience in Banking & AMC(Mutual funds Company) Acquisition of Affluent & Super Affluent Client Must Have : NISM 5 A Certificate Required Candidate profile Experience Required: 7-14 Years of experience in Banking, Securities, AMC, Burgundy RM, Affluent RM, Wealth Manager Good Knowledge of Investment product like Mutual Funds, PMS and AIF

Job Description: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job R...

Role & 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...