885 Hni Acquisition Jobs - Page 11

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families. Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- • Acquisition of HNI's only. • Selling TPP and Generating Revenue. • Building CASA book size. Job Requirement- • Good coordinator with different channels. • Excellent communication skills. • Should have some knowledge and experience in Portfolio Management. • Should have some existing base of customers • Graduates / MBA • Having more than 1-2 year work experience Interested Candidates can directly walk in at below mentioned address :- Date and Day - 11th July 2025 (Friday) Time - 11:00 AM to 02:00 PM Interview Venue - Kotak Mahindra Bank, 109 - A, R.S. Garden, Anwarpur, Pilkhwa - 245304 Location Hiring For - Hapur and Philkuwa Contact Person - Dinesh Khattar (BM)

JD for BM 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 sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Review Suspense & Dummy accounts Ensure compliance with Banking rules, Regulations & Procedures Periodic review of progress vs. objectivesEnsure clarity of Business objectives among staff JD For PRM Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Job Role & Location- PRM/CARM - Min. 5 years of experience is required BM - Min. 5 years of experience is required PBA/TA - Min. 5 years of experience is required PB Classic - Min. 3 years of experience is required PB Sales - 0 to 5 years of experience is required Teller/WD - 0 to 5 years of experience is required Walk in Interview Date -19th July'25 Day -Saturday Timing - 12 pm to 4 pm Location - Bhavnagar Address Hdfc Bank Ltd., Shanti Height, Vadodariya Park, Hill Drive Road, Dist. Bhavnagar, Gujarat - 364001 Contact : Mr. Sanjay Lalwani Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Role & responsibilities Relationship Manager Yes Premia Core Responsibilities : Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from branch/retail customers Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sells the full range of consumer and commercial product to current and potential Relationships Deepens existing relationships or acquires new customers to Increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments Analyses financial needs of the customers and offer appropriate product with utmost transparency Drives revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adheres to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc Warm Regards, Ishika Mittal V-Konnect Associates Spazedge, Sec-47,Gurugram Email: ishika.mittal@v-konnect.com Phone: 9306459303 www.v-konnect.com

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Gurgaon Location/ M4 & M5 Grade. Interested candidates can share their CV on " sanju.shekhawat@kotak.com " Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

A Burgundy Relationship Manager (RM) at Axis Bank is responsible for managing and growing relationships with high-net-worth (HNI) clients by providing tailored financial solutions and ensuring high client satisfaction . This role involves client acquisition, relationship management, and cross-selling bank products to achieve sales and revenue targets. Burgundy RMs also focus on deepening client relationships through engagement activities and by offering a range of banking and investment products. Key Responsibilities: Client Relationship Management: Building and maintaining strong, long-term relationships with HNI clients through regular communication and personalized service. Financial Solutions & Advice: Providing tailored financial solutions, including investment advice and wealth management services, based on client needs and risk profiles. Sales & Revenue Targets: Achieving sales targets by cross-selling banking products and services, including third-party investment products. Client Acquisition: Identifying and acquiring new high-net-worth clients for the Burgundy segment. Client Engagement: Organizing and participating in client engagement activities to foster stronger relationships and increase wallet share. Risk Profiling: Maintaining accurate client profiles, including risk profiles, demographics, and assets held with the bank. Compliance & Documentation: Ensuring compliance with banking regulations and maintaining proper documentation for all transactions. Product Knowledge: Staying updated on available banking products, investment options, and financial markets to provide informed advice. Skills & Qualifications: Strong interpersonal and communication skills. Proven sales and negotiation skills. In-depth knowledge of banking products, services, and financial markets. Ability to analyze financial statements and provide sound financial advice. Excellent problem-solving and analytical skills. Experience in wealth management and/or private banking is often preferred. A graduate degree, and potentially an MBA, is often required.

About Mahindra Holidays & Resorts Mahindra Holidays & Resorts India Ltd., (MHRIL) is a part of the Leisure and Hospitality sector of the Mahindra Group and brings to the industry values such as Reliability, Trust, and Customer Satisfaction. Started in 1996, the company's flagship brand Club Mahindra Holidays', today has a fast-growing customer base of over 170,000 members and 40 beautiful resorts at some of the most exotic locations in India and abroad. Profile onuses: Individual Contributor Role Responsible for handling the prospects. 100% on B2C sales Generation/ souring of prospects appointments for the sales. End to End Sales Profile- Generation of leads through Cold calling (Open Market), Scheduling Appointments with Prospect, personally meeting them and closing the sale. Effective delivery of the sales presentations to the prospects. Handling the direct meetings, exhibition sales, web leads etc. Handling the HFRP (Happy Family Reference Program) Capable to handle the customer issues/ escalations effectively Good in the B2C sale that's to say CDSO (Customer Direct Sales Officer) profile Job Specification: Candidates worked into membership/ policy kind of sales will be preferable Preferably Male/Female with Go Getter attitude Candidate with English Male/Female proficiency will be highly preferable Must have potentials to turn prospect into customer Must be good in interpersonal relations Pleasant personality & excellent in communication skills Should be highly enthusiastic, diligent and excellent to work for long tenure Have strong Decision-making abilities.

Role : Premium Acquisition Manager Job Description To acquire new to Bank Clients in the High net worth segment and reference generation from the specified catchment Focus on NTB /Acquisition/Sales of HNI/UltraHNI/NRI Clients To achieve daily/weekly/monthly customer acquisition target Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Interested Candidates can share their CVs at nidhi.kundra@indusind.com

Role & responsibilities Relationship Manager (RM) Royale CASA & CA Preferred candidate profile Experience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.

NOTE : Kindly mention my name " DHIVYA " in the entry form or interview form and give me the call once you reach the office. International Sales Professional Real Estate Location: Chennai | Full-Time | On-Site Company: Casagrand Premier Builder Private Limited About Casagrand: Casagrand Premier Builder Pvt. Ltd. is a leading real estate enterprise committed to delivering exceptional value and fulfilling customer aspirations. With over 20+ years of industry expertise, we have successfully developed more than 42 million sq. ft. across key markets including Chennai, Bengaluru, Coimbatore, Pune, De Hyderabad, and Dubai . Having completed 140+ landmark projects and served 50,000+ happy families , we are currently managing a robust pipeline of projects worth over 28,000 crores , driving our mission of shaping better lifestyles through innovation and excellence. Role Overview We are looking for a dynamic and driven International Sales Professional to join our high-performing team in Chennai . This role involves exploring global markets, meeting high-potential clients, and driving international property sales. The ideal candidate will be comfortable with international travel and adept at building strong customer relationships across geographies. Key Responsibilities Identify, pursue, and convert international sales opportunities for Casagrand projects Conduct client meetings, property presentations, and virtual/in-person site walkthroughs Build and maintain strong relationships with overseas clients and NRI investors Lead contract negotiations and ensure client satisfaction throughout the sales cycle Participate in international property expos, roadshows, and business development events Work closely with marketing teams to support international campaigns and lead generation initiatives Qualifications & Skills Proven experience in sales , preferably in real estate or related industries Strong communication , negotiation , and presentation skills Experience in handling international clients or NRI sales is highly desirable Comfortable working in a target-driven and fast-paced environment Self-motivated , resourceful, and well-versed in global client expectations Willingness to travel internationally for client acquisition and business development Multilingual capabilities will be an added advantage Bachelors degree in Business Administration , Marketing , or a related field Why Join Us? Be part of one of Indias fastest-growing real estate brands Opportunity to build a global client portfolio and travel internationally Work with an ambitious, growth-focused, and collaborative team Competitive remuneration and performance-linked incentives Interested Candidates are requested to share your updated resume to dhivya.m@casagrand.co.in and call 9043990181. Thanks, Dhivya M Assistant Manager 9043990181.

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Shifting / Introducing own HNI Offline Equity Clients to the Company’s Platform. 2. Generate large volumes on equity & derivative terminal from self-Introduced Clients (OFFLINE ONLY) Equity Advisory

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products.

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Responsibilities: * Manage HNIs' wealth through mutual funds, investment products & financial planning * Acquire new clients with focus on high net worth individuals * Oversee portfolio management using PMS & AIFs Travel allowance Performance bonus Health insurance Annual bonus

Job Specifications Role Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) 2. Research Reports based advisory along with client meeting and client upgradation/Client relationship. 3. Ensure adherence to equity advise delivery processes for PCG customers 4. Pass on ground customer feedback to the Senior PCG advisor 5. Support the sales team in delivering specialized advise to PCG customers in a joint manner. Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM, NISM 8, Currency o Experience: 8+ Years in Financial Markets o Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Bangalore, Hubli, Mangalore ctc - 2.5 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

The Relationship Manager-Wealth 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: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. • Experience of advising clients across all asset classes. • Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. • A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. MOST Important: Do and Don’t: HNI- Relationship Managers 1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years 2. From the same Geography – Candidate should be from the same location 3. Candidate who has earned incentives 4. Hands on experience in HNI relationships – no retail, no franchisee network, no online / telecalling sales. 5. Ability and willingness to manage clients – not dependent on assignment clients by organization. 6. Has passion and willingness for field work and relationship management 7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships 8. Willing to work in individually capacity 9. Candidates already interviewed and rejected in the past should not be considered

Job Specifications Department: Sales-Investment Role Designation: Relationship Manager- Investment Products Function: Sales Products Company: MOFSL Reporting to: Cluster Manager- Investment Products / Regional Head- Investment Products Location: Hyderabad Job Purpose The Relationship Manager-Wealth 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. Key Deliverables 1. Acquiring HNI clients (Affluent & Super Affluent) 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 4. CRM 5. Partner & client meeting. Role Requirements o Educational Qualifications: Post Graduate, MBA or Equivalent o Experience: Minimum 2-3 Yrs of experience in investment products & equity o Domain Knowledge: Equity & Investment Products o IT Skills: MS Office