2090 Hni Acquisition Jobs - Page 12

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through sales management, customer engagement, and relationship building. Identify opportunities for revenue generation by upselling/cross-selling financial products to existing clients. Develop strategies for client retention and acquisition through effective communication, problem-solving, and issue resolution. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals.

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 4-10 years of experience in Wealth Product like PMS Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospect Technical & Behavioural Competencies Experience in NBFC/ BFSI Specific Qualifications (if required) Strong relationship management and client servicing skills. Excellent communication, negotiation and presentation skills. Sales driven mindset with ability to achieve and exceed targets Ability to understand financial markets, inve...

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto- 6.5 LPA + Incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. SKILLS 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested ...

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...

Acquire and manage corporate clients. Promote and sell banking products (Current Accounts, Loans, Trade Finance, CMS, etc.). Achieve sales and revenue targets. Coordinate with internal teams for smooth client service. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 2Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contact HR. Karishma- 8248541367 Call / WhatsApp. your resume Share updated resume:- karishma@avaniconsultin...

Greetings from Avani consulting Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Se...

We are hiring for RBL bank Job Title: Relationship Manager HNI Clients (International Portfolio) Location: Gurgaon- Female only, Mumbai- Both Employment Type: Full-Time Department: Wealth Management / Private Banking Role Overview We are seeking a dynamic and experienced Relationship Manager to manage and grow a portfolio of High Net-Worth Individuals (HNIs) with international backgrounds. The ideal candidate will possess deep financial acumen, cultural sensitivity, and a proven track record in wealth management, delivering bespoke financial solutions across borders. Key Responsibilities Develop and maintain strong relationships with HNI clients, including NRIs, expatriates, and global inves...

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.

Responsibilities: * Develop growth strategies & manage portfolios * Drive HNI acquisitions through investment advisory services * Lead business development initiatives * Oversee asset under management & wealth product offerings

Greetings from AVANICONSULTING We are hiring for leading company Direct Responsibilities Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. INTERESTED CANDIDAT...

Greetings from Avani consulting reference Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquis...

We are currently looking for dynamic professionals for the following roles: 1) Preferred Relationship Manager (6+ Years Exp) 4) PBA (4+ Years Exp) 3)PB Classic (3+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Walk In Drive details: Date Of Interview: 08th October 202...

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact for all premium and above segment customer for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from the relationship. KEY RESPONSIBILITIES Acquiring new premium and above segment Customer. Regularly interact with mapped customer to build rapport and un...

Hi, Hiring || RM- Mutual Funds Sales - Banca channel - ON Role - B2B Minimum 2Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. Ruchi - 9892371246 Call / WhatsApp. your resume Share updated resume:- ruchi@avaniconsulting.com

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Greetings from Avani consulting reference Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquis...

Role & responsibilities Build and maintain good relationships with clients. Understand client needs and offer suitable banking or financial products. Achieve sales and business targets. Handle customer queries and resolve issues quickly. Ensure proper documentation and compliance. Identify new clients and growth opportunities. Maintain regular contact to ensure customer satisfaction and loyalty. Preferred candidate profile

Urgently need Equity Dealer and RM in Geojit Financials Location : All cities in Gujrat; Anand, vadodra For Equity dealer, and RM ,Experience min 1 year required, CTC 2 lpa to 4 lpa Contact QRN - 9811985863, send CV on qrn.placement@gmail.com Required Candidate profile Responsibilities - For Dealer - Sale purchase on behalf of client and cross selling after market hours - For RM - acquire Mutual Fund clients and SIP, RM is Mutual fund sales

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com