1609 Hni Acquisition Jobs - Page 12

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

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...

Job description- High Value Accounts. The profile is for acquiring High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) for the bank. Overall Job Description Sourcing High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) & thereby generating fee based income. Suggesting and generating Leads of customers for all banking products that we sell TPP , MFs , HL , PL , vehicle Loan, LI , CC , GI and other products . Acquiring Healthy portfolio by monitoring transactions / Inflow outflow. Closing working with PAM Head on generated leads.

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take st...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Department: Equity Broking Group Location: Mumbai Position / Function: Business Development Level : As per fitment Qualification: Graduate or Post graduate Experience: Minimum 2 years Job Profile: candidate will be primarily responsible for: Acquiring clients interested in opening Equity Trading and Demat Account. Coordinating with Equity Dealers to advise clients on equity market trends and execute trades. Ensuring seamless account opening and making sure that the acquired Client is serviced effectively by the Dealer. Ensuring effective servicing of the client so that the client generates large volumes. Operating as an individual contributor Essential: Strong understanding of the Capital Ma...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

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

Acquire new customers and promote our insurance products. Maintain long-term relationships with existing clients. Achieve monthly sales targets and grow business from assigned leads. Share resume on what's App 8956244952 Required Candidate profile 1–4 years in Insurance sales/BFSI sales . Any Graduation Proven track record of achieving sales targets Perks and benefits Attractive performance-based incentives

Meeting the HNI Clients & developing Trust & relationship. • Portfolio/Investment Engineers, who can help in designing portfolios. • Acquiring and catering to new HNI clients. • Growing the existing AUM book size. • Products- Mutual Fund/ PMS/AIF. Required Candidate profile Share cv to hrd@onemarchindia.com Department Sales Channel HNI Direct Channel Location – Mumbai (BKC) -4 vacancies Location – Gurgaon -5 vacancies Location – Bangalore (Malleshwaram)-4 vacancies

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team for managing the Branch Profitability. Grade - AVP & VP Required Candidate profile Wealth Management RM team Handling & Own all branch banking objective and overall branch supervision Ensure achievement of Target by generating business cross sale product knowledge based.

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, and ...

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, and ...

Key Responsibilities: Client Acquisition: Identify and onboard new HNI clients through networking and referrals. Relationship Management: Build and maintain strong relationships with existing clients to ensure satisfaction and retention. Financial Advisory: Provide tailored financial solutions, including investment advice and banking products suited to HNI needs. Portfolio Management: Monitor client portfolios and recommend adjustments based on market trends and client goals. Cross-Selling: Promote various bank products and services to enhance client engagement and increase revenue.

- Acquire New to Bank (NTB) HNI / Ultra HNI customers - CASA acquisition along with cross-sales of LI, GI, HI, FD, MF etc - Call & book appointment with customers from existing / mapped leads - Generate own leads also - Field sales Perks and benefits Best in Industry incentives Good work life balance

About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customer"™s Having more than 1-2 year work experience

About The Role 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

Job Purpose The role requires Managing, Monitoring & Mentoring a team of Front-line Sales Officers involved in sourcing Current & Savings accounts in a defined branch catchment of the Bank. It will require scaling up the retail branch banking franchise to achieve CASA NTB liability Nos & Value targets assigned for the branch.. Person is accountable to ensure expansion of branch foot print, product penetration and delivery of high-quality customer engagement with the target segment . It will also involve execution of Banks strategies and business deliverables in the assigned geography. Roles & Responsibilities 1) Recruitment of Sales Officers to ensure Optimum level in the branch . 2) Mentori...

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • To up sell ICICI Prudential 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 ICICI Prudential 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...

Position Area Manager - Pioneer Banking Reports to- Regional Head - Pioneer Banking Location : Bangalore Overall Job Description Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Team Handling. Manage the portfolio to de-risk against attrition and achieve stability of book. Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI, PMS, AIF, Mutual Funds and other products Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of th...

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....

Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relat...

Urgently need Branch Manager, Equity Dealer, RM and BSE - (back office & sales profile) in stock market Location -Coimbatore 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 Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403