1609 Hni Acquisition Jobs - Page 13

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Job Location: Kelambakkam, Tindivanam, Ulundurpettai, Villupuram,Chennai, Role: Preferred Relationship Manager / Classic PB Sales Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement ___________________________________________________________________________________...

HDFC RBB Hiring For Jagdalpur Cluster Chhattisgarh. Job Profile & Location PB Classic- Airport Road Jagdalpur & Bijapur PB Sales- NMDC, Bastar, Sadrabodenar PB Teller Authoriser- Bakawand Interested candidate can share there updated CV at rukhsar.rahman@hdfcbank.com Note-Only Experience candidate will receive a call from our end.

>Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios. Identify potential investment opportunities through market research, industry trends, and competitor analysis. Develop and implement effective sales strategies to achieve revenue targets for mutual funds, insurance products, wealth management services, HNI acquisition, B2C sales, direct sales, portfolio management, and investment products. What we required ? >Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. >Wealth/ Portfolio Management understand client portfolio ...

Job Role & Location- PB Classic - Min. 3 years of experience is required Teller/WD - 0 to 3 years of experience is required Walk in Drive Details Date : 8th Sep'25 Time :11 to 4 PM Venue : Hdfc Bank Ltd, Sumangalam Co-Op Hsg Society, Opp.Drive-In-Theatre, Bodakdeo, Ahmedabad, Contact : Mr. Kaushal Pandya Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required PRM/CARM - Min. 5 years of experience is required Teller/WD - 0 to 3 years of experience is required Walk in Drive Details Date : 8th Sep'25 Time :11 to 4 PM Venue : Hdfc Bank Ltd, First Floor, Block D, Shree Ghantakaran Mahavir Cloth Mkt, Opp.Sarangpur Gate, Ahmedabad Contact : Mr. Vikas Kalariya Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Handle client acquisition Drive revenue through sales, ensure compliance Build long-term client relationships for sustained business growth. New investment opportunities, product offerings, and trading platforms

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

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

About The Role 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 1-2year 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

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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...

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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...

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 Description 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle...

Portfolio Management with CASA Acquisition. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Required Candidate profile 2yrs Banking Experience in CASA Sales with Portfolio Management / Book Manage He/ She should be working in Banking industry in Current Organization

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Role & responsibilities Client Relationship Management: Develop and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded. Sales: Actively engage in Equity, MF, SIP, Insurance & Bonds sales activities, identifying potential clients and opportunities to expand the client base. Portfolio Management: Manage client portfolios, conducting regular reviews and performance evaluations to align with financial goals. Market Analysis: Provide expert advice on market trends, investment opportunities, and risk management strategies. Business Development: Identify and pursue new business opportunities within the equity market, including cross-selling third-part...

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: Team Manager / Branch Manager Position Overview We are seeking a dynamic and experienced Team Manager / Branch Manager to lead our operations in Delhi. This is an exciting opportunity for a professional with a strong background in financial services, particularly in mutual funds, securities, and broking. The ideal candidate will possess a proven track record in managing teams and driving sales, particularly in high-net-worth individual (HNI) acquisition and B2B/B2C environments. With an annual salary of 16,00,000, this full-time position offers a chance to make a significant impact in a growing organization. Key Responsibilities Lead and manage the branch operations, ensuring comp...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Responsibilities: * Handle high net worth clients with expertise * Manage CRM system for lead generation & tracking * Achieve revenue targets through strategic planning & execution Performance bonus

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB based across Bangalore. Job Locations: Bangalore - Koramangala Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. En...