2094 Hni Acquisition Jobs - Page 15

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct s...

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. 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.

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. 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.

Role & responsibilities Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate prod...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (8+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ 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...

Job Description is below- Role/Job Title: Relationship Manager Function/Department: Branch Banking Job Purpose: The role entails deepening relationships with Banking CASA accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organi...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 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 Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

Responsibilities: * Manage client relationships through wealth management strategies * Acquire new HNIs through cold calling and sales efforts * Oversee portfolio management services for ultra-high net worth clients

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Key Responsibilities Client Acquisition & Relationship Management: Identify and attract new HNI clients through strategic efforts and referrals. Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships. Ensure high levels of client engagement and satisfaction. Financial Planning & Solutions: Understand clients' unique financial goals and aspirations. Provide customized financial planning, portfolio management, and wealth management services. Develop strategies that align with clients' risk appetites and return expec...

Acquisition of new HNI/UHNI clients, managing HNI clients portfolio. Cross sell of other banking products.

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Greetings from IndusInd Bank !!! Walk-In Drive !! Business Development Manager Date : 9th & 10th Oct'25 (Thursday & Friday) Time : 11 AM to 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sal...

Job Role & Location- Preff RM-Raigarh PB Teller Authorizers-Kharsiya , Pithora PB Classic-Raigarh,Pithora,Sarangarh,Lailunga Teller/WD-Raigarh , Gharghoda Experience -Min 3 years to Any in Banking sector only. Interview Date -06 Oct 2025 Day -Monday Timing -11 am to 2pm Address -HDFC Bank Ltd, Khasra 244/1,Shyam Arcade Near Shyam Petrol Pump, Laxmipur Road ,Raigarh, Chhattisgarh 496001

Role & responsibilities Business Development: Develop and execute strategies to achieve equity sales and revenue targets in the assigned area. Explore & execute selling of third part products to new as well as existing clients. Identify and cultivate new business opportunities with institutional and retail investors. Monitor market trends and competitor activities to recommend strategies for growth. Team Leadership: Recruit, train, and manage a team of relationship managers and sales executives. Set performance objectives, monitor progress, and provide regular feedback and coaching. Foster a high-performance culture through effective leadership and motivation. Client Relationship Management:...

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.

Sell the health insurance products through bank 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 Perks and benefits Attractive performance-based incentives

* Interview Venue:* C/o Quess Corp Ltd. 203, Raindrops Complex, Beside Ratnam Complex, C.G. Road, Ahmedabad 380009 *Contact Person: HR Khiloni Karia* * Documents to Carry (Mandatory):* Updated Resume (2 copies) Government-issued ID Proof (Aadhar Card, PAN Card, or Passport) Educational Certificates (10th, 12th, Graduation - original & photocopies) Address Proof Experience Certificate (if applicable) Last 3 Months’ Salary Slips (if applicable) PAN Card (mandatory for joining process) Share upadted cv on 6356708870

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

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 &...

1.Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. 2. Understanding of Derivative Strategies. 3. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. 4. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. 5. Regular meetings with Active clients, converting the dormant clients into active. 6. Regular Regional visit for HNI client meetings, seminar/events. 7. Cross sell of Third party focussed products as suggested by the Anand Ra...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

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 Teller/WD - Min. 1 years of experience is required or fresher can apply with good in communication Skills Interview Date -8th Oct' 2025 Day -Wednesday Timing - 3 pm to 6pm Location - Ahmedabad Address -Hdfc Bank Ltd. 31 & 34, Platinum Plaza, Opp. Ioc Petrol Pump, Judges Bungalow Road, Bodakdev, Ahmedabad 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.

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...