1609 Hni Acquisition Jobs - Page 16

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 &...

Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Cross-sell Trade &Fxm Insurance products

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based Chhattisgarh. Job Locations : Bhilai ,Raipur & Ambikapur Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities 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 progra...

Job Role & Location- PB Classic PB Sales PB Authorizer Experience -Min 3 years to Any in Banking sector only. Interview Date -02 September 2025 Day -Tuesday Timing -11:00 am to 2 pm Address -HDFC Bank Ltd, Grd. Floor, Dhamdha Road, Opp. New Ganj Mandi, Kadambari Durg, Dist. Durg, Chhattisgarh - 491001.

Job Role & Location- CARM-Dhamtari PB Classic-Dhamtari, Soloni PB Sales-Pakhanjur PB Authorizer-Bhanupratappur Experience -Min 3 years to Any in Banking sector only. Interview Date -03 September 2025 Day -Wednesday Timing -11:00 am to 2 pm Address -HDFC Bank Ltd, Rajbandha Road, Infront of rest house & Gupta hospital,Dhamtari,493773.

Greetings from SBI Securities! We are looking for Wealth Relationship Manager position for our retail sales verticle for Kollam & Thrissur location. Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification will be preferr...

Handle NRI/HNI Client portfolio- NRI ACCOUNTS / HNI ACCOUNTS 9-6 job, All Bank Holidays provided 1-2 yrs exp in outbound sales (banking/insurance products): 3-4.50 lpa 3-6 yrs above mentioned exp: 5-10 lpa Age limit: 28 yrs Required Candidate profile Grads with 2+ yrs in outbound banking/insurance sales can apply. Fluent English a must. Night shifts for males / Females day shifts (Andheri NRI) or 9:30–6:30 day shift (Thane VRM) *No transport* Perks and benefits Monthly incentives + annual bonus

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-te...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Roles and Responsibilities - 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. - 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 client requirements. - Ensure client Contactability at all times through regular connect wit...

Roles and Responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets . Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfa...

Role - Area Head - Signature Banking Exp - 5 - 6 HNW CLENT Handling & Acquisition Location - Ahmedabad NISM/AMFI Certified Role - Area Head - Premium Current Exp - 5 + yrs in CA Acquisition , Business Banking Trade Forex, Assets Surat/Ahmedabad

Dear Candidate, Greetings From"APEX SERVICES" Designation - Investment portfolio Advisor Role- Wealth Manager CTC- Up to- 10 lac+ incentive + Other benefit Branch Dealing ROLES & 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. Ensure connect with all mapped Asset clients...

Exciting Career Opportunity at Zuari Finserv Limited ! We are conducting Walk-In Interviews for the role of Relationship Managers (Broking & Financial Product Distribution) at our Jalandhar Branch . 1st Sept 2025 (Mon) | 2:00 PM 7:00 PM 2nd Sept 2025 (Tue) | 10:00 AM – 2:00 PM Zuari Finserv Limited, 1st Floor, Nirmal Tower, Police Line Road, Jalandhar (144001), Punjab If you are passionate about financial markets and building strong client relationships , we would love to meet you!

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Hi, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 6+ 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 steps for deve...

Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Dear Candidate, Greetings From "APEX SERVICES" Role- HNI Dealer CTC- upto- 6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: Advising Super HNI clients on Equity, Derivatives, currency Individually handling clients Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls Kindly reply with an updated CV on apex.ujjw...

Designation : Relationship Manager Customer Engagement 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 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 & Servicing of HNI/UHNI customers. Preference ...

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 ...