2094 Hni Acquisition Jobs - Page 16

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Roles and Responsibilities : Develop and execute sales strategies to acquire new HNI clients Build strong relationships with existing clients, identifying opportunities to upsell and cross-sell products. Identify key accounts and focus on developing strategic partnerships to drive revenue growth. Collaborate with internal teams to deliver exceptional customer service and resolve client issues.

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 re...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile • Postgraduates with exp in financial services • Strong track record in HNI/Ultra HNI wealth management & mutual fund. • CFP / NISM V-A certifications are a big plus • Excellent communication

Identify, acquire, and onboard new HNIs and UHNIs with a relationship size of 1cr and above. Generate new business through existing personal network. Conduct regular in-person client meetings, portfolio reviews, and achieve targeted growth in AUM. Required Candidate profile Must have 4+ years of expertise in the given skills: UHNI Acquisition PMS Relationship Management & Growth Financial Planning & Investment Advisory Product & Market Knowledge Targets & Business Growth

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...

Company- Aditya Birla Money Position- Assistant Area manager Years of exp- 4+ Ctc- upto 7 LPA NP - imm to upto 2 months Age- max upto 32 years of age Locations- Chennai,Trichy, udaipur, chandigarh, durgapur, Meerut, Mumbai Selling multiple financial products with the help of 50- 100 freelance, part-time salaried distributors on vendors payroll. The candidate will also be responsible for recruiting and developing a team of agents. The product portfolio includes broking, mutual funds, life insurance, health insurance, cards and loans.

Essential Duties and Responsibilities: Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads. Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI). Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the compan...

Urgent Hiring || Equity head || Location- Ahmedabad Locations: Ahmedabad Position: Equity head Experience- 10 + years Ctc- upto 40 lpa depends on interview Working Days- 6 days Job Summary: The Equity Head will be responsible for overseeing the equity trading, investment strategies, and portfolio management for the organization. The role involves leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. Key Responsibilities: Strategic Leadership Develop and implement the overall equity investment strategy. Identify market trends, new investment opportunities, and risk management strategies. Ensure alignm...

Managing & PL of the Branch.

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.

Job Purpose As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics. Main Accountabilities Business Development To Develop the strategic plan for Wealth Management to meet business objectives Monitor and analyze performance metrics including...

The Playing Captain role in Private Banking combines leadership and client coverage responsibilities. The individual will lead, mentor, and manage a team of Relationship Managers, while also maintaining and growing their own book of Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This dual responsibility ensures the leader remains actively engaged in business development, client servicing, and revenue generation while setting an example for the team. Key Responsibilities: Lead a team of Relationship Managers, providing strategic direction, coaching, and performance management. Drive the teams overall revenue, client acquisition, and asset under management (AUM) targets. Foster ...

Position Overview We are seeking a dynamic and experienced Team Manager to join our esteemed organization in Delhi . This is an exciting opportunity for a professional with a strong background in the financial services sector, particularly in areas such as securities, equity, and investment. The ideal candidate will possess a proven track record in managing teams and driving sales, especially in high-net-worth individual (HNI) markets. With an annual salary of 12,00,000 , this full-time position offers a chance to lead a team of talented professionals and make a significant impact in our organization. Key Responsibilities Lead and manage a team of financial advisors and sales professionals t...

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager: Grade: Asst. Manager - M1 Service Officer: Asst. Manager -M1( Teller) Maximum Age Limit: 30 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel ...

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 Seek references from customers/prospects Preferred candidate profile Graduation is a must Decent oral and written communication Min 2 years into similar role Willing to visit clients Location - Navi Mumbai Interested candidates can share resumes on lakshmi.veliath@sharekhan.com

Roles and Responsibilities : Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase repeat business and upsell/cross-sell opportunities. Collaborate with internal teams (e.g., sales, marketing) to develop targeted campaigns for HNI client acquisition. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Job Requirements: 0-2 years of experience in real estate industry or related field. Strong understanding of HNI client handling and acquisition strategies. Excellent communication, negotiation, and interpersonal skills for building ...

About theOrganisation: PRP Wealth is a financial services conglomerate with a focus on both fund-based and non-fund-based services. Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisor, PRP is foraying into both the Private Wealth Management space. We intend to cater to HNI / UHNI & Family office clients. Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion to create a ho...

Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

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/prospects Preferred candidate profile 2 Years with sales experience in BFSI/NBFC Willing to visit clients Graduate/ Post graduate is must Decent communication skills Location - Navi Mumbai Interested candidates can share resumes on swapnali.mendonca@sharekhan.com

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 2 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts (NON working candidates with Banking experience if applying , CTC would be same as last drawn ) Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product