1609 Hni Acquisition Jobs - Page 18

Urgent Hiring- Wealth Relationship Manager Location- Delhi,Noida,Gurgaon,Chandigrah,Dehradun Experience- 8 yrs + Candidate Should Have current ctc atleast 8 Lpa Above Handle HNI Client,Portfolio Handle Role & responsibilities Job Role: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet Acquire New Clients for the firm and also d...

Position Details Relationship Manager /CEC RM Grade:I (RE) & AM(RM) Location- Mumbai/Delhi/Pune/Chennai/Bangalore CTC-3.00 Lpa to 8 Lpa Department :Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title:Channel Head/Channel Manager No. of Direct Reportees0 No. of Indirect Reportees0 B. Demographics RoleRelationship Executive / Relationship Manager -DET Education BackgroundGraduate/Post Graduate/MBA with 2 years of experience from BFSI Work Experience2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition Critical Skills Required Relationship Management Influencing Skills Technical - Product Kno...

Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients G...

Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients G...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify potential HNI customers through networking, referrals, and market research. Develop personalized investment strategies for each client based on their financial goals and risk tolerance. Provide expert advice on equity sales, mutual funds sales, PMS, Derivatives , AIF and other wealth management products. Desired Candidate Profile 2-5 years of experience in HNI Sales or related field. Strong understanding of Equity Broking, Equity Sales, Mutual Funds Sales, PMS, and Wealth Management concepts. Excellent communication skills with ability to build strong...

Role & responsibilities Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Lucknow Additional Parameters Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer pr...

Role & responsibilities Relationship Manager (RM) Royale CASA & CA Preferred candidate profile Experience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.

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

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with high-net-worth individuals (HNI) and driving sales in investment products. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 8,00,000 , this full-time position offers an exciting opportunity to work in a vibrant environment across multiple locations including Ahmedabad, Mumbai City, Pune, and Delhi . Key Responsibilities Develop and maintain strong relationships with HNI clients to understand their investment needs a...

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Acco...

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Coimbatore, Thudiyalur Branch (Coimbatore) - 29th August 2025. Below are the Interview details: Interview Date: 29th August 2025 (Friday) Interview Location: Venue: HDFC Bank Ltd, #5030, Ground Floor, Sreevatsa Centre, GN Mills Road, Mettupalayam Road, Coimbatore - 641029 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Prabhu S (Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop stron...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Responsibilities: * Lead wealth management team, oversee portfolio management services. * Drive HNI sales & client handling with expertise in investment products & advisory.

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Fund...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 6 years in BFSI/Banking, with at le...

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ Designation Manager/Senior Manager Company Profile https://anandrathi.com/ CTC range Competitive Location Kolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 5 years) Should have 5 - 8 Year...

Job Requirement: Thorough understanding of financial markets, investment and wealth products, ability to analyze HNI Clients financial portfolios and provide solutions accordingly. Job Description: 1. Accountable for acquisition of High net worth clients. 2. Responsible for identifying customer needs and assessing their risk appetite. 3. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as required. Required Skills: 1. 5+ years of experience in managing wealth products. 2. Excellent communica...

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers