885 Hni Acquisition Jobs - Page 19

We’re on the lookout for a dynamic Sales Leader with 5+ years of experience in Residential Sales in the Noida market. Proven leadership skills Strong local market knowledge Excellent sales track record Passion for real estate and team success

The Private Wealth Relationship Manager is responsible for acquiring, managing, and deepening relationships with high-net-worth individuals HNIs by providing personalized wealth management solutions. involves investment advisory,portfolio management

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - Delhi, Bangalore, Gujrat, channai ctc - 2.5 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 Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact E-brdassociates@workmail.com OR call 8377024167. 9560576207

Responsibilities: Manage $1M portfolio with focus on wealth creation & preservation Drive third party product sales through cross selling strategies Lead HNI client acquisition & retention efforts

Roles & Responsibilities: Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate: 6 to 8 years of experience. Should be Persuasive with excellent interpersonal skills.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/UHNI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/UHNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Job Title: Relationship Manager - Private Wealth Locations: New Delhi, , Gurgaon, Noida, Lucknow Kolkata, Hyderabad, Bangalore, Pune and Mumbai Job Summary: We are seeking an experienced Relationship Manager to join our Private Wealth team. The successful candidate will be responsible for acquiring and managing High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs) clients, providing them with tailored wealth management solutions. Key Responsibilities: - Client Acquisition and Relationship Management - Wealth Management Solutions Experience: 5-15 years of experience in wealth management, private banking, or a related field. Certifications: NISM and IRDA certifications are required. equirements: - Portfolio of 30-100 crores - No relocation cases allowed; career stability is essential How to Apply: If you have relevant experience and meet the requirements, please connect with us on WhatsApp at [91-7668832928] or email your resume to [sonia.tiwari@wowjobs.biz].

Role & responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Responsibilities: * Manage client portfolios with expertise in wealth management, HNIs & ultra HNIs * Provide investment advice on products & manage mutual funds/PMS * Acquire new clients through private banking services

Client Acquisition: Identify and acquire new high-net-worth and retail clients interested in investing in Pre-IPO and Unlisted Equity shares. Leverage leads, networks, and personal connections to build a client base. Sales & Revenue Generation: Promote and sell financial products like Pre-IPO shares, Unlisted Equity, Mutual Funds, SIPs, Bonds, etc. Drive revenue growth by meeting monthly and quarterly sales targets. Convert investor interest into transactions with consistent follow-ups and consultative selling. Client Relationship Management: Maintain strong relationships with existing clients to drive repeat business and referrals. Provide product knowledge, market updates, and timely portfolio recommendations. Market Intelligence: Stay updated on market trends, Pre-IPO opportunities, and newly listed/unlisted investment vehicles. Collaborate with the research team to deliver the best investment advice to clients. Reporting & Compliance: Maintain accurate records of client interactions, investment plans, and revenue milestones. Ensure adherence to SEBI and internal compliance regulations. Skills Required: Strong communication and presentation skills Excellent understanding of equity markets, Pre-IPO & Unlisted share ecosystem Result-oriented mindset with proven sales track record Ability to work independently and meet targets Perks & Benefits: Fixed Monthly Salary Performance-Linked Incentives (no upper cap) Exposure to niche investment products like Pre-IPOs and Unlisted Shares Growth opportunities in a fast-growing SEBI-registered firm

Roles and Responsibilities Manage retail liability products such as Current Account, Savings Account, Fixed Deposits, etc. Acquire new customers through effective sales strategies and relationship management. Cross-sell third-party products to existing clients to increase revenue growth. Handle high net worth individual (HNI) clients by providing personalized banking solutions. Ensure portfolio management and acquisition of HNIs through proactive sales efforts. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or related field. Strong understanding of Retail Liabilities, including product knowledge and sales techniques. Excellent communication skills for effective customer interaction and relationship building. Ability to work independently with minimal supervision while meeting targets set by the organization.

Experience Required: Min. 2years in Wealth/MF product Sales Location: Lucknow/Kanpur/Meerut/Bareilly/Faizabad CTC: Upto 6.5LPA Position Purpose: Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual). Responsibilities: Direct Responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details share your updated resume at- aanchal@avaniconsulting.com Or What's app -9917283370 Regards, Aanchal Chowdhury HR Executive @Avani Consulting

HIRING Alert:- Role & Responsibilities Relationship Manager, Personal Banker and Branch Manager - Generate business and cross sell all products & services of the Bank - Relationship management for a portfolio of customers - Branch operations and audit compliance Preferred Candidate Profile -4-10 Years of experience in Banking & Sales - Knowledge of basic Banking functions WE ALSO ENCOURACE - Mothers Returning to Work - Women post Career Break - Women Looking for Better Career Progress

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

Key Job Responsibilities Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level Educational Qualification & Certifications required: Min Graduate (any stream) Postgraduate / MBA preferred NISM IRDA Competency & Skills Required: Ability to communicate in English and Vernacular / local / regional effectively. Good Networking skills and Analytical skills. Pleasing personality and disposition Good Follow up skills. Good interpersonal management skills Please share CV mahesh.chowgule@unitybank.co.in

• Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities. • Ensure Renewal is collected to keep every policy live. Sales Process Management. Required Candidate profile age - 36 max must have 2 years exp in Banca channel in Life insurance company for more job detail call / whatsapp your cv - 7008628064 (Tapaswini )

Sperton Consultancy hiring Wealth Manager for client. Role involves client acquisition, sales & presenting wealth plans. 2–5 yrs in financial sales/wealth mgmt with strong B2C skills required.

Job Description Wealth Relationship Manager Roles and Responsibilities • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. • Manage clients through client visits, suggest financial products to the clients and achieve business target. • Responsible for product penetration and increasing clients wallet share. • Identifying prospective clients & acquiring new clients. • Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile • Should have at least 4 Years of experience handling Wealth Product Sales. • Any Graduate / Postgraduate with relevant Experience. • Good relationship management and service focus skills. • Good communication and presentation skills. • Investment Product knowledge is mandatory. Perks & Benefits: • Bi-annual appraisal program. • Growth in fixed CTC twice in a year with attractive quarterly incentives.

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Wealth Management Manage and acquire HNI/Ultra HNI clients, offer tailored investment advice, and cross-sell products like mutual funds, bonds, PMS, AIF, insurance, and equities. Handle portfolios based on clients’ risk profiles to maximize returns. Required Candidate profile Financial Planning and Investment Management skills Knowledge of Investments and Finance Experience in wealth management or financial advisory roles Excellent communication and client management skill

Job Responsibilities __________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM Revenue Generation Build AUA Skills -------------------------------------------------------------------------------------------------------------------------------------- Excellent communication Proven skills of significantly improving the structure and readability of written communication Competencies: -------------------------------------------------------------------------------------------------------------------------------------- Lives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability Qualification -------------------------------------------------------------------------------------------------------------------------------------- Post Graduate / MBA from a reputed institute

Role & responsibilities Identify and pursue new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with high-net-worth individuals (HNIs) to increase wallet share and cross-sell products. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Provide personalized financial advice and solutions to HNI clients, ensuring their financial goals are met. Conduct regular portfolio reviews and provide insights on market trends and investment opportunities. Ensure compliance with all regulatory and company standards to safeguard the bank from potential risks. Preferred candidate profile BFSI/Banking Experience : Candidates must have at least 3-8 years of experience as a relationship manager or in an equivalent role, with a focus on HNI client acquisition and portfolio management. Mandatory Minimum Qualification : Graduation from a UGC recognized university. Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross-selling concepts . Excellent communication skills for effective relationship-building with clients and internal stakeholders. Ability to work independently as well as part of a team towards achieving shared goals.

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at IndusInd Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry. Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Sourabh Sandeep Time : 10.30 am to 4.30 pm Date : 21st June 2025 Location : I ndusInd Bank Limited, GE-142, Forteliza Appartments, Kalyani Nagar, Opp.Mariplex Mall, Pune- 411006. I ndusInd Bank Limited, GE-142, Forteliza Appartments, Kalyani Nagar, Opp.Mariplex Mall, Pune- 411006. Since we have multiple openings across Pune, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Designation: Bank Officer Branch Banking Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management. Additional Responsibilities: 1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines. Educational qualifications preferred Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 years Required work experience Industry: BFSI Role: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/Officer Years of experience: 0 to 3 Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time. Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting Required abilities Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clients Other: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report Work Environment Details: 90% - Field, 10% - Office Specific requirements Travel: High Vehicle: 2-wheeler