1606 Hni Acquisition Jobs - Page 2

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Role & responsibilities: Acquisition and on-boarding of clients keen to invest in business. Understanding business expansion strategies. Understanding investor's area of interests and executing plans to on-board investors, cultivate profitable investor relationships. Resolve investor complaints quickly and effectively with an aim to preserve investor's interests. Entrepreneurship models: Identification and on-boarding of valued fund aggregators in rural and semi-urban geographies, achieving individual targets in the portfolio. Direct sales vertical: Effectively managing end to end investor lifecycle during the active tenure of the clients. Coordination with backend support team for excellent...

Acquire CASA accounts & manage HNI clients. Drive sales & achieve business targets. Cross-sell banking products & services. Build strong client relationships for growth.

Retail Banking (Only) Develops new and expands existing High Net worth Customer relationships for liabilities. Cross sells existing bank products to customers. Tracks customer complaints/queries and turnaround times for customer satisfaction. Required Candidate profile Candidate must be Banking Experience and sales CASA experience is mandatory Vacancy is open - All Andhra Pradesh Location Kakinada,Vijayawada,Guntur, Rajahmundry,Nandyal, Antapur

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

Responsible for including HNI customers into the Preferred and offering them a superior customer experience to enhance the profitability of the relationship Lead a result oriented team and is responsible for managing the Branch Profitability.. Required Candidate profile Own all branch banking objective and overall branch supervision Ensure achievement of overal Branch Target by generating business and cross sale product knowledge based and CASA/Demat/Credit Cards

Role & responsibilities Inbound Tour Operations: visiting FTO on regular basis, Oversee the planning, coordination, and execution of inbound tours , ensuring seamless delivery and high customer satisfaction. Supplier Management: Develop and maintain relationships with local suppliers, including hotels, transportation providers, and attractions. Itinerary Planning: Create customized itineraries for inbound tourists, considering factors like budget, interests, and travel style. Cost Control: Monitor and control costs associated with inbound tours, ensuring profitability and competitiveness. Quality Control: Implement quality control measures to ensure high standards of service delivery and cus...

We are looking for candidates for a mid-senior level role who have experience in Mutual Funds sales. Identify new potential areas for expansion and accelerating its development. Managing and training the team as well as the distributers Required Candidate profile Share cv to hrd@onemarchindia.com We are looking for candidates for a mid-senior level role who have experience in Mutual Funds sales. Min. 2 years in AMC- A NISM VA certificate is required.

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 ...

Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communication &...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Fatehabad Job Locations: Fatehabad Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best p...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Fatehabad Job Locations: Fatehabad Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best p...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Private Wealth Manager / WM / RM Experience - 2 yrs to 10+ yrs Locations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , Hyderabad Requirement - The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investme...

Company Profile As part of the Equentis Group , weve been at the forefront of the investment industry with a sharp focus on Indian equity markets since 2009 . Over the years, we’ve built a strong reputation as India’s first online non-discretionary equity advisory company , delivering tailored research reports to clients. Backed by SEBI regulations and powered by a passionate team of professionals in financial markets, equity research, and technology , we continue to create value for our clients by blending expert insights with innovative solutions . Locations: Mumbai – Lower Parel | Bangalore – Koramangala Position: PMS Sales Manager We are looking for a dynamic and driven professional to j...

Position Overview We are seeking a dynamic and experienced professional to join our team as a Branch Manager / AVP / VP in our Delhi office. This is an exciting opportunity for individuals who are passionate about the financial services industry and have a proven track record in managing teams and driving business growth. The ideal candidate will possess a deep understanding of equity derivatives, wealth management, and high-net-worth individual (HNI) sales. Key Responsibilities Lead and manage the branch operations, ensuring compliance with regulatory requirements and company policies. Develop and implement strategic plans to achieve business objectives and enhance profitability. Oversee th...

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

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

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

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

Develops databases for lead generation, identifies market segments Co-ordinates with other businesses to provide NRI customers with seamless access to other bank products Reviews and monitors effort of assigned Relationship & Sales team Required Candidate profile Product management team marketing & other center for new product development,service enhancements and sales initiatives Ability to carry along all the units involved in the customer service to DELIGHT

Job involves managing all branch operations, including profitability, sales targets, portfolio quality, cost control, and team motivation Complete Branch Team Handling. Responsible for including HNI customers into the Preferred Banking. Required Candidate profile Grade open from Sr Manager to AVP/DVP & VP Relevant Retail Liability Sales Expertise from Banking apply CTC Negotiable

Responsible for growing revenues of broking, lending products, Share khan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and Ultra HNIs , providing personalized Wealth Management solutions. Identify new business opportunities through referrals, networking, and market research to acquire new clients. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client financial goals and objectives to develop tailored investment strategies utilizing various products, including mutual funds, Portfolio Management Service, and AIFs. Formul...

Job Description - Relationship Manager HNI Sales SUMMARY: - The Relationship Manager-Wealth 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. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a ...