2090 Hni Acquisition Jobs - Page 2

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Key Responsibilities: Client Relationship Management: Maintain and develop strong relationships with HNI and retail clients. Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues. Regularly update clients on market trends, investment opportunities, and portfolio performance. Sales & Advisory Support: Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc. Support business development by cross-selling and upselling investment products. Assist in achieving revenue targets through client retention and acquisition. Onboarding & Documentation: Guide new client...

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be in Sales & Marketing of Luxury Products like Luxury Cars-- Mercedes,BMW,Audi,Porche,etc Real Estate - Luxury Spaces - 5 Crs. + Watches - Rolex/Omega/Cartier etc. 2.Excellent Comm. Skills.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas Supporting Actions HNI / PCG Business Development • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate th...

Responsibilities: * Manage existing portfolios, provide investment advice & products * Lead HNI client acquisition efforts * Collaborate with sales team on new business opportunities

Role & responsibilities Job Title: Sales Manager Premium Banking Corporate Title: NCT Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What we’ll offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benef...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc. Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional customer service and ensuring their financial goals are met. Collaborate with internal teams to resolve client queries and issues related to portfolio management services. Meet sales targets set by the organization while adhering to regulatory compliance no...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Looking for Candidates to Join as Senior Manager role at Jodhpur Location of Rajasthan Role & responsibilities BRANCH MANAGEMENT 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 programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and v...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Job Location: Besant Nagar, Vepery, Egmore, Ascendas-Taramani, Anna Salai, Ashok Nagar, Saidapet, Kilpauk, Nanganallur, Porur, Maduravoyal, Thirumullaivoyal, Karapakkam, Santhome, Shenoy Nagar Role: Imperia Relationship Manager. Experience: 8+ Years of Banking Sales Experience. Responsibilities: Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact ...

Selling online property advertisements / branding solutions to clients by assessing their business Requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets through focus on acquiring new clients in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback.

Develop and execute business development strategies to drive revenue growth through new client acquisition and retention. Achieving sales targets / Acquisitions through focus on existing client base in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals.

Roles and Responsibilities : Develop and execute business development strategies to drive revenue growth through new client acquisition and retention. Manage key accounts, identifying opportunities for upselling and cross-selling services to existing clients. Build strong relationships with high net worth individuals (HNIs) to identify potential business opportunities and expand existing networks. Collaborate with internal teams to deliver exceptional customer service, ensuring timely resolution of client issues. Job Requirements : 2-6 years of experience in B2B sales or corporate sales. Proven track record of success in HNI client handling and acquisition. Strong understanding of key accoun...

Responsibilities: * Develop financial plans and strategies * Manage client portfolios * Provide investment advice * Acquire high net worth clients * Collaborate with team on market analysis

• 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

City Head Team leader? Y Team Size: 3-5 Grade: Vice President Business: RETAIL BANKING Department: Retail Liability Products & Fees Sub - Department: FEES Location: Respective Regional / Circle Office About Branch Banking With more than 4100 domestic branches spread across 26 states and 6 union territories, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role The City Head Wealth Specialists is a senior sales leadership ro...

Greetings from IndusInd Bank !!! Walk-In Drive !! Business Development Manager Date : 7th Nov'25 (Friday) Time : 11 AM to 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assi...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Role/ Job Title: NRI - Relationship Manager Function/ Department: Elite Banker Job Purpose: Team Leadership and Management Customer Acquisition Relationship Management Performance Monitoring and Reporting Compliance and Risk Management Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Collaborate with Branch Banking for any Customer Serv...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

JD- Portfolio Relationship Manager Experiene-2+ years(Real estate industry experience mandatory) Only female candidate preferred Location- Chennai, Hyderabad, Mumbai Responsibilities: Lead and manage the real estate portfolios of high-net-worth individuals, offering expert advice and strategic solutions for asset management and growth. Develop and nurture strong, long-term relationships with clients, understanding their unique needs and objectives to provide tailored services and solutions. Foster and expand our network of builders and partners, maintaining collaborative and mutually beneficial relationships. Provide innovative and value-added solutions to meet client requirements, enhancing...