1609 Hni Acquisition Jobs - Page 20

Min Exp: 4yrs into dealing of HNI Portfolio

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - 100 Feet Road Indiranagar & BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities 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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities 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 ...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road, 100 Feet Road & CMH Road) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer exp...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

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...

• Premium Acquisition Manager – CASA HNI product field sales • Relationship Officer Current Account – Current Account & CASA product field sales • Business Development Officer CASA – CASA & branch banking • Relationship Manager

Role Responsibilities: Acquire and manage HNI clients with tailored investment solutions Deepen client relationships through cross-selling and portfolio diversification Stay updated on market trends and regulations impacting client portfolios Collaborate with internal teams to deliver compliant and effective investment advice Job Requirements: Graduate or Postgraduate in any discipline 36 years of experience in wealth management or HNI relationship handling Strong financial product knowledge across asset classes Excellent networking, communication, and client management skills

Job Description Relationship Manager- Signature Banking Education : MBA / Post Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepr...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Responsibilities: * Manage existing client relationships * Acquire new HNIs through networking & marketing efforts * Develop wealth management strategies * Oversee portfolio performance & risk management

Role & responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients of Sharekhan either through face to face situations or through telephonic conversations or both. Responsible for growing revenues of broking, lending products, Sharekhan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time Add new to ...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Direct Responsibilities • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. • Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers • Responsible for Handling HNI Clients • Coordinating with clients for their daily trades in Equity. • Help customers to Execute trade online and place orders on behalf of customers. • Achieve healthy revenues without compromising on clients profitability. • Making confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. •...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & 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 Will be responsible for achieving New Business development targets by reactivating/ activating new clients Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines Relevant Certifications viz NISM (VA /XXI/XILIA) & Ins...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investor SGB. Insurance and other products launched from time to time Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book Will be responsible for achieving New Business development targets by reactivating/ activating new clients Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and must be a team player Must be p...

We are at Mirae Asset ShareKhan hiring for below role Designation - Investment Counsellor ( Senior Wealth Manager ) Role & responsibilities - Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or s...