2096 Hni Acquisition Jobs - Page 22

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 ...

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.

New client acquisition, building new relationships and increasing depth in existing relationships with high-net-worth clients. Generating leads Selling/advising third-party products like Health Insurance, SIPs, life insurance, and Mutual funds

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M...

Role & responsibilities Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relations...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (10+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams t...

Walk-In Recruitment Drive: Roles - PB Classic, PB Sales, Imperia & Preferred RM and Branch Manager Date - 20-Sep-25 (Saturday ) Time - 11am-1pm (Timings to be followed strictly) Contact person - Himanshu Mudgal Location - C-Scheme Jaipur Interview Venue - HDFC Bank,O-10 Ashok Marg ,2nd floor Near Ahinsa Circle Jaipur Seeking experienced candidates only for mentioned roles (Minimum 3+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities (Sales) - PB 3+ Years of Exp required in Banking Sales and RM/BSM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's...

Key Responsibilities: ? Manage and grow a high-net-worth portfolio with a minimum book size of ?20 crore ? Source clients via wealth channelsroles like Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM ? Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions ? Build and maintain strong relationships with HNI/UHNI clients ? Coordinate with internal teams (trading, research, product) for seamless service delivery ? Actively cross-sell across products to drive revenue and advisory impact Key Skills & Qualifications: ? Proven portfolio management with book ??20 CR in HNI/UHNI domain ? Background in wealth-channel so...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ 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(JR) Actionable Acquisition an...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ 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(JR) Actionable Acquisition ...

Opening for Branch Manager in Stock Market Company Location-Ahmedabad, Himmat nagar Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9811985863