1609 Hni Acquisition Jobs - Page 23

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 - 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(...

Age: 33 A Branch Relationship Manager handling HNI (High-Net-Worth) clients is responsible for building and maintaining strong relationships with wealthy individuals to grow the bank's business . This involves understanding their financial needs, offering tailored advice, and cross-selling relevant banking products and services. The role also includes acquiring new HNI clients, ensuring compliance with regulations, and collaborating with internal teams to deliver a superior client experience. Here's a more detailed breakdown: Key Responsibilities: Client Acquisition and Relationship Management: Identify and acquire new HNI clients through various channels. Develop and maintain strong relatio...

Position: Senior Private Banker / Regional Head 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 throug...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"™s Graduates / MBA Having more than 1-2 year work experience

JOB DESCRIPTION Role/ProfilePrivilege Relationship ManagerJob Title/ Designation Executive/Assistant Manager/ Deputy Manager Company Profile https://anandrathi.com/ CTC range Negotiable Location Patna SUMMARY: - The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and ...

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 ...

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM Date : 22nd Aug'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 assigned b...

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

Roles and Responsibilities : Develop and execute strategies to acquire new clients through networking, referrals, and market research. Manage existing accounts by identifying opportunities for growth, building relationships with decision-makers, and delivering tailored solutions. Identify potential business partnerships and collaborations that drive revenue expansion in the BFSI industry. Analyze market trends and competitor activity to stay ahead of the competition.

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. 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. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years...

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.pragati@gmail.com if ...

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product an...

Position Overview We are seeking a dynamic and results-driven Relationship Manager / Wealth Manager to join our esteemed organization. This role is pivotal in managing and enhancing client relationships while providing expert guidance on wealth management solutions. The ideal candidate will possess a strong background in financial services, particularly in high-net-worth individual (HNI) sales and investment strategies. With an annual salary of 6,00,000, this full-time position offers an exciting opportunity to work in a collaborative environment across multiple locations including Lucknow, Mumbai City, Delhi, and Pune . Key Responsibilities Develop and maintain strong relationships with hig...

Greetings from "APEX SERVICES" Role- Relationship Manager ( HNI ) CTC- upto-12 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book. Building relationships with clients & educating them about Investments Maintaining client relationships and generate AUM from preferred clients. Client Acquisition as per targets and cross selling of 3rd party products Track the Affluent & Super Affluent Client segment in the market for new client Acquisition To coordinate with product and research team (Centralize CFP Team) for taking investment decisi...

Job Profile: Branch Relationship Manager (Liabilities) Exp. Req: 3+ Yrs CASA Acquisition Age up to 33 Years Grade up to Senior Manager Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI...

Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank. Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services. Ensure tha...

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth indi...

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.