1609 Hni Acquisition Jobs - Page 24

Role & responsibilities: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile: 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 Venue: Kotak Mahindar Bank No:40, Monteith Road, Egmore, Chennai - 600 008. Date and Time: 30th Jul 25 , 11 AM to 3 PM Contact Person : Raju S

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities : • Acquire and upgrade quality clients in the branch location areas to the Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objectives, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationships through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed ...

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer...

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer...

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Location: Bangalore Position: Wealth Advisor Broader 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 F2F 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 High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and ab...

Urgent Hiring for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product pene...

Job Role & Location- PB Teller Authorizer PB Classic PB Sales Teller WD Experience -Min 3 years to Any in Banking sector only. Interview Date - 02 Aug 2025 Day -Saturday Timing -11:00 am to 2 pm Location - Rajnandgaon, Ambagarh Chowki, Mohla, Balod Address -HDFC Bank Ltd,Ground Floor, Jai Shankar Niwas, Ward No. 13, Near Railway Station, Civil Lines, Rajnandgaon, Chhattisgarh Note-For Teller & WD Females are preffered.

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

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.

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowle...

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing personalized banking and financial solutions.

Tata Asset Management Limited Cluster Head : Banking & PCG Position Title: Cluster Head : Banking & PCG Location: Hyderabad and Bengaluru - Individual positions for each role are being hired for. Department: Sales Reports to: State Head of AP & Telangana and Bengaluru Respectively Job Description: Key Responsibilities: Promote and obtain market share for our products in the banking channel. Strong relationship building in banks and maintenance of AUM. Continuously enthuse and motivate sales staff of banks and PCG to sell our products. Train frontline sales staff; formulate sales promotion and other sales support activity. Gather market intelligence for product development process. Maintain R...

We seek a dynamic AVP – Sales & Marketing to drive revenue, client acquisition & brand growth. Lead teams across retail, HNI, institutional segments & implement strategies for equity, derivatives, IPOs, mutual funds & more..

Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products. .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product Min. 25-30 client candidate managing.

Role & responsibilities Lead the Luxury business in Kolkata for NKlusive. Responsible for P&L of mandated residential projects. Develop and execute the sales strategy for mandated residential projects to achieve and exceed sales targets. Build and maintain strong, long-term relationships with developers & investors. Lead and manage the residential sales team, providing guidance, training, and motivation to ensure optimal . performance and achievement of goals. Property Marketing and Promotion: Market Research and Expertise: Negotiation and Sales: Administrative Duties: Institutional Duties: Preferred candidate profile Work Experience: Minimum 10 Years of team management. Prior Experience in ...

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Role & responsibilities - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up sellingAMC's Products, enhancing and upgrading the Client Net worth relationships. - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to the client /HNI customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of HNI/UHNI customers. - Preference to NISM Certified candidate...

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate me...

RM / Sr. RM Location: - Multiple Responsibilities: * Manage client portfolios through equity broking & advisory services * Execute trades on stock exchange platforms * Acquire new HNIs through sales strategies * Promote mutual funds & PMS offerings Sales incentives

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manag...