885 Hni Acquisition Jobs - Page 26

Dear Applicant We are hiring Wealth Relationship Manager for Demat Account Dept Hyderabad & Kurnool Location. Job Description: Roles and Responsibilities 1. Liaising with Wealth RMs 2. Regular Visit to SBI Wealth Branches and Liaising with bank officials. 3. Responsible for new Wealth client acquisition 4. Marketing & Training Wealth RMs on Demat and trading a/c 5. Running the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client Acquisitions & Activations Qualification: Graduation Mandatory Remuneration: Fixed CTC + Lucrative incentives if you would like to explore the opportunity kindly share your resume to rohini.h@sbicapsec.com or whats app on 9666028640

Wealth manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Panipat, Hissar, Ambala NISM mutual fund is mandatory

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

- Acquiring HNI clients (Affluent & Super Affluent) - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Partner & client meeting. HR Connect - Durga - 8072 135 893 Required Candidate profile Qualifications: Any graduate Experience: Minimum 2-3 Yrs of experience in investment products & equity Domain Knowledge: Equity & Investment Products Ready to visit in filed. Deals in premium client

Roles and Responsibilities : Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Develop and implement customized investment strategies for HNI clients, ensuring optimal portfolio performance. Identify cross-selling opportunities for other financial products such as insurance, mutual funds, etc. to increase revenue growth. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Job Requirements : 4-8 years of experience in HNI client handling, sales, or wealth management. Strong understanding of mutual funds, portfolio management, and RM principles. Excellent communication skills with ability to build strong relationships with HNIs.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly reach out at soniya.gupta@v-konnect.com or Whatsapp Number 8719887767 Location- Across all Mumbai Regions Regards Soniya Gupta-TA V-konnect Associates Gurgaon

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Job Location : Chhattisgarh - Bilaspur and Raipur Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Preferred candidate profile Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth client. Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager / Premier Acquisition Manager: Grade: Asst. Manager & Dept. Manager - M1 & M2 Maximum Age Limit: 28 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customers (Applicable for Fresher's) Graduate/Post Graduate : Fresher's/1-2 years of experience Customer orientation High energy levels with a motive to succeed

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Relationship (Sr.) Executive We are seeking a dynamic, self-motivated and result driven Relationship Executive to join our team. This role requires a basic understanding of the stock markets as your role will involve offering companys financial services as well as selling subscription plans of Companys business magazine which help our clients maximize their financial potential. As a key member of our organization, you will be responsible for acquiring new clients and enhancing existing relationships with retail and high net worth individuals. Your primary focus will be to promote and sell equity-based investment products over the telephone. Role & Responsibilities: Achieve monthly targets set by the organization for selling Investment related Services/Products. Assess client suitability and offer direct equity/advisory services/ tailored solutions to retail and HNI clients. Provide ongoing support and service to clients. Retaining and renewing the existing client base. Handle customer queries and objections effectively. Location : Pune Work from office No. Open Position : 10 Preferred candidate profile Requirements: Should have a Graduation Degree. SEBI certification - NISM-Series-XV Research Analyst is mandatory. If not currently certified, then will need to do so within 2 months of joining. Should be passionate & aggressive for outbound calling. Demonstrated sales background and proven selling abilities. Excellent interpersonal and communication skills. Proficiency in English, Hindi, and one regional language. Preferred experience in share market, insurance, banking, or Stock broking sectors. Salary: Rs. 3 lac to 3.5 lac per annum (Excluding Incentives)

The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Preferred candidate profile Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth client. Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank. Preferred candidate profile Graduation from a recognized institute AMFI and IRDA certifications 3-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Role & responsibilities Looking for Luxury Sales Professional who can specialize in selling high-end residential properties to affluent clients. This role involves a combination of marketing, sales, client management, and industry expertise to maximize sales and provide exceptional service to HNI's & Ultra HNI's seeking Luxury properties Preferred candidate profile Work Experience: Minimum 10 Years of team management. Prior Experience in Leading & scaling business or working in HNI & UHNI domain will be an advantage. Preferred Industry Experience: Hospitality Sales, Wealth Management, Luxury Automobile, Edtech, Real Estate Ancillary, Real Estate from Channel Partner firm. Communication: Fluent in English, Hindi & Local Language The ability to work with details and meet deadlines. Traits: Go Getter, Market Penetration, Independent Work Ethics, High Integrity. Education: Minimum Graduate in any Discipline, MBA would be preferred. Proficiency in using real estate software and CRM tools Professional appearance and demeanour. Affinity for work on weekends & Sundays (Alternate Week-offs structured) Ability to Penetrate Market by building great business relationships. Analytical with strong ability to identify Key Business Indicators & implement the Key business drivers.

What will you Do? Engage with Family offices and corporate treasuries for investment opportunities. Manage existing & potential investor relationships to increase allocation to Axis products. Partner cross-functionally with our Product, Legal & Risk teams to design products specific to situations, understand the credit profile of clients to pitch bespoke deals to family offices. On-boarding and servicing of Family Office clients. Drive initiatives and generate revenue from family office clients by building and fostering relationships with them. Ensure timely coverage for all existing relationships assigned resulting into effective communication about Axis Mutual Fund & its schemes. Client Engagement & promotional activities.

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Hiring Alert!! Walk In interviews..!! Roles Vacant: Business Development Officer CASA CASA & branch banking product field sales Relationship Officer Current Account Current Account & CASA product field sales Premium Acquisition Manager CASA HNI product field sales Relationship Officer Gold Loan Hiring Locations: Indira Nagar/Rajaji Nagar/Malleshwaram Profile & eligibility: Full Time Graduate (10+2+3/10+2+4) in regular college 1-5 years of CASA/Current Account sales experienced sales profile. Age limit of 22 to 29yrs Two-wheeler and DL mandatory for all role Languages Kannada, Hindi and English. We Can Hire Fresher Candidate who have completed MBA/ Mcom/ BE / Btech who are interested for Field Sales. Interested can share your cv to Email: v.babitha@upgrad.com Call/Whatsapp: 8977797910 Interview dates: 6th June at Indira Nagar 9th June at Rajaji Nagar 10th June at Malleshwaram Regards: Babitha Sr. Recruitment Specialist UpGrad Rekrut 8977797910

Mega Walkin Drive for a Banking Client in Hyderabad and Chennai location. Positions : 1. Bank Officer- Current Accounts 2. Bank Officer - Platinum Corporates 3. Relationship Officer - Premium Corporates 4. Bank officer Branch Banking Experience : 1-6 Years in Banking Sales into CASA or Corporate Salary product

Role & responsibilities Job description for branch Manager Role & responsibilities 1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. 2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based investment products, with prime focus on MNI and HNI segments to achieve targets. 3.Responsible to manage team of Equity dealer / equity advisors & generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term 4.Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. 5.Responsible for all Branch operations, IT, compliance & Risk related issues in the Branch 6.Provide regular updates to the immediate superior as and when required Preferred candidate profile A (Full time) Graduate / Post graduate with overall experience of 5-7 years * Minimum 2 years into team handling skills. Should be a result oriented, self starter, proactive, strong motivator & collaborative. Focused on team cohesion, dynamics & constantly improve quality of performance. Should possess strong networking & relationship building skills

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage customer migration between segments, sub-segments and the HNI business. Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment Ensure all sales activity is recorded online as per the organizational process (CRM) Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets Informs customers about new products or product enhancements to further expand the banking relationship Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage customer migration between segments, sub-segments and the HNI business. Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment Ensure all sales activity is recorded online as per the organizational process (CRM) Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets Informs customers about new products or product enhancements to further expand the banking relationship Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage customer migration between segments, sub-segments and the HNI business. Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. Develop, manage, and expand Au Royale customer relationships by providing service level which exceeds client expectations of most important customer segment Ensure all sales activity is recorded online as per the organizational process (CRM) Develops new and expands existing High Net worth Customer relationships for liabilities and retail assets Informs customers about new products or product enhancements to further expand the banking relationship Capture and maximize the business opportunity through detailed client profiling as per organizational process (CRM)