2096 Hni Acquisition Jobs - Page 26

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact for all premium and above segment customer for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from the relationship. KEY RESPONSIBILITIES Acquiring new premium and above segment Customer. Regularly interact with mapped customer to build rapport and un...

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 8 years in BFSI/Banking, with at le...

Role : Advisor - PCG Job Location - Motilal Oswal Tower, Prabhadevi KEY RESPONSIBILITIES 1. Derivative Trading. 2. Individually handling clients with the book size of 1cr & above. 3. Seamless execution of trades on terminal 4. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 5. Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets REQUIREMENT: Experience: 5+ Years in Financial Markets Domain Knowledge: Understanding of capital markets *Interested candidates can share their Resume at divya.sharma@motilaloswal.com*

Key Responsibilities: Act as the dedicated point of contact for High Net Worth Individual (HNI) clients. Build and nurture strong client relationships by providing personalized services in regional languages (Kannada, Tamil, Malayalam, Telugu). Drive revenue growth by identifying cross-sell and up-sell opportunities across equities, derivatives, MFs, and wealth products. Generate referrals from satisfied HNI clients and convert them into new business opportunities. Handle portfolio reviews, trading-related assistance, and investment advisory coordination. Ensure best-in-class client servicing with quick resolution of escalations. Collaborate with Relationship Managers, Sales, and Product Tea...

Urgently need Branch Manager, RM Mutual fund sales in a stock market company Location Vadodra , Vapi & Anand For RM - Mutual fund sales ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For RM Mutual Fund Sales- acquire clients and SIP Contact QRN on 9811985863

Role & responsibilities =Branch Sales Manager | Retail Branch Banking - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Managing and increasing the portfolio of existing customers mapped. - Generating new business and ensure overall value enhancement from existing customer base. - Customer Interactions per day and along with visits to ensure resolution of customer issues queries. - Proactively monitoring balances and controlling attrition. - Catering about a customer base of classic customers (bank relationship of min.1 lakh). - Optimum lead generation to ensure branch targets of lead conversion are met for all bank products. - Monthly Rev...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Raipur Chhattisgarh Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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 experience to enhance the profitability of the relationship by...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Jaipur Rajasthan Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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 experience to enhance the profitability of the relationship by in...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Acco...

Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgrad...

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Jaipur Note: Immediate Joiners are preferred. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio man...

Urgently need Branch Manager, Equity Dealer, RM and BSE(business support executive) in a stock market company Location Chennai For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

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 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 level Have com...

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 selling 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 candidates wit...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...

Responsibilities: Manage HNIs & networks for fundraising opportunities HNI & Corporate Meetings Fund Genration Monthly Fundraising Goal

Domestic Wealth Management Joining Date: Immediate or with in 1 month Gender: Male Candidate Contact Details: hradmin@mudraportfolio.com About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans (individuals & corporates), debt syndication, real estate and strategic business consultancy services tailor- made to client needs. Company setup by a group of seasoned financial professionals, bankers and chartered accountants with a common vision- Our Clients come first.& For any further details log on to ...

Responsibilities: * Manage client portfolios * Acquire new HNIs through networking & marketing * Maximize revenue from existing clients * Collaborate with financial experts on investment strategies

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...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...