885 Hni Acquisition Jobs - Page 28

Job Requirements (Band E) Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. Roles and Responsibilities --CASA value build up and new client acquisition. '- Ensure effective client engagement leading to cross sell. '- Increase in 'Product holding per customer' within mapped portfolio. - Ensure all the clients engaged are profiled and presented with suitable banking products. - Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs. - Ensure monthly operating plan is met to improve scorecard and decile rankings. - Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement. - Responsible for creating a customer-focussed approach for quick resolution of all queries and complaints to achieve NPS benchmarks. - Custodian of the branch vault, manage vault limits, cash and non-cash transactions. - Ensure Nil instances of cash shortage or excess at teller counter. - Updating the key registers regularly and review branch reports like end of day (EOD) cash position report LTR, Instruments issued etc. - Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format. - Provide best in-class customer service to all clients to become their primary banker.

Job Role & Location- Teller/WD - Min. 1 years exp. is required PB Teller Authorizer - Min. 5 years exp. is required PB Classic - Min. 3 years exp. is required Branch Manager - Min. 9 years exp. is required, with three and more year in same or equivalent role Interview Date - 06 June 25 Day -Friday Timing -11 am to 4 pm Address -HDFC Bank Ltd,.plot no 1 to 6/2 Near Patanjali Jule, Solapur-413004 Those who are unable to come in walk in interview can share their resume at deeksha.priya@hdfcbank.com

Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business. Generating Incremental Business: Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships. Increase CASA balance in allocated portfolio either through Deepening or Acquisition. Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Face to the client and First person Responsible for service and sales satisfaction of mapped clients. Investment Advisory: Financial Planning and Investment Advisory to HNI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance. Process and Audit: Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities: Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required Interview Date -6th June' 2025 Day -Friday Timing - 12 pm to 4pm Location - Ahmedabad Address- HDFC Bank, Ground Floor Shop No. 1 & 2, Shilp Satved, Near Sindhu Bhavan, Ahmedabad Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Job Role & Location- Branch Manager-Raigarh PB Teller Authorizers-Kharsiya Teller/WD-Raigarh , Kharsia GIB Area Head-Raigarh Experience -Min 3 years to Any in Banking sector only. Interview Date -05 June 2025 Day -Thursday Timing -11 am to 2pm Address -HDFC Bank Ltd, Khasra 244/1,Shyam Arcade Near Shyam Petrol Pump, Laxmipur Road ,Raigarh, Chhattisgarh 496001

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Interested candidate can share their profiles at sonam.singh@bajajcapital.com

-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.

RBH has to manage team of Wealth RMs & is Team handling role. Including HNI customers into the Preferred and offering them a superior customer experience for profitability of the relationship. Lead a result oriented team & Branch Profitability.. Required Candidate profile Also Sr Wealth RM open To Achieve of overall Branch Target by generating business cross sales. Product knowledge-Wealth Management/CASA/Demat/Credit Cards/other Grade - Senior Manager/AVP

1) Requirement - Individual private banker – AVP/DVP level (Chandigarh And Kolkata) 2) Candidate should have his/her own book and client base. Managing All wealth investment Portfolio CTC : 30 to 50 LPA For details please connect me (W) -7227987757 Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product

-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.

-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.

-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.

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Preferred candidate profile

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling. Apply Now !!

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Relationship Manager - Private Wealth Location: Mumbai & Pune About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. 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: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Role & responsibilities Description: The primary responsibility of this role is to acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. Additionally, the role involves actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. Key Result Areas Supporting Actions HNI / PCG Business Development Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate the HNI / PCG segment in the region. Customize your approach for each prospect based on profile analysis, risk appetite, and investment behavior. • Conduct in-depth meetings and financial discussions to understand the prospective clients investment goals, risk tolerance, income structure, and liquidity needs. Build a strong rapport to earn their trust and confidence. • Advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc. • To strictly adhere to all risk & surveillance and Deal desk processes. • To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort. • To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet. • To ensure documentation formalities like KYC, profiling of new clients with all the Compliance necessary details • To participate in daily research calls and keep all customers updated with In-house research recommendations only. • To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers. • To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related Customer Management To ensure all new clients start trading within 7 days of account opening. • To ensure that all efforts are taken to introduce the customer to the online mode of trading by way of demos, and first login hand holding. • To ensure all customers keen to deal offline are introduced to the RM in the PCG vertical. • To ensure end-to end seamless and single point service to the customers, to win and maintain his trust • To ensuring specific number of clients (as pre-defined by H.O) are active on daily basis • To constantly follow up with inactive / dormant clients, build confidence and get them to trade Cross Sell of ABC Products To ensure participation in training and processes for other ABC products offered. • To understand the financial needs of customers and generate leads • To use other ABC products and services to activate inactive customers Customer Relationship Responsible for 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, Mutual funds

Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.

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.