2096 Hni Acquisition Jobs - Page 28

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Locations: We are seeking a dynamic and results-driven Enterprise Sales Manager with deep expertise in steel industry sales and a strong track record in client acquisition . The ideal candidate will be responsible for driving revenue growth by identifying, pursuing, and closing high-value enterprise deals across industrial sectors. Key Responsibilities: Client Acquisition & Business Development Identify and target new enterprise clients in manufacturing, infrastructure, automotive, and construction sectors. Develop and execute strategic sales plans to penetrate new markets and expand the customer base. Build strong relationships with decision-makers and influencers in client organisations. S...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

Hi We are looking for ASM for a leading mutual fund industry for Pune location Responsibility : Generate a business through HNI/ UHNI Maintain a relationship with partners candidate with strong communication skill and HNI/UHNI experience can apply Please apply or share your resume at aparna@aceconsultants.in

Job Title: Business Development Manager Key Responsibilities: Achieve sales and business targets Oversee day-to-day sales operations and budgeting Develop and implement business, marketing, and advertising strategies Manage stakeholder relationships and negotiate contracts Plan and optimize sales processes to ensure cost efficiency Ensure compliance with regulatory and quality standards Present monthly, quarterly, and annual sales reports Requirements: Excellent communication and interpersonal skills Proficient in Microsoft Office, CRM, and project management tools Strong leadership, analytical, and problem-solving abilities Ability to multitask and handle pressure effectively What We Offer:...

Job Title: Business Development Manager Key Responsibilities: Achieve sales and business targets Oversee day-to-day sales operations and budgeting Develop and implement business, marketing, and advertising strategies Manage stakeholder relationships and negotiate contracts Plan and optimize sales processes to ensure cost efficiency Ensure compliance with regulatory and quality standards Present monthly, quarterly, and annual sales reports Requirements: Excellent communication and interpersonal skills Proficient in Microsoft Office, CRM, and project management tools Strong leadership, analytical, and problem-solving abilities Ability to multitask and handle pressure effectively What We Offer:...

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

07428979989 Identify, prospect, and acquire new B2B clients in target industries. Generate leads through market research, networking, cold calling, and industry references. Present and pitch company solutions to decision-makers. Develop and maintain a healthy sales pipeline, ensuring consistent achievement of monthly/quarterly targets. Build strong client relationships to drive repeat business and referrals. Collaborate with internal teams (operations, product, finance) for seamless onboarding of new clients. Maintain accurate records of client interactions, proposals, and sales activities in CRM. For any query, pls whatsapp at 07428979989 : Vandana HR

work: Manage & Raise high-value loans Prepare project reports Lead HNI acquisitions Oversee debt syndications Provide corporate finance solutions 100% deals in new business Exp in private credit/ UHNW & family office with verifiable closings Annual bonus Provident fund

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with...

The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum ...

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products :Mutual Funds, PMS, Structured Products. Handle and manage clients with ...

Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, ...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. ...

Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...

About Brand Realty Investors Group: With over 20 years of expertise, Brand Realty Investors Group has become a leader in Investment Advisory, Land Investment, Real Estate Transactions, Development, and Retail Chain Expansion. Our focus is on strategic land investments, bringing together a network of investors with Brand Realty as the lead investor and management partner. We are driven by expertise, ethics, and sustainable growth. Website: https://brandrealty.in/ Why Join Us? We are seeking a dynamic, results-driven Associate Partner to spearhead Business Development & Investor Relations. This is a fantastic opportunity for professionals passionate about wealth management, real estate investm...

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.

Key Responsibilities: Client Acquisition and Relationship Management: Source new clients through personal efforts and acquisition channels, while also nurturing and expanding relationships with existing HNW customers. Product Cross-Selling: Promote and sell various bank products, including loans (like loans against property/housing loans), liabilities, and other financial services such as insurance and mutual funds. Customer Service: Provide a high level of personalized customer service, maintain complete relationship records, and address customer complaints and queries to ensure satisfaction. Business Development: Plan and execute sales initiatives, coordinate with other group companies for...

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

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

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 &...