2096 Hni Acquisition Jobs - Page 29

Build and manage strong client relationships (HNI/UHNI/corporates) Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.) Offer corporate financial planning (succession, retirement, employee benefits) HR-Priyanka 86383 30959 Required Candidate profile Look for candidates from Wealth Channel" Strong product knowledge (Equity, MF, PMS, Bonds). Good communication & client relationship skills. Candidate should move a minimum book size of 20 cr

Role & responsibilities - Sell residential properties in the market - Ensure achievement of maximum revenue targets through mandated and non-mandated sales in the residential segment in the zone/territory - Develop relationships with builders and investors and end-customers - Intermediate negotiation processes, consult clients on market conditions, prices - Provide advisory/consultation to customers in marketing and purchasing property for the best deal under the best -terms - Understand clients needs and propose solutions that suit them best - Perform comparative market analysis to estimate properties value - Accompany the customer for site visits & display property to them and manage daily...

PCG Equity Advisor (offline only) Company's Name: Reputed Leading Equity Broking Co. Position/Function: PCG Equity Advisor (HNI Clients) Current Compensation : Up to 18 Lacs Qualification : 1. Graduate 2. NISM certification for equity cash and derivatives modules. No.of years of Experience : 4 years + Age : 27yrs+ Job Responsibility The Candidate should have good understanding in:- 1. Shifting / Introducing own HNI Offline Equity Clients to the Companys Platform. 2. Generate large volumes on equity & derivative terminal from self-Introduced Clients (OFFLINE ONLY). 3. Equity Advisory (Advice client on equity markets to buy stocks). Essential Critical Experience 1. Introducing and Advising HNI...

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 Interview Date -11th Sep'2025 Day -Thursday Timing - 3 pm to 6 pm Location - Ahmedabad Address - Shapath-Iii, Nr Gnfc Towers, Sarkhej-Gandhingr Highway, Bodakdev, Ahmedabad, Gujarat 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.

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.

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Aurangabad. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and wor...

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at IndusInd Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Pune. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working t...

Opening for Branch Manager in Stock Market Company Location-Gandhi nagar, Palampur, Mehsana, Himmat nagar Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 8377024167

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2year work experience

About The Role Premier Acquisition Manager-RL SALES- JOB DESCRIPTION JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Han...

Job Title: Wealth Manager Experience: 2-6 Years Job Location: Chennai CTC: 4 - 9 LPA Job Type: Full Time Must have Key Skills Wealth Management, PMS, HNI Acquisition Responsibilities Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Key Responsibilities & Accountabilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required E...

Platinum Relationship Manager Key Responsibilities Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communic...

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent commun...

JD for BM Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller operations and vault Branch Merchandising & co-ordination with Marketing at product level Review vault register and Key Registers Revie...

Key Responsibilities: Source and acquire new CASA customers through field sales, cold calling, and referrals. Conduct customer onboarding, ensure complete KYC and documentation. Cross-sell banking products (FD, RD, Debit/Credit Cards, Insurance, etc.). Achieve assigned CASA acquisition and revenue targets. Build and maintain strong customer relationships for future business opportunities. Adhere to compliance, process, and service quality standards. Requirements: Graduate in any discipline. 6 months - 3 Years of sales experience (BFSI/field sales preferred). Strong communication & interpersonal skills. Target-driven with ability to work in a fast-paced environment. Driving license and two-wh...

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM Date : 9th & 10th Sep'25 (Tuesday & Wednesday) Time : 11 AM to 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales ta...

Hiring!! Looking for- HNI Relationship Manager:- Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financial markets and in advisory products / services in particular. Functional / Technical Skills 1. Good Knowledge of capital mar...

Responsibilities: * Manage HNIs' wealth through mutual funds, PMS & investment products * Acquire new HNI clients with expertise in AIFs & financial advisory services Health insurance Annual bonus Provident fund Performance bonus

Job:Senior Manager Stock BrokingDepartment:B2BQualification:Bachelor's Degree in Finance, Economics, Business Administration, or related field. OR Master's degree or professional certifications (e.g., CFA, MBA) preferred.No. Of Openings:3Age:NALocation:PUNEExperience In Years:Demonstrated 3-5 years of experience in Stock Broking, financial services, or investment management, with a solid record of effective leadership and meeting business objectives. Responsibilities: Role: As a Senior Manager in stock broking, you'll be crucial in overseeing and directing various facets of stock trading operations within the organization. This position requires a thorough grasp of financial markets, regulat...

Greetings from SBI Securities! We are looking for Wealth Relationship Manager position for our retail sales verticle for Vijayawada , Kollam & Thrissur location. 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 Desired Candidate Profile * Qualification Needed: Graduation / Post Graduation(Relevant Experience of Field, Suitable qualification wi...