2090 Hni Acquisition Jobs - Page 3

Designation : Relationship Manager Customer Engagement 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 ...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

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 ...

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

As a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profile Experience of New client acquisition with any Stock Broking Company and revenue generation . cross selling of PMS , AIF , Mutual funds ,Unlisted Shares, LI, GI and other financial products is Reqd.

Dear Candidate, Kindly send your updated CV at softpathc2@gmail.com or Whatsapp- 8750040317 Role & responsibilities The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Preferred candidate profile Must have AMFI and IRDA certifications . Candidates should be based in Noida only. Good communication skills and presentable. Minimum 4 years of experience in the same domain . Regards...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi,Tiruppur, Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI 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 NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increase...

Portfolio Relationship Manager (Real Estate / Asset Management) Location: Mumbai / Chennai / Hyderabad Employment type: Full-time About the role (one line) A leading real-estate & asset-management firm is seeking a seasoned Portfolio Relationship Manager to manage and grow property portfolios for HNI and institutional clients through strategic advisory and relationship leadership. Key responsibilities Own end-to-end relationship management for HNI/investor portfolios — advise on acquisitions, disposals, leasing and portfolio restructuring. Develop and present tailored asset strategies that optimize rental yield, capital appreciation and tax/regulatory outcomes. Build and maintain long-term, ...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

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

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 Coimbatore Week off - Sunday

Luxury Real estate Sales Professional who can specialize in selling High-End residential properties to affluent clients. Role involves a combination of marketing, Sales and Client Management Minimum 6 Years handling HNI's & UHNI's directly.

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

SUMMARY: - The Relationship Manager-Wealth 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 of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and ...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Sstrategies to grow AUM & expand Private Wealth business Lead, coach, & inspire teams Client Acquisition & Retention Product Advisory products, MF, and succession/estate planning. Revenue & P\&L Ownership Market Positioning Compliance & Governance Required Candidate profile 12–18 years in wealth management leading large teams. Ability to build, scale, & manage private wealth businesses Strong network with HNIs, UHNIs, family offices, and institutional clients