1609 Hni Acquisition Jobs - Page 30

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc 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 ...

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank, 179, Scheme No 1 University Road, Mangal Pandey, Meerut, Uttar Pradesh - 250004 Contact Person: Ankit Gupta (Branch Manager) Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisitio...

Portfolio Management – regularly contacting and meeting portfolio client generation and closure CA in a month Cross sell – Lead generation/basic enquiry liaising with Branch Manager product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business Required Candidate profile CMinimum Graduate with minimum 50% Preferred MBA + IRDA qualified 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment

Responsibilities: Manage existing client relationships, identify new opportunities. Handle high net worth clients, acquire new ones through Casa channels.

\ We are looking out for Dynamic Wealth Management Professional ,as below : Company Profile : The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses. Position : VP - Associate VP - Wealth Purpose : Manage Private Wealth of more than 100 cr. Location : Pune Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Experience : 5+ years of experience into Private wealth management. Education : Graduate ...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore - JP Nagar & Jayanagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (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...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales. Develop and implement effective wealth management strategies for HNI clients. Identify cross-selling opportunities for other banking products and services. Ensure compliance with regulatory requirements and internal policies. Desired Candidate Profile 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking). Certified Financial Planner (CFP) certification preferred but not mandatory. Strong understanding of Investment ...

Greeting from HDFC Bank!! We have urgent opportunity of NRI Relationship Manager Bangalore Job Locations: Across Bangalore - J P NAGAR Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Preferred Relationship Manager NRI Business Job Title : RM-NRI Business Unit (PA) : NRI Business Team : NRI Sales Reports to (job) : Regional Head Location of role : Across Bangalore Job Fn : Sales Role Type: IC Job Purpose : To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank Key Responsibili...

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.

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.

Role & responsibilities :- NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regulations: S...

Respo Equity sales to all branch clients with HNI focus. Drive revenue via equity, commodity & MTF. Promote advisory, IPOs, ETFs. Acquire & activate clients, guide new investors, assist in online trades & order placement. Achieve branch targets. Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.

Relationship Manager (RM)–Royale CASA & CA/Platinum RM Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

Role & responsibilities Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. 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 ...

RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) Communication should be good Managing portfolios Negotiate

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank Ltd, Ground floor, Plot No -16, Sikandra-Bodla Rd, Pushpanjali Vihar Colony, sector 9, Sulabh Puram colony, Sikandra, Agra, Uttar Pradesh 282007 Contact Person: Kunwar Ashish (Area Manager) Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve tar...

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private ...

Opening for Branch Manager in Stock Market Company Location-Bangalore, Belgaum, Bagalkot, Bijapur, Chennai. 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 9869504403