2096 Hni Acquisition Jobs - Page 32

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and ...

Role Overview We are seeking a highly motivated and skilled Wealth Manager to join our Private Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added advantage. Role & Responsibilities Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. Portfolio Analysis: Review client portfolios in terms of Internal Rate of Return (IRR), asset allocation mix, tax efficiency, and ...

Key Responsibilities: Client Acquisition: Identify and onboard new HNI clients through networking and referrals. Relationship Management: Build and maintain strong relationships with existing clients to ensure satisfaction and retention. Financial Advisory: Provide tailored financial solutions, including investment advice and banking products suited to HNI needs. Portfolio Management: Monitor client portfolios and recommend adjustments based on market trends and client goals. Cross-Selling: Promote various bank products and services to enhance client engagement and increase revenue.

- Acquire New to Bank (NTB) HNI / Ultra HNI customers - CASA acquisition along with cross-sales of LI, GI, HI, FD, MF etc - Call & book appointment with customers from existing / mapped leads - Generate own leads also - Field sales Perks and benefits Best in Industry incentives Good work life balance

About The Role Job Name Premier Acquisition Manager Grade M2 (Deputy 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 customer"™s 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

Job Purpose The role requires Managing, Monitoring & Mentoring a team of Front-line Sales Officers involved in sourcing Current & Savings accounts in a defined branch catchment of the Bank. It will require scaling up the retail branch banking franchise to achieve CASA NTB liability Nos & Value targets assigned for the branch.. Person is accountable to ensure expansion of branch foot print, product penetration and delivery of high-quality customer engagement with the target segment . It will also involve execution of Banks strategies and business deliverables in the assigned geography. Roles & Responsibilities 1) Recruitment of Sales Officers to ensure Optimum level in the branch . 2) Mentori...

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • To up sell ICICI Prudential 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 ICICI Prudential 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 • Acquis...

Position Area Manager - Pioneer Banking Reports to- Regional Head - Pioneer Banking Location : Bangalore Overall Job Description Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Team Handling. Manage the portfolio to de-risk against attrition and achieve stability of book. Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI, PMS, AIF, Mutual Funds and other products Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of th...

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

Designation: Relationship Manager Royale Office Location: Jaipur Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio. 2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers. 3. Drive overall growth in liabilities and investment products within the HNI segment. 4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM). 5. Develop and expand customer relat...

Urgently need Branch Manager, Equity Dealer, RM and BSE - (back office & sales profile) in stock market Location -Coimbatore For Equity dealer, BSE and RM ,Experience min 1 year required, CTC 2lpa to 4 lpa For BM exp min 5 yrs, CTC - 3 to 6.5lpa Required Candidate profile Responsibilities – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For RM - acquire clients and SIP Contact QRN on 9869504403

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Job Location: Kelambakkam, Tindivanam, Ulundurpettai, Villupuram,Chennai, Role: Preferred Relationship Manager / Classic PB Sales Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement ___________________________________________________________________________________...

HDFC RBB Hiring For Jagdalpur Cluster Chhattisgarh. Job Profile & Location PB Classic- Airport Road Jagdalpur & Bijapur PB Sales- NMDC, Bastar, Sadrabodenar PB Teller Authoriser- Bakawand Interested candidate can share there updated CV at rukhsar.rahman@hdfcbank.com Note-Only Experience candidate will receive a call from our end.

>Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios. Identify potential investment opportunities through market research, industry trends, and competitor analysis. Develop and implement effective sales strategies to achieve revenue targets for mutual funds, insurance products, wealth management services, HNI acquisition, B2C sales, direct sales, portfolio management, and investment products. What we required ? >Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. >Wealth/ Portfolio Management understand client portfolio ...

Job Role & Location- PB Classic - Min. 3 years of experience is required Teller/WD - 0 to 3 years of experience is required Walk in Drive Details Date : 8th Sep'25 Time :11 to 4 PM Venue : Hdfc Bank Ltd, Sumangalam Co-Op Hsg Society, Opp.Drive-In-Theatre, Bodakdeo, Ahmedabad, Contact : Mr. Kaushal Pandya Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

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 PRM/CARM - Min. 5 years of experience is required Teller/WD - 0 to 3 years of experience is required Walk in Drive Details Date : 8th Sep'25 Time :11 to 4 PM Venue : Hdfc Bank Ltd, First Floor, Block D, Shree Ghantakaran Mahavir Cloth Mkt, Opp.Sarangpur Gate, Ahmedabad Contact : Mr. Vikas Kalariya Those who are interested can share their Resume on below mail ID bihola.jagruti@hdfcbank.com and sunil.maheshkar@hdfcbank.com While sharing resume, please mention interested location and Job role.

Handle client acquisition Drive revenue through sales, ensure compliance Build long-term client relationships for sustained business growth. New investment opportunities, product offerings, and trading platforms

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 &...

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

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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...

About The Role Short Description for Internal Candidates 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 Portfo Description for Internal Candidates 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...