2096 Hni Acquisition Jobs - Page 34

Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market tre...

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfacti...

Job Title: Cluster Manager HNI Sales Location: Ahmedabad, Rajkot, Surat Role Summary: Lead a dynamic team of 8-10 RMs to acquire & manage HNI clients (25L+). Be the face of the business, drive AUM growth, and deliver world-class wealth advisory. Key Responsibilities: * Lead & support a team to onboard HNI clients * Build strong, lasting client relationships * Drive financial planning & investment advisory * Coordinate with product & research teams for portfolio strategy * Conduct seminars/workshops for business development What Were Looking For: 5yrs - 15yrs experience in HNI Wealth Management Team handling experience (min 46 people) Deep understanding of financial products & markets Excelle...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 program...

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 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

Greeting from HDFC Bank!! We have urgent opportunity of Current Account Relationship Manager based across Bangalore Job Locations: Bangalore - Infantry Road Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Current Account 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 Ensure value build up & cross-sell in assigned base current account relationships Job Responsibilities(JR) : Actionable Customer Engagement Customer engagement / personal visits at pre-defined frequency Customer Service Sp...

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...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) 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 program...

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

Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ ...

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 Teller/WD - Min. 1 years of experience is required or fresher can apply with good in communication Skills Interview Date -4th Sep' 2025 Day -Thursday Timing - 11 pm to 5pm Location - Ahmedabad Address -Hdfc Bank Ltd., Ground Floor, 5, 6 & 7, Maruti Skylights, Near Baps Swaminarayan Temple, Near Iscon Platinum, S. P. Ring Road, Bopal, Ahmedabad - 380058, Gujarat, India Those who are unable to attend during interview can share their resume to sunil.maheshkar@hdfcbank.com While sharing resume, please menti...

Responsibilities: * Manage HNIs through portfolio management services * Lead AIF sales strategy for PMS products * Drive HNI acquisitions & client handling

Responsibilities: * Manage existing clients' wealth through financial planning & investment strategies * Identify new HNIs & acquire them as clients using CRM tools & communication skills Performance bonus

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Whitefield Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring ...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Head - RBB across Bangalore. Job Locations: Bangalore - Whitefield Cluster (Upcoming Branch) Note: Candidates having 8+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : RBB-Branch Mgr Retail Branch Banking Team : (Sub team in the PA) : Retail Branch Banking Reports to (job) : Cluster Head /Circle Head Responsibilities 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 B...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road and Maruthi Seva Nagar 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 products and...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Indiranagar - Krishna Temple Road, 100 Feet Road & CMH Road) Note: Candidates having 5+ 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 exp...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - BEML Gate Circle Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition a...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - KV Jairam Road Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities 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 ...

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.

Senior Sales Executives will be the frontline hunters converting business opportunities in branded content production, sponsored storytelling, studio services, and CSR-aligned short films. Reporting to the Business Development Head and collaborating with Marketing, these professionals will deliver consistent monthly revenue and cultivate long-term partnerships in government, corporate, and HNI segments. Key Responsibilities: Generate business from corporates, government bodies, institutions, wellness centers, luxury hotels, universities, and hospitals. Target influencers and HNI families for custom content packages, legacy films, and storytelling projects. Manage meetings and end-to-end pitc...