2096 Hni Acquisition Jobs - Page 35

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 &...

Mega Drive for Mutual Fund Sales, SIP, insurance Locations - , Delhi, Bangalore, Chennai, Hyderabad ctc - 3 to 5 lacs and Incentives Experienced in broking, banking, mutual funds sales & insurance fields. Opening of Dmat Accounts Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Min 1 year exp in stock market, Must be keen in sales CTC upto 5 Lakhs/annum Contact QRN Geojit on 08377024167 / email cv @ manuvashist440@gmail.com

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Job Requirements Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed Income & Equity products) Updated on Current Affairs Excellent communication skills. Team Player. Result oriented. Open to learn. Should have knowledge of MS Office. Educational Qualifications & Certifica...

Dear Candidate, we are having opening from Leading AMC Role: Relationship Manager - Customer engagement Channel Location: Mumbai Min 3 years into HNI clients handling, Mutual funds sales is required Interested candiates kindly share resume to Aanchal in whatsapp - 9917283370 Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of IPru, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor...

Greeting from HDFC Bank! We have urgent hiring for Relationship Manager, PB-Authoriser, PB-Teller Authoriser (Retail Branch Banking) Job Location: Saharanpur Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in retail branch banking sales and ops. Gr...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing portfolios. Identify cross-sell opportunities for liability products, third-party products, and other relevant financial services. Develop and maintain a deep understanding of HNI client needs to provide tailored solutions. Achieve sales targets by selling various banking products such as retail liabilities, portfolio management, and HNI client handling. Collaborate with internal teams to resolve customer issues and improve overall branch performance. Desired Candidate Profile 3-7 years of experience in Retail Branch Banking or related field. Strong knowledge of CAS...

Role & responsibilities Position: Wealth Manager Job Description: Dealing with HNI /Retail Clients . Cross Sell the products . 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 various prod...

Job title: AREA SALES MANAGER- EC Location: Hyderabad. BU/Function : Consumer Banking / Acquisition- Emerging Corporates Role Details The Area Sales Manager shall be responsible for leading the Business Sales Executives / Business Sales Managers. He / She is required to drive the high value Current Account new acquisition initiatives and ensure robust growth in deposit portfolio in lines with assigned targets. Overall Job Description Supervise team of EC-Business Development Executives / Manager (EC- BDE/EC-BDM) on daily performance to achieve its goal & targets within a designated geographical area. Developing & implementing sales strategies setting targets & ensuring the team meets sales g...

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 &...

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 &...

Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Cross-sell Trade &Fxm Insurance products

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based Chhattisgarh. Job Locations : Bhilai ,Raipur & Ambikapur 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 sales Key Customer Relationship Management & supervision of all High-Net-Worth customer progra...

Job Role & Location- PB Classic PB Sales PB Authorizer Experience -Min 3 years to Any in Banking sector only. Interview Date -02 September 2025 Day -Tuesday Timing -11:00 am to 2 pm Address -HDFC Bank Ltd, Grd. Floor, Dhamdha Road, Opp. New Ganj Mandi, Kadambari Durg, Dist. Durg, Chhattisgarh - 491001.

Job Role & Location- CARM-Dhamtari PB Classic-Dhamtari, Soloni PB Sales-Pakhanjur PB Authorizer-Bhanupratappur Experience -Min 3 years to Any in Banking sector only. Interview Date -03 September 2025 Day -Wednesday Timing -11:00 am to 2 pm Address -HDFC Bank Ltd, Rajbandha Road, Infront of rest house & Gupta hospital,Dhamtari,493773.

Greetings from SBI Securities! We are looking for Wealth Relationship Manager position for our retail sales verticle for 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 will be preferr...

Handle NRI/HNI Client portfolio- NRI ACCOUNTS / HNI ACCOUNTS 9-6 job, All Bank Holidays provided 1-2 yrs exp in outbound sales (banking/insurance products): 3-4.50 lpa 3-6 yrs above mentioned exp: 5-10 lpa Age limit: 28 yrs Required Candidate profile Grads with 2+ yrs in outbound banking/insurance sales can apply. Fluent English a must. Night shifts for males / Females day shifts (Andheri NRI) or 9:30–6:30 day shift (Thane VRM) *No transport* Perks and benefits Monthly incentives + annual bonus

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-te...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

Roles and Responsibilities - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contactability at all times through regular connect wit...