2096 Hni Acquisition Jobs - Page 36

Roles and 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfa...

Role - Area Head - Signature Banking Exp - 5 - 6 HNW CLENT Handling & Acquisition Location - Ahmedabad NISM/AMFI Certified Role - Area Head - Premium Current Exp - 5 + yrs in CA Acquisition , Business Banking Trade Forex, Assets Surat/Ahmedabad

Dear Candidate, Greetings From"APEX SERVICES" Designation - Investment portfolio Advisor Role- Wealth Manager CTC- Up to- 10 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: Responsible for gathering assets for investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients...

Exciting Career Opportunity at Zuari Finserv Limited ! We are conducting Walk-In Interviews for the role of Relationship Managers (Broking & Financial Product Distribution) at our Jalandhar Branch . 1st Sept 2025 (Mon) | 2:00 PM 7:00 PM 2nd Sept 2025 (Tue) | 10:00 AM – 2:00 PM Zuari Finserv Limited, 1st Floor, Nirmal Tower, Police Line Road, Jalandhar (144001), Punjab If you are passionate about financial markets and building strong client relationships , we would love to meet you!

About Company One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India. Private Wealth - Head / Lead / TL /AVP / VP Experience - 10 to 25+ yrs Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. Expected to establish strong ties with them by designing & implementing...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Hi, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 6+ years into HNI clients handling, Mutual funds sales is required. 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 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 the sales team and lead them to achieve the targets 5. Take steps for deve...

Responsibilities: * Manage HNI client relationships * Provide financial advice on wealth & insurance products * Acquire new clients through networking & referrals * Develop investment strategies using NISM certification Provident fund Health insurance Sales incentives Travel allowance

Responsible for acquiring new clients and driving revenue growth Assist clients with Demat account management and stock market operations Develop strong client relationships, offer valuable insights, resolve concerns, and enhance client satisfaction

Dear Candidate, Greetings From "APEX SERVICES" Role- HNI Dealer CTC- upto- 6 LPA + incentive + Other benefit ROLES & RESPONSIBILITIES: Advising Super HNI clients on Equity, Derivatives, currency Individually handling clients Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complains of client's & solving Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls Kindly reply with an updated CV on apex.ujjw...

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 ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize...

Virtual Relationship Manager – HNI Clients (On-Roll) Location: Thane | Hyderabad CTC: 5–10 LPA + Incentives Exp: 2+ yrs (Banking/BFSI/Financial Sales) Handle HNI portfolios – grow & retain clients Cross-sell: Loans, Investments, Insurance, SIPs Required Candidate profile Payroll - Leading Private sector Bank Excellent communication & relationship-building Ensure regulatory compliance & portfolio growth Contact: Simran: 9773553319 Sanika: 9082104424 www.hyfly.in Perks and benefits High Incentives + Career Growth in BFSI

Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Reports to (job) :Branch Manager Job Purpose Responsible for including HNI customers into the Preferred 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 Responsibili...

Job Name PA (Business Unit) - RBB-Imperia Relationship Manager-RBB 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 Responsibility Areas : 6 8 Areas Activities HNW Portfolio...

1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients. Functional / Technical Skills 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial ...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients ...

Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.

Our client a leading NBFC Position - Regional Head/Cluster Head -Wealth Management Experience - 10 yrs to 25+ yrs Location - Chennai / Jaipur / Delhi / Mumbai /Ahmedabad / Pune / Kolkata / Indore Requirement - Experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. Responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services. Helping the teams 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. A business manager as he would be responsible for P & L...

Role & responsibilities Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & ...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

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.

Role & responsibilities: Client Retention & Relationship Management Maintain strong relationships with existing EdTech clients. Regular check-ins to ensure deliverables are on track and value is being delivered. Upsell new services and solutions to existing partners where relevant. New Client Acquisition Work on qualified leads and actively reach out to potential partners. Schedule and conduct virtual and in-person meetings to present our platforms offerings and business value. Develop customized solutions for client needs and drive end-to-end sales conversion . Operational & Coordination Tasks Manage and maintain onboarding trackers, performance sheets, and client documentation . Send regul...