2096 Hni Acquisition Jobs - Page 37

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.

Job Description for Relationship Manager:- It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Interested Candidates can contact to Miss MANSI YADAV Contact Number : 7428895061 Email I'd : mansi.y@opusglobalservices.com

Job Title: Royale Relationship Manager (HNI Clients) Location : Mumbai Company : AU Small Finance Bank Department : Liabilities Sales | Branch Banking Experience : 4 to 8 Years Qualification : Graduate / Postgraduate Job Description We are looking for dynamic and customer-focused Relationship Managers to manage and grow our portfolio of High Net Worth (HNI) clients under the Royale Banking segment . Key Responsibilities: Manage and grow HNI customer relationships for liabilities and retail assets. Drive CASA and investment product sales through portfolio deepening and NTB (New to Bank) acquisitions. Provide superior banking and investment service to Au Royale clients. Ensure high customer sa...

Responsibilities: * Manage client portfolios with focus on wealth creation & preservation * Collaborate with cross-functional teams to deliver exceptional service * Monitor market trends & optimize investment strategies Annual bonus Travel allowance Sales incentives Performance bonus Office cab/shuttle Provident fund Health insurance

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, s...

Handle walkin customers of Channel partner bank Meet with customers on appointment basis Sell LI & other investments of the company HR Priyanka 7400183801

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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...

To grow liability base of the assigned branch by deepening existing portfolio & by acquiring new customers. To service customers for al[ their banking needs. To actively participate in marketing campaign conducted across banking products.

To grow liability base of the assigned branch by deepening existing portfolio & by acquiring new customers. To service customers for al[ their banking needs. To actively participate in marketing campaign conducted across banking products.

Urgent Hiring- Wealth Relationship Manager Location- Delhi,Noida,Gurgaon,Chandigrah,Dehradun Experience- 8 yrs + Candidate Should Have current ctc atleast 8 Lpa Above Handle HNI Client,Portfolio Handle Role & responsibilities Job Role: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet Acquire New Clients for the firm and also d...

Position Details Relationship Manager /CEC RM Grade:I (RE) & AM(RM) Location- Mumbai/Delhi/Pune/Chennai/Bangalore CTC-3.00 Lpa to 8 Lpa Department :Distribution Expansion Sub-Department: Distribution Expansion Immediate Supervisors Position Title:Channel Head/Channel Manager No. of Direct Reportees0 No. of Indirect Reportees0 B. Demographics RoleRelationship Executive / Relationship Manager -DET Education BackgroundGraduate/Post Graduate/MBA with 2 years of experience from BFSI Work Experience2-4 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition Critical Skills Required Relationship Management Influencing Skills Technical - Product Kno...

Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients G...

Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks premium Asset clients G...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify potential HNI customers through networking, referrals, and market research. Develop personalized investment strategies for each client based on their financial goals and risk tolerance. Provide expert advice on equity sales, mutual funds sales, PMS, Derivatives , AIF and other wealth management products. Desired Candidate Profile 2-5 years of experience in HNI Sales or related field. Strong understanding of Equity Broking, Equity Sales, Mutual Funds Sales, PMS, and Wealth Management concepts. Excellent communication skills with ability to build strong...

Role & responsibilities Job Title: Relationship Manager-First Wealth Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Branch Banking > Branch > Relationship Management Location: Lucknow Additional Parameters Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products Excellent communication and interpersonal skills Proven track record of meeting and exceeding sales targets Ability to build and maintain strong relationships with clients Knowledge of local market and customer pr...

Role & responsibilities Relationship Manager (RM) Royale CASA & CA Preferred candidate profile Experience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with high-net-worth individuals (HNI) and driving sales in investment products. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 8,00,000 , this full-time position offers an exciting opportunity to work in a vibrant environment across multiple locations including Ahmedabad, Mumbai City, Pune, and Delhi . Key Responsibilities Develop and maintain strong relationships with HNI clients to understand their investment needs a...

Seeking a highly motivated and entrepreneurial Wealth Manager - Client Acquisition to drive the expansion of our Retail and HNI client base. Full Job Description: https://drive.google.com/file/d/1TcVyun0M-g8Hdvp4UL3i9KOLNRd-7m7H/view?usp=drive_link

Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Acco...

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Coimbatore, Thudiyalur Branch (Coimbatore) - 29th August 2025. Below are the Interview details: Interview Date: 29th August 2025 (Friday) Interview Location: Venue: HDFC Bank Ltd, #5030, Ground Floor, Sreevatsa Centre, GN Mills Road, Mettupalayam Road, Coimbatore - 641029 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Prabhu S (Cluster Head) Roles and Responsibilities: Manage branch operations, ensuring efficient customer service delivery. Acquire new customers through effective sales strategies and cross-selling techniques. Develop stron...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...