2090 Hni Acquisition Jobs - Page 4

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 AMC 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 prod...

Looking for Candidates to Join as Senior Manager role at Bilaspur and near by Bilaspur Location of CG Role & responsibilities BRANCH MANAGEMENT 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 programs Ensure all components of the branch sales model function as per design Complaints Handling Review Branch Operations reports Managing teller o...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. 4~5 CA in a month Cross sell – Lead generation/ basic enquiry, liaising with Branch Manager & product teams..

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Required Candidate profile Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Role & responsibilities Source and acquire retail clients for Equity Trading and Demat account openings Ensure a smooth handover of newly acquired clients to the Equity Dealer for market advice and trade execution Monitor client engagement and coordinate with dealers to maximize trade volumes Identify client needs and promote relevant financial products such as: Mutual Funds/ Portfolio Management Services (PMS)/Fixed Deposits (FDs)/Insurance (Life/General)/Bonds & Private Equity products Preferred candidate profile 2-4 years in financial services, preferably in retail broking, wealth management, or investment advisory roles. Freshers with strong communication skills and relevant certificatio...

Job Title: Private Banking Advisor, Associate Location: Mumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child...

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

Sell life insurance product to the customers through HDFC Bank Handle the HNI Customers Tele caller will be given leads to call from the organization, and they will also have to close the deal on prospect customers Share resume onwhat'sApp 8956244952 Perks and benefits Incentives

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Role & responsibilities We look forward to young wealth managers who have the zeal to grow. Our client centric, process oriented approach and in-house fintech capabiliies will provide excellent opportunities for building strong client base through portfolio management services and wealth management services we need dynamic and matured wealth managers to build our business we can offer wonderful platform which will provide the wealth managers to have entrepreneurial experience while you work towards building client base and aum Wealth Managers with strong market experience and reasonable client base can collaborate with us for long term growth and self sustenance

Role & responsibilities We look forward to young wealth managers who have the zeal to grow. Our client centric, process oriented approach and in-house fintech capabiliies will provide excellent opportunities for building strong client base through portfolio management services and wealth management services we need dynamic and matured wealth managers to build our business we can offer wonderful platform which will provide the wealth managers to have entrepreneurial experience while you work towards building client base and aum Wealth Managers with strong market experience and reasonable client base can collaborate with us for long term growth and self sustenance

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

Hiring PB Classic, PB Sales, CARM & BSM For Chhattisgarh Location. Job Profile- PB Classic, PB Sales, CARM & BSM Job Location- Raipur,Rajim,Bhilai,Durg.Rajnandgaon,Raigarh,Jagdalpur,Korba,Ambikapur,Surajpur,Balod,Tilda,Bakawand,Soloni,Antagarh,Dhamtari. Note -Share your updated CV at rahul.dubey9@hdfc.bank.in Or rukhsar.rahman@hdfc.bank.in

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...

Urgently need Branch Manager, Equity Dealer,MFund Sales and BSE(business support executive) in a stock market Location Bangalore 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 Role – For BM , Managing Branch as a Profit Center by revenue generation. - For Dealer , Sale purchase on behalf of client - For MFund Sales- acquire clients and SIP Contact QRN on 9811985863

Hi, Greetings from AVANI ConsultingWe 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, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Roles - Imperia & Preferred RM in Mumbai Seeking experienced candidates only for mentioned roles (Minimum 5+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities - RM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's current account products. - Build and maintain strong relationships with potential and existing customers to increase business opportunities. - Conduct market research and analysis to identify potential areas for business growth. - Meet and exceed sales targets set by the bank. - Provide excellent customer service and ensure customer sa...

Key Responsibilities Conduct sector and company analysis on NIFTY and emerging stocks Prepare financial and analytical reports, presentations, and summaries Develop and execute marketing strategies to enhance brand and digital visibility Perform competitor and audience analysis for market positioning Create engaging social media and investor education content Contribute to brand outreach, campaign analytics, and business growth initiativesRole & responsibilities Preferred candidate profile MBA 1st year student specializing in Finance, Marketing,Sales Strong interest in stock markets, financial research, and data-driven decision-making Proficiency in MS Excel, PowerPoint , and basic knowledge...

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

We are hiring for CASA Sales Executive in Bareilly! You’ll be responsible for opening Current & Savings Accounts through field sales. Freshers & experienced both can apply. Interested candidates share resume at 9084724502.

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Role & responsibilities 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 2. Sources new bank customers through external individual efforts and acquisition channel 3. Ensures high levels of customer service orientation and application of bank policy 4. Cross sells bank products to existing set of Customers 5. Informs customers of new products or product enhancements to further expand the banking relationship 6. Plans and conducts special sales initiatives and events for prospective and existing clients 7. Coordinates with other group companies to provide seamless access to other products 8. Maintains complete ...

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 ...