2096 Hni Acquisition Jobs - Page 40

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.

Job Name Premier Acquisition Manager JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. 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 customers Having more than 1-2 year work experience

Responsibilities: * Manage existing client relationships * Acquire new HNIs through networking & marketing efforts * Develop wealth management strategies * Oversee portfolio performance & risk management

Role & responsibilities The main responsibility of this channel is to grow revenue by offering bouquet of products like broking, education, insurance, interest oriented instruments and asset gathering instruments, such as PMS, AIF, Mutual funds, Corporate FD, NCD, SGB and any other financial products introduced from time to time, to existing clients of Sharekhan either through face to face situations or through telephonic conversations or both. Responsible for growing revenues of broking, lending products, Sharekhan Education and Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF and other products launched from time to time Add new to ...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Direct Responsibilities • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market. • Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs etc to the existing set of customers • Responsible for Handling HNI Clients • Coordinating with clients for their daily trades in Equity. • Help customers to Execute trade online and place orders on behalf of customers. • Achieve healthy revenues without compromising on clients profitability. • Making confirmation of orders and trades done during the day to clients. • Advising clients with requisite information regarding the market condition. •...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities 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 Will be responsible for achieving New Business development targets by reactivating/ activating new clients Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines Relevant Certifications viz NISM (VA /XXI/XILIA) & Ins...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investor SGB. Insurance and other products launched from time to time Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book Will be responsible for achieving New Business development targets by reactivating/ activating new clients Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage Excellent interpersonal skills and must be a team player Must be p...

We are at Mirae Asset ShareKhan hiring for below role Designation - Investment Counsellor ( Senior Wealth Manager ) Role & responsibilities - Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or s...

Role & responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings a...

Role & responsibilities Direct Responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them...

Direct Responsibilities: 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 client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

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 &...

Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profi...

Job Role: Manager Sales [HNI / UHNI Clientele] Exp 8-12 Years Location: Gurugram HR Role Objective : HNI And UHNI Clients Acquisition , Drive membership acquisition and partnership opportunities for an exclusive networking platform catering to ultra-high-net-worth individuals (UHNIs), CXOs, entrepreneurs, and industry leaders. The role involves leveraging existing luxury, wealth management, and premium sales experience to identify, engage, and onboard qualified prospects. Key Job Role and Responsibilities 1. Identify and approach prospective members from targeted UHNI and senior leadership segments. 2. Present the value proposition of the network in a compelling, trust-driven manner. 3. Main...

1. Develop and manage HNI client relationships 2. Drive growth in liabilities, assets, and fee products 3. Conduct sales planning, portfolio reviews & recommend suitable products 4 Ensure excellent customer service and compliance Call on 7827930908 Required Candidate profile 1. 4-10 yrs. exp. in Working Capital/ SME Lending/ Wealth Sales in banks/NBFCs. 2. Preferred certifications: NISM/IRDA/AMFI 3 Excellent communication & convincing skills 4 Should have a prior HNI base Perks and benefits Attractive incentives

Greetings from Avani Consulting!!! Job Title: Branch Sales Manager Job Location: Mumbai(South/Harbour line/Thane) Experience Required: 3 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Candidate should have B2B and B2C experience. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well...

Greetings from Avani Consulting!!! Job Title: Branch Sales Manager Job Location: Mumbai(South/Harbour line/Thane) Experience Required: 3 to 8 years Key Responsibilities: Manage sales for a portfolio of Independent Financial Advisors (IFAs) assigned to you. Advise IFAs on suitable mutual fund products tailored to their clients' needs. Build strong relationships with IFAs through one-on-one meetings, regular updates, and training sessions. Disseminate marketing materials such as fact sheets, brochures, and mailers to increase visibility and awareness. Provide regular updates on products, market trends, and regulatory changes to ensure IFAs are well-informed. Service distributors by addressing ...

To up-sell mutual fund products to Retail/HNI Clients as per the assigned database and generate of fresh leads through reference Achieving the business targets assigned, enhancing and upgrading the client net worth relationships.

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

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