2096 Hni Acquisition Jobs - Page 43

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM Date : 22nd Aug'25 (Friday) Time : 11 AM to 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned b...

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

Roles and Responsibilities : Develop and execute strategies to acquire new clients through networking, referrals, and market research. Manage existing accounts by identifying opportunities for growth, building relationships with decision-makers, and delivering tailored solutions. Identify potential business partnerships and collaborations that drive revenue expansion in the BFSI industry. Analyze market trends and competitor activity to stay ahead of the competition.

Roles and Responsibilities Identify new business opportunities through networking, referrals, and market research to drive revenue growth. Develop and maintain relationships with existing clients to increase wallet share and cross-sell products. Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling. Analyze market trends and competitor activity to stay ahead in the competitive landscape. Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs. Desired Candidate Profile BFSI/Banking Experience: Candidates must have at least 2-5 years...

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - 6 LPA.. Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) Skills:- Minimum Graduation Should have a sound understanding / knowledge of capital markets. Should be result-oriented, self-starter, proactive, good communication skills. Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory. Kindly reply with an updated CV on apex.pragati@gmail.com if ...

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product an...

Position Overview We are seeking a dynamic and results-driven Relationship Manager / Wealth Manager to join our esteemed organization. This role is pivotal in managing and enhancing client relationships while providing expert guidance on wealth management solutions. The ideal candidate will possess a strong background in financial services, particularly in high-net-worth individual (HNI) sales and investment strategies. With an annual salary of 6,00,000, this full-time position offers an exciting opportunity to work in a collaborative environment across multiple locations including Lucknow, Mumbai City, Delhi, and Pune . Key Responsibilities Develop and maintain strong relationships with hig...

Greetings from "APEX SERVICES" Role- Relationship Manager ( HNI ) CTC- upto-12 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book. Building relationships with clients & educating them about Investments Maintaining client relationships and generate AUM from preferred clients. Client Acquisition as per targets and cross selling of 3rd party products Track the Affluent & Super Affluent Client segment in the market for new client Acquisition To coordinate with product and research team (Centralize CFP Team) for taking investment decisi...

Job Profile: Branch Relationship Manager (Liabilities) Exp. Req: 3+ Yrs CASA Acquisition Age up to 33 Years Grade up to Senior Manager Retail Branch banking Portfolio Management & HNI Profile. A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI...

Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank. Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services. Ensure tha...

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 our clients and ensuring their investment needs are met with the highest level of service. 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 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth indi...

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.

Role & responsibilities: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile: 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 Venue: Kotak Mahindar Bank No:40, Monteith Road, Egmore, Chennai - 600 008. Date and Time: 30th Jul 25 , 11 AM to 3 PM Contact Person : Raju S

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Roles and Responsibilities : • Acquire and upgrade quality clients in the branch location areas to the Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objectives, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationships through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed ...

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer...

Role & responsibilities : Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer...

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Location: Bangalore Position: Wealth Advisor Broader Role / Responsibilities: Acquisition of Wealth Clients : 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings or F2F Presentations to clients. 3. To conduct and assist in organizing seminars, workshops and other business development activities. 4. Prior experience of working in a wealth management firms, Private banking, PMS Advisory High ticket Sales with exposure to HNI client management. 5. Minimum Entry level Portfolio amount would be Rs 1 crore and ab...

Urgent Hiring for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 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. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product pene...

Job Role & Location- PB Teller Authorizer PB Classic PB Sales Teller WD Experience -Min 3 years to Any in Banking sector only. Interview Date - 02 Aug 2025 Day -Saturday Timing -11:00 am to 2 pm Location - Rajnandgaon, Ambagarh Chowki, Mohla, Balod Address -HDFC Bank Ltd,Ground Floor, Jai Shankar Niwas, Ward No. 13, Near Railway Station, Civil Lines, Rajnandgaon, Chhattisgarh Note-For Teller & WD Females are preffered.

Cluster Manager– Equity Advisory • Primarily responsible for managing the cluster Building the team- Motivating, mentoring & guiding the team Creating the business plan and help the team to achieve it. responsible for generating revenue, Required Candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team EXP Minimum 6-8 years of experience in advisory Qualification: Graduate NISM / NCFM Ruhi @ 9113961458 hr@2srinnovations.com

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

Designation: Equity Advisor • Execute trades on behalf of clients, • Management AUM and cross-sell third-party investment products,MF, PMS, SIP, AIF, Bonds, FD Shares, • Acquire new clients, advisory • Conduct client meetings, provide investment Required Candidate profile Qualification Graduation, Certification NISM Series VIII Experience 2 yrs. Broking Industry must Proven track record in managing HNI & UHNI clients, Acquisition, 9113961458 hr@2srinnovations.com

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.