2097 Hni Acquisition Jobs - Page 50

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.

In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.

Role & responsibilities :- NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regulations: S...

Respo Equity sales to all branch clients with HNI focus. Drive revenue via equity, commodity & MTF. Promote advisory, IPOs, ETFs. Acquire & activate clients, guide new investors, assist in online trades & order placement. Achieve branch targets. Required Candidate profile • Graduate / Postgraduate • NISM Series VIII (Equity derivatives) • Experience up to 1-4 years from Broking sector & good Knowledge in Equity and derivates.

Relationship Manager (RM)–Royale CASA & CA/Platinum RM Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer

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

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Lead a team of RM and other private banking staff. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management Team Leading

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

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on ...

RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) Communication should be good Managing portfolios Negotiate

Job Role & Designation: Elite Relationship Manager [Deputy Manager] Platinum Relationship Manager [Manager] Interview Details: Date: 19th July 25 (Saturday) Time: 11:00 AM to 02:00 PM Address: Kotak Mahindra Bank Ltd, Ground floor, Plot No -16, Sikandra-Bodla Rd, Pushpanjali Vihar Colony, sector 9, Sulabh Puram colony, Sikandra, Agra, Uttar Pradesh 282007 Contact Person: Kunwar Ashish (Area Manager) 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 tar...

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private ...

Opening for Branch Manager in Stock Market Company Location-Bangalore, Belgaum, Bagalkot, Bijapur, Chennai. Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

Roles and Responsibilities Manage HNI client relationships through effective communication, understanding their needs, and providing tailored solutions. Identify new business opportunities by acquiring new clients and expanding existing ones' portfolios. Develop strong relationships with third-party product providers to offer relevant products to customers. Oversee branch banking operations, including current account management, saving account services, and portfolio management. Ensure high levels of customer satisfaction through excellent service delivery.

Role & responsibilities Job Purpose • To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM => INR 1 million through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of Bank products and services. • To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with Bank Service and Distribution and Product team Key Accountabilities • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through ret...

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Retail Liabilities customers. Identify new business opportunities through cross-selling and upselling strategies. Develop strong relationships with existing clients to increase customer satisfaction and retention. Meet sales targets by acquiring new HNI customers and growing the portfolio. Collaborate with internal teams to resolve client issues and improve overall service delivery. Desired Candidate Profile 1-6 years of experience in banking sales, preferably in HNI acquisition, retail liabilities, or portfolio management. Strong understanding of Casa Sales, Acquisition, CASA Acquisition, HNI Sales, Cross...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new ...

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @ 9790306948

About The Role Short Description for Internal Candidates JOB Role- " Acquisition of HNI's only. " Selling TPP and Generating Revenue. " Building CASA book size. Job Requirement- " Good coordinator with different channels. " Excellent communication skills. " Should have some knowledge and experience in Portfo Description for Internal Candidates JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"s Graduates MBA Having more than 1-2 year work experien...

About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size.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 customer"s Graduates MBA Having more than 1-2year work experience

About The Role Premier Acquisition Manager-RL SALES- JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. 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 customer"s Graduates MBA Having more than 1-2 year work experience

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.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 r...

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.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 r...