1606 Hni Acquisition Jobs - Page 8

Roles and Responsibilities : Develop and execute sales strategies to acquire new HNI clients for the company's B2B services. Manage key accounts, identifying opportunities to upsell and cross-sell products/services to increase revenue growth. Build strong relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention. Collaborate with internal teams (e.g., marketing, operations) to develop targeted campaigns that drive business development. Job Requirements : 1-6 years of experience in B2B sales or corporate sales. Proven track record of successful client acquisition and retention. Strong understanding of HNI client handling and...

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 &...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Mutual funds, PMS , SIPs & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Candidate having good relationship with HNI Clients. Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking and NBFC/ Mutual Fund Company only. Interested Candidates please share your profile on sanjaysharma@rathi.com Desired Candidate Profile ...

Join our team to drive business growth by acquiring and managing key customer relationships, delivering tailored financial solutions, and maximizing revenue opportunities. Job Location: Madurai, Sivagangai, Tirunelveli, Nagercoil, Kanyakumari, Thoothukudi, Karaikudi. Note: Immediate Joiners are preferred. Role: Preferred Relationship Manager. Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & ...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

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.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

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...

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...

Locations: We are seeking a dynamic and results-driven Enterprise Sales Manager with deep expertise in steel industry sales and a strong track record in client acquisition . The ideal candidate will be responsible for driving revenue growth by identifying, pursuing, and closing high-value enterprise deals across industrial sectors. Key Responsibilities: Client Acquisition & Business Development Identify and target new enterprise clients in manufacturing, infrastructure, automotive, and construction sectors. Develop and execute strategic sales plans to penetrate new markets and expand the customer base. Build strong relationships with decision-makers and influencers in client organisations. S...

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...

Hi We are looking for ASM for a leading mutual fund industry for Pune location Responsibility : Generate a business through HNI/ UHNI Maintain a relationship with partners candidate with strong communication skill and HNI/UHNI experience can apply Please apply or share your resume at aparna@aceconsultants.in

Job Title: Business Development Manager Key Responsibilities: Achieve sales and business targets Oversee day-to-day sales operations and budgeting Develop and implement business, marketing, and advertising strategies Manage stakeholder relationships and negotiate contracts Plan and optimize sales processes to ensure cost efficiency Ensure compliance with regulatory and quality standards Present monthly, quarterly, and annual sales reports Requirements: Excellent communication and interpersonal skills Proficient in Microsoft Office, CRM, and project management tools Strong leadership, analytical, and problem-solving abilities Ability to multitask and handle pressure effectively What We Offer:...

Job Title: Business Development Manager Key Responsibilities: Achieve sales and business targets Oversee day-to-day sales operations and budgeting Develop and implement business, marketing, and advertising strategies Manage stakeholder relationships and negotiate contracts Plan and optimize sales processes to ensure cost efficiency Ensure compliance with regulatory and quality standards Present monthly, quarterly, and annual sales reports Requirements: Excellent communication and interpersonal skills Proficient in Microsoft Office, CRM, and project management tools Strong leadership, analytical, and problem-solving abilities Ability to multitask and handle pressure effectively What We Offer:...

New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs.

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

07428979989 Identify, prospect, and acquire new B2B clients in target industries. Generate leads through market research, networking, cold calling, and industry references. Present and pitch company solutions to decision-makers. Develop and maintain a healthy sales pipeline, ensuring consistent achievement of monthly/quarterly targets. Build strong client relationships to drive repeat business and referrals. Collaborate with internal teams (operations, product, finance) for seamless onboarding of new clients. Maintain accurate records of client interactions, proposals, and sales activities in CRM. For any query, pls whatsapp at 07428979989 : Vandana HR

work: Manage & Raise high-value loans Prepare project reports Lead HNI acquisitions Oversee debt syndications Provide corporate finance solutions 100% deals in new business Exp in private credit/ UHNW & family office with verifiable closings Annual bonus Provident fund

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with...

The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum ...