9 Hni Client Jobs

We have an opening with one of the leading AMC. Designation: Relationship Manager- Customer Engagement Grade: AM/ DM/Manager (Individual Contributor) Experience: 3 to 7 years Responsibilities:- To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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 product...

Should Experience in Wealth/Retail and Relationship Banking. The Roles which would play as a Individual contributor from Wealthy Customer Relationship, Sales Strategy to Database Maintaining/Reports Contribution to Management. Required Candidate profile who has good Relationship with Wealthy/Retail/Investment/Affluent/Priority type of Customers in to Business Banking. Handling Portfolio of Good Numbers and Sales. Exp in Financial/Investment Advisory. Perks and benefits Reimbursements, Conveyance and Incentives

Should Experience in Wealth/Retail and Relationship Banking. The Roles which would play as a Individual contributor from Wealthy Customer Relationship, Sales Strategy to Database Maintaining/Reports Contribution to Management. Required Candidate profile who has good Relationship with Wealthy/Retail/Investment/Affluent/Priority type of Customers in to Business Banking. Handling Portfolio of Good Numbers and Sales. Exp in Financial/Investment Advisory. Perks and benefits Reimbursements, Conveyance and Incentives

We have two below urgent openings with different companies for different location. 1.Business Head Interiors for Hyderabad with 15-20 years experience Role---- Business Head-Interiors Industry--- Real Estate Function---- Operations Experience----- 15-20 years Location--- Hyderabad Qualification--- Graduation Company Name:Confidential Website: NA Required Skills:Team Management, Execute Interior Residential Projects, HNI Client Management, P&L Ownership & Business Strategy, Large-Scale Residential Project Delivery Work Mode :ONSITE Working Day :6 Office Location :Hyderabad Mandatory Criteria : Candidate must have a minimum of 15+ years of experience in interior design-build. Need candidate fr...

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile Fresher can't apply Graduate Age: up to 37 year Min 1 of Exp. in Life Insurance and BFSI Sales Knowledge of Life Insurance Products Comfortable for Field Work Ability to motivate and drive performance Perks and benefits - Paid Leave - Incentive - Allowances - Insurance

Building and maintaining strong relationships with ultra HNIs, understanding their financial goals, and Maintain portfolio, providing personalized banking and financial solutions.\ Actively engage in acquiring new customers for CASA accounts.

Job Description Mandatory Skills Demat, Mutual fund, PMS, Insurance, Equity dealer HNI Client ,NISM VIII(Mandatory),Terminal Operator Delhi,Gurgaon,Mumbai,Kolkata,Hyderabad,Bangalore, Indore,Pune Exp- 2-5yrs Show more Show less

We are seeking a dynamic and results-driven Customer Engagement Channel Team Leader to manage and optimize customer interaction channels (such as email, chat, social media, and voice). This role involves leading a team to ensure timely, personalized, and effective engagement that drives customer satisfaction, loyalty, and business growth. Key Responsibilities: Lead a team responsible for managing customer engagement across multiple digital and traditional channels. Monitor daily team performance and ensure SLAs and KPIs are met. Develop and implement channel-specific strategies to improve customer experience. Collaborate with marketing, sales, and product teams to align engagement activities...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.