3956 Hni Jobs

Hi, Hiring for Bank Customer Relationship officer Branch manager Assistant branch manager Branch sales manager Location - Hyderabad Interested candidates can apply here or can connect on 9424481217

Role & Responsibilities To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile Excellent communication skills. Should have some existing base of customers Graduate/Post Graduate : with relevant experience A...

A Platinum Relationship Manager (RM) at AU Small Finance Bank is responsible for managing and growing a portfolio of high-value clients by acquiring new customers, deepening relationships, and cross-selling financial products. Key duties include portfolio management, client satisfaction, meeting business targets, and ensuring sales activity is recorded. The role requires strong knowledge of retail banking products and superior client service skills. Job duties and responsibilities Client Relationship Management: Manage and strengthen relationships with a portfolio of high-net-worth clients, ensuring high levels of satisfaction and trust. New Client Acquisition: Identify, prospect, and onboar...

Job Description for Relationship Manager-Insignia Preferred 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...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

* +05 yr in sales/wealth management of handling the HNI Clients. *Team Handling, Investment Counselling. *In Depth sales exp in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

# 4+ yrs exp. in handling premium clients. # Exp. in Acquiring premium clients with AUM of 30 lakhs>. # Cross Sales PMS, AIF, Mutual Funds. # Handle & Managers with prior experience of working in a Broking/Private Bank/Wealth management set up. Required Candidate profile *Graduate / Post Graduate with MBA *4+ Yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI Sector. *Excellent Communications skills. * Good Interpersonal Skills.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Graduate / MBA # 5+ yrs experience in selling of investment products as product manager/investment counsellor/wealth Manager/Relationship Manager # Excellent Communications & Client relationship

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

*Min 05 yrs. Securities Company sales exp. in PMS, Mutual Funds, AIF *HNI Sales exp. with own clientele *In Depth sales exp. in Trading, Client Acquisition & revenue generation *Ready to work in the B2C market as an Individual Capacity & boost sales Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding. 7897726700

* Require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. * Joint meetings with HNI customers of branch teams. * Help branch team achieve their cross sell targets. * influence branch teams to Sell. Required Candidate profile # Must be graduate / MBA # Excellent Communications and interparental skills # Rich Sales experience with HNI Clients as on Individual Capacity and good B2C market business understanding.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

*Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP, *Having a min ticket size 100cr *Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients *Need to ensure growth of AUM or book size. Required Candidate profile *Graduation / Post Graduation in any discipline *8+ years sales exp. Wealth Mgmt. Industry *Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.

-Acquire new clients to platform -Develop & execute wealth mgmt. strategies -Maintain strong relationships with HNI/UHNI & corporate clients -Consistent growth of AUM/book size -Min Aum100 Cr, Investment Products -Stay updated on market trends Required Candidate profile Graduate/Postgraduate with 5+ years of wealth mgmt. experience, preferably from a wealth platform or banking. Strong understanding, investment product knowledge, and wealth platform expertise.

*1 - 6 years exp. required for CASA Accounts *Responsible for lead generation and opening CASA Accounts *Achieving the Sales target by Branch Manager or reporting Manager *Good Network and corporate relations *Good knowledge of Geographical area Required Candidate profile *Must have own vehicle and valid driving license *Go gather attitude and target-oriented *Decent personality & only relevant exp. with CASA sales *Immediate joiner preferred

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

Responsibilities. 1. Drive mutual fund sales and grow client base 2. Understand client goals and offer suitable investment options. 3. Conduct portfolio reviews and ensure client satisfaction 4. Achieve AUM and revenue targets Food allowance Sales incentives Performance bonus Health insurance

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.