2812 Hni Jobs

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Inc...

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 Virtual 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, AIF Acquisition or High ticket MF Sales with exposure to HNI client management . 5. Minimum Entry level Portfolio amount would be Rs 1 crore and above. Advisory and Relations...

Greetings from Kotak Life Insurance!!! Urgent hiring for Relationship Manager in our Wealth Channel* Interested candidates share CV to 9205741812 Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 1 years of Sales experience (preferably in Agency C...

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients...

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (10+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities 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 customer service. Collaborate with other teams t...

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Halasuru) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition an...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Sales Manager based across Bangalore Job Locations: Bangalore ( Giri Nagar) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Title : Branch Sales Manager Job Purpose To facilitate acquisition of new current account customers in the branch Ensure Activation and value build-up in newly acquired current account customer portfolio / value enhancement from portfolio of customers assigned. Higher customer wallet share of float and focus on cross-sell of business need products & personal banking and investment products to portfolio customers. Job Responsibilities(JR) Actionable Acquisition ...

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Frazer Town Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitab...

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On roll with HDFC Group Career Growth Mediclaim

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On roll with HDFC Group Career Growth Mediclaim

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Perks and benefits On roll with HDFC Group Career Growth Mediclaim

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Call or Whatsapp resume on - 9265575889 HR Krishna P Perks and benefits On roll with HDFC Group Career growth

Manage customers and ensure satisfaction Drive business growth through the team Lead and manage the activities of sales team Develop and implement sales strategies Generate business through team & close leads. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Call or Whatsapp resume on - 9265575889 HR Krishna P Perks and benefits On roll with HDFC Group Career growth

Job Summary Individually acquire and nurture relationships of the bank through w premium accounts/casa Detailed Responsibilities Generate new business to achieve defined sales targets nd in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued ...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONSIBILITIES OF THE...

ROLEPURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RESPONS...

Business Meet set targets on liabilities interms of Priority/HNI open market acquisition & customer conversion viaactivities Understand needand acquire Priority/HNI customers who meet the criteria for liability productsthrough either of the below channels: oLeads generated by branch staffand personal leads oActivities oAlternate channels Maintainthe database of the prospects, meet select prospects and manage the relationshipthereafter till specified tenure Digital Adoption- Ensure that all onboardedcustomers are using our digital banking channels Ensure that Cross-sell targets assigned are met forThird Party Products such as Life Insurance, General Insurance, HealthInsurance, Mutual Funds, S...

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.2 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 24 - 45yrs Share CV at jyoti@sadhanaservice.com / 93283 80990 Sr HR Jyoti Perks and benefits OnRoll Job Career Growth Medical Benefit Insurance

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. 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 clients. Increase client database by meeting new clients...

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.1 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 21 - 40yrs Share CV at jyoti@sadhanaservice.com / 93283 80990 Sr HR Jyoti Perks and benefits OnRoll Job Career Growth Medical Benefit Insurance

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...