4972 Hni Jobs - Page 10

Approach prospective customers through field activities and references Understand customer needs and recommend suitable solutions Meet daily activity targets and monthly sales goals Maintain long-term relationships with clients Required Candidate profile Minimum qualification: Graduate 1–5 years of sales experience (any industry) Good interpersonal and presentation skills

* Manage relationships with High Net Worth Individuals (HNIs)clients * Identify potential HNI customers to meet financial needs * fluent English * Cabin Crew attendant/Hotel front line with excellent communication skill * BPO experience

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall prof...

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•Relatio...

Achieve monthly & quarterly sales targets Lead & guide the sales team to improve performance Generate new business opportunities Conduct field visits, meetings, and follow-ups Analyze market trends and provide feedback to management Required Candidate profile Mini 1–2 years of experience in any sales field Strong communication & leadership skills Target-oriented Graduation preferred Local candidates preferred For more details: Priyansi – 8160174117

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Role & responsibilities RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography. S/he is able to pitch & acquire UHNI/ Family offices clients & pitch clients the bouquet of structured products, MFs, AIFs, PMS, etc.. Role Responsibilities: - Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers. - Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors. - Aim to maximize the wallet share of the client through equity and cross sell products like Alte...

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Dear Candidates, Greetings!!! from equitas bank We are conducting Mega Walkin drive @ K K nagar chennai for multiple roles in our bank. Hiring Roles: 1. Business Development officer 2. Premium Acquisition Manager 3. Team Leader - CASA. 4. Business Development Manager. Preferred Candidates: Degree must, Must have 2 to 6 years of experience in banking ( CASA - Product ) Avenue details: Date : 23 Dec 2025 (Tuesday) Plot No.1072, D.No.32, Munusamy Salai K K Nagar West, Chennai - 600078 Contact Person Vignesh - 8939337182

Role & responsibilities: : 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal AMC RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile : Role is to maximize sales of PMS products by planning and implementing organization strategies/activities to achieve ...

Roles and Responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential Bank HNI/NRI Relationships. • Drive...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Role & responsibilities Wealth Manager | B2C Sales | Ahmedabad, Surat, Rajkot Upto 20L Acquiring HNI relationships and managing & retaining Bringing their existing clients Handle and manage clients with a minimum Investment amount of 20 CR Preferred candidate profile Minimum 6 months experience in handling HNI Aquisition.

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall prof...

Job Title: Butler or Food & Beverage (F&B) Server Experience : Minimum 4 Years Location: Private Residence (VIP Celebrity Household) Shift Timings : Flexible timings (includes Evenings,Weekends & Events) *Position Overview* The F&B Server will provide high-level food and beverage service within a VIP private household. This role requires exceptional attention to detail, refined service etiquette, and the ability to anticipate the needs of principals and their guests. The ideal candidate will deliver discreet, personalized, and efficient service while maintaining the highest standards of hospitality. Key Responsibilities Food & Beverage Service * Provide formal and informal dining service acc...

Responsibilities: * Manage HNI/NRI client portfolios * Collaborate with cross-functional teams on strategic initiatives * Ensure exceptional customer service standards * Drive revenue growth through relationship building Travel allowance

About Us We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. Our offerings span equity, mutual funds, PMS, AIFs, structured products, and other wealth management instruments. We are expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. Key Responsibilities - Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management. - Develop and maintain an AUM of INR 50 Cr and above. - Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIFs, NCDs, bonds, and structured products. -...

Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls and handling HNI clients 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : salonidevi.vishwakarma@kotak.com

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 prod...

Job description- Relationship Manager : 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence 2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence 3. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products. Interested candidates can connect with me at pooja.s@opusglobalservices.com

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank Ltd, No.20/6 To 20/9, Toovipuram I Street, Tuticorin Point Of Contact: Mr. Mariraja (Cluster Head) Job Location: Tuticorin IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complain...