4972 Hni Jobs - Page 11

In this role, you would be responsible for Managing business through Different Channel & increase AUM.

Role/Job Title: Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes workin...

Role & Responsibilities: Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues Prepare and/or review returns for corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions Support Tax Staff in delivering including coaching and reviewing their work Review extensions and quarterly estimates Identify opportunities for continuous improvement and contribute towards implementing them Qualifications: Bachelor's or Masters degree in Commerce or Finance or similar required. (CPA (US) or CA (ICAI) preferred. If not...

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@gmail.com

- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Responsibilities: * Manage HNIs and professionals wealth through private banking & mutual funds * Collaborate with cross-functional teams on client needs analysis * Ensure compliance with regulatory standards at all times

Job Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ens...

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...

Responsibilities: Manage $1 million+ portfolios Collaborate with investment team on strategic planning Meet revenue targets through mutual fund sales Build strong relationships with clients Sales incentives

Meet prospects through market visits and referrals Explain policy features in simple language Collect documents and support onboarding Maintain follow-ups for closures Achieve personal sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 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,Ground Floor ,2/3, Gv Tower, Melakkal Main Road, Kochadai, Near Passport Office, Madurai- 625016 Point Of Contact: Ms. Yogamathi (Cluster Head) Job Location: College Road Karaikudi IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving ...

Maintain strong relationships with executives Support renewals and service cases Motivate executives for regular activity Track performance and engagement Improve executives retention Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 24th & 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, No 341/2, North Bye Pass Road, Bgs Towers, Opp To Galaxy Hospital, Vannarapettai, Tirunelveli 627002, Tamil Nadu Point Of Contact: Ms. Gomathy (Cluster Head) Job Location: Vallioor & Tirunelveli IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and...

Handle sales activities in assigned territory Generate leads through field visits Explain policies and close sales Ensure timely documentation and issuance Achieve territory-wise targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Develop new business through field sourcing Build local referral networks Pitch products solutions to prospects Maintain sales activity reports Meet growth targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit assigned areas to meet potential customers Explain insurance plans and benefits clearly Generate leads through referrals & local contacts Maintain follow-up and conversion records Achieve daily and monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 23rd, 24th & 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, 74 And 75, Kamarajar Salai, Madurai, Madurai 625009, Tamil Nadu. Point Of Contact: Mr. Alagudurai Pandian P (Cluster Head) Job Location: Madurai & Thirumangalam Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Serv...

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...

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...

Job description Job Description: Area Head Signature Banking Education :MBA / Post Graduate Degree in Financial/Accounting/ Banking, Marketing or equivalent AMFI / NISM certified Experience : 8+ years work experience in High Net worth Client Handling & Acquisition Experience in managing teams will be preferred Key Skills : Sales Management, Strong interpersonal and communication skills English &Vernacular Exceptional leadership and team management skills Good networking skills ability to start relationships and guild rapport Ability to plan and deliver business goals Experience in financial services good knowledge of wealth management, TPP, Assets domain Process Orientations self-discipline ...

For more information Call On : 7984459585(Devangi) Lead will be provided Responsible to manage relations with Banca partners. To close the leads provided by the Relationship Manager of Bank Partner Planning and overseeing new marketing initiatives Required Candidate profile Minimum 1 year of experience in Banking, Finance, NBFC or Insurance. Graduation is mandatory. Age between 21 to 38 years. Good communication and interpersonal skills.

Hi, Hiring RM- Mutual Funds Sales (B2B) - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. More Information Contac HR. Srinivas - 7386568139 Call / WhatsApp. your resume Key Responsibilities Sales Management Achieve sales targets through assigned banks branches. Product Advisory Suggest suitable mutual fund products to bank teams based on investor needs. Understand distributor portfolio trends and use a focused approach while selling. Regular Engagement Stay in touch through calls, meetings, mailers, and group sessions. Share marketing materials like factsheets, brochures, and product updates regularly. Service Support Provide quick and efficient service to partne...

Responsibilities: Mutual funds advisory to HNIs Prospect for new sales leads and close sales Qualifications: 2-8 years of work experience with Mutual Funds and PMS Compensation: 27,000 - 47,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer.