3956 Hni Jobs - Page 11

Role & responsibilities Building Relationship and driving sales along with increasing market share. Driving sales through different lead generation techniques and helping team members to achieve the sales Established and maintained strong relationships with key stakeholders, including UHNIs, HNIs, and Corporate clients. Analyzed client requirements and delivered personalized nancial planning solutions, resulting in increased client satisfaction and retention. Cross selling of a wide range of nancial products and services which includes Mutual Funds, Portfolio Management Services (PMS), Fixed Income Products, Alternative Investment Funds (AIFs), Structured Products and Stock Baskets to UHNIs,...

Demonstrate a very high level of proficiency in tax technical knowledge relevant to U.S. individual, 1040 form, HNI returns; demonstrate an understanding of more complex technical issues Drive the tax return preparation process, review complex tax returns and other tax deliverables Establish and maintain long-term relationships with the clients and internal colleagues Us Individual tax, HNI

Key Responsibilities: 1. Customer Acquisition & Relationship Management: Acquire new HNI / Elite customers for CASA and other liability products. Maintain and deepen existing relationships through regular interactions and service excellence. Conduct portfolio reviews to identify cross-selling opportunities (mutual funds, insurance, loans, etc.). 2. Business Development: Achieve assigned targets for CASA balances, cross-sell, and income generation. Identify potential markets and customer segments to drive business growth. Participate in marketing and promotional activities to enhance customer acquisition. 3. Service Delivery: Ensure seamless onboarding and superior service delivery to custome...

Job Description: We are seeking experienced and motivated professionals to join our Wealth Management team as Relationship Managers . The ideal candidate should have a strong understanding of Mutual Funds, PMS, and AIF products, along with proven experience in client relationship management and investment advisory. This role demands excellent communication skills, a client-centric mindset, and a deep interest in financial planning and portfolio management. Key Responsibilities Build and nurture long-term relationships with clients, understanding their financial goals, risk appetite, and investment needs. Recommend appropriate investment products including Mutual Funds, PMS, and AIF in line w...

•Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. •Individually handling clients with the book size of 25 lacs & above. * Cross selling of other products like Mutual fund, PMS, Insurance. * Handling Queries & complains Required Candidate profile .* Acquiring new clients & retaining the old clients by periodic meetings • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls

Job Description The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Responsibilities Acquire new HNI customers for retail loan products and banking services. Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc. Build and grow CASA boo...

RESPONSIBILITIES Business Development and Relationship Management Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets b...

Review complex tax returns and have them ready for final sign off Demonstrate a high level of proficiency of tax technical knowledge relevant to U.S. individual, trust and partnership returns; demonstrate an understanding of more complex technical issues Manage the engagement team and large portions of the business Experience in high networth individuals Education- EA

About Us. Quantsapp already has a large user base of 1.8 million HNI Traders who use & admire the Quant analytics offerings. Founded by Shubham Agarwal, Quantsapp Wealth is a first of a kind initiative of offering Quant Analytics in Mutual Funds. With machine taking over investing activities globally, we are the first movers in this domain with a backing of highly qualified & experienced Quant Analysts. Our core team has over 20 years of experience in Stock Markets in major roles and have managed 1000's of crore of AUM. About The Role. We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and ret...

The Candidate is responsible for managing the entireServicing Activity focusing on timely resolution of customer queries andcomplaints. Should lead from the front ensuring adherence with the regulatoryand internal guidelines/policies. Key Responsibilities and AccountabilitiesManagerial Responsibilities Candidate will be responsible for Ensuring that all service standards which arecommitted to PCG customers are met without any hindrance. Stayup to date with markets to provide best solutions to the customers related totheir service concerns. Proand skilled to have on boarding of HNI clients; via PMS,AIF and MF, expertisewith KYC and other documents involved in processing . collaborating with c...

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Identifying building strategic alliances Establish and nurture strong tie-ups with partner banks/alliances Liaisoning with partner banks/alliances and ensure all their requirements are met Driving quality client acquisition and further focus on client activation Regular analysis of health parameters of bank channels and initiate corrective measures Drive various cross sell campaigns with channel partners Managing relationship and drive business through banks Meeting HNI clients of the bank Train bank staff to effectively promote and sell broking and distribution products Follow industry and company policies to maintain regulatory compliance Identify growth opportunities and recommend strateg...

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Manage a team for client servicing of HNI and Ultra-HNI clients. Understand clients requirements and accordingly provide services Strategize engagement plans for inactive customers and activate their accounts Ensure that customers trade actively after opening the trading account Maintaining keeping track of data, reminding clients about activities they need to do, office / operations related work, processing of data received by clients Interfacing with operations team Have a customer-centric approach and ensure that customers are serviced well Will be responsible for end to end ownership of the process. Proactive updation to all parties.

Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity based investment products, with prime focus on MNI and HNI segments to achieve targets. Responsible to manage team of Equity dealer / equity advisors generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Kotak Securities Trading D-mat account to this set of Kotak Bank Privy League customer base Should have effective servicing skills and should be excellent in conflict management and relationship management skills and will be responsible to develop business, maximize revenue generation achieve sales targets Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively.

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Will be responsible for sourcing deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers Will be responsible for selling Equity based investment products to this set of Privy customer base. Should have effective servicing skills and should be excellent in conflict management. Will be responsible to develop business, maximize revenue generation achieve sales targets Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Privy Bank customer base Will work in close coordination with the Bank team to ensure al...

Advisingand Servicing Clients: Dealers provideinvestment advice to clients, ranging from retail to high net worth individuals(HNIs). This includes offering recommendations on stocks to buy or sellbased on market analysis, fundamental factors, and technicalindicators. They also provide ongoing support and updates to clients onmarket movements and relevant news. ExecutingTrades: Dealers execute buyand sell orders for clients on stock exchanges like the NSE and BSE. Thisinvolves using trading terminals and ensuring accurate trade execution. MaintainingCompliance: They ensure alltrading activities comply with regulatory guidelines from bodies like SEBI andinternal policies. Buildingand Retaining...

Channel Sales Manager | 2–8 yrs exp Strong knowledge of Mutual Funds, SIPs, FDs, Fixed Income, PMS & NCDs. Responsible for channel development, sales growth, and preparing regular reports, forecasts & analysis. share resume@ sampada.sutar@successr.in Required Candidate profile Proven exp in channel sales, ideally in Investment & Finance Results-driven with exceeding targets Willing to travel Strong knowledge of Mutual Funds, Insurance, SIPs, FDs, Fixed Income,& PMS products

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities 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 INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Post : Direct Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 35 YRS • Good Communication Skills Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several