3956 Hni Jobs - Page 12

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

A forward-deployed solver and trusted financial steward , managing the intricate wealth and investments of a family office with precision, strategic insight, and unwavering accountability. Your Mission: The Role You are a technically accountable, outcome-delivering finance professional , directly managing and enhancing the family's wealth and investments from first principles. You'll be a Directly Responsible Individual (DRI) for co-innovating transformative financial outcomes by solving differently and relentlessly questioning the status quo. You lead the charge from initial engagement to successful execution and ownership of the financial outcome. Lets be clear: this isn't your typical ana...

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

Ability to do independent tax research in case of unseen tax scenarios. Good Communication skills Fluency in English (written and spoken) Ready to learn new tax software. Quick learner, enthusiastic, positive demeanor and a team player Ready to work long hours during busy season times. Able to meet the deadlines and work based on the urgency of the projects. Good at multi-tasking and handling various projects simultaneously in an efficient manner. Good at training and supervising staff and getting the work done in a timely and efficient manner. Ability to guide subordinates through the technical problems they face. Should be able to build working relationships with peers, supervisors and U.S...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Hi We have an excellent Opening in Leading Bank for NRI - RO Profile - Hyderabad Designation : NRI - Relationship Officer CTC : up to 6Lacs Experience : min 1 to 6years Location : Across Hyderabad ( 10 position) Job Locations are Gachibowli, Kokapet, Financial District, Puppalaguda Manikonda, Kondapur Pragathi Nagar, Taranaka Abids, Kothapet Vanasthalipuram, Shaikpet Shamshabad and Nallagandla Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhanci...

Responsibilities: * Manage client relationships through consultative approach * Ensure compliance with tax laws and company regulations * Prepare financial statements, audits, and tax returns Health insurance Food allowance

Hi, Please find the job description of NRI RM Hyderabad Leading Bank Designation: NRI RM CTC up to 14Lacs Job Summary: Responsible for acquiring, managing, and deepening relationships with NRI (Non-Resident Indian) clients. Focus on cross-selling banking products, ensuring high service standards, and achieving business targets. Key Responsibilities: Acquire new NRI clients and manage existing relationships. Offer investment, insurance, and loan products tailored to NRI needs. Conduct financial profiling and portfolio reviews. Ensure compliance with regulatory and internal guidelines. Achieve sales and revenue targets through effective client engagement. How to Apply : EMAIL: cv to selvi.sai@...

Post : Business Development Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Post : Insurance Sales Manager • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience • Achieve sales targets through proactive outreach and relationship building Required Candidate profile • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 22 to 32 YRS • Good Communication Skills Contact : 9909330760 HR Sunita Perks and benefits Incentive + PF + Mobile with Several

Casa Casa sales Hnadling HNI & Ultra HNI client Retail Branch Banking Responsibilities: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross-sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship records for assigned customer accounts. Tracks customer...

Responsibilities: * Manage portfolio of high net worth clients * Acquire new HNIs through networking & relationship building * Provide private banking services with focus on wealth management

Prepare, review, and file accurate US individual income tax returns (Form 1040) for HNI clients. Perform tax research to resolve complex individual tax issues and provide solution Experience in software (ProSeries, Drake, UltraTax). Required Candidate profile Bachelor’s degree in Accounting, Finance, or related field; CPA or EA certification preferred. Should have experience in Signing Tax Returns

strong expertise in Mutual Funds, Insurance, Stocks, and other Financial Products, along with a proven track record of managing high-net-worth client portfolios and delivering exceptional investment advice. Required Candidate profile Minimum 5 years of experience in Wealth Management, Financial Planning, or Investment Advisory. In-depth knowledge of financial products including MFs, insurance, equities, bonds, PMS, AIFs, etc.

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . Key Responsibilities: 1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of ...

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . Key Responsibilities: 1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of ...

Service To Sales: Manage day-to-day branch operations and ensure excellent customer service. Handle customer queries, transactions, and KYC documentation efficiently. Build and maintain relationships with new and existing customers to drive business growth. Core Sales: Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual Funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years: Personal Ban...

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the ...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI 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 /NRI Relatio...

Service to Sales Build and maintain relationships with new and existing customers to drive business growth. Supervise cash transactions, maintain accurate records, and ensure branch profitability. Ensure audit, compliance, and regulatory norms are followed at all times. CORE SALES Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years e...