4972 Hni Jobs - Page 12

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month 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 Contact no .- 9412501851//8859766816//8789151182.

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month 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 Contact no .- 9412501851//8859766816//8789151182.

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month 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 Contact no .- 9412501851//8859766816//8789151182.

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month 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 Contact no .- 9412501851//8859766816//8789151182.

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...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

- 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...

Supervise sales team, providing guidance and training. Plan and execute effective sales strategies. Develop & maintain relationships with clients and external vendors for lead generation. Identify market trends for new business opportunities. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Supervise sales team, providing guidance and training. Plan and execute effective sales strategies. Develop & maintain relationships with clients and external vendors for lead generation. Identify market trends for new business opportunities. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Monitor & motivate the team for lead generation & achievement of sales targets. Build and maintain relationships with clients. Analyse market trends, customer needs to identify business opportunities. Develop sales startegy for revenue generation. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Monitor & motivate the team for lead generation & achievement of sales targets. Build and maintain relationships with clients. Analyse market trends, customer needs to identify business opportunities. Develop sales startegy for revenue generation. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits PF Medical Benefits Family Insurance On roll job

Role & responsibilities We are looking for seasoned Wealth Management professionals to manage and grow High Net Worth and Ultra HNI client relationships. The role requires strong advisory capability, portfolio management expertise, and an ability to deliver superior customer experience. Key Responsibilities Manage and expand relationships with HNI & UHNI clientele Handle investment advisory across Mutual Funds, Structured Products, AIF, PMS, Bonds, Insurance & other wealth products Ensure portfolio growth through asset allocation, cross-sell & up-sell strategies Conduct periodic portfolio reviews ensuring superior returns and customer satisfaction Achieve revenue targets across investment, l...

Dear Candidate, Urgent opening with leading bank. Designation : RM FW CTC : Upto 13.88 LPA Location : Navi Mumbai / Mumbai Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing delivera...

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 harshita : 9822381876

Role & responsibilities Band/Designation: Chief manager Department: Sales Retail Channel Location: Mumbai Experience: Minimum 8–12 years of relevant experience Salary: As per industry standards Job Purpose: Drive business growth and AUM for the assigned UFC by executing sales and business development strategies in line with regional and corporate objectives, while managing UFC operations and key distributor relationships. Key Responsibilities: Achieve and exceed business targets for AUM, fund mobilization, IFAs empaneled, and new investor acquisition. Manage overall UFC operations, administration, expenses, and profitability. Develop and grow key accounts, including large IFAs, HNIs, and non...

Responsibilities: Manage HNIs & NRIs' financial goals & objectives Collaborate with cross-functional teams on investment strategies Monitor market trends & risks Ensure compliance with regulatory standards Health insurance Provident fund

Role & responsibilities Execute buy and sell orders for clients in the stock market Provide financial advice and recommendations on investment strategies Monitor market trends, economic news, and company announcements to identify potential investment opportunities Conduct research and analysis on companies and industries to make informed investment decisions Maintain accurate records of clients' transactions and investment portfolios Build and maintain strong relationships with clients, understand their investment goals, and provide personalized investment solutions Stay updated with market regulations, compliance requirements, and industry best practices Collaborate with research analysts, ...

Responsible for Handling HNI Clients Execute trade online and place orders on behalf of customers. Achieve healthy revenues without compromising on client’s profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, IPO’s etc Required Candidate profile Graduate / PG with Equity Advisor Experience NISM Series–VIII (Equity derivatives) 2 to 8 years of experience in handling retail / HNI clients resume.aspiringmantra@gmail.com What's app No 9318431991

Assist field teams with customer meets & local activities. Maintain daily activity logs & sales MIS. Support advisors in presentations & documentation. Ensure smooth coordination with backend teams. Drive branch-level business operations. 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

Track daily & monthly sales performance Prepare basic MIS & progress reports Identify gaps & share insights with team Support sales planning activities Assist in target achievement 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

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 8+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Walk-in-Drive For PB Classic At Bhilai Chhattisgarh. Role-PB Classic Jobs & responsibilities - Managing Classic Portfolio. Achievement of income plans and other benchmarks within portfolio. Customer services. Operations. Acquisition Manager CASA Cross selling HNI Client Preferred candidate profile- Banking experience is preferable. Job Location -Bhilai & Near by location.

Relationship Manager Select Job Summary Individually acquire and nurture relationships of the bank through ultra hni premium premium accounts 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 ...

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...