4972 Hni Jobs - Page 14

- 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

- 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

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

Role & responsibilities Wealth Manager - B2C Sales @ Stock Broking | Overall Mumbai | Upto 20LPA Acquiring and managing relationships with (HNI) and Ultra-HNI clients with wealth and investment products. Preferred candidate profile Expertise in handling HNI and UHNI Clients Should move a minimum book size of 10 cr

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Responsibilities: Manage high net worth clients' wealth through investment advice, portfolio management & life insurance sales. Handle ultra HNIs with expertise in private banking & mutual funds. Health insurance Sales incentives Annual bonus Performance bonus Referral bonus Gratuity Provident fund Maternity leaves Paternity leaves Maternity policy

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- 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 sayali : 9158043197

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Kota, Udaipur location .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Team Management Profile handling Wealth RMs. Exisitng BMs can also apply. Excellent communication skill reqd. Perks and benefits Excellent Incentives

Candidate should have sound knowledge of managing wealth of HNI Clients. Should have good knowledge of Mutual Fund, Bonds , Equity and PMS. Individual Profile. Positions are based at Ahmedabad, Vadodara, Surat .Excellent communication skill reqd. Perks and benefits Excellent Incentives

Walk-In Interview Details Contact Person : Aashwarya (HR) & Vikas Gupta (RSM) Venue : Kotak Mahindra Bank, 2nd Floor Vatika City Point, Sector 25, MG Road Gurgaon, Haryana Date & Time : 19th December (Friday) - 11:00 AM - 2:00 PM Note : Candidates should carry updated CV and be in formal attire and ( DL and RC are mandatory ) Job Description We are seeking a talented and customer-centric Relationship Officer to join our Digital Banking team. In this role, you will be responsible for enriching customer relationships, acquiring new customers, and cross-selling a range of banking products to meet their financial needs. Your primary goal is to deepen customer engagement and increase the bank's w...

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

- 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

Hiring | Wealth Head AVP – only Female candidates Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Female candidates only Currently managing a Wealth Management team Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile. I will guide you w...

We are hiring an experienced Wealth Manager to handle HNI and UHNI clients within the affluent wealth segment. The role focuses on managing a strong client book, growing AUM, and delivering customized investment solutions across multiple asset classes. Candidates from established wealth channels with a portable book are preferred. Job Description Manage and acquire HNI and UHNI clients and secure mandates to manage their wealth Build and manage customized investment portfolios aligned with client financial goals Drive overall AUM growth and revenue through investment solutions such as Mutual Funds, PMS, AIFs, Bonds, FDs, unlisted shares, broking products, and related services Strengthen long...

As a Cluster Head / Senior / Relationship Manager, you will be responsible for the following key responsibilities: - Client Engagement and Relationship Management: - Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. - Profile Customers and provide financial products to meet customer needs. - Work closely with Relationship Managers to support client portfolios and execute wealth management strategies. - Market Research And Analysis: - Conduct thorough researc...

Lead, motivate, and support the sales team to achieve targets Drive personal sales along with team performance Monitor daily activities, follow-ups, and conversions Train team members on sales pitch and product knowledge Required Candidate profile Minimum 1–2 years of experience in field sales or team handling Target-oriented Graduation preferred Ability to work in the field and manage a team Contact for More Details: Priyansi – 8160174117

Visit retailers & distributors regularly to promote FMCG products Achieve monthly & quarterly sales targets Ensure product availability and proper merchandising Collect market feedback and monitor competitor activities Handle relationship management Required Candidate profile Mini. 1 year of experience in FMCG or field sales Strong communication and negotiation skills Graduation preferred Two-wheeler and driving license preferred Contact for Details: Priyansi | 8160174117

Role & responsibilities Lead Sales Team : Manage, build, and drive a sales team focused on new client acquisition and margin collection. Achieve Targets : Meet required Assets Under Management (AUM) and investor acquisition targets for the cluster HNI Advisory : Oversee the timely delivery of customized wealth advice to HNI customers. Portfolio Review : Conduct periodic reviews of client portfolios to ensure alignment with investment objectives. Team Training : Organize and conduct periodic training sessions on products and processes for the team

Relationship Manager Retail Agri Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 8 Areas Actionable (4-6) Sourcing and Business Generation Business scoping of geographical market for farming and rural community Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. Conducting marketing activities for generating new business Work on productivity benchmarks Market Update and Change in Product / Processes To keep an update with respect to market requirement...

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

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

Identify new business opportunities Develop sales strategies and set sales targets Provide feedback and coaching to team members Monitor the team's performance and motivate them to reach targets Build and maintain relationships with clients Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - piyush@sresthinfo.com Call - 7984704065 (Piyush) Perks and benefits On Roll Job + High CTC Incentives + Allowances