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2.0 - 5.0 years
3 - 4 Lacs
Hyderabad, Vijaynagar, Mahabubnagar
Work from Office
Proven track record of meeting sales targets Familiarity with CRM systems Demonstrated ability to lead a sales team Excellent communication skills Strong negotiation and persuasion skills HR Mukthi (8469483673) Required Candidate profile Mini 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory Candidate should be ready for field work HR Mukthi-8469483673 M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 2 weeks ago
2.0 - 5.0 years
3 - 3 Lacs
Rohtak, Ludhiana, Yamunanagar
Work from Office
Lead, manage, & motivate a team of sales executives Drive sales performance & ensure target achievement Develop and execute local sales strategies Monitor daily activities and provide guidance to the team Build and maintain strong client relationship 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 {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances
Posted 2 weeks ago
10.0 - 20.0 years
25 - 40 Lacs
Hyderabad, Ahmedabad, Chennai
Work from Office
Essential Duties and Responsibilities: Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification Education: Masters Degree from an accredited College Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets Communication Skills (Must be multilingual with excellent communication) Market knowledge (understand the dynamics of financial business) Resourcefulness Convincing Skills Analytical skills Other Requirements (if any) Behavioural Competencies Service oriented Perseverance Interpersonal skills Cultural sensitivity Willingness to learn Initiative Teamwork and Cooperation Result Oriented Creativity and Innovation Communication and courtesy to customers
Posted 2 weeks ago
1.0 - 4.0 years
2 - 3 Lacs
Kolkata, Bardhaman, Tamluk
Work from Office
Openings For Loyalty channel/Direct Sales -Loyalty Direct Channel sales/Loyalty Channel -Relationship Building & Business Development -Need to Sell Life Insurance to the company assigned customers -Leads/database will be given by the companies side Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Bike mandatory Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 2 weeks ago
2.0 - 6.0 years
1 - 3 Lacs
Akola, Aurangabad, Amravati
Work from Office
Post : Area Sales Manager Lead a high-performing sales team Drive and achieve sales targets Develop and maintain client relationships Conduct market research for business opportunities Collaborate with cross-functional teams. Required Candidate profile • Graduation Must • Must have 2 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on :78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Kolkata
Work from Office
Openings For Loyalty channel/Direct Sales -Loyalty Direct Channel sales/Loyalty Channel -Relationship Building & Business Development -Need to Sell Life Insurance to the company assigned customers -Leads/database will be given by the companies side Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life Insurance experience preferred Bike mandatory Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Pune, Mumbai (All Areas)
Work from Office
JOB POST : RELATIONSHIP MANAGER - Report at the branch daily. - 100 % Lead based work. - Individual sales role. - Build relationship with colleagues. - Schedule meetings with customer. - Explain and sell your product. - Close leads into sales Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-35 Min 1 + years experience in Sales and Marketing BFSI work experience preferred Life insurance experience preferred Perks and benefits - Paid Leave - Incentive - Allowances - Insurance
Posted 2 weeks ago
1.0 - 6.0 years
0 - 3 Lacs
Kolhapur, Malegaon, Nashik
Work from Office
Developing new leads or sales opportunities soliciting new accounts, building rapport with clients. Identify and connect with key decision makers Strong knowledge of the BFSI sector Build and maintain strong relationships with clients. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 SR.HR Anandi S
Posted 2 weeks ago
1.0 - 6.0 years
4 - 7 Lacs
Bhubaneswar, Muzaffarpur, Lucknow
Work from Office
Job description: Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs *Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com
Posted 2 weeks ago
1.0 - 6.0 years
0 - 3 Lacs
South Goa, Baramati, Karad
Work from Office
Manage customers & ensure satisfaction Drive business growth through the team Lead and motivate the sales & marketing team Develop & implement sales target Monitor sales targets and team performance Build & maintain strong relationships with clients Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 SR.HR Anandi S
Posted 2 weeks ago
1.0 - 6.0 years
3 - 5 Lacs
Kolkata, Tamluk
Work from Office
Recruiting, Screening, And Training New Agents. Responsible for build up your team by using your self-network You have to train and motivate them for sales You have to organize sales visit for business development Required Candidate profile Training Provided by Company Age: 21 to 45 years Qualification: Graduation (No Backlogs) Experience: 1 Year of experience in Any Sales & Marketing Bike: Mandatory
Posted 2 weeks ago
1.0 - 4.0 years
1 - 3 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Hiring Banking Sales Professional! Generate leads, open accounts, and cross-sell products. Deliver exceptional customer service and maintain accurate records. Participate in training to stay updated. Sales Support. Required Candidate profile Fresher can't apply Graduation is a must Age must be in between 21-33 Any industry from sales experience 1 to 4 Years BFSI work experience preferred Good communication & interpersonal skills Perks and benefits Fixed package Incentives Medical Insurance Coverag
Posted 2 weeks ago
1.0 - 6.0 years
2 - 3 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Post : Sales Development 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 • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on 97244 79846 HR Fenil Perks and benefits Incentive + PF + Mobile with Several
Posted 2 weeks ago
2.0 - 5.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date: 06-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: 1st floor, situated at plot no.72, Road No.70, Journalist Colony - A, Jubilee Hills, Hyderabad - 500033 Preferred candidate profile
Posted 2 weeks ago
1.0 - 5.0 years
2 - 3 Lacs
Chennai, Nellore, Vizianagaram
Work from Office
Post : Branch Sales Manager • To Manage the Banca sales through assigned Bank • To Resolving customer queries • To Close The leads Provided By the assigned Bank • To Handle the walk-in customer • To Do Cross Selling of the Products Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentive + PF + Mobile with Several
Posted 2 weeks ago
2.0 - 5.0 years
3 - 5 Lacs
Hyderabad
Work from Office
Greetings From Equitas Small Finance Bank...!!!!Purpose of the role: To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen these relationships through highest levels of service quality. Key Responsibilities: Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor. Desired Experience: Years of experience (range): 2 TO 5 years. Qualifications: Graduation: Any Graduate Interested candidate walk in to below address Date : 04-06-2025 Timing :10 am to 3 pm Positions: Premium Acquisition Manager Equitas Small Finance Bank Ltd Interview Venue: MIG 288 ROAD NO 4 PHASE I & II KPHB COLONY KUKATPALLY PIN CODE: 500072
Posted 2 weeks ago
5.0 - 10.0 years
5 - 12 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Dear Candidate, Urgent opening with leading bank for Relationship Manager. Exp - 5-10 yrs CTC : upto 8 - 12.50LPA Location : Across Mumbai / Navi Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692
Posted 2 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
Kochi, Hyderabad, Chennai
Work from Office
Engage with walk-in customers and company-assigned leads Conduct client meetings and visits to close deals Maintain strong follow-up with leads and existing customers Provide post-sales support Upsell and cross-sell other financial products Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Age: 21 to 37 years Skills: Strong communication, sales aptitude, and client relationship skills
Posted 2 weeks ago
1.0 - 6.0 years
2 - 5 Lacs
Kolkata, Burwan, Durgapur
Work from Office
more info call me 6352458972 Lead based work Handle walk in customers. Analysis of customer, Maintain relationship with customer. Lead generation through Bank employee. Participate other candidates Offer sales service. Documentation for lead closing.
Posted 2 weeks ago
10.0 - 20.0 years
30 - 45 Lacs
Kolkata, Chandigarh
Work from Office
1) Requirement - Individual private banker – AVP/DVP level (Chandigarh And Kolkata) 2) Candidate should have his/her own book and client base. Managing All wealth investment Portfolio CTC : 30 to 50 LPA For details please connect me (W) -7227987757 Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product
Posted 2 weeks ago
7.0 - 12.0 years
10 - 14 Lacs
Hyderabad
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : SAP Portfolio and Project Management Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. You will oversee the development process and ensure successful project delivery. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsible for team decisions- Engage with multiple teams and contribute on key decisions- Provide solutions to problems for their immediate team and across multiple teams- Lead the application development process- Ensure timely project delivery- Provide guidance and support to team members Professional & Technical Skills: - Must To Have Skills: Proficiency in SAP Portfolio and Project Management- Strong understanding of project management principles- Experience in leading application development projects- Knowledge of SAP solutions and technologies- Experience in stakeholder management Additional Information:- The candidate should have a minimum of 7.5 years of experience in SAP Portfolio and Project Management- This position is based at our Hyderabad office- A 15 years full-time education is required Qualification 15 years full time education
Posted 2 weeks ago
8.0 - 13.0 years
15 - 30 Lacs
Kolkata, Chandigarh, Mumbai (All Areas)
Work from Office
Job Responsibilities - Customer Acquisition - Financial Planning (FP) and Portfolio Services - Execution of transactions post FP and on periodical basis - Manage Private Wealth, PMS and AIF fund related queries - Ensure delivery of various MIS reports as per requirements - To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization - To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery - Ensure discipline of asset allocation - Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class - To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition - Continuous learning, to be better equipped than our competitors - To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams - To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances - To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM - Revenue Generation - Build AUA
Posted 2 weeks ago
2.0 - 7.0 years
4 - 5 Lacs
Siliguri, Shillong, Jalpaiguri
Work from Office
1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth
Posted 2 weeks ago
10.0 - 15.0 years
15 - 25 Lacs
Chennai, Bengaluru
Work from Office
We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 8- 15 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.
Posted 2 weeks ago
1.0 - 5.0 years
2 - 4 Lacs
Guwahati, Angul, Bhubaneswar
Work from Office
Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1.5 year of sales exp Good communication skills Understanding of client requirement Share CV on below details Mail - piyush@theinfinityspace.com Sr HR Piyush Perks and benefits Full Time On Roll Medical benefits Career Growth
Posted 2 weeks ago
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In India, the High Net Worth Individual (HNI) job market is thriving, with numerous opportunities available for skilled professionals in various industries. HNI jobs typically involve working with individuals or families who have substantial financial assets and require specialized services such as wealth management, investment advice, or estate planning.
The salary range for HNI professionals in India varies based on experience and expertise. Entry-level positions may start at around ₹5-8 lakhs per annum, while experienced professionals can earn upwards of ₹20 lakhs per annum or more.
In the HNI sector, a typical career path may include roles such as Relationship Manager, Wealth Manager, Senior Wealth Manager, and ultimately, Director or Head of HNI Services. Professionals may progress based on their performance, client portfolio, and industry knowledge.
In addition to specialized knowledge in wealth management and financial planning, HNI professionals may benefit from skills such as communication, relationship building, analytical thinking, and market research.
As you prepare for your HNI job search in India, remember to showcase your expertise, communication skills, and commitment to client success. With the right preparation and confidence, you can excel in the competitive HNI job market and build a successful career in serving high net worth individuals. Good luck!
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
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