4972 Hni Jobs - Page 16

Responsibilities : Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications : 1-7 years of work experience with Mutual Funds and PMS Compensation Offered: 25,000 - 39,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Sales incentives Performance bonus Life insurance Health insurance

- 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...

Location - Hyderabad/Bangalore/Chennai/Coimbatore/Pune/Delhi/Kolkata /Nasik Leading Finance Company is hiring for Relationship Manager Roles Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a se...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The ideal candidate will be responsible for branch profitability, operational excellence, customer satisfaction and team performance. You will ensure seamless delivery of banking services while driving sales, managing risk and building strong customer relationships. Job Location: Tuticorin & Nagercoil Role: Branch Manager Experience: Minimum 8 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complaint Management Team Leadership & Staff Development Regulatory and Compliance Control Process monitoring & Risk Managem...

A Cluster Head for investment advisory leads sales/wealth teams, drives AUM/revenue growth (HNI/UHNI clients), manages team performance, ensures regulatory compliance, and expands client/IFA networks across a designated region The JD emphasizes leadership, sales execution, and client acquisition/retention strategies Key responsibilities & requirements for an investment advisory cluster head:Business Growth: Execute cluster-level plans for sales, AUM growth, and market share expansion; achieve targets Team Leadership: Recruit, train, motivate, and mentor Relationship Managers (RMs) and area heads Client Acquisition: Lead efforts for HNI/UHNI client acquisition, cross-selling, and relationship...

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Bengaluru, Chennai, Hyderabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial produc...

To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client

Visit markets, shops & residential areas for lead generation Explain product features & benefits clearly Convert leads into sales with follow-up Maintain daily call/visit logs Achieve personal monthly business goals 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

Motivate team for consistent field activity Conduct small group product briefings Assist team in customer meetings Track advisor engagement metrics Improve team participation & output Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.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

Recognize prospects through market visits & referrals Explain insurance plans based on customer needs Ensure timely follow-ups & closures Maintain basic sales & activity records Achieve assigned monthly targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Maintain regular contact with existing customers Resolve basic service issues and queries Promote cross-sell & upsell opportunities Collect documents for renewals Support team in achieving monthly goals 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

Visit markets, shops & residential areas for lead generation Explain product features & benefits clearly Convert leads into sales with follow-up Maintain daily call/visit logs Achieve personal monthly business goals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party products. Graduate / Post Graduate Certification NISM Mandatory Experience: Minimum 2+ Year dealing experience. Must have worked on ODIN software. Required Candidate profile NISM, ODIN, Investment

PERSONAL BANKER SALES: 1YEARS of experience with liability &third-party banking product. Job involves Sales and new acquisition of customers from with self sourcing No relationship portfolio will be given. However, you may get help from branch in terms of leads Hiring only in AM grade No operations,only sales. Salary: It is negotiable; although you will get a hike in your basic pay. PERSONAL BANKER CLASSIC : Min. 3 YEARS OF experiences in retail banking. This profile is also known as classic RM Job involves Sales, PORTFOLIO Management and relationship management New ACQUISITION ALONG WITH Handling THE EXISTING PORTFOLIO of Job involves Sales, PORTFOLIO Management and relationship management ...

Roles and Responsibilities Manage retail liabilities portfolio, including current accounts, savings accounts, and other deposit products.

Candidate should have sound knowledge of managing a Bank Branch. Should have good knowledge of Banking Operation, HNI Client Acquisition & Management, Exisitng BMs & BOMs can apply. Excellent communication skill reqd. Perks and benefits Annual Performance Bonus

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 Jaipur .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 knowledge of New Client Acquisition, Should be existing BSM or RM with 3+ Years experience. Should have sound knowledge of local market and ability to build and lead a team of CASA sales executives. Team Handling Role. 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 across Uttar Pradesh Major Cities.Excellent communication skill reqd. Perks and benefits Excellent Incentives

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 Avdhut : 7796426971

Job summary, We are hiring enthusiastic and sales driven Wealth Managers to join our growing investment advisory team in Lucknow, The role focuses on acquiring new clients and advising them on diversified portfolio including mutual funds, Insurance Health insurance Accidental insurance