4972 Hni Jobs - Page 17

Responsible to manage relations with Banca partners, especially with a bank employee. To close the leads provided by the Relationship Manager of Bank Partner. Conduct skilling sessions for bank staff on a regular basis. Lead will be provided Required Candidate profile 1+ years experience in life insurance sales open arcitecture Must be graduate (No backlogs) Age 25-38 years Bike must

To lead and manage a cluster of branches within the Delhi NCR region, ensuring achievement of business targets across liabilities, assets, fee income, and customer experience, while maintaining compliance, operational excellence, and people development. Key Responsibilities: 1. Business Growth & Revenue . 2. Customer Experience & Retention . 3. Risk & Compliance 4. People Leadership 5. Operational Efficiency 6. Market Development Qualifications & Experience: Graduate/Postgraduate in Business/Finance or related field. 1525 years of banking experience , with at least 5-7 years in branch leadership . Proven track record in business development, team management, and compliance . Strong knowledge...

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Fastest Growing Wealth & Portfolio Management / Advisory Company is Hiring CLUSTER HEAD- ACROSS INDIA Call on : 9954786204 / 8859766816 / 941250851 / 8755187878 send cv on rm@contactxindia.com nidhi@contactxindia.com Role & responsibilities 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. K ey responsibilities & requirements for an investment advisory cluster head: Business Growth : Execute cluster-level plans for sales, AUM...

Role & responsibilities Building campaign strategy for Top of the mind awareness among customers. Campaigns for Program/Benefit re-iteration, cross-sell, program nudge and feature led communication Strategize and deploy Customer Life cycle Management communication Creation of product collateral's, sales enablement tools and content to help increaseproduct/offer promotion Liability mobilization and lead generation. Drive engagement, lead generation for ETB through Social media, digital channels, campaigns, physical collaterals and merchandize. Preferred candidate profile Strategize and deploy Customer Lifecycle Management communication Creation of product collaterals, sales enablement tools a...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

FASTEST GROWING Investment Advisers hiring in large numbers across India call on 8859766816 / 9412501851 / 8755187878 Send Cv on rm@contactxindia.com karan@contactxindia.com Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in time. To keep one self-updated on the financ...

- 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...

IndusInd Bank Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Vishakhapatnam Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks p...

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...

Role & responsibilities Preferred candidate profile

Position Title: Wealth Manager Investment Advisory Job Summary: Engage with affluent clients to understand their financial objectives, risk tolerance, and investment preferences. Offer customized investment solutions across a range of financial instruments including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Direct Equity, and Insurance (Life & General) Key Responsibilities: Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite. Keep abreast of market dynamics and trends to adjust client portfolios proactively. Drive consistent growth in client assets under management (AUM) and overall book size. Meet acquisition and revenue...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

New client acquisition drive for opening new demat & trading accounts Working on RA model (Referral Associates) for new client acquisition. Conducting local area marketing activities like prospects seminars & webinars Cross Selling

1)Portfolio Management: 2) Investment Strategy Evaluate and recommend strategies for mutual funds and AIF portfolios to meet performance targets.3) Risk Management

I. ROLE PURPOSE & OBJECTIVE The Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level. This is a high-impact, performance-driven leadership role with a focus on building market share in liability products. This is a pure sales leadership role, sharply focused on acquisition, balance growth, cross-sell, and revenue maximization from liability products. The Regional Sales Head oversees and drives the performance of State Sales Heads, ensuring each state sales team meets and exceed...

Job Title* Relationship Manager- Signature Banking Business Unit* Branch Banking and Retail Liabilities Department* Signature Banking Location* Mumbai Experience: Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Position Responsibilities 1. Achieve personal and business unit goals by implementing a variety of relationship deepening technique and new business acquisition activities, Acquiring and managing Resident and NRI clients. 2. Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions 3. Work in close coordination with Service Delivery Ambassadors to deliver superior servi...

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

Private Client Group - Equity Advisor Location: Pune,Kolkata,Delhi,chennai,hyderabad,bangalore Designation: Equity Advisor (PCG) Roles and Responsibilities: Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings...

Role & responsibilities To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Establish, manage, and grow the TRV ofPrivate Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. T...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs to grow liabilities business through portfolio management, retail branch banking, and wealth management services. Identify new business opportunities by acquiring new clients and expanding existing ones across various product lines such as Casa, Retail Liabilities, and Portfolio Management. Collaborate with internal teams to ensure seamless delivery of products and services to high net worth customers. Monitor market trends and competitor activity to stay ahead in the competition.