4972 Hni Jobs - Page 18

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 6 years' experience in banking sales - Proven track record in HNI banking sales - E...

Hiring Relationship Manager – Bangalore . Looking for candidates with strong CASA sales experience (mandatory). Share CV to sangeetha.m@sprohr.com . Please share and refer. Immediate joiners preferred. Attractive CTC.

- 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

Relationship Manager (RM) builds and nurtures strong, long-term connections with clients, acting as the main point of contact to understand needs, provide tailored solutions, and ensure satisfaction, while also driving business growth through upselling, cross-selling, and identifying new opportunities, all while coordinating with internal teams and staying ahead of market trends . Their core role is balancing client advocacy with company revenue goals, requiring excellent communication, problem-solving, and strategic planning.

Role & responsibilities RM Customer Engagement UHNI/HNI client Handling. • To up sell AMC MF products to Retail/ HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 • Acquisition & Servicing of HNI/UHN...

Role Purpose Responsible for VIP Servicing by managing Card account of VIP, Execution/resolution of VIP Cases on utmost Priority, RM based Preemptive exceptional base priority services. Role Accountability Ensure Wing-to-Wing Resolutions of all VIP cases with utmost accuracy and delivering best in class service Manage VIP Preemptive Servicing through effective Onboarding/Card & Statement delivery, Real Time automated transaction Decline curing (RADAR), Payments & Charges, Collection receivables/KYC renewal fulfilment as per RBI guidelines, Reinstatement/Activation of Card Account, monitoring of SR, End to End mapping of services Adhere to productivity, reactive and proactive TAT, quality sta...

Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship manage...

Collaborate with sales teams to align sales strategy. Build & maintain strong relationships with key clients. Monitor market trends, customer needs for new business opportunities. Manage the entire sales process from lead generation to closing deals. 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 On Roll Job Career Medical Benefits Insurance

Collaborate with sales teams to align sales strategy. Build & maintain strong relationships with key clients. Monitor market trends, customer needs for new business opportunities. Manage the entire sales process from lead generation to closing deals. 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 On Roll Job Career Medical Benefits Insurance

Collaborate with sales teams to align sales strategy. Build & maintain strong relationships with key clients. Monitor market trends, customer needs for new business opportunities. Manage the entire sales process from lead generation to closing deals. 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 On Roll Job Career Medical Benefits Insurance

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

We Are Hiring for Senior Leadership Roles in Virtual Sales Position: Team Manager - Virtual Relationship Management (VRM) Channel Organization: Leading Private Bank Location: Thane, Hyderabad Candidates with relevant experience from VRM Channel in banks willing to relocate to the mentioned locations can apply Age Limit- 38 years Key Responsibilities: Lead and mentor a high-performing VRM team Drive recruitment, training, and performance management Ensure achievement of sales targets and revenue goals Strengthen HNI client engagement through joint calls and relationship management Coordinate with Liabilities, Assets, Forex, Wealth, Insurance and Cards teams for seamless business delivery Driv...

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 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserve Asset Management

Role - NR Relationship Manager & NR Acquisition Relationship Manager Location - Bhuj, Vadodara, Surat, Rajkot NR Acquisition required only for Navsari Budget - 11.5LPA Max for NR RM & 6.62LPA For NR Acquisition Age - Up to 32

Role - NR Relationship Manager & NR Acquisition Relationship Manager Location - Bhuj, Vadodara, Surat, Rajkot NR Acquisition required only for Navsari Budget - 11.5LPA Max for NR RM & 6.62LPA For NR Acquisition Age - Up to 32

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 face of the Bank to high net worth customers of the Bank. Relationship Management of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet s...

The Personal Banker / BRM s a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service. Key Roles and Responsibilities: Client Relationship Management: Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction. Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments). Provide expert advice on various banking products and services. Business Development ...

Cold Caller & Appointment Setting Specialist Location: Remote Experience: 1+ Years Engagement: Full Time Do you have a steady, confident, and reassuring voice? Can you stay calm even when the person on the other side is hearing from you for the first time? Because this role involves speaking to 100% cold leads - people who are not expecting your call. Your ability to create trust in the first few seconds is extremely important. What this role is about: You will contact potential investors from our internal database. They have no prior connection with us, so every conversation starts from zero. Your job is to : * Begin a clear and respectful conversation * Build comfort quickly * Understand t...

We are Hiring for India's Leading Bank Profile: Preferred Relationship Manager- (Individual Role) Location: Kolkata CTC offered- upto 9.5 LPA Min exp- 5 yrs Roles and Responsibilities- Acquisition of new Preferred customers Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support Sales across all product segments Third Party Products, Assets, Cards etc. Ensure certification of docume...

Role & responsibilities Should be from AMC background managing Banks and Private wealth. This is a B2B position and candidates should be from AMC Industry only. Can be from any private wealth outfit or private banking department of the bank. With decent relevant industry experience, knowledgeable and presentable. Candidates residing in Pune are preferable, but no compulsion. Should have good knowledge about investment products and fair understanding of market outlook. Experience should be 7-9 years in relevant role as mentioned above. Candidate who is handling Private Wealth channel, Private banking or Largest MFDs in current role. Preferred candidate profile

- 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...

Dear Candidate, On the SPOT Offer Retail Branch Banking – Leading Small Finance Bank Location: Chennai, Bangalore & Hyderabad CTC up to 6L 1. Job Description : Deputy Manager – Liability products Acquire and manage liability relationships, including savings, current accounts, and term deposits. Drive CASA growth through client engagement, onboarding, and portfolio deepening. Cross-sell banking products to enhance customer value and increase wallet share. Ensure compliance, service excellence, and achievement of monthly business targets. 2. Job Description : Deputy Manager – Corporate Salary Responsible for acquiring and managing corporate salary accounts by engaging with key corporate stakeh...

Contact Person - Mr. Rubal Verma If you're interested, Kindly share your cv:Anjali3.Shukla@axisbank.com We are looking for a dynamic and customer-focused Virtual Relationship Manager to manage our NRI portfolio. The role involves premium service delivery, revenue generation through cross-sell and up-sell, and deepening customer relationships. Key Responsibilities: Achieve revenue targets (IPG and cross-sell) from mapped NRI customers. Provide premium customer service and manage client relationships. Drive CASA deepening, NTB lead generation, and NDIAS services. Cross-sell investment, asset, card, and liability products. Ensure compliance with internal controls and regulatory guidelines. Use ...

RBL Premier Banker Program Become a Relationship Manager with RBL Bank Why Choose RBL Premier Banker Program? At RBL Bank, we believe in nurturing talent and building future leaders. The RBL Premier Banker Program , in collaboration with NIIT IFBI , is designed to create a job-ready pool of Relationship Managers for Branch Banking and Retail Liabilities business. As a Relationship Manager, you will: Generate revenue by sourcing new-to-bank relationships from identified verticals Cross-sell wealth and business banking products to individuals and business owners Ensure 360 client engagement Total Client Ownership Walk in as Executive. Walk out as Relationship Manager @ RBL Bank! Program Highli...