3956 Hni Jobs - Page 18

Role & responsibilities : To build and manage relationship with Virtual program managed clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability , Mutual Funds, Life Insurance and other TPP products of the bank

Job Title : VP/GM/DGM/Head-Business Development & Sales-Delhi-NCR Engineer/Diploma/MBA with mininmum 15 yr experience as VP/GM/Head Sales & Marketing with solid Exposure in Business Development for High-end Modular Kitchen, Modular furniture/concept Cabins/Interior Furnishings for Elite Customers/HNI clients. He will lead, motivate and guide NCR team of Sales & Marketing Officers in achieving Goals of Customer Experience and Profitable Sales in Delhi NCR & other Elite/assigned markets. Job Description : 1. Business development for full range of Modular Kitchen, Modular furniture/concept Cabins/Interior Furnishings for Elite in Delhi NCR region, Mumbai/Metros and all India. 2. Build business ...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role & responsibilities Manage the Classic Portfolio of high-value customers in the branch. Provide personalized banking services and ensure superior customer experience. Build and maintain strong relationships with Classic customers through regular interactions and portfolio reviews. Achieve targets for cross-selling banking and third-party products investments, insurance, loans, and cards. Ensure timely servicing of customer requests related to accounts, investments, and transactions. Maintain high service standards , compliance with KYC/AML norms, and audit guidelines. Identify opportunities for upgrading customers to higher value segments. Coordinate with branch operations for smooth acc...

Develop and Execute Sales Strategies Identify and target international markets for real estate opportunities. Create tailored sales strategies to maximize client acquisition and revenue growth. Build and maintain strong relationships with international clients and investors. Conduct regular follow-ups to ensure customer satisfaction and address any concerns. Conduct thorough market research to identify trends and analyze competition. Provide insights and recommendations based on market data to enhance sales strategies. Lead negotiations with clients to ensure favorable terms and conditions. Finalize contracts and ensure compliance with local and international regulations. Work closely with m...

Dear Candidate, Greeting from YES BANK!! Kindly acknowledge the mail with your updated resume, interested to apply for the opportunity. Please find below the JD for the role of Relationship Manager Yes Premia || YES BANK: Job Description: Job Responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger s...

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business. Identify new sales opportunities through portfolio management, third party products, and fixed deposits. Develop and maintain strong relationships with existing clients to increase retention rates. Collaborate with branch teams to achieve sales targets and improve overall performance. Provide exceptional customer service by resolving client queries promptly. Desired Candidate Profile 1-6 years of experience in Retail Branch Banking or similar role. Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retai...

Role & responsibilities Provide financial solutions to the Priority customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM sys...

Job description: We are seeking highly motivated and ambitious individuals to join our team as Management Trainees in Business Development. The role involves intensive training, exposure to various aspects of the organization, and the potential to lead a team based on individual performance. Key Responsibilities: Undergo intensive training and development programs Gain exposure to various aspects of the organization Assist in business development activities Support in brand management, client management, and business promotion Participate in sales and marketing initiatives Collaborate with team members and contribute to team objectives Location- Thane,Navi Mumbai,Mumbai,Dombivli,Panvel,Karja...

- 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.

About the Role: We're hiring an experienced sales leader to manage and drive the Corporate Sales Manager - Banca(VRM) team. This is a key leadership position responsible for leading a team of Virtual Relationship Managers, ensuring achievement of business targets through effective customer engagement and relationship management. Key Responsibilities: Lead, motivate, and manage a team of Bancassurance Managers to achieve monthly and quarterly business targets. Drive life insurance sales through virtual and digital engagement with existing and new customers. Monitor team performance, provide coaching, and implement strategies to improve productivity. Build strong internal and external relation...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Leading AMC (Asset Managent Company) is looking for Branch Manager at below locations Satara BhavNagar Bhuj/GandhiDham Madgaon Must: Age limit 34 only from AMC team handling No: -unemployed -switch job in last 12months rajan@wayprogress.com

Grad/PG with 4–6 yrs sales exp. Proven client value creation, strong communication & negotiation skills. Engage institutional/corporate clients, drive sales, grow revenue, build & deepen relationships, engage top management & enhance brand visibility

Role & responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI vis...

Virtual Acquisition Manager Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 (Whatsapp only) Whatsapp your cv -mention VAM Kolkata., All the Best ! About OCC: The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of ...

The Junior Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients needs as well as dealing with routine enquiries and transactions. Supports Senior Relationship Managers in client administration and management, organizing meetings, handling documentation, and ensuring compliance with internal policies. They communicate effectively with clients and contribute to busin...

Greeting from HDFC Bank!! We have urgent opportunity of Branch Manager based across Bangalore Job Locations: Bangalore - Upcoming Branch (Sr. Manager Grade) Note: Candidates having 8+ years experience in Branch Banking Operations, Sales and Service need to apply. Job Title : Branch Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) : Cluster Head - RBB Responsibilities Lead a result-oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management, Operation and risk. Own all branch-banking objectives and overall branch supervision, ensure achievement of overall Branch Targe...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

- 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

- 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

Company Description Colliers (NASDAQ, TSX: CIGI) is a leading global diversified professional services company, specializing in commercial real estate services, engineering consultancy and investment management With operations in 70 countries, our 22,000 enterprising professionals provide exceptional service and expert advice to clients For nearly 30 years, our experienced leadership with substantial inside ownership has consistently delivered approximately 20% compound annual investment returns for shareholders With annual revenues exceeding $4 5 billion and $99 billion of assets under management, Colliers maximizes the potential of property, infrastructure and real assets to accelerate the...

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...

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client...

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach shor...