4972 Hni Jobs - Page 19

- Need to Sell insurance policies to existing customers - Tele calling & fixing apointment for direct meeting for financial planning - Do a detailed financial analysis & provide a suitable insurance solutions - Generate leads & follow the sales cycle Required Candidate profile - 6 months sales experience in insurance products or banking products - Excellent English communication and financial product knowledge - Field sales job needs to travel to meet customers

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

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

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...

We are looking for a highly skilled and experienced professional to join our team as a Private Bank, RM, VP, GSAA, VP in Deutsche Bank. The ideal candidate will have a strong background in finance and banking, with excellent leadership and management skills. Roles and Responsibility Manage and oversee the private banking operations, ensuring high-quality service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Lead and motivate a team of professionals to achieve business objectives. Build and maintain relationships with key stakeholders, including clients and partners. Analyze market trends and competitor activity to identify opportunities and threats....

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

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities, investment products, and insurance business. Identify new sales opportunities through proactive outreach, referrals, and networking within the community. Develop and maintain a deep understanding of clients' financial goals, risk tolerance, and liquidity needs to provide tailored solutions. Collaborate with internal teams to resolve client queries and issues promptly while ensuring excellent customer service standards. Stay updated on market trends, economic indicators, and regulatory changes to offer informed advice to clients.

Field Sales Wealth Portfolio Mutual fund, PMS, Equity Advisors Required Candidate profile Field sales manager Intrested in B2B Wealth manangement ( Equity/ PMS/ Mutual funds) 9623571539 ( whatsapp only )

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell 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 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 custom...

Role & responsibilities Key Responsibilities: Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed Provide end-to-end servicing to existing clients pre-trade preparation, trade execution, post-trade confirmations, and follow-ups Ensure flawless trade execution across BSE/NSE platforms during market hours Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently Proactively monitor client portfolios, track corporate actions, and inform clients accordingly Assist in margin requirements, fund management, and compliance with internal risk parameters Ensure regulatory compliance and proper documentation for all executed tra...

Role Overview: As a Cluster Head (playing captain role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base. Key Responsibilities: Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Client Acquisition: Develop strategies to attract HNI/UHNI clients through networking and referrals. Sales & Advisory: Oversee the sale of PMS, AIFs, and other investment products, ensuring effective client solutions. Relationship Building: Cultivate and maintain strong client relationships to increase Assets U...

1 Candidate must be graduate. 3-Experience:- At least 1+ years in sales (Preference given for ,Mutual funds those who have experience in Share, Demat, SIP) 4-Ready for field sales 5-Vehicle and driving license required1. Required Candidate profile NISM is added advantage but not essential All those who are not from stock market field, need to have min 2 years Field Sales experience from any field Interested candidate contact QRN on 8377024167

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

Position : Wealth Manager Job description: Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP and business associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel. Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and u...

Role & responsibilities The Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients' investment portfolios within the equity market, which involves buying and selling stocks and other equity-related securities. To provide assistance to the Wealth RM To service the clients To preparing reports to be shared with clients To coordinate with the AMCs for processing the transactions To business development b Generating leads Fac...

• Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc. • Strong track record in HNI/Ultra HNI wealth management & mutual fund.

Hi, Greetings from Avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell 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 produc...

Financial Advisor | Equity, MF, SIP, Insurance Broking & Wealth Products Designation: Financial Consultant (FC Jr / SR. FC / AM Sales / MA Sales) Job title - Functional Designation: Sales Department: Branch Role & responsibilities - Financial Sales Executive Equity / MF / SIP Identify and acquire new clients through cold-calling, references, and meetings Explain Geojits products and services to prospects and existing clients Promote a wide range of investment products such as: Equity Currency Mutual Funds & SIPs Insurance PMS, Bonds, and other wealth products Share research reports, new MF schemes, NFOs, IPO updates & market trends with clients Cross-sell relevant financial products to exist...

Hi, We have an excellent Opening in Leading Bank for the following role. (Exclusively for women candidates) HNI Relationship Manager (Products CASA , Mutual Fund, FD & Insurance TPP) NRI Relationship Manager Wealth Relationship Manager Grade: Manager / Senior Manager / AVP location: Across Hyderabad Responsibilities for Relationship Manager •Primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. Profiling Customers and provide financial products to meet customer needs Sales t...

-Provide customized financial solutions and investment advisory to HNI/UHNI clients. -Achieve targets related to client acquisition, AUM growth, and revenue generation -maj. product: Mutual Funds, PMS, AIF, Equity, Bonds, Direct Equity, LI, etc

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Roles and Responsibilities Prepare and review US Federal tax returns (Form 1120) for partnerships, corporations, and individuals. Collaborate with clients to gather necessary documents and information required for tax preparation. Provide guidance on state income tax filing requirements and compliance matters. Ensure timely submission of tax returns while maintaining accuracy and attention to detail. Conduct research on complex tax issues related to international transactions, cross-border payments, and foreign investments. Desired Candidate Profile 2-5 years of experience in US Tax Strong knowledge of Form 1065 (Partnership Return), Form 1040 (Individual Income Tax Return), Form 1120 and 11...

Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also responsible for Acquiring new Bank's HNW relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. (HNW Portfolio Management - Acquiring, Enhancing, Deepening and Retention) Liaising with branch st...

VRM Post Assign to one branch for overall sales operations online Managing the sales through assigned leads The candidate has to handle tie-up partners To Close The leads Provided By the Company Handle the walk-in customer Do Cross Selling Products Required Candidate profile - Sales marketing experience preferred - need at-least 6 Months sales of experience - Age criteria 21-40 Fresher's Can't Apply On role hiring in Pan India Perks and benefits Fixed package Incentives Medical Insurance Coverag

Meet clients, understand goals, advise on investments, update CRM, give reports, share market updates, manage portfolios, handle SIP/renewals, support onboarding, guide taxes, maintain relationships, drive sales and referrals. Health insurance Cafeteria Travel allowance Maternity policy Leave encashment Maternity leaves Paternity leaves Job/soft skill training Course reimbursements