4972 Hni Jobs - Page 22

JOB DESCRIPTION: Job Title: -Onboarding Officer Location: - Pune (Viman Nagar) Terms: - On third party Shift Time: -10.00am to 7.00pm Week Off: -Sunday Training Period: -10 days (Candidates will be onboarded post certification) JOB ROLE & RESPONSIBLITIES: We are looking for an enthusiastic Onboarding Officer who can counsel the potential investors over the phone and will be able to generate the sales for the organization by selling the different type of advisory services. The candidate shall take up the below mentioned roles and responsibilities: Dialling 100-150 calls giving 3-5 hours talk time. Selling an equity-based product on call from scratch to end. The candidate will be responsible t...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities 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. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Role & responsibilities Achieve agreed financial targets and profit growth through the development of existing and new premiere relationships. Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain share of wallet of premiere clients. Responsible for product placement, new business development, key negotiations and marketing campaign to promote schemes to the premiere segment Banks & NDs. Delivering consistent and tailored service to the most valued premiere client. Ensuring adequate mix across all products and meeting set sales targets. Developing markets and enhancing market share. Contributing to sust...

- 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...

Job Description 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/UHNI customers. Preference to ...

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE 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 Bu...

Hi, Please find the job description of NRI RM - Leading Bank Designation: NRI RM CTC up to 12Lacs Location: Hyderabad, Chennai & Bangalore Job Summary: Responsible for acquiring, managing, and deepening relationships with NRI (Non-Resident Indian) clients. Focus on cross-selling banking products, ensuring high service standards, and achieving business targets. Key Responsibilities: Acquire new NRI clients and manage existing relationships. Offer investment, insurance, and loan products tailored to NRI needs. Conduct financial profiling and portfolio reviews. Ensure compliance with regulatory and internal guidelines. Achieve sales and revenue targets through effective client engagement. How t...

Demonstrate a very high level of proficiency in tax technical knowledge relevant to U.S. individual, 1040 form, HNI returns; demonstrate an understanding of more complex technical issues Drive the tax return preparation process, review complex tax returns and other tax deliverables Establish and maintain long-term relationships with the clients and internal colleagues Us Individual tax, HNI

Role & Responsibilities: Advise clients on corporate, partnership, individual and trust and estate tax services. Help determine tax service objectives, scope and methodology and actively participate in communications with client management to understand the clients business and to identify possible tax solutions. Oversee the calculation and analysis of tax strategies for clients and assist with delivering to the client. Manage and review the preparation of corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions. Monitor, document and apply the tax laws for US tax return preparation. Continue to develop relationships wi...

Were Hiring: Relationship Manager Wealth & Business Banking Experience: 5+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment Aum through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and Nri segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: Enhance product holding per client and incr...

Location - Ahmedabad Job Responsibilities _____________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset all...

Role & responsibilities 1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients. Preferred candidate profile Functional / Technical Skills 1. Good Knowledge of ...

Role & responsibilities Direct Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them...

Role & responsibilities Key Responsibilities Acquire new customers across Wealth, CA, and CASA segments. Manage and grow assigned client portfolios to achieve revenue and product targets. Identify customer needs and recommend suitable banking products and services. Maintain strong relationships through regular client interactions and service follow-up. Cross-sell investment, liability, and transactional banking products. Ensure compliance with bank policies, KYC, and regulatory guidelines. Key Requirements Proven experience as an RM in Wealth, Current Account, or CASA portfolios. Strong communication, sales, and relationship-building skills. Good understanding of banking products, financial ...

Role & responsibilities Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of across MF / PMS / AIF. Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactively sharing market updates, trends and other information....

Role & Responsibilities - Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of across MF / PMS / AIF . Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximize client experience by proactively sharing market updates, trends and other informati...

Role & responsibilities Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To ...

As an Inside Sales Executive, you will be the first point of contact for many of our prospective customersdiscerning urban families, HNIs, and impact-driven investors looking for meaningful real estate options. Your role is to build trust, understand aspirations, and nurture prospects toward visiting and experiencing an Organo community. You will collaborate closely with sales closers and marketing to convert interest into intent through insightful conversations and structured follow-ups. Key Responsibilities Engage with inbound and outbound leads from various channels including website, WhatsApp, social media, referrals, and events. Qualify leads using Organo’s discovery framework and scori...

Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/...

Immediate requirment for Leading bank We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability produ...

Immediate requirement for Leading bank We need looking for seasoned professional who is highly skilled in handling NRI/ HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. Experience Required: 4- 8 years in handling NRI customer from banks/NBFC firms with good portfolio management experience Interested applicants can apply or WhatsApp profiles to 9150034555

Hi, Hiring, Job Title : Investment Relationship Manager (Wealth RM) 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 Specific Qualifications Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) :...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Mutual Funds, Portfolio Management, Life Insurance, Health Insurance, AIFs, Structured Products, Bonds etc. Develop and maintain a deep understanding of clients' financial goals and objectives to provide tailored solutions. Identify new business opportunities through networking within existing client base and market research. Collaborate with internal teams to ensure seamless delivery of services to clients. Stay up-to-date with industry trends and regulatory changes to stay ahead in the competitive landscape.

Overall Job Description : • To grow the liability base of the bank by deepening relationships of mapped customer base. • To service clients covering all their banking needs including bank/3rd party products. • To enhance product penetration in the mapped customer base. • To activate clients on Non branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, Point of Sale etc. • To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Any specific requirements : • AMFI Certified (Mandatory) • IRDA certification (Mandatory) • Relevant work experience in the banking industry is...