1582 Hni Jobs - Page 22

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process

Identify potential clients to generate leads & drive sales growth. Expand the customer base by upselling/cross-selling. Build long-term relationships with clients. Stay updated on industry trends/product knowledge. Achieve growth & hit sales target. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong leadership & Network Age up to 40 years Share CV at Jyoti@theinfinityspace.com Call/WhatsApp- 93283 80990 Sr HR Jyoti Perks and benefits On Roll Job with PF-TA-DA Best Salary + Incentives

Candidate with excellent Communications Skills & wealth management Skills, experience in Cross Sales All Banking Product LI GI, PMS, AIF, MF N HNI Client Handing. Trade Forex N Term Loans experience added advantage. Positing across western line

Mentor sales team & provide knowledge about product/services. Expand the customer base by upselling/cross-selling. Build long-term relationships with clients. Stay updated on industry trends/product knowledge. Achieve growth & hit sales target. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong leadership & Network Age up to 40 years Share CV at Jyoti@theinfinityspace.com Call/WhatsApp- 93283 80990 Sr HR Jyoti Perks and benefits On Roll Job with PF-TA-DA Best Salary + Incentives

Role & responsibilities: Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with Client through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold Client service standards. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile: AMFI / IRDA / FEDAI certified candidates with BCSBI certification would be an added advantage

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location : Ahmedabad If you are interested in sales and want to earn good incentives along with career then share your resume on or call on 9730268028 Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 2 years of Insurance Sales experience (preferably in Agency Channel)

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 ~500 branches in 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 clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3)

- Advising Super HNI clients on Equity & commodity Markets - Cross selling of other products like Mutual fund, PMS, Insurance. - Revenue Generation & Activation of clients - Interested candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - 1 Years of Dealing/Advising Exp. in Stock Market in handling HNI/PCG/NRI clients - Achieve given target of revenue generation and cross selling candidates can send CV at popularplacement@yahoo.com

- 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

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

Dear candidates, Greetings From Symmertical !!! Urgent Hiring for Certified Financial Planner (CFP) & Relationship Manager. Role & responsibilities Client Relationship Management with Private banking, wealth Management, HNI clients: Build and maintain strong relationship Engage with clients Identify opportunities Maintain existing networks and relationship-building to acquire new clients Financial Planning Conduct in-depth financial assessments. Optimize portfolios Taxes, investments Monitor and review financial plans Preferred candidate profile Experience in financial planning and wealth management in India. Proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Please share your updated CV with below-mentioned details:- Highest Educational Qualification (Years of completion): Current Company/Designation: Work Experience (Total): Current Location: Current CTC: Expected CTC: Notice Period: Reason for change: Interview Availability: Please share mentioned above details on monika@symmetricalglobal.com Contact Person: Monika Sain

Job Summary: We are looking for a seasoned professional to lead our Private Banking (Wealth) business in East India. The Market Head will be responsible for driving business growth, managing a team of Relationship Managers, and ensuring high levels of client satisfaction and compliance. Key Responsibilities: Team Leadership: Lead and manage a team of Relationship Managers to drive performance, business growth, and client engagement. Business Development: Drive acquisition and deepening of high-net-worth (HNW) client relationships in the region. Client Management: Ensure delivery of high-quality wealth management solutions and services to clients. Strategy Execution: Implement regional business strategies aligned with overall Private Banking objectives. Revenue & Targets: Achieve financial and non-financial targets for the region, including AUM growth, revenue, and client retention. Risk & Compliance: Ensure adherence to internal policies and regulatory guidelines across all client and team interactions. Collaboration: Work closely with product, investment, risk, operations, and compliance teams to deliver seamless client solutions.

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad 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 to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: Minimum 2 years of overall experience, with at least 6 months in equity dealing with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory. Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must. Regards, Sandipa D 7980475998

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential 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 ICICI Prudential 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 NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Regards, Sandipa D 7980475998

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme 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/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred 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. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Hi, Opening in leading Banks - Chennai Position: Relationship Manager ( sr, Manager grade / AVP) Eligibility Criteria: Open to candidates from any industry background with experience or exposure to handling HNI clients. Product Portfolio: Current Accounts Savings Accounts Mutual Funds Portfolio Management Services (PMS) Structured Products Insurance Fixed Deposits Key Responsibilities: Manage a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Actively attract and onboard new HNI and UHNI customers. Achieve business targets across cross-selling, relationship deepening, and upgrading existing HNI relationships. Profile customers to identify financial needs and offer appropriate financial products. Drive sales across a variety of products including Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and Online Trading. Act as the single point of contact for all requirements of HNI clients within the branch. Ensure superior service delivery and client relationship management. If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Acquire and advise HNI clients, build sales funnel, manage portfolios over 1 crore, grow AUM, deepen relationships, and coordinate with research and product teams for investment decisions .Mandatory certification NISM XA & XB.

Openings with Leading BANK for the post of RELATIONSHIP MANAGER PREMIUM ACQUISITION / WEALTH RM/ Current Account RM/ BM Interested please reply back on 022 40697707/ 9137263337 and drop your CV at quotientconsultancy@gmail.com RELATIONSHIP MANAGER PREMIUM ACQUISITION (RM PA) Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. New to bank acquisition of high end current accounts through open market lead generation & closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies & guidelines such as KYC & AML Ensure successful onboarding of customer for a smooth transition to branch banking team. Activation of customer - Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. Activities for lead generation Cross sell - Lead generation/ basic enquiry, liaising with Branch Manager & product teams trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Please Revert with Updated CV MAHEK 022 40697707/ 9137263337

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment teams to deliver comprehensive wealth management solutions Track and analyze client portfolios, manage risk, and identify optimization opportunities Cross-sell and upsell services such as succession planning, family governance, philanthropy, and estate planning Ensure high client satisfaction through consistent, high-touch engagement and proactive service delivery Stay updated on market trends and contribute to strategic initiatives and special projects Desired Candidate Profile: 12-18 years of experience in wealth management or investment advisory Proven track record of managing HNW/UHNI relationships Strong understanding of financial markets, investment products, and portfolio management Exceptional communication, interpersonal, and relationship-building skills Ability to think strategically and provide end-to-end financial solutions Strong business development acumen and client-centric mindset

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Pleasing and positive attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Share me resume on - charvi.a@ipsgroup.co.in.

Role & responsibilities: • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Role & responsibilities: • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Project Role : Business Agility Practitioner Project Role Description : Professionals who provide business agility and technology innovation advisory services focused on organizational transformation in order to aid clients in outlearning and outperforming the competition. Must have skills : Project Program & Portfolio Governance Good to have skills : NAMinimum 15 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As a Business Agility Practitioner, you will engage with clients to provide advisory services that enhance business agility and drive technology innovation. Your typical day will involve collaborating with various teams to facilitate organizational transformation, ensuring that clients can adapt and thrive in a competitive landscape. You will leverage your expertise to guide decision-making processes and foster a culture of continuous improvement within the organization, ultimately helping clients to outlearn and outperform their competition. Roles & Responsibilities:- Expected to be a Subject Matter Expert with deep knowledge and experience.- Should have influencing and advisory skills.- Responsible for team decisions.- Engage with multiple teams and contribute on key decisions.- Expected to provide solutions to problems that apply across multiple teams.- Facilitate workshops and training sessions to promote business agility principles.- Develop and implement strategies that align with organizational goals and enhance overall performance. Professional & Technical Skills: - Must To Have Skills: Proficiency in Project Program & Portfolio Governance.- Strong understanding of agile methodologies and frameworks.- Experience in change management and organizational development.- Ability to analyze complex business problems and propose effective solutions.- Excellent communication and interpersonal skills to engage stakeholders at all levels. Additional Information:- The candidate should have minimum 15 years of experience in Project Program & Portfolio Governance.- This position is based at our Bengaluru office.- A 15 years full time education is required. Qualification 15 years full time education

Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.