1582 Hni Jobs - Page 23

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or Whatsapp resume on - 6354326108 Sr. HR Shubham Y Perks and benefits On roll with HDFC Group Career growth

Lead and manage the activities of sales team Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Lead and manage the activities of sales team Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or Whatsapp resume on - 6354326108 Sr. HR Shubham Y Perks and benefits On roll with HDFC Group Career growth

Develop & execute strategic sales plans Collaborate with teams for revenue growth Build strong relationship with customer to their need Being a strong link between Sales & the Dealing team to client Achieve of monthly targets of new client revenue Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 8799405567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main Accountabilities 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 Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification : Postgraduate/ Graduate in any discipline

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist 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. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients Profiling Customers and provide financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance & Retain customer profitability by capturing larger share of Wallet Ensure profitability of the portfolio: Generate high Income per Customer Acquire new customers who meet product criteria through cross-refer MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

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.

Job description: 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 customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Role & responsibilities As Country Manager for India, you will be the visionary and execution-oriented leader responsible for transforming our presence in this dynamic market. With a mission to grow the revenue for the area 10x strategic mission in mind and uphold brand principles of mastery, excellence, and love, youll be the driving force behind the countrys growth story. You will establish brand as the undisputed leader in the Indian luxury home market, achieving revenue growth by strategically expanding our retail presence, cultivating strong brand awareness among affluent consumers, and delivering an unparalleled customer experience. You will lead and ensure the profit and growth for our ventures in India, be responsible for existing sales pipeline and develop new business opportunities. Your main focus will be: Maintain and develop existing partners and grow their business, together with them. Connecting with investors to open new partnership stores. Leading and growing our Business Developer Team in India, as the business grows. Identify partners needs, building a short/medium/long-term business action plan in accordance with targets. Assist and implement marketing strategies and delegate tasks to achieve the strategic goals of the company. Primary responsibilities Sales and Business Development: Lead a team of Business Developers to achieve and exceed sales targets Collaborate with partners to identify new locations for stores and support the opening of new outlets. Work closely with the team to ensure the success and profitability of existing stores. Team Leadership: Provide strong leadership to the Business Development team, fostering a culture of collaboration, innovation, and excellence. Motivate and guide the team to drive sales, build strong relationships with partners, and achieve business goals. Partner Engagement: Cultivate and maintain strong relationships with investors and partners to ensure alignment Collaborate with partners to strategize and execute plans for the growth of stores in India. Market Analysis: Stay informed about market trends, competitor activities, and customer preferences to drive informed decision-making. Use market insights to develop and adjust sales strategies for optimal performance. Operational Support: Collaborate with internal teams to provide operational support to stores, ensuring compliance with brand standards. Work with partners to resolve operational challenges and optimize store performance. Performance Metrics: Define and monitor key performance indicators (KPIs) to measure the success of sales and business development efforts. Regularly report on the team's performance and provide recommendations for improvement. Ensure performance on important KPIs, including payment aging, stock aging, customer service errands, order errands, and customer response time. Budget Management: Collaborate with the finance department to develop and manage budgets for sales and business development activities. Ensure cost-effectiveness and efficiency in all operations related to sales and business expansion. Preferred candidate profile Bachelor's degree in Business Administration, Sales, Marketing, or a related field. An MBA, a double education architect/designer and bachelor/MBA in business development, international business, sales, marketing is an advantage. 15+ years sales experience in wholesale and retail, preferably with luxury products. Strong leadership skills with the ability to inspire and manage a diverse team. Experience in growing a premium/luxury retail/wholesale of international/European well-known brand. Strong network and great relations from sales of premium products or solutions within home/decoration/well-being/hospitality/automotive/luxury goods e.g. Excellent communication and negotiation skills. In-depth knowledge of the Indian market and business landscape. Experience in franchise or partnership management is desirable. Connected with HNWI and UHNWIs, and the HENRYs is an advantage. Well connected with top tier architects/designers/ marketing agencies is an advantage.

Opening with Leading Bank in Cochin Designation: Premier Acquisition Manager Grade: Deputy Manager Location : Cochin CTC: up to 5.5Lacs Job Responsibilities: Selling the Banking products of CASA, GTA Accounts, CASA Value, TD, RD, SIP, LI, GI, Demat Accounts.Customer handling, Problem solving, Sales activities, Basic operations. Managing HNI catchment for Acquiring new Relationships Liabilities & Assets Tracking on NCA Quality and Value penetration Branch wise and Segment wise on weekly basis CASA Account Opening & Cross selling of third-party products Meeting the Customers for Services requirements though regular interactions Achieving monthly targets delivered required productivity Tracking AOF Rejections and KYC Compliance Increasing more NCA values account level doing proper attachments on opened accounts. How to Apply : 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 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

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

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia 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 Imperia/ 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/ Imperia 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 : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ 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 : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ 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

Mega Walk In Drive for Roles : PB-RM, Burgundy / NRI -RM, CBG RM, RM- Working Capital, Sales Manager - Mortgage, Sales Manager - Used / New Car Role Date : Saturday, 5th July 2025 Time : 11 AM to 1 PM Venue 1 : Axis Bank Ltd. 26/5, Ground Floor & 1st Floor, Sahani House, East Patel Nagar, New Delhi-110008 (Contact Person: Sneha Bhatt, Ajay Prajapati, Shweta Dua) Venue 2 : Axis House, Tower 3, 4th Floor, Sector 128, Noida, UP- 201304 (Contact Person: Priyanka Raina, Shikha Gupta) Role Requirement : Graduation with minimum 4 years of relevant exp. required. Work Location Across Delhi NCR Direct Walk-In with a copy of your Resume Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy 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 system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Job Description : Service Relationship Manager - Affluent Banking Location- Jaipur Interested candidates can send their resumes to nidhi.kundra@indusind.com. Detailed Job Description Provide Exceptional service to mapped clients of Affluent channel for cluster of branches Manage affluent desk & become one point of contact for mapped customers for their service related queries/requests & complaints Handle & Process all financial & Non- Financial transactions pertaining to mapped affluent clients Upgrade customers maintaining high balances to Exclusive/Pioneer program as per the eligibility Monitor Daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity Build and deepen relationships with existing Customer base by focussing on Family Grouping/household penetration Manage the key performance indicators (Family Penetration/Digital Channel Activation/Book Growth/ Overall Service of the mapped base) Ensure effective on-boarding of NTB clients & engagement with mapped clients as per laid process Generate quality references for opening new accounts from existing mapped customers Ensure Timely closure of all Request/Complaints/Welcome/CE calls/Campaigns assigned on Talisma Increase the Client stickiness and engagement by activating customers on Direct Transaction Channels of the bank like Mobile Banking App/ Net Banking / Debit Card/ VIDYO Branch etc Process/Handle cash transactions/vault operations/ATM upkeep/Voucher & register maintenance/Lobby Management (These are only applicable to Service Managers mapped to Pioneer Lobby) Preferred Skill Set Educational Qualification : Graduation / MBA (Preferred) Skills : Excellent Communication skills Service Oriented with Knowledge of Banking Products will be a good advantage Work Experience (in yrs) : Minimum 3-5 years in Service / Key Relationship Servicing in BFSI

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Greetings from Kotak Mahindra Bank. We are excited to invite passionate and skilled individuals to be a part of our growing team through our upcoming Walk - In Drive. We are hiring for multiple positions ! Roles Available : Relationship Officer - 811 (M1) Acquisition Manager - CASA (M1) Branch Relationship Manager - Business Development (M2) Relationship Manager - Platinum - Household / Branch Banking (M3) Service Officer - Teller (M1) Branch Operations Manager (M3) Branch Manager- Branch Banking (M4/M5) Preferred candidate profile : Graduation Qualification in any stream. Age Criteria : upto 35 Yrs of age. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. High energy and drive. Go getter attitude. Self-motivated with a passion to achieve. Relevant Experience of in Team Handling, thorough Understanding of Banking. Leadership Aptitude, Mentoring Ability and Excellent Organizational Skills. Freshers are also eligible for Relationship Officer - 811 role which is mentioned above. Contact Details : Santhosh.L (Andhra Pradesh) - Mail ID : santhosh.L@kotak.com

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Kolkata Bangalore Chennai 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)

Platinum Relationship Manager KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Desired Candidate Profile: Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance Understanding of Mutual Funds and Insurance is an added advantage Graduate 6 - 8 years of experience Post Graduate 4 - 6 years of experience Customer orientation High energy levels with a motive to succeed

- 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@yahoo.com

About the Company We are seeking a dynamic and results-driven Bancassurance Specialist to manage and drive life insurance sales through our Bancassurance Channel. The ideal candidate will be responsible for leading a team of sales professionals, managing relationships with bank branch staff, and achieving sales targets through effective planning and execution. About the Role The Bancassurance Specialist will lead and manage a team of Relationship Managers/Sales Executives in the banca channel, driving business through bank branches by building strong relationships with bank staff. Responsibilities Lead and manage a team of Relationship Managers/Sales Executives in the banca channel. Drive business through bank branches by building strong relationships with bank staff. Monitor and ensure achievement of individual and team sales targets. Train and motivate team members to improve productivity and performance. Coordinate with bank branch heads and staff for business generation. Conduct regular team meetings, performance reviews, and joint fieldwork. Ensure compliance with regulatory and internal guidelines. Maintain MIS, reports, and sales analytics for better performance tracking. Qualifications Graduate/Postgraduate in any discipline. Minimum 8+ years of experience in Life Insurance sales, with 2+years in team handling. Prior experience in Bancassurance/Corporate Sales is mandatory. Required Skills Excellent communication, leadership, and relationship management skills. Ability to motivate and manage a field sales team. Strong understanding of life insurance products and Banca channel operations. Preferred Skills Experience in managing sales teams in a bancassurance environment. Proven track record of achieving sales targets. Pay range and compensation package Competitive salary based on experience and performance. CTC : Up to 11 LPA For more information, please call or share your updated resume at +91 93289 59079 .

About the Company We are seeking a dynamic and results-driven Bancassurance Specialist to manage and drive life insurance sales through our Bancassurance Channel. The ideal candidate will be responsible for leading a team of sales professionals, managing relationships with bank branch staff, and achieving sales targets through effective planning and execution. About the Role The Bancassurance Specialist will lead and manage a team of Relationship Managers/Sales Executives in the banca channel, driving business through bank branches by building strong relationships with bank staff. Responsibilities Lead and manage a team of Relationship Managers/Sales Executives in the banca channel. Drive business through bank branches by building strong relationships with bank staff. Monitor and ensure achievement of individual and team sales targets. Train and motivate team members to improve productivity and performance. Coordinate with bank branch heads and staff for business generation. Conduct regular team meetings, performance reviews, and joint fieldwork. Ensure compliance with regulatory and internal guidelines. Maintain MIS, reports, and sales analytics for better performance tracking. Qualifications Graduate/Postgraduate in any discipline. Minimum 8+ years of experience in Life Insurance sales, with 2+years in team handling. Prior experience in Bancassurance/Corporate Sales is mandatory. Required Skills Excellent communication, leadership, and relationship management skills. Ability to motivate and manage a field sales team. Strong understanding of life insurance products and Banca channel operations. Preferred Skills Experience in managing sales teams in a bancassurance environment. Proven track record of achieving sales targets. Pay range and compensation package Competitive salary based on experience and performance. CTC : Up to 9 LPA For more information, please call or share your updated resume at +91 93289 59079 .

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a skilled professional with 10 to 12 years of experience to lead our wealth management team in Mumbai, Lower Parel. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Owning and establishing the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate customers. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in financial planning, budgeting, and forecasting. Strong knowledge of financial products, including investments, wealth management, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills.