4972 Hni Jobs - Page 23

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. EDUCATION Essential requi...

Job Role- * NRI Client Relationship Management: Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance. * Portfolio Management: Utilize your experience in managing portfolios for NRI clients in any other bank to effectively handle our clients. * Business Development: Proactively identify opportunities to expand the NRI client base and increase the bank's market share in the NRI segment. Develop and execute strategic plans to attract and on-board new NRI clients. * Compliance and Regulations: Stay up-to-date ...

Role & responsibilities Drive the business by targeting HNI Clients. 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. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

Leading team of Territory Head, Cluster Head & Relationship Manager Driving entire Telesales/Phone Banking Team to push for Life Insurance Products Training/Motivating entire Virtual Banking team Dealing with Non-Branch Banking team to Sell Insurance Required Candidate profile Minimum Graduate from any stream with minimum 10+ year of Insurance experience with Banca & Alliances background is must. High dependency on Bank relationships in Open Architecture scenario alignment. Perks and benefits Salary mentioned is fixed and other than Salary.

Role & responsibilities To be responsible for managing Key Clients NRIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from NRIs and Ultra HNI clients Ensure regular engageme...

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20-23L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Regards, Sandipa 7980475998

Role & responsibilities Wealth Relationship Manager - HNI Sales | B2C Sales | Kolkata | Upto 20L Should have prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Preferred candidate profile Responsible for bringing their existing HNI/UHNI clients and building a strong client book Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

Hi Greetings, I would like to offer you a job opportunity The position is with Mutual Fund company and they are looking for Specialist - Affluent Client Segment Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients • Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain deep expertise in mutual funds and alternative investment products Present and explain product features, benefits, and associated risks to clients effectively • Dr...

- 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...

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications: 1-7 years of work experience with mutual funds and PMS Compensation : 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment Health insurance Life insurance

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

Leading Bank is hiring for the below roles in Bangalore 1. Branch Sales Manager CASA – ctc up to 9.8Lacs (Team role) 2. Branch Sales Manager – Current Account– ctc up to 9Lacs (Team role) 3. Relationship Manager – Current Account – ctc up to 9Lacs (Individual role) Job Responsibilities: Handle a 10-member team to Achieve business goals and objectives by acquiring and satisfying customers Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Mobilize business for Current Accounts and Savings Accounts Recruit and train the team members on regular basis Sche...

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...

Post : Branch Sales Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must be Graduate • Must have 1 YEARS of experience in Sales / Banking / Finance / Insurance Sector • Good Communication Skills • Age Criteria:- 21 to 35 Years Contact : 7284800526 HR Tisha Perks and benefits Incentives + Appraisal + PF + Promotions

Role Overview: The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust. Key Responsibilities: • This role is responsible for onboarding new clients and managing relationships with high-net-worth families • Anticipate client needs and provide tailored solutions aligned wit...

Roles and Responsibilities Manage a portfolio of High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for wealth management services. Identify new business opportunities through networking, referrals, and market research to expand the client base. Develop strong relationships with existing clients to increase sales revenue from current accounts, saving accounts, retail sales, B2C sales, field sales, branch sales. Collaborate with internal teams to resolve customer queries and issues related to banking products such as insurance policies. Meet or exceed monthly targets set by the organization for cross-selling various financial products. Desired Candidate Profile 5-7 years of exp...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The ideal candidate will be responsible for branch profitability, operational excellence, customer satisfaction and team performance. You will ensure seamless delivery of banking services while driving sales, managing risk and building strong customer relationships. Job Location: Sanchore, Ahore and Raniwara Rajasthan Role: Branch Manager Experience: Minimum 8 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complaint Management Team Leadership & Staff Development Regulatory and Compliance Control Process monitori...

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 .

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Visit markets, shops & residential areas for lead generation Explain product features & benefits clearly Convert leads into sales with follow-up Maintain daily call/visit logs Achieve personal monthly business goals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Support field sales team in closures & documentation Join customer visits when required Maintain follow-up and pipeline tracker Give daily updates to manager Help team achieve monthly targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Cover assigned micro areas for customer acquisition Conduct field activities like canopy/roadshows Build strong local market network Ensure sales conversions from generated leads Submit daily sales & visit reports Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Contact potential clients through calls/fields visits Present product benefits & handle queries effectively Maintain updated lead database in CRM Achieve call & conversion targets daily Support field sales with qualified leads Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances