4972 Hni Jobs - Page 25

Identify &approach potential customers in the market. Promote & sell products to achieve Yearly targets. Build and maintain strong client relationships to drive repeat business Follow up on leads and close sales deals. Ensure Sales targets are met. 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

Tax Professionals - US TAX (HNI/Private Client Focused) Location: Mumbai / Hyderabad / Ahmedabad / Bangalore Qualification: Commerce Graduate / EA / CA / CPA Experience: 2 to 12 years working with Private Client Services (PCS), HNI and U.S. tax forms such as 1040, 1065, 1120, 1120S Roles & Responsibilities Build and maintain strong relationships with clients, internal leadership, and global stakeholders. Manage end-to-end tax engagements, including planning, execution, review, and timely delivery of tax projects within set timelines and budgets. Prepare and review U.S. tax returns (Forms 1040, 1065, 1120, 1120S, and 1041) ensuring accuracy, compliance with tax laws, and identification of tax...

Dear Aspirants, IndusInd Bank is looking out for Candidates for below role in Ahmedabad. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Relationship management of the Non-resident customer segment of the Bank Generate new business to achieve defined sales targets across various Banking & wealth products. Build and deepen relationships with existing NR customers to achieve increase in deposits, AUM, and revenues. Provide customer service to achieve a higher customer wallet share and ensure high client engagement score leading to client retention and growth. Ensure ongoing self-development to keep abreast with global, economic and wealth related current ...

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile

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...

Job - To be responsible for managing Key Clients HNIs 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 Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients • Ensure regular engagement wit...

• Handle HNI client portfolio & retention • Conduct portfolio reviews & financial planning • Recommend mutual funds/wealth products • Manage client queries & deliver superior service • Manage the existing client and onboarding new clients. Required Candidate profile Looking for a candidate with strong experience in selling mutual funds and managing a solid portfolio of HNI/Ultra-HNI clients. Must be available to join immediately or in 30 days max.

Role & responsibilities Partner/Senior Partner - NR Private 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 Yes 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 ...

Job Description: Partner/Senior Partner - Private Banking • To be responsible for managing Key Clients HNIs 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 Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI...

* Monitor sales activities across multiple locations * Set targets for field staff & track achievements * Conduct field inspections & guide teams * Analyze market trends & suggest action plans * Submit regular performance reports to management Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll job + High CTC Incentives + Allowances

Job Description: To be responsible for managing Key Clients HNIs 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 Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement ...

Assist the team in daily operations & sales planning Monitor team performance & help achieve targets Support in implementing marketing & business strategies Build & maintain strong customer & partner relationships Prepare regular reports on sales Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job + High CTC Incentives + Allowances

* Work with field sales team for meeting coordination * Arrange joint calls & doorstep meetings * Update daily team activity tracker * Monitor lead follow-ups & pending closures * Support team in achieving monthly sales goal Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll job + High CTC Incentives + Allowances

Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase...

* Support the sales team in daily activities * Maintain customer records & manage sales documentation * Coordinate with customers & sales teams * Track sales performance & prepare reports * Assist in planning & executing sales activities Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Roll Job + High CTC Incentives + Allowances

Role & responsibilities 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 Preferred candidate profile Certified EA or CPA Demonstrate a very high level of proficiency in tax technical knowledge relevant to U.S. individual, trust and partnership returns; demonstrate an understanding of more complex technical issues

- 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@gmail.com

- 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@gmail.com

The Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential clients, delivering engaging presentations, addressing customer objections, and maintaining strong client relationships. The manager will also identify new business opportunities and provide support to new members in booking their first holiday, while generating quality referrals.

Role & responsibilities Relationship Manager - Wealth | Gurgaon, Delhi | Upto 12L To up sell Mutual Fund products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele Acquisition of HNI clients - Mutual Funds, PMS, AIFs, and alternate asset strategies Preferred candidate profile Min 3 years of experience in Corporate / business banking

JOB DESCRIPTION - Why this Job is Amazing: As the Regional Sales Manager for Direct Marketing, the incumbent will be responsible for managing and driving the life insurance business within your assigned zone. This role involves strategic oversight of direct marketing operations, ensuring business growth, enhancing customer acquisition, and expanding market share within your zone. The incumbent will lead a team of area sales Manager, sales teams, and marketing professionals to execute the direct marketing strategy for life insurance products. Role and Responsibilities : Strategic Planning & Execution: Develop and implement the direct marketing strategy for life insurance products within the a...

Identify & develop new business opportunities through market research. Build & maintain strong relationships with key clients. Develop & implement sales strategies to achieve revenue targets. Negotiate & close deals to drive business growth. Required Candidate profile Any Graduate Min. 1 year of BFSI sales experience Good communication skills Strong Network Leadership skills & Convincing Power Perks and benefits On Roll Job Career Medical Benefits Insurance

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com OR whatsapp your resume on 9892923348 location- Bangalore Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5....

Walk in Drive at Surajpur Cluster (Retail Branch Banking). Profile-BM,PB Classic Job Location-Surajpur,Rajpur,Chirmiri, Balrampur CTC-As per Industry norms. Interview Date-28-11-2025 Timing-10:30 to 2 pm

Responsibilities: * Manage HNIs' portfolios & wealth through mutual funds, PMS & investment products * Acquire new clients with high net worth potential * Handle client relationships with discretion & expertise Office cab/shuttle Health insurance Provident fund Annual bonus