4972 Hni Jobs - Page 26

Wealth Manager role to acquire and manage HNI/UHNI investors, advise on property investments, grow portfolios, drive revenue, ensure compliance, and deliver high-quality client service. Strong real estate, sales, and relationship skills required.

Role Summary: The BOP Sales Business Head leads sales growth for affordable housing and low-income real estate projects. The role focuses on driving bookings, expanding outreach in emerging markets, and building strong community-level sales channels to boost project occupancy and revenue. Key Responsibilities Oversee daily operations of residential/commercial properties. Develop and execute real estate strategies to maximize revenue and portfolio value. Lead leasing, sales, and tenant management activities. Manage new development projects from planning to handover. Monitor financial performance, budgets, and P&L. Ensure compliance with real estate regulations and contractual obligations. Bui...

Hiring for one of the US Based CPA FIRM Role: US Tax Manager Experience: 7+ Years Skills: Experience into form 1040 HNI & 1041 Location: Mumbai (Willing to relocate can apply) Interested Candidates can share their resumes on nishi@jobpoint.co.in

Urgent hiring for Relationship manager for one of the leading pvt sector bank. Job title: Key Account Manager Reports to: Branch Manager, Branch Banking Role Summary: Responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers. The KAM is supposed to service all banking needs of mapped clients 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 Ba...

Job Title: Sr. Relationship Manager - Wealth Management & Mutual Funds Location: Pune Department: Wealth Management & Mutual Funds Experience: 3-8 years Role Overview: As a Sr. Relationship Manager - Wealth Management & Mutual Funds , your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients goals, and offer holistic wealth solutions through deep engagement and financial planning. Key Responsibilities: Conduct periodic portfolio reviews with existing clients to evaluate investment performance and re-align strategies. Understand clients financial goals, risk profiles, life aspirations , and design in...

Role & responsibilities To up sell MF 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 and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , 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 In...

Role & responsibilities To up sell MF 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 and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , 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 In...

Job Description: Field Sales Executive (HNI Segment) We are seeking a dynamic and results-driven Field Sales Executive to drive business growth and strengthen customer relationships within the High Net-Worth Individual (HNI) segment. The ideal candidate brings strong field sales experience , a deep commitment to delivering exceptional customer experiences, and a relentless focus on achieving and exceeding targets. Key Responsibilities Identify, engage, and acquire HNI customers through field sales activities, relationship building, and personalized service. Drive revenue growth by understanding customer needs and offering tailored solutions. Maintain a strong customer-centric approach, ensur...

Manage client relationships & conduct regular portfolio reviews Align investment strategy with client goals Ensure smooth onboarding of new client Drive higher share of wallet through trust-based servicing Maintain deep knowledge of MF, PMS Required Candidate profile 2–10 yrs in wealth/financial services Strong understanding of financial products Ability to conduct portfolio discussions confidently Strong communication & client-handling capability Perks and benefits Attractive compensation 5-day workweek

1-Develop new and expand existing High Net worth Customer relationships for liabilities. 2-Ensure high levels of customer service and application of bank policy. 3-Cross-sells existing bank products to customers. 4-Tracks customer complaints/queries Required Candidate profile Developing and maintaining banking relationships with a select group of high-net-worth customers through individualised customer service. INTERESTED CANDIDATES CAN WHATSAPP- 9237396207

Dear Candidate, Greetings From"APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- up to-6 lac+ incentive + Other benefit Branch Dealing ROLES & RESPONSIBILITIES: The dealers are employees who play a link between the customer and the stock exchange. They are responsible for placing orders in the stock exchange terminals. Dealers directly report to the branch head. ESSENTIAL DUTIES & RESPONSIBILITIES Revenue Generation o Customer Profiling o Activation of inactive clients o Increasing volumes and revenue by proper guidance to customers so as to increase their maximum participation. o Cross selling other products Client Interaction o Regular Meetings with clie...

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....

Role & responsibilities Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Accountable for meeting sales targets (No. and value) as per the defined scorecard Primary Responsibilities: 1. Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.2. Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.3. Drive overall growth in liabilities and investment products within the HNI segment.4. Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).5. Develop and expand customer relationships for both liability and retail asset products.6. Inform clients about new products ...

Relationship Manager NR (Minimum 5 years of experience in NR vertical) Degree : Graduate/Post Graduate Job Responsibilities Handling portfolio of NRI Clients and generating revenue Acquiring NTB customers into the Bank and provide them with exclusive services. Client servicing, income generation, cross selling structured products, investments, asset products like loans. Ensure that the assigned revenue and targets are met month on month New account acquisition and value build up in existing accounts Cross sell all the products of the Bank thereby ensuring that the targets assigned are met. Providing HNI customer services by resolving their queries and issues.

The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, integrating and coordinating all Banks Group products, services and resources in order to maximize the value of the business relationship and ensure profitability for the Bank and the Client Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities Investment business from HNI segment. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Proactively and timely identifies potential problem accounts and formulates appropriate risk Mitigating strategies. Manage ...

Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial products Managing portfolios of existing and inactive clients Increase AUM, Net Sales, and Market Share Connect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profile Post Graduate / MBA With 6-7 yrs experience in Portfolio Manager Excellent communication skill Good Knowledge in Stock Market NISM 5A is Mandatory Call 9318431991 resume.aspiringmantra@gmai.com

Advisory Manager Role & Responsibilities The main responsibility consists of achieving business targets set, which includes broking and servicing existing or newly acquired clients in one segment. Generate advisory and operational issues and provide timely solutions, which will be a differentiator for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest portfolio/asset allocation. Meet brokerage revenue, asset gathering, and interest income targets as set. Ensure effective and seamless client handling. Improve and maintain client activity ratio by activating clients across segments. Preferred Cand...

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 4 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Keywords: SALES,MARKETING,BUSINESS DEVELOPMENT,BANKING,MEDIA Required Candidate profile *MINIMUM GRADUATE WITH 2+YRS OF SALES EXP. *VERY GOOD SOCIAL NETWORK AND NATURAL MARKET. *PREFERABLY LOCALITE WITH GOOD PRESENTATION AND Perks and benefits High incentives

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Responsibilities Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls. Desired Skill Should possess effective communication and presentation skills. Ability to convince and...