1582 Hni Jobs - Page 26

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management and portfolio performance analysis. 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 11 years of experience in banking or financial services, with a focus on wealth management. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Proven track record of meeting sales targets and achieving business development goals. Ability to work in a fast-paced environment and adapt to changing market conditions.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 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. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a skilled professional with 6 to 8 years of experience to join our team as a Sr. Relationship Manager - Wealth in Pune, Baner, and MM. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. 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 wealth management. Strong understanding of financial products, including debt, structures, equities, MFs, and fund-based real estate. 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 solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Chennai. The ideal candidate will have 6-9 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 and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Implement business development strategies to drive growth and expansion in the wealth management sector. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and financial planning. Strong understanding of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills, with the ability 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, with attention to detail and accuracy.

Virtual Relationship Manager NRI - Whitefield Bangalore Contact : Ganesa Subramanian Number / Whatsapp : 8056659888 Whatsapp your cv -mention VRM NRI Bangalore ., All the Best ! About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service.Outbound Contact Centre envisages to provide a differential customer experience. About the Role Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of NRI Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped NRIportfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Dear, Hope you doing great! Have an opening for below mentioned role with Leading Broking Company. Location: Mumbai Goregaon (If interested & ready to relocate pl apply) JOB RESPONSIBILITIES It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. Promote Focus Product of the month Maintain records of business on internal software CRM etc. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients. kindly revert with updated CV mentioning below details on VaishnaviG@topgearconsultants.com for more company details. Pl share your resume, Mentioning BELOW DETAILS (Mandatory) Highest Qualification: Years of Exp: Current Company: Current Salary: Expected Salary: Notice Period:

Axis Securities Limited is looking for Senior PCG Dealer to join our dynamic team and embark on a rewarding career journeyManage high-net-worth individual (HNI) client portfolios by providing investment advice and executing trades in equities, derivatives, and other financial instruments

Axis Securities Limited is looking for Senior PCG Dealer to join our dynamic team and embark on a rewarding career journeyManage high-net-worth individual (HNI) client portfolios by providing investment advice and executing trades in equities, derivatives, and other financial instruments

Axis Securities Limited is looking for PCG Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities Collaborate with research analysts and relationship managers to deliver customized investment solutions Ensure timely and accurate order execution while adhering to internal risk management guidelines and regulatory norms

Axis Securities Limited is looking for PCG Central Dealer to join our dynamic team and embark on a rewarding career journeyExecute trades in equities, derivatives, and other financial instruments on behalf of high-net-worth individuals (HNIs) and private clients. Offer personalized investment advice based on thorough analysis of market trends, client profiles, and risk tolerance. Maintain regular communication with clients to provide portfolio updates, market insights, and new investment opportunities. Collaborate with research analysts and relationship managers to deliver customized investment solutions. Ensure timely and accurate order execution while adhering to internal risk management guidelines and regulatory norms.

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Advise the NRI/HNI clients on their Investments and provide information about current market trends. Handling NRI/HNI clients and solving their queries and complaints. Handling their Portfolios & generating brokerage. Responsible for executing the trade on behalf of the client & maintaining regular relations with clients. Activating Dormant accounts. Cross selling of other financial products Good communication skills

Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

Responsible to map clients internally as per the assigned quality parameters. Responsible to analyze new Client Quality. Being a strong link between the Sales and the Dealing team to ensure client activation & mapping. Responsible to Track stop trades & formulate strategy for activation. Achieve of monthly / quarterly & yearly targets of new client revenue & increase in AUM as defined by the organization Conducting synergy meetings between internal teams with a objective to meet set targets Check gaps and conduct quality training for the sales teams for time to time and report to Management Will be responsible to prepare relevant dashboards and give insights for quality improvement for end-to-end Quality assurance and auditing.

Role & Responsibilities:- Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects, structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local and global competitors Follow-up with existing clients. Skills Required:- Experience of Construction chemical and Building material industry. Good relations with Builders, Architects, Contractors. Experience in Project Sales Good communication skills.

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi 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.

Private Client Group - Equity Advisor Location: Chennai, Bangalore, Hyderabad, Kolkata, Pune & Delhi 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.

Looking for RM for handling Portfolio of HNI and Super HNi clients , either existing or acquiring new portfolio.

Asign to one branch for overall sales oprations online Managing the sales through assigned leads The candidate has to handle tie-up partners To Close The leads Provided By the Company Handle the walk-in customer Do Cross Selling Products Required Candidate profile Experience: Minimum 1 year of experience in sales. Education: Bachelor’s degree Skills: Strong relationship and negotiation skills

Post : Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must be required • Must have 1 YRS of experience in Bfsi / Life Insurance / Insurance Sales • Good Communication skills For more information Call OR WhatsApp : 78619 85887 HR Janak Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Relationship Manager • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74909 71634 HR Mahek Perks and benefits Incentive + PF + Mobile with Several

Post : Business Development Manager (BDM) • Recruit Team • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile • Graduation Must • Must have 1 year of exp. in Sales / Banking / Finance / Insurance / Loan / CASA Sales • Good Communication skills • To clear any confusion direct contact on : 90819 37721 HR Riya Perks and benefits Incentive + PF + Mobile with Several