3982 Hni Jobs - Page 27

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients.

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients,

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. Candidate Profile 1) Minimum 7 Years of experience, 2) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, E...

1) Advising HNI/Ultra HNI clients on currency & commodity products 2) Individually handling clients with the book size of 25 lacs & above 3) Creation of revenue & Activation of clients through effective Advisory 4) Coordinating with clients for their daily trades in Commodity & Currency 5) Help customers to Execute trade online and place orders on behalf of customers 6) Advising clients with requisite information regarding the market condition 7) Activating inactive clients through regular follow up 8) Regularly following-up with clients and handling their queries 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients,

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9082104424 Sanika email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

- 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

KINDLY RELEVANT CANDIDATES ONLY APPLY. Specification for the role- VIRTUAL RELATIONSHIP MANAGER Role/ Job Title: Elite Banker- First SELECT/ WEALTH/ NRI Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-...

Were Hiring: Relationship Manager Wealth & Business Banking Location:Hyderabad Experience: 3+ 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...

- Recruit the advisors and Generate leads from open market. - Create your own team, Train and motivate them. - Meeting assigned targets. - Seek new customers and increase sales. - Achieve sales target and get incentives on sales and advisors. Required Candidate profile Graduation or Above Age 21 to 38 Years Sales exp. preferred Fresher's Can Apply Good Communication ship Vacancy available in All location available On role job (Banking sector)

• Develop strong relationships with branch relationship managers and bank staff. • The roll is to handle the walk-in customer through tie-up banks, to close the leads provided by the Company. • Meeting prospective customers. Required Candidate profile Note : - Graduation Must - Must have 1year of experience in Any sales and marketing (Banking / Finance Exp. Prefer) - Good Communication skills - Age must be 21-38

Drive sale business development and client relationship management Conduct sale presentations & product demonstrations Analyze market trends & sale data for informed decision-making Lead motivate and monitor team performance across multiple locations Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Train new advisors in your assigned location Train them on banking products, sales pitch & compliance Assist agents in closing sales & managing leads Maintain healthy relationships with clients & ensure after-sales service 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

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Perks and benefits On Roll with Kotak Career Growth Insurance

Post : Branch Sales Manager To Manage the Banca sales through assigned Bank To Resolving customer queries To Close The leads Provided By the assigned Bank To Handle the walk-in customer To Do Cross Selling of the Products Required Candidate profile • Must have 1yr of experience in Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 21 to 35 YRS Call OR WhatsApp : 97244 79846 HR Fenil Perks and benefits Incentives, Performance Bonuses, Career Growth

Identify business opportunity & expand the client base Build strong customer relationships Analyze market to understand customer needs Plan & execute sales strategy Achieve growth in sales revenue Negotiate & close sales deals Track sales performance Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 21 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Perks and benefits On Roll with HDFC Career Growth Insurance

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products 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

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Perks and benefits On Roll with HDFC Career Growth Insurance