4972 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 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 Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

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...

JOB DESCRIPTION: -Relationship Executive / Relationship Manager - CEC -Graduate/Post Graduate/MBA with 2 years of experience from BFSI -1-3 Yrs of Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance NISM 5A and NISM 21 A will be mandatory . Please ensure candidates have basic knowledge on MF, Current Market, Alternates(PMS/AIF).

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Key responsibilities Acquire new HNI clients: Actively source and onboard high-value clients, including those in the HNI, Trusts, and Institutions categories. Manage existing relationships: Cultivate and maintain strong relationships with a mapped portfolio of existing HNI clients to increase their business with the bank. Grow the liability book: Build and manage the deposit base for the bank through new and existing clients. Sales and cross-selling: Achieve targets for both acquisition and business growth by selling banking products and services. Client service and support: Provide excellent service, understand client needs through regular visits, and ensure seamless delivery of products an...

To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To identify new business opportunities and generate leads through networking and referrals. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives. To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity. To educate clients on the features, benefits, and risks associated with various wealth manageme...

Dear Candidate, On the SPOT Offer Retail Branch Banking – Leading Small Finance Bank Location: Chennai, Bangalore & Hyderabad CTC up to 6L 1. Job Description : Deputy Manager – Liability products Acquire and manage liability relationships, including savings, current accounts, and term deposits. Drive CASA growth through client engagement, onboarding, and portfolio deepening. Cross-sell banking products to enhance customer value and increase wallet share. Ensure compliance, service excellence, and achievement of monthly business targets. 2. Job Description : Deputy Manager – Corporate Salary Responsible for acquiring and managing corporate salary accounts by engaging with key corporate stakeh...

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...

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...

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

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...

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

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...

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

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...

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Advisory Manager Responsibilities Achieve business targets, including broking and servicing existing or newly acquired clients in the designated segment. Generate advisory and operational solutions in a timely manner to differentiate the service for this segment. Achieve revenue targets through broking and cross-selling products. Generate interest income. Understand clients' profiles and suggest appropriate portfolio and asset allocation. Deliver brokerage revenue, asset gathering, and interest income as per targets set. Handle clients effectively and seamlessly. Improve and maintain client activity ratio by activating clients across various segments.

Key Accounts Manager Role & Responsibilities Drive sales through various marketing initiatives. Drive the channel partners assigned to achieve the sales target. Ensure smooth registration, training, certification, and commission disbursal for channel partners. Ensure more revenues from the performing category and motivate the nonperforming ones. Develop a healthy investor database through channel partners. Ensure regular product and price updates to channel partners. Tap potential markets for direct clients across India and abroad. Define strategies for the sale of all properties. Responsible for handling direct enquiries from advertising and hoardings. Make sales presentations to key decisi...

Key Accounts Manager Role & Responsibilities Drive sales through various marketing initiatives. Drive the channel partners assigned to achieve the sales target. Ensure smooth registration, training, certification, and commission disbursal for channel partners. Ensure more revenues from the performing category and motivate the nonperforming ones. Develop a healthy investor database through channel partners. Ensure regular product and price updates to channel partners. Tap potential markets for direct clients across India and abroad. Define strategies for the sale of all properties. Responsible for handling direct enquiries from advertising and hoardings. Make sales presentations to key decisi...

Key Accounts Manager Role & Responsibilities Drive sales through various marketing initiatives. Drive the channel partners assigned to achieve the sales target. Ensure smooth registration, training, certification, and commission disbursal for channel partners. Ensure increased revenues from performing categories and motivate non-performing ones. Develop a healthy investor database through channel partners. Ensure regular product and price updates to channel partners. Tap potential markets for direct clients across India and abroad. Define strategies for the sale of all properties. Handle direct enquiries from advertising and hoardings. Make sales presentations to key decision makers, effecti...

Key Accounts Manager Role & Responsibilities Drive sales through various marketing initiatives. Drive the channel partners assigned to achieve the sales target. Ensure smooth registration, training, certification, and commission disbursal for channel partners. Ensure increased revenues from performing categories and motivate non-performing ones. Develop a healthy investor database through channel partners. Ensure regular product and price updates to channel partners. Tap potential markets for direct clients across India and abroad. Define strategies for the sale of all properties. Handle direct enquiries from advertising and hoardings. Make sales presentations to key decision makers, effecti...

Role & responsibilities Designing and implementing Sales strategies to support continual Business growth with current and upcoming residential projects. Initiated the sale of property utilizing various marketing and advertising methods. Participating in various marketing & promotional activities and events. Manage appointments with clients. Managing and assisting the Buyer from Commitment to Settlement. Attending client for site visits. Rigorous follow-up of leads generated through various marketing Channels. Following up with the Customer, negotiating price and ensuring timely closure of deals Assisting Buyers with the financing of their new home purchase. Delivered convincing oral sales pr...

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary: As a wealth Relationship Manager you will be responsible for ...

Relationship Manager Premium Accounts/Personal Baker sales - CTC till 5.5 Lacs Min 2 years experience required Premium Current Accounts RM - CTC till 8 Lacs Min 4 years experience required Senior Relationship manager CTC till 12 -19 Lacs Min 7 -12 years experience required Branch Manager CTC till 15 - 25 lac & Area Head positions are also open Please share references Role - Relationship Management & Team HandlingJob Location - Deputy Manager/Manager/Sr Manager/AVP KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets • Sources new bank customers through external individual efforts and acquisition channel • Ensures high...