4972 Hni Jobs - Page 29

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

- 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

Role Overview: We are looking for a motivated and skilled Wealth Manager / RM Pune with 4–5 years of experience in wealth management or financial advisory. The ideal candidate must have strong client acquisition capabilities , experience in managing investment portfolios, and deep knowledge of Mutual Funds, PMS, AIF , and other wealth products. This role focuses on helping clients achieve their financial goals while growing the client base for the organisation. Key Responsibilities 1. Client Acquisition & Relationship Management Independently acquire new HNI / mass-affluent clients. Build and maintain a high-quality client book with strong relationships. Assist clients with investment planni...

Identify &approach potential customers to promote products Generate lead through various sales activitie Meet &exceed yearly sales target Build & maintain long-term relationships with client Provide excellent after-sales support and customer 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

Generate leads through fieldwork, cold calling & referrals Understand customer needs & recommend suitable plans Maintain strong relationships with clients Ensure proper documentation & policy processing Submit sales reports to the manager 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

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

*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. Perks and benefits Highest Incentives

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 Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Relationship Manager - Premium Accounts Branch and Business Banking New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, Required Candidate profile Candidates Must have good communications Must be able to speak through English Any Graduate candidates can apply

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 Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Perks and benefits On Roll Job Career Medical Benefits Insurance

Business Development Role & Responsibilities Conduct thorough market research to identify and target high-profile corporate clients serving High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (uHNIs). Focus on premium sectors such as luxury real estate, corporate workspaces, upscale hospitality, educational institutions, wellness and fitness centers, art galleries, and other environments that emphasize exclusivity and high-end aesthetics. Execute strategic outreach initiatives through cold calls, WhatsApp campaigns, LinkedIn engagement, personal referrals, and in-person meetings to build a pipeline of qualified leads. Build and nurture strong relationships with senior deci...

Business Development Role & Responsibilities Conduct thorough market research to identify and target high-profile corporate clients serving High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (uHNIs). Focus on premium sectors such as luxury real estate, corporate workspaces, upscale hospitality, educational institutions, wellness and fitness centers, art galleries, and other environments that emphasize exclusivity and high-end aesthetics. Execute strategic outreach initiatives through cold calls, WhatsApp campaigns, LinkedIn engagement, personal referrals, and in-person meetings to build a pipeline of qualified leads. Build and nurture strong relationships with senior deci...

Business Development Role & Responsibilities Conduct thorough market research to identify and target high-profile corporate clients serving High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (uHNIs). Focus on premium sectors such as luxury real estate, corporate workspaces, upscale hospitality, educational institutions, wellness and fitness centers, art galleries, and other environments that emphasize exclusivity and high-end aesthetics. Execute strategic outreach initiatives through cold calls, WhatsApp campaigns, LinkedIn engagement, personal referrals, and in-person meetings to build a pipeline of qualified leads. Build and nurture strong relationships with senior deci...

Business Development Role & Responsibilities Conduct thorough market research to identify and target high-profile corporate clients serving High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (uHNIs). Focus on premium sectors such as luxury real estate, corporate workspaces, upscale hospitality, educational institutions, wellness and fitness centers, art galleries, and other environments that emphasize exclusivity and high-end aesthetics. Execute strategic outreach initiatives through cold calls, WhatsApp campaigns, LinkedIn engagement, personal referrals, and in-person meetings to build a pipeline of qualified leads. Build and nurture strong relationships with senior deci...

Business Development Role & Responsibilities Conduct thorough market research to identify and target high-profile corporate clients serving High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (uHNIs). Focus on premium sectors such as luxury real estate, corporate workspaces, upscale hospitality, educational institutions, wellness and fitness centers, art galleries, and other environments that emphasize exclusivity and high-end aesthetics. Execute strategic outreach initiatives through cold calls, WhatsApp campaigns, LinkedIn engagement, personal referrals, and in-person meetings to build a pipeline of qualified leads. Build and nurture strong relationships with senior deci...