4972 Hni Jobs - Page 30

Oversee daily operations and sales. Stay updated on banking products and services. Develop and maintain customer relationships. Manage and lead a team of employees, providing guidance and support. Provide training and development for team members. Required Candidate profile Any Graduate Min. 1 year of BFSI Sales experience Good communication skills Strong Network Age 21 - 38 yrs Share CV at 7383237905 Perks and benefits On Roll - ABC Career Medical Benefits Insurance

About Role: This role requires a results-driven professional with strong relationship-building, negotiation, and financial expertise to manage end-to-end processes, from lead origination to disbursement, while generating business through channel and field sales activities and ensuring compliance with regulatory and company standards. Proven experience in sourcing new business for Debt Funding, Stressed Asset Financing, Special Situations Financing, Debt Restructuring Opportunities, and Equity Funding particularly for large transactions. Originate, structure, and negotiate financing transactions to align with and support company goals. Generate business through channel sales and field sales a...

• Assist the Sales Manager in achieving sales objectives • Inspire and direct the sales team to reach goals • Monitor team results and provide coaching for improvement • Resolve customer concerns and manage escalated cases Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

• Assist the Sales Manager in achieving sales objectives • Inspire and direct the sales team to reach goals • Monitor team results and provide coaching for improvement • Resolve customer concerns and manage escalated cases Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

• Assist the Sales Manager in achieving sales objectives • Inspire and direct the sales team to reach goals • Monitor team results and provide coaching for improvement • Resolve customer concerns and manage escalated cases Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Convincing Power Share CV at- Call / WhatsApp - 8799459860 Sr HR Janvi G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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. 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. Experience - 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) 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) 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)...

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) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overal...

Manage a portfolio of existing & prospective clients through virtual platforms (phone, email, WhatsApp, video calls) Upsell & cross-sell mutual fund products & related services Track & achieve sales & revenue targets info.aspiringmantra@gmail.com Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) NISM Series V-A certification (Mutual Fund ) What's Up 9318431991

Trading on behalf of the clients, Placing Order on terminal. *Building relationships with clients & educating them about Investments *Client meetings and bank branch visits *Client mgmt. & achieve the target active AUM info.aspiringmantra@gmail.com Required Candidate profile * Must be graduate with Investment/Broking company sales. * 2-5 years Equity /broking industry sales exp. * Must have NISM/NCFM 8 certification. * Good Communication Skill What's Up 9318431991

Walk-In Drive - Kotak Mahindra Bank - 24th/Nov/2025 Roles: 1) Platinum RM - 4 years Portfolio/Relationship Management experience in Branch Banking 2) PAM - CASA 2 years CASA Acquisition experience in Banks 3) AAM - CASA – 1 year CASA Acquisition experience in Banks Education Qualification - Graduation Mandatory Date: 24th November 2025 (Monday) Time: 11:00 AM to 02:00 PM Interview Venue – Kotak Mahindra Bank, Unit No. 8&9, “Sewa Corporate Park”, MG Road, Revenue State of Sarhaul, Sector-25 Tehsil, Gurugram, Haryana 122002 (Near MG Road Metro Station) Location (Hiring) – Gurugram Contact Person – Aashwarya (HR) & Saurabh Jain (Area Manager) Roles and Responsibilities Develop and execute strat...

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service. Regards, Sandipa 7980475998

Role & responsibilities Aquisition of new clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Preferred candidate profile Minimum 5 years experience handling HNI Client Acquisitions and Relationship Management & service.

-Identify & source potential high net-worth clients through networking, referrals & marketing initiatives -Conduct assessments to understand client financial goals, risk tolerance, and investment horizon -Establish strong relationships with clients Required Candidate profile -Regularly review client portfolios and make necessary adjustments to align with financial objectives -Monitor investment performance & provide clients with detailed reports on their portfolio status

Roles and Responsibilities: Achieve Branch Sales Targets: Drive performance by meeting targets for Current Account, Savings Account, and other liability products. Business Development: Identify new business opportunities through cross-selling of bank products such as insurance, investment solutions, and other financial services. Customer Relationship Management: Build and maintain strong relationships with existing customers to enhance wallet share and ensure customer loyalty. Team Collaboration: Work closely with team members to achieve collective goals while maintaining high service quality standards. Compliance & Governance: Ensure adherence to regulatory requirements and internal policie...

PCG Advisor is responsible for managing high-net-worth clients and offering customized investment advisory services based on their goals and risk profile. The role requires strong client acquisition skills , relationship management, and regular portfolio tracking. The advisor must actively acquire new clients, understand their financial needs, and provide research-backed guidance on equities, derivatives, and market opportunities. Along with advisory, they ensure smooth trade execution, maintain high service standards, and contribute to the companys revenue through consistent client engagement and performance.

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

Head/Senior Relationship Manager - Wealth Management - Investment Banking Firm We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriat...

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and ...

Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy. Event Management: Plan and coord...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

Head/Senior Relationship Manager - Wealth Management - Investment Banking Firm We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriat...