3984 Hni Jobs - Page 33

Job description Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration,...

Job Role : Wealth Manager Experience : 2 to 5 years Key Responsibilities & Accountabilities products. responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge Graduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size o...

1. Engage with the customers regularly and conduct their portfolio reviews. 2. Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with.

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

Dear Candidate, Urgent Hiring for RM across Mumbai LOCATION : Across Mumbai CTC : Upto 11- 12 LPA INTERESTED CANDIDATE CAN REVER BACK WITH UPDATED RESUEME ON qcnaukri1@gmail.com ANY QUERY FEEL FREE TO CALL Shrutika : 8369367973 / 022-40697708 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 levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand th...

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship 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. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Contact no .- 9412501851//8859766816//8789151182.

It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship 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. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Contact no .- 9412501851//8859766816//8789151182.

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

Job Title: HNI/COE Staff - About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing quality...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Job Title:1040-HNI/COE Manager About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing qua...

Job Title:1040 HNI Supervisor- About the firm: Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you! Citrin Cooperman India LLP (“CCI”), provides shared services for Citrin Cooperman. Providing qua...

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai , Bangalore, Hyderabad, Delhi Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct s...

Dear Candidate, Urgent Hiring for RM across Mumbai LOCATION : Across Mumbai CTC : Upto 11- 12 LPA INTERESTED CANDIDATE CAN REVER BACK WITH UPDATED RESUEME ON qcnaukri1@gmail.com ANY QUERY FEEL FREE TO CALL Shrutika : 8369367973 / 022-40697708 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 levels of customer service orientation and application of bank policy. • Cross-sells bank products to existing set of branch customers, which are mapped • Informs customers of new products or product enhancements further to...

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

1.Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Required Candidate profile 1.Aptitude to deliver high quality customer service by using organization and interpersonal skills. 2.NISM/IRDA/AMFI if any can be strongly preferred. 3.Fluent in communication skills.

Managing the High Net Worth customers of the Bank - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Profiling Customers and provide financial products to meet custome. Required Candidate profile 1-Total Experience - Minimum 4+yr 2-Current grade should be Manager 3-Banking background. 4-Good Communication. 5-Local candidate 6- Proper knowledge about the role. 7-Good Stability

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (8+ Years Exp) 3) Preferred Relationship Manager (6+ Years Exp) 4) Imperia Relationship Manager (8+ Years Exp) 5) Branch Sales Manager (6+ Years Exp) 6) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to...

Job Description is below- Role/Job Title: Relationship Manager Function/Department: Branch Banking Job Purpose: The role entails deepening relationships with Banking CASA accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organi...

Responsibilities: * Manage client relationships through wealth management strategies * Acquire new HNIs through cold calling and sales efforts * Oversee portfolio management services for ultra-high net worth clients

- 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@yahoo.com

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

As a Cluster Head / Senior / Relationship Manager, your role involves engaging with HNI and ultra HNI clients to address their investment requirements. You will be responsible for offering a range of exclusive products and delivering superior service to help clients achieve their short-term and long-term investment goals. Your key responsibilities include: - Profiling customers and recommending financial products tailored to their needs. - Collaborating with Relationship Managers to support client portfolios and implement wealth management strategies. Additionally, you will be required to: - Conduct in-depth research and analysis on investment products, financial markets, and economic trends...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role & responsibilities Lead a team of Relationship Manager/ Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other Assets products through Relationship Managers / Sr. Relationship Managers. Driving customer coverage and ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile. High energy and drive with a blend of sales and service. Ability to manage and motivate front office staff. Customer first attitude. Graduate: 6-8 years of experience. Should be Persuasive with excellent interpersonal skills. Age up to 37.