3984 Hni Jobs - Page 35

Lead and motivate the sales & marketing team Drive business growth through the team Onboarding team of DSAs & channel partners for new business Monitor sales performance & provide regular reports Maintain long-term relationships with key customers Required Candidate profile Any graduate with min 2 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

Post : Relationship Manager • Manage sales of HL / LAP products • Source and develop new business through the open market • Fulfill leads and implement sales strategies to meet targets • Ensure compliance with all audit and regulatory requirements Required Candidate profile • Graduate must be required • Min 1 yr experience in Home loan / LAP • Local candidate preferred • Age : 21 to 35 years For more information Call OR WhatsApp : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Post : Relationship Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Sales • Age : 21 to 35 YRS Contact : 9558211656 HR Mohit Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Sales Executive • Drive sales directly through company leads and walk-in customers. • Manage the end-to-end sales process with a focus on customer experience. • Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 35 YRS • Good Communication Skills Contact : 9328892831 HR Rensi Perks and benefits Incentive + PF + Mobile with Several

Post : Direct Sales Manager • Building a strong relationship with the sales team of channel partners • Meeting the prospective customers • Regularly follow up with clients • Providing pre and post sales support & Banks Required Candidate profile • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 32 YRS • Good Communication Skills Contact : 99041 95437 HR Kinjal Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Branch Manager • Opportunity for BFSI sales experts! • Interact with customers, convert leads, and exceed sales targets. • 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • Graduation Must • Must have 1 year of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 74358 61309 HR Hemaxi Perks and benefits Incentive + PF + Mobile with Several

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 10 Month exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40 Sr HR Piyush Perks and benefits On Roll Job Career Medical Benefits Insurance

Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 10 Month exp Good communication skills Leadership/Convincing skills Understanding of client requirement Age 21 to 40 Sr HR Piyush Perks and benefits On Roll Job Career Medical Benefits Insurance

Post : Life Insurance Sales • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 22 to 38 YRS Contact : 99041 95437 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Sales Development Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 22 to 38 YRS Contact : 99041 95437 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Role Overview: Individual contributor responsible for driving business through Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs) in the Mumbai region. Role & responsibilities Build and manage strong IFA/MFD relationships to grow business. Onboard and empanel new distributors. Conduct joint client meetings and ensure smooth operations. Share market insights with Product and Investment teams. Ensure full compliance with regulatory norms. Preferred candidate profile MBA/Postgraduate with 9 -10 years of experience in financial services. Proven experience in managing IFAs/MFDs. Knowledge of AIFs, PMS, and equity markets. Strong communication and relationship management ski...

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 Avdhut : 7796426971

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Executive/ Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & ...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets Responsibilities Client Relationship M...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...

Role & responsibilities * Generate business and cross sales all product and services of the bank. * Relationship Management for a portfolio of customers. * Branch operation And Audit compliance.

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Navi Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to ot...

Platinum Relationship Manager Business Banking KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA 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 the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other pro...

Responsibilities Mutual funds advisory ( sales ) Prospect for new sales leads and close sales Qualifications 1-7 years of work experience with mutual funds Strong communication and interpersonal skills Compensation offered 25,000-37,000 in-hand Referral bonus Retention bonus Sales incentives Life insurance Health insurance Shift allowance

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database b...

Job description Hurry!!! Job Opening in Leading Bank for Branch Head ( only from Banking sector) Designation: Branch Head Job Location: Bangalore ,Hyderabad. Chennai CTC up to 20Lacs Roles and Responsibilities : Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management Own all branch-banking objectives and overall branch supervision Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Complaints Handling Review Branch Operations reports Ensure compliance with Banking rules, Regu...

Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore , Chennai & Cochin , Kottayam, Calicut, Belgaum, Mysore Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget tar...

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...