1582 Hni Jobs - Page 37

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients' portfolios. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: Ability to use & analyze data tools related to wealth products Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review Maintaining external network i.e. maintaining contact with the customers Attitude to service clients by providing them with smooth and superior service delivery Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills Decision-making skills with a strong sense of ownership and ability to work under pressure Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity and Inclusion The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: 10-25 years relevant experience in Investment Advisory Wealth management MBA CA or equivalent from a premium institute Relevant certifications Desired Knowledge Skills: Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations Ability to think and execute strategically, prioritize and resolve complex problems Detail-oriented with superior organizational and time management skills, including delegation of work Team player with the ability to collaborate with others Ability and interest to work in a fast-paced, evolving environment.

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 cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance Investment Banking,HNI/Ultra HNI segment,new client acquisition,planning outbound and inbound sales,financial market trends,Investment Advisory,business development,Asset Management

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Locations: Mumbai, Pune, Nasik & Ahmedabad. Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment

Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge and understanding of capital market. Excellent communication skills info.aspiringmmantra@gmail.com What's Up 9318431991

Job Title - Insurance Product Manager (NRI & Virtual Relationship Manager) Location - Gurugram BU/Function - Bancassurance Reports to - Life Insurance Product Head Overall, Job Description: This position serves as driving Insurance to achieve overall NRI Insurance business targets for IBL in an open architecture platform. Create Insurance product proposition basis customer personas in the bank. Impart Insurance training for NR relationship managers and support during large value sales call Support Relationship Managers during underwriting of large value applications Incumbent should have an eye for detail and drive the business using all the key business parameters like activation, productivity, ATS etc. Run Analytical based campaigns to ensure an increase in Life Insurance Penetration in NR client base. Design and executive processes, drive business quality, persistency and customer redressals Stakeholder engagement / communication on key business performance. Develop market intelligence to track key trends in the Insurance industry and competitive benchmarking, technology trends and regulatory changes. Managing healthy product quality mix and revenue mix for the bank Work Experience Requirements The incumbent should at least have not less than 8 years of work experience in the Life Insurance domain managing NR segment in an Insurance Company / Bank. Incumbents having worked in Insurance Company and Bank will be preferred. Essential requirement: MBA Preferred: MBA from reputed institute Desired Behavioral / Functional Traits Strong Communication skills Sharp analytical orientation Having the ability to create and deliver Business and Product presentations. Ability to effectively engage with senior stakeholders.

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Senior Relationship Manager / Branch Dealing Ahmedabad Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate NISM VA, NISM VIII, IRDA Minimum 4+ Years of experience in Equity Dealing Salary Best in Industry. Interested candidate can share their resume at neha.singh@hdfcsec.com Regards, Neha Singh HR - HDFC Securities ltd

Immediate and Urgent requirement Senior Relationship Manager Job Location - Ahmedabad / Navrangpura Office Address: SF 201, ABC-3, Opp Sardar Patel Nagar, Opp. Hotel Nest, Off C G Road, Navarangpura, Ahmedabad - 380009 Role & responsibilities Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Cross selling of third party products. Specialized Activities: 1. Executing Trades Orders. 2. Advising Clients based on Research Report. Preferred candidate profile Any Graduate Minimum 4+ Years of experience in Equity Dealing NISM VIII, NISM VA, IRDA Certification Salary Best in Industry. Interested candidate can share their resume at monikarathod@hdfcsec.com

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 cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad.

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 cross selling products as per the demographic, lifestyle and risk profiling Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Location- New Delhi,Mumbai,Bengaluru,Hyderabad.

About Us Our Mission is to Empower Clients to Make Confident and Optimum Real Estate Decisions while ensuring their Journeys Are Seamless and Rewarding. A Team of Real Estate Professionals that provides World-Class Advisory Services to High Net-Worth Individuals for Luxury Residential & High-Value Commercial Transactions. Key Highlights HNI Clients Luxury Properties 15 Years | 2000+ Deals | 3000 Cr+ Sales 4.8 Rating with 200+ Google Reviews CRISIL Gold Certified (2024) Operations Active across Thane, South Mumbai & Dubai Markets No. 1 Partner for Hiranandani Group, Thane since 2015 No. 1 Partner for Raymond Realty, Luxury Residences, Thane since 2019 No. 1 Partner for Oberoi Realty for Luxury Residences, Thane since 2024 Recorded 200 Cr+ Sales in 3 Days at Oberoi Garden City, Thane (Oct 2024) Preferred Partner for Lodha, Piramal, Rustomjee, Kalpataru, Birla, Godrej & More Job Description The Sales Lead will be responsible for guiding and driving the team of Sales to achieve sales goals in the premium and luxury real estate retail segment. This role is both client-facing and team-focused, requiring strong communication skills, sharp market awareness, and the ability to close high-value transactions. The Sales Lead will act as the key liaison between clients, developers, and the internal team, ensuring an exceptional and seamless sales experience. Responsibilities Lead the Sales Team to consistently achieve individual and team sales targets. Personally handle key HNI clients and high-potential leads to drive closures. Conduct team huddles, performance reviews, and pipeline planning sessions. Support and coach team members through negotiations, client interactions, and project walkthroughs. Collaborate closely with the Marketing & CRM teams to ensure quality lead flow and proper lead management. Conduct site visits and coordinate with developers for product launches, inventory updates, and client presentations. Maintain strong relationships with existing clients for referrals and repeat business. Ensure a high standard of customer experience throughout the pre-sales and post-sales cycle. Prepare and present weekly sales reports, projections, and key feedback to senior leadership. Requirements Skills & Competencies Strong communication and leadership skills. Ability to influence and close premium to luxury deals with HNI clients. Deep understanding of Thanes luxury real estate landscape. Excellent negotiation and presentation skills. Team-oriented with a passion for mentorship and development. Familiarity with CRM platforms and data-driven decision-making. Experience 6-8 years of sales experience, purely real estate or luxury/high-ticket products. Minimum 4 years of team handling experience or proven ability to lead peers. Track record of high-value closures and strong client servicing. Attributes Ambitious, persuasive, and result-focused. Empathetic and client-first approach. Self-driven with a proactive attitude. Strong sense of ownership and accountability.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Wealth RM - HNI | Renowned Wealth Management Group | Mumbai | 30 - 40L Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 7+ years of experience into Private wealth management. Apply Here! OR Mail your resume toarpita_pss@geniusconsultant.com

Wealth RM - HNI | Renowned Wealth Management Group | Pune | 25 - 35L Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management. Apply Here! OR Mail your resume to arpita_pss@geniusconsultant.com

Role & responsibilities Role & responsibilities Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment.• Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identifies current and potential relationship with additional revenue potential and grow business. Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. Proactively sell the full range of consumer and commercial product to current and potential HNI/NRI Relationships. Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

` Job Description Basic Details: Business Unit ABC Aditya Birla Sun Life AMC Mumbai Location Function Department Reports to: Function Sales Sales Reports to: Retail Sales Retail Sales Department Designation of the Manager Designation of the Employee Date of writing/ updation of JD Wealth Counsellor May 2025 Head - Direct HNI Sales ` Job Description 1) Job Purpose: The Wealth Counsellor will be responsible for acquiring and managing Ultra HNI & HNI Individual clients. The role involves offering tailored investment solutions, building long-term client relationships, and contributing to the growth of the Direct HNI Sales vertical. This role requires a solid understanding of mutual fund products, investment strategies, and wealth management principles. 2) Dimensions: Remarks Individual Contributor Dimensions A. Manpower - B. AAUM C. Net Sales D. Gross Sales E. New SIP/STP F. PMS AIF Sales G. NCA (Count) ~100-2000 crores 400 crores 1000 crores 12 crores 60 crores 400 Equity, Debt & Liquid 3) Job Context & Major Challenges: (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone) Job Context a) To penetrate into a newer segment of market b) Ensuring the overall wealth solution to UHNI/HNI by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc Key Challenges for the role are as follows: a) Build and maintain strong relationships with clients, understanding their unique financial goals, investment preferences, and risk tolerance. b) Conduct regular meetings and portfolio reviews to assess clients financial situations and adjust strategies as needed. c) Must have high level of connectivity with large corporate clients and increase service standards, Visibility and goodwill among corporate clients. d) Mitigation of risk through diversification of AUM. e) Healthy & profitable asset mix. f) Stay updated on market trends, competitor activities, and regulatory changes g) Have a deep understanding of the mutual funds. h) Stay informed about industry trends, market developments, and product innovations. Continuously improve sales skills and knowledge. i) Ensure all client interactions, transactions, and communications comply with regulatory requirements and internal policies. ` Job Description 4) Principal Accountabilities Accountability Supporting Actions Business Management and achieving the set target o Maximize business through top clients through sound relationship. o Conduct business meetings and across the table presentations to corporate clients. o Identify high-end potential clients to expand the business base. o Maintain excellent relationship with existing clients and expansion of key clients Build strong Client Relationship o Ensuring high volume of business in the given location/segment to achieve the desired gross sales. o Develop and maintain key corporate clients. o Organize meetings with Fund manager/CEOs and Head of Sales. o Disseminates updates and other product related information in timely manner Create a Strong mind Recall for ABSLAMC o Push for reference of their relatives and social circle. o Be the wealth one stop solution for investor for all investment related Needs. Compliance on all regulatory rules o Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements o Ensure all SEBI/AMFI rules and regulations are strictly complied. o Update client ownership report every month regularly to state/centre head. Maintaining MIS & Reporting o Maintain New client MIS and report to State/centre head o Ensure corporate client database is updated regularly by sales support. 5) Job Purpose of Direct Reports: NA 6) Relationships: Relationship Type Internal Frequency Nature Head Direct HNI/Head Retail Sales Relationship Manager Need Based Need Based Need Based Drive sales, share business/market feedback, business approvals drive sales, guiding them on business development and relationship management Efficient and timely application processing, high quality after sales services, and MIS for tracking Operations Team ` Job Description 6) Relationships: the business Institutional Sales /Retail Sales Team Need Based Need Based Product Team Discuss own and competitors products, understand new products outlook for new initiatives Need Based Marketing team Discuss on marketing literatures and advertising needs Need Based External Channel partners and clients Daily Discussing new and existing products, scheme, pricing & other business development activities, events, trainings, 7) Organizational Relationships: SIGN-OFF: Signature Name Date Job Analyst Signature Name

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)

Assist in developing & executing strategic sales plans. Monitor sales performance & provide regular reports. Maintain long-term relationships with key customers. Lead and motivate the sales & marketing team. Drive business growth through the team Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Key Responsibilities: Contact potential or current customers to present Club Mahindra membership benefits. Reach out to fresh, churned, and cold leads to convert them into sales, collect downpayments, log sales, and update systems. Achieve monthly targets for unit sales and revenue. Make daily sales calls, meet connected call quotas, and diligently follow up on cases. Handle any customer escalations effectively (if any). Encourage existing customers to upgrade to longer membership tenures, generate referrals, and finalize sales. Competencies / skills required: Demonstrated experience as a comprehensive sales executive, both in inside sales and field sales. Proven history of consistently achieving sales targets, ideally in a virtual setting (Inside Sales). Capacity to understand and effectively communicate details of the product and service to prospect customers, facilitating sales closure. Calm demeanor capable of managing rejection professionally. Exceptional negotiation skills with an ability to resolve issues and address complaints. Team-oriented mindset with the capability to thrive in high-pressure environments. Experience & Desired Qualifications required: 2+ years of work experience from Travel/Hotel/Tourism industry with minimum 1 year experience in Direct Sales (B2C Sales). Proficient in communication with exceptional people skills.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- New Delhi-Delhi - North -West Delhi / Mumbai Western Line / South Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Looking for RM in RBB who can handle existing portfolio and new portfolio of HNI and super HNI Clients

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216