4972 Hni Jobs - Page 37

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com

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. • Drive...

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Hiring for Multiple Banking Roles Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions We have active openings with top private banks for the following roles: 1. Relationship Manager Managing customer portfolios and offering banking solutions Cross-selling financial products (Insurance, Investments, Loans, etc.) Building and maintaining long-term customer relationships 2. CASA Sales Officer / Manager Acquisition of new CASA acco...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Wealth customer base. Job Requirements Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills. Interested...

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. • Drive...

• You will be responsible for prospecting and selling AIF products to High-Net-worth Individuals and Institutional sales.

Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls and handling HNI clients 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : kap.divya@kotak.com

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. • Drive...

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. • Drive...

Prime Responsibility Managing Branch as Profit Center by revenue generation across all Products & Service. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved Achieving Monthly Targets & comparing it with benchmark across product line Attending daily morning conference call & discussing it with the colleagues Special thrust on acquiring HNI’s & Corporate clients Meeting HNI clients to built the rapport Identifying the weak areas & providing solutions to those areas Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all Analyzing & comparing the branch performance with other branches Mot...

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com Perks and benefits On Roll with Axis Group Insurance Career Growth

Handling sales team & assisting them to achieve goals. Analyze market trends & identify potential clients. Develop strong business relationship with customers. Execution of sales plan for business opportunities. Oversee & manage all sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skill Age 24 to 40 Share CVs - piyush@theinfinityspace.com Perks and benefits On Roll with Axis Group Insurance Career Growth

We're looking for a dynamic Relationship Managers to join our team. The ideal candidate will manage and grow a portfolio of High Net-Worth clients, focusing on customer acquisition, retention, cross-selling and delivering exceptional service. This role demands strong sales acumen, portfolio management experience and deep product knowledge. Role & responsibilities: - Manage HNI Portfolios (Acquisition, Enhancement and Retention) - Drive wallet share and revenue growth - Offer tailored advisory and banking solutions - Ensure compliance, quality service and smooth handovers Preferred candidate profile: - Minimum 6 years' experience in banking sales - Proven track record in HNI banking sales - E...

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Depth knowledge of the Mutual Fund , Capital Market , PMS, Bonds info.aspiringmantra@gmail.com

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Building strong relationships with high-net-worth individuals HNI's and Maintain portfolio, providing personalized banking.Promoting a range of banking products such as savings accounts, fixed deposits, and to enhance the client's financial portfolio

Responsibilities: * Manage high net worth clients' financial goals & objectives * Collaborate with cross-functional teams on strategic planning * Oversee investment portfolio performance monitoring Health insurance Provident fund

Job Title: Teller or CRO Job Description: Teller : Cash handling, NEFT, RTGS, Operation BDE : CASA Acquisition, Sales, Key Responsibilities: Acquire new premium CASA customers through branch walk-ins, referrals, and field activities. Deepen relationships with existing customers to increase balances and product penetration. Ensure achievement of CASA and cross-sell targets (FD, insurance, loans, etc.). Provide excellent customer service and act as a single point of contact for high-value clients. Coordinate with branch operations to ensure smooth account opening and servicing. Requirements: Graduate/Postgraduate with 26 years of experience in branch banking or CASA sales. Strong communication...

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall prof...

Build and manage a portfolio of High Net Worth (HNI) and Ultra HNI clients with a focus on real estate investment opportunities. Develop and execute strategies to market and sell luxury real estate projects to discerning clients. Liaise with developers, investors, and wealth management partners for collaboration and exclusive deals. Provide end-to-end advisory from opportunity identification to transaction closure. Stay updated on market trends, property valuations, and investment movements across luxury and commercial assets. Represent the organization at elite networking events, investor meets, and private showcases . Desired Candidate Profile: 10+ years of proven experience in Wealth Mana...