3984 Hni Jobs - Page 37

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes. Perks and benefits as per industry norms

Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Delhi, Mumbai, Ahmedabad Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds, and LI (In House & 3rd party products) and acquisition of Sub Brokers / DSA /IFA Doing various training programs for partners to train them in various financial products Ma...

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes. Perks and benefits as per industry norms

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes. Perks and benefits as per industry norms

Post-graduate / CA and must be NCFM / NISM certification Should have handle HNI/UHNI portfolio's Must have a Branch manager experience of min 2yrs with a stock-broking firm. Candidate should be familiar with Local language & expose to local market Required Candidate profile Must be a Graduate with NISM certification A good team leader Should have thorough knowledge of Local Capital Market. Candidate should have good understanding of Equity related Sales & processes.

Job description: We are seeking highly motivated and ambitious individuals to join our team as Management Trainees in Business Development. The role involves intensive training, exposure to various aspects of the organization, and the potential to lead a team based on individual performance. Key Responsibilities: Undergo intensive training and development programs Gain exposure to various aspects of the organization Assist in business development activities Support in brand management, client management, and business promotion Participate in sales and marketing initiatives Collaborate with team members and contribute to team objectives Location- Thane,Navi Mumbai,Mumbai,Dombivli,Panvel,Karja...

- 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.

1.Permanent Employee of large Private Banks 2.Marketing all products of the Bank 3.Focus on Current Account & Savings Account 4.Meet customers 5.Manage a Service Team.

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.

Financial Responsibilities & Non-Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients,

Financial Responsibilities & Non-Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, i

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 HNI/NRI allocated customer Portfolio Growth of Existing Customer Portfolio End to End Customer Management Cross Sell all investment products Excellent Growth Opportunity Required Candidate profile Currently managing min 20+ Crs portfolios with Indian Banks Expertise in all Banking & Investment Products Proven track record in Relationship Management Securities/Insurance RMs can be considered

HNI, wealth, Portfolio handling

Individual PBG Targets across TPP (40%). Ensure targets given at the absolute level are met,

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

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

This Opportunity is with a leading Asset Management company for their office in Mumbai location Role: Customer Engagement Channel - Deputy Manager/ Manager Experience: 3 - 9 Years Job Description: Roles & Responsibilities: To up sell company's MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company's 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 r...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

As an Accounts professional at Intuit Management Consultancy in Chennai, Tamil Nadu, you will be responsible for handling the Transaction Advisory Services division of IMC Group. Your main role will involve originating and executing mandates for Transaction Advisory and related Support Services. This will require you to interact with Senior Management/ Promoter Groups of existing and prospective clients in India, including industry leaders from diverse sectors. **Key Responsibilities:** - Lead the existing team to render quality professional services and manage the execution of mandates for transaction advisory and support services efficiently. - Interact with existing and prospective client...

Work Location: Anywhere in India Base Job Location : Gujarat Experience: 2 - 8 years Employment Type: Full-time About Client Our client is a fast-growing investment advisory firm helping clients build wealth through strategic financial planning. Theyre expanding our team and looking for dynamic Sales Executives who are passionate about finance, client success, and high-performance growth. Role Overview As a Sales Executive, youll be the face of Rising Capital Group—engaging with potential clients, understanding their financial goals, and offering tailored investment solutions. This is a consultative sales role with strong growth potential and performance-based incentives. Key Responsibilitie...

- 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@gmail.com

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*