4972 Hni Jobs - Page 38

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management. Acquire new HNI customers for retail loan products and banking services.Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.Build and grow CASA book size by onboarding quality custom...

We are seeking a dynamic and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. The role involves deepening existing relationships and acquiring new ones by offering tailored banking solutions across liabilities and commercial assets. The ideal candidate will have strong knowledge of trade fice, commercial lending, and investment products, along with a passion for delivering exceptional customer service. This is a high-impact role that requires strategic thinking, excellent interpersonal skills, and the ability to coordinate across teams to deliver a seamless banking experience. Acquire and expand relationships with High Net Worth indiv...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role & responsibilities Were Hiring | Regional Passive Sales Manager – Mutual Fund Industry Location: Delhi | Mumbai | Pune | Ahmedabad | Kolkata | Bangalore | Chennai | Hyderabad Experience: 8–10 years of core AMC Sales Designation: Sr. AVP / VP Qualification: Postgraduate (CFA/CFP preferred) | NISM 5A mandatory We’re looking for passionate professionals to drive growth of Passive Funds (ETFs & Index Funds) across zones. The role involves developing business through National & Regional Distributors, Banks, RIAs, Wealth Managers, PMS, PFs, Broking Platforms, and Family Offices . Key Responsibilities: Achieve Passive Fund sales targets (Net Sales, SIPs, Distributor Activation). Drive zonal st...

Role & responsibilities To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activa...

Hi, INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Navya. Call & WhatsApp :- 6303759271 Share Updated resume, navya@avaniconsulting.com Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 a...

Develop & lead sales team to achieve sales target. Provide training & guidance on product/services. Plan & execute sales plan to increase customer base. Forecast sales trends for business opportunities. Ensure timely follow up with prospects/clients. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Develop & lead sales team to achieve sales target. Provide training & guidance on product/services. Plan & execute sales plan to increase customer base. Forecast sales trends for business opportunities. Ensure timely follow up with prospects/clients. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 45 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Develop & lead sales team to achieve sales target. Provide training & guidance on product/services. Plan & execute sales plan to increase customer base. Forecast sales trends for business opportunities. Ensure timely follow up with prospects/clients. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Develop & lead sales team to achieve sales target. Provide training & guidance on product/services. Plan & execute sales plan to increase customer base. Forecast sales trends for business opportunities. Ensure timely follow up with prospects/clients. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at jyoti@sadhanaservice.com/93283 80990 Sr HR Jyoti Perks and benefits On Roll Job Career Medical Benefits Insurance

Job Title: Premier Relationship Manager CASA Sales & Branch Banking Job Description: Responsible for acquiring and managing high-value customers for Current and Savings Accounts, ensuring growth in CASA book, and driving cross-sell of banking products through effective relationship management. 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 ...

Manage & review existing client investment portfolios Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Insurance Planning & Tax Planning Cross-sell financial instruments based on client needs Required Candidate profile Graduate or PG degree With Minimum 5+ years of exp in Wealth Manager Depth knowledge of the Mutual Fund , Capital Market & profitability drivers info.aspiringmantra@gmail.com What's up 9318431991

You will serve as a strategic relationship partner to our clients You will be accountable for deepening client engagement, elevating the quality of advisory dialogue & expanding the relationship depth across families we serve. Required Candidate profile 4+ yrs yrs of exp in client management, wealth management, or financial services. Prior exp in managing HNI/UHNI clients preferred. Perks and benefits 5 days working Regular Working Hours

Lead Generation & conversion. Understand client requirements and suggest suitable properties. Conduct property site visits. Stay updated with real estate market trends, pricing, and upcoming projects. Monitor competitor activity. Required Candidate profile Exp. in gurgaon's real estate, proven track record of closer revenue generation, maintain good no. of site visits & customer handling. Exceptional interpersonal and communication skills. Graduate. Perks and benefits UNLIMITED INCENTIVES & REVENUE SHARE,

Role & responsibilities For Tellers: Handle customer transactions: deposits, withdrawals, check cashing, and fund transfers. Maintain and balance cash drawer at the start and end of shifts. Verify customer identity and ensure compliance with banking regulations. Detect and report suspicious or fraudulent activities. Provide excellent customer service and resolve account-related queries. Promote bank products and assist with opening new accounts. Complete paperwork for transactions and reconcile daily records. For WD: Act as the first point of contact for customers visiting the branch. Provide customer service and product information for banking products and services. Handle balance inquiries...

Looking for a Relationship Manager to acquire new clients, manage HNI and existing clients, travel for meetings, and advise on Mutual Funds, Insurance, PMS, AIF, and financial products. Must have 3+ years experience and NISM V-A.

Role & responsibilities It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant t...

Step Up to Work Walk-in Drive for Women Returning to Banking Looking to restart your banking career ? Join our special walk-in drive “Step Up to Work” , exclusively for women professionals ready to make a comeback in the banking sector. Role: Relationship Manager – NRI / HNI (Female Candidates Only) Bank: Leading Private Sector Bank Locations: Bangalore & Chennai CTC: 8 – 18 LPA Desired Profile: 2–10 years’ experience in Banking Sales as RM / Senior RM / Sales Manager . Women with a 2–5 year career gap and relevant banking experience are encouraged to apply . Local candidates or those working in the same city for the past 5 years preferred. Must be available for a physical interview on: 17th...

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer on boarding. Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents t...

Hi, INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 cli...

Vice President - Fund Raising & Investor Relations Summary: The ideal candidate will have a strong background in Fund raising space and have his/her network with HNI/UHNI Investors, family offices, with a deep understanding of the industry and a proven track record of fund-raising & strong client connects. Fundraising & Capital Strategy Develop and execute a capital-raising strategy to secure funding for ongoing and future investment opportunities. Source and negotiate investments from HNI/UHNI Investors, family offices etc. Establish and maintain long-term investor relationships, positioning the firm as a premier investment partner. Marketing of NiFCOs funds (onshore & offshore). Investor R...

Role & responsibilities Customer Relationship Management Business Development Portfolio Management Branch Coordination Reporting & MIS

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such 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 INTERESTED CANDIDATES PLease share your cv in mail or WhatsApp Call / WhatsApp - 8106336954 mail id - harika@avaniconsulting.com

The Personal Banker is a crucial, client-facing role responsible for managing and growing a portfolio of clients while ensuring operational excellence within the branch. The primary focus is a blend of relationship management, business development (sales), and customer service. Key Roles and Responsibilities: Client Relationship Management: Manage and maintain strong, long-term relationships with existing clients to ensure high levels of satisfaction. Serve as a trusted advisor, understanding clients' financial needs and helping them plan for various financial goals (e.g., savings, loans, investments). Provide expert advice on various banking products and services. Business Development & Sal...