4977 Hni Jobs - Page 39

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...

Support sales team in daily operations Lead and motivate sales team Set and track team targets Train and guide team members Ensure customer satisfaction Prepare sales reports Coordinate with other departments Help develop & implement sales strategies Required Candidate profile Any graduate with min 1 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

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

We are looking for candidates with minimum 4 years of experience in CASA in HNI sales for a reputed private sector bank.

Job Title: Premium Acquisition Manager Branch Banking Location: Bengaluru Job Description: We are hiring a Premium Acquisition Manager for our Branch Banking team. The ideal candidate should have minimum 6 months of experience in Current Account acquisition . Key Requirements: Experience: 6 months to 1+ year in Current Account sales Strong knowledge of branch banking products Excellent communication and relationship-building skills Ability to achieve acquisition targets Responsibilities: Acquire premium current account customers Build and maintain strong client relationships Ensure compliance with KYC and banking norms

The job of an IndusInd Bank Pioneer RM involves managing relationships with High Net Worth Individuals (HNIs) by acquiring new clients, growing existing ones, and serving as the primary point of contact for their banking and investment needs . Key responsibilities include generating new business to meet sales targets, developing and implementing sales strategies, and collaborating with internal teams to provide exceptional service and resolve issues for clients. This role requires a focus on deepening client relationships to increase revenue and share of wallet. Key responsibilities Client Relationship Management: Build and maintain relationships with HNI clients, acting as the face of the b...

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client 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 por...

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Experience : Min 5 Years Role & responsibilities The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client 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 por...

Urgent Hiring in top Broking as Wealth Manager Role & responsibilities Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Experience of Cross Sales PMS , AIF , Mutual Funds . Candidates having good vintage in their present as well as previous companies. Preferred candidate profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4 Years experience in handl...

Develop and implement sales strategies to achieve annual sales targets for Delhi-NCR projects. Identify new business opportunities, market segments, and customer acquisition channels. Monitor competitor activities, market trends, and customer insights to refine sales approaches. Work closely with the marketing team to design campaigns, launches, and lead-generation activities. Own sales budgets, revenue forecasts, and profitability goals for the region. Track performance against KPIs, ensuring timely achievement of monthly/quarterly sales targets. Monitor project-wise sales velocity and optimize sales efforts accordingly. Build, mentor, and lead a team of sales managers and executives. Defin...

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

We are looking from banking and Broking only Having a experience into Hni Client Acquisition Having a experience into Sales Mutual funds ,PMS , AIF and Insurance Having a experience to bring aum book

Looking from Broking companies only Having a experience into team handling for Dealer & Relationship Manager Having a experience into direct Channel Having a experience Client acquisition of HNI Client

Looking from Broking companies only Having a experience into team handling for Dealer & Relationship Manager Having a experience into direct Channel Having a experience Client acquisition of HNI Client

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

Roles and Responsibilities:- Meet and exceed business targets for deposits (CASA, term deposits), asset cross-sell and up-sell as per bank policy. Offer tailored banking solutions (liabilities, assets, digital banking, insurance/third-party products) to customers of varying segments. Ensure outstanding customer service and build trust, ensuring repeat business and referrals. Collaborate with branch operations, product specialists and other teams to deliver seamless banking experience. Maintain documentation, ensure regulatory compliance, monitor portfolio health and attrition.