3956 Hni Jobs - Page 4

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...

Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should ...

Identify new business opportunities Develop sales strategies and set sales targets Provide feedback and coaching to team members Monitor the team's performance and motivate them to reach targets Build and maintain relationships with clients Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits Promotions in Short Term On Role Job

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Role Job + High CTC Incentives + Allowances

Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Role job + High CTC Incentives + Allowances

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Train new advisors in your assigned location Train them on banking products, sales pitch & compliance Assist agents in closing sales & managing leads Maintain healthy relationships with clients & ensure after-sales service Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

-Drive HNI client acquisition and portfolio growth through customized investment solutions (MFs, PMS, AIF, Bonds). -Lead and mentor RMs, ensure revenue targets, client satisfaction, compliance, and business expansion within the assigned cluster.

-Build and manage relationships with HNI clients -Analyze client needs & offer personalized investment solutions across products like Mutual Funds, PMS, Structured Products, Debt,etc -Acquire new clients through referrals, networking & market leads

- 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...

Mega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager @Chennai, Madurai, Thiruvananthapuram JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager. CTC: Its not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Chennai, Madurai, Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: Conduct daily sales calling with prospective new c...

Role & responsibilities For Relationship Manager PB Classic: Manage and grow the portfolio of Classic / High Net Worth (HNI) clients. Cross-sell banking products like CASA, Insurance, Mutual Funds, Demat, Loans, etc. Provide financial advice and maintain long-term customer relationships. Ensure achievement of monthly revenue and balance growth targets. Maintain compliance and service quality standards. For Branch Sales Manager (BSM): Drive sales and business growth for the branch through CASA, Insurance, and cross-sell products. Manage a team of Sales Officers and ensure branch-level target achievement. Monitor daily activities, ensure high-quality customer acquisition, and maintain business...

About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the P...

Roles and Responsibilities Manage cash handling activities at the teller counter, ensuring accurate processing of transactions and maintaining a high level of customer satisfaction. Provide exceptional service to customers by resolving their queries and concerns in a timely manner. Identify cross-selling opportunities for bank products and services, increasing revenue through sales growth. Maintain accurate records of transactions, balances, and other relevant data using branch systems. Collaborate with team members to achieve daily targets and goals. Desired Candidate Profile 1-6 years of experience in branch banking or related field (cash management, sales). Strong knowledge of cashier ope...

Job Summary: We are seeking a motivated and results-driven Sales / Acquisition Executive to drive new customer acquisition, revenue growth, and business expansion . Key Responsibilities: 1. New to bank acquisition of high end current accounts through open market lead generation and closure of target CASA in a month Adherence to Bank policies and guidelines such as KYC & AML 2. Ensure successful onboarding of customer for a smooth transition to branch banking team. 3. Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of ...

*Manage HNI client portfolios and pitch for Mutual Funds investments. *Have meetings with HNI clients and generating more leads or better client acquisition. Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements

Role & responsibilities Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) Acquires new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. Easily establish relationship with customers and build a rapport. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank....

Role & responsibilities Should be from AMC background managing Banks and Private wealth. This is a B2B position and candidates should be from AMC Industry only. Can be from any private wealth outfit or private banking department of the bank. With decent relevant industry experience, knowledgeable and presentable. Candidates residing in Pune are preferable, but no compulsion. Should have good knowledge about investment products and fair understanding of market outlook. Experience should be 7-9 years in relevant role as mentioned above. Candidate who is handling Private Wealth channel, Private banking or Largest MFDs in current role. Preferred candidate profile

Role & responsibilities To source customers for Current Account, Saving Account Products of the bank. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X Sell and Third Party Products like Insurance Contribute towards building CASA book size. Preferred candidate profile • Excellent communication skills.• Should have some existing base of customers• Graduate/Post Graduate : 6 M - 2 years of experience• Customer orientation• High energy levels with a motive to succeed Note- Fresher Candidates are also welcome for interview (C...

Role & responsibilities Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactio...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Lead and motivate the team to achieve goals Drive sales and monitor targets Coordinate with departments and ensure smooth workflow Support and mentor team members 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

Role & responsibilities • To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only • Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. • Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics • Responsible for generation of revenues through sale of CA, X-Sell and Third-Party Products like Insurance • Contribute towards building CASA book size. Preferred candidate profile Excellent communication skills. • Should have some existing base of customers • Graduate/Postgraduate: 0-2 years of...