4977 Hni Jobs - Page 40

Dear Candidate, We are hiring for the role of Relationship Manager (Business Banking & Small Business Banking) for IndusInd Bank. (Individual Role) Sourcing of NTBs from branch, open market/Direct sourcing/references. Should have prior experience in lending of working capital ( Fund based & Non fund based) Meeting set productivity parameters, income generation from the existing client base to promote additional banking products and services Build and maintain strong relationships with existing SME clients, serving as their primary point of contact for all banking-related needs. Understand clients' business objectives, financial goals, and challenges to offer customized banking solutions and ...

- 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...

1. Acquire new HNI & manage portfolio of existing clients. 2. Cross-selling of products like insurance, Deposits, commercial assets, PMS, & Mutual Funds. 3. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile 5-15 Yrs. exp. in HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs. Excellent Communication and relationship skills. Please connect on 7827930908 for further discussion.

Seeking a dynamic Equity Sales professional to handle HNI clients, drive revenue through equities, commodities & MTF, and deliver top-class client servicing. Opportunity to grow with one of India’s leading brokerage firms. Required Candidate profile Graduate/Post-graduate with 2+ yrs in capital markets. Strong client-handling & communication skills. NISM Series-VIII & Commodity certifications mandatory. Highly self-motivated & target-driven. Perks and benefits Attractive incentives, growth & training support.

Hiring: Financial Sales Consultant | Immediate Joiners | Across Karnataka We are looking for Sales-Driven Financial Consultants to promote investment products such as Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory . Key Responsibilities: Promote & sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly Maintain client contact & provide after-sales support Update clients on market trends, IPOs, NFOs, and new schemes Assist clients with investment applications & documentation W...

Responsibilities: * Manage client relationships through consultative approach * Ensure compliance with tax laws and company regulations * Prepare financial statements, audits, and tax returns Health insurance Annual bonus Provident fund

Hiring for leading investment banking firm. 1. Minimum 7 years experience in Wealth Management. 2,Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. 3. Aum size minimum 30 cr

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Job Description: We are seeking a passionate and result-oriented Sales Executive / Sales Manager to join our dynamic real estate sales team. The ideal candidate should have hands-on experience in real estate sales in Gurgaon , excellent communication skills, and a proven track record of closing deals in the premium/luxury housing segment. Key Responsibilities: Manage client inquiries, understand their property needs, and recommend suitable options. Conduct property site visits and assist clients throughout the buying process. Build and maintain relationships with developers, channel partners, and HNI clients. Follow up on leads and achieve assigned sales targets. Coordinate with CRM and admi...

Wealth Manager Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. T...

Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Should be presentable with good communication & convincing skill. Preferred candidate profile Minimum 1 Year as advisor Equity Dealing

Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Should be presentable with good communication & convincing skill. Preferred candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team The individual is r...

Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Should be presentable with good communication & convincing skill. Preferred candidate profile Minimum 1 Year as advisor Equity Dealing

Role & responsibilities Advising HNI & Retail clients on Equity, Derivatives, currency Markets. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, Bonds, PMS, Insurance. Handling Queries & complains of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Should be presentable with good communication & convincing skill. Preferred candidate profile We are hiring dynamic & resilient individuals for our Equity Advisory Team The individual is r...

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Role & responsibilities Ensure timely advice to customers for Equity and Derivative markets Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to Compliance process for advice given 1 New to Firm relationship to be sourced on monthly basis with min tick size of 50 lacs for Broking or IP Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile Educa...

Role & responsibilities Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Preferred candidate profile Candidate have an experience in broking and securities Candidate have an experience as Equity dealer and HNI Dealer

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market

Role & responsibilities Acquire new accounts per annum with a minimum margin 25 Lac per account. Perform regular portfolio reviews to ensure client investment objectives are met. Maintain a high-level of product knowledge and stay informed with industry trends and changes. Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds. Preferred candidate profile Having a experience in Wealth Banking Broking company Should have a min 3 years of experience to sales PMS and AIF Should have experience HNI Client acquisition from open market

*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

*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

*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

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds

Having a experience in banking and broking Having a experience into HNI Client Acquisition Having a experience into Cross sales Having a experience into PMS , AIF and Mutual funds