1146 Hni Jobs - Page 41

Role HNI Dealer Location - Thane, MAH Required Experience Executive/Senior Executive/Manager About the Company: Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has now carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent. Primary Skill Set Proficiency in Execution on NSE Derivative Segment.(Futures & Options) Knowledge of Derivative Option Strategies. Knowledge of EXCEL (Advanced) is must for making customized MIS reports. NISM Certifications of Derivative-Currency Segments. Secondary Skill Set Knowledge of OFS/SLBS/Buy Back Segments. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Client acquisition would be added advantage. NEAT BOLT knowledge would be added advantage Team work & Optimum Co ordination with colleagues. if interested, kindly share your cv at pallavi.sahu@ventura1.com

We are currently looking for talented individuals to join us in providing top-tier financial advice to our clients, ensuring their investments are optimized for growth while managing risk effectively.

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Maintaining high service standards. To drive the front line employees towards achieving monthly target.

Requirement for a Relationship Manager who shall be responsible for Monitoring and addressing HNI and UHNI clients Investment requirements and will help clients achieve their Financial Goals through strategic portfolio analysis and suggesting them with right investment products. The role requires the candidate to be proficient in financial markets and wealth Management. 1. Establishing and Maintaining Powerful relationship with clients. 2. Responsible for selling various financial products such as Mutual funds, Life and Health insurance, Other structured and wealth products. 3. Sucessfully onboard UHNI customer on Monthly basis along with Revenue. Qualification - Min 3 yrs relevant experience in Affluent Banking and Wealth domain. MBA / Relevant degree Should have good knowledge and understanding of Equity and Debt Market and Wealth Products.

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

In this role, will be responsible for identifying, developing, and maintaining strategic alliances with key partners, distributors, and influencers in the financial services industry.

We are seeking experienced and skilled person to manage HNW clients. You will provide tailored financial planning/investment advice, identify x-selling opportunities, &acquire new customers while ensuring exceptional customer experience&retention. Required Candidate profile 5+ years exp & sales oriented ,should possess excellent communication skills, a customer-centric approach, proven track record, consistent high performance and a strong focus on service quality

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - Bannerghatta Road and Bommanahally Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income. Ensuring RMs meet the right customers and have a meaningful engagement with customer Ensuring the RMs are trained and equipped to handle customer queries Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets Educational Qualifications (examples listed below) Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry . Experience Required (examples listed below) Minimum experience in years 3 years in Retail Branch Banking in HNW Channel Exposure to banking preferable Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) (examples listed below) Customers Branch Banking Team Operations- WBO NR Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel Corporate banking Corporate Salary Wholesale banking TPP Team Assets Team Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank, Uma Admiralty, next to Anand Ashram, Bannerghatta Road, Bengaluru 560029 Date : 04th March'25 (Tuesday) Timing - 10:00 AM to 12:00 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Maintain healthy relations with Customers Look for better sales Opportunity to grow company Lead and manage the activity of sales team. Motivate them for Sales. Handle the walkin customers Cross sale of other banking products C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Maintain Relationship with clients and customers. Generate business through the team. Lead and manage the activities of sales and marketing team. Motivate them to achieve goals. Develop and implement sales strategies. Handle walk in customers 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 - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Roll Job High CTC + Incentives TA/DA + Bonus

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Building team , training & activation of agents Monitor team performance Increase product awareness among team Motivate & handle team to achieve their sales targets Work like leader or mentor Perks and benefits On Role Job + High CTC Short Term Promotions

Build and handle team for New Business Monitor Market trends, Sales& team performance Build relations-customers to identify their needs Develop & Execute strategic sales plans Collaborate with team for Revenue& Business growth C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Maintain healthy relations with Customers Look for better sales Opportunity to grow company Lead and manage the activity of sales team. Motivate them for Sales. Handle the walkin customers Cross sale of other banking products C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring and reviewing VRM Performance and mentoring individuals for effective tele-calling for achievement of the defined goals.

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 8080126356 Shilpa email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9773553319 Simran email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Responsible for achieving revenue targets through cross selling {Sales of products like SIP, DMAT, INSURANCE, Trading Account, Mutual Fund, PMS, Aum} of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity MarketProvide Training to clients for building trading strategies, use of robotic trading software & API based auto trade executionWill be responsible for delivering Webinar and Seminar on various financial productsWill be responsible for keeping self-updated on stock market outlook and product knowledgeShould be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting processShould be able to speak continuously for full dayWill be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees trainingAbility to bring innovative ideas which helps in achieving sales targetAble to handle one to one client meetings independently at clients location. Locations:- Lucknow, Kanpur, Agra, Varanasi, Meerut, Allahabad, Prayagraj

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.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore Job Locations: Bangalore - Kariyaappa Road, Manipal County, BTM 04th Stage and Gottigere Note: Candidates having 1+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates directly walk-in at HDFC Bank, Uma Admiralty, next to Anand Ashram, Bannerghatta Road, Bengaluru 560029 (Branch Code - 514) Interview Drive Date: 04th March'25 (Tuesday) Timing : 10:00 AM to 1200 PM Concern Person : Abhai Srivastava (HR Team) Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com