3984 Hni Jobs - Page 41

Job Title: Relationship Executive Location: Secundrabad, Vijayawada Department: Wealth Management / Investment Advisory Employment Type: Full-time About the Role We are looking for enthusiastic and motivated fresh graduates to join our Wealth Management team. you will learn how to understand client financial needs, recommend investment products, and provide high-quality customer service while working alongside experienced advisors. Key Responsibilities Learn and understand various investment products (Mutual Funds, Insurance, FD etc.). Support in preparing financial plans, proposals, and investment presentations. Maintain client databases and ensure timely follow-up. Participate in client me...

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.1 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 21 - 40yrs Share CV at my Whatsapp (9265575889) Sr HR Krishna Perks and benefits On Roll - HDFC Career Medical Benefits Insurance

Coordinate with team to identify potential clients & business opportunities. Train & guide team members on product knowledge/services. Conduct market research & stay updated on industry trends. Achieve sales targets through effective sales planning. Required Candidate profile Any Graduate Min.1 yrs of any Sales/Marketing experience Good communication skills Leadership skills & Convincing Power Age 21 - 40yrs Share CV at my Whatsapp (9265575889) Sr HR Krishna Perks and benefits On Roll - HDFC Career Medical Benefits Insurance

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based In Ahmedabad. Job Locations: Ahmedabad Note: Candidates having 1+ years' experience in Sales & Business Development Management need to apply. Fresher Also can Apply for this job who are willingly work in Core sales profile With HDFC Bank. 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 ...

Assist the sales team & implement the sales strategies with them. Build strong relationship to drive retention & generate referrals. Identify potential clients & drive business growth. Meet sales goals by actively promoting products/services. Required Candidate profile Any Graduate Min. 2 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 - HDFC Career Medical Benefits Insurance

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement

Develop sales team through motivation & product knowledge. Build & manage customer relationships. Develop & execute sales planning. Achieve acquisition & revenue targets. Forecast & achieve monthly, quarterly targets. Looking post-sales activities. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Leadership/Convincing skills Understanding of client requirement

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI 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 Relationships Inc...

About The Role Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain cu...

About The Role 11101 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handli...

Responsible for gathering assets for investment products such as mutual funds, PMS, Corporate FD, Insurance Responsible for achieving New Business development targets by Inactive/activating new clients. Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines NISM VA (for Mutual Funds), NISM XXI A(for PMS),NISM XIII A(for SIF) IRDA Info.aspiringmantra@gmail.com

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

Roles & Responsibilities: Acquire, manage, and grow a portfolio of HNI clients (50 Lac+ ticket size) . Responsible for selling & advisory of financial products including: Structured Products, Mutual Funds, PMS, SIPs, AIFs, Insurance, Demat & Trading Accounts . Drive revenue generation and meet defined business targets. Build and nurture long-term relationships with clients through regular interaction and portfolio reviews. Ensure the highest level of service delivery , client satisfaction, and relationship management. Manage and grow a minimum Equity AUM of 30 Cr . Responsible for trading account activation and assisting new clients in understanding equity markets. Cross-sell wealth manageme...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Its open market sales and self sourcing AUM Should be more than 35 CR fo...

Visa Process Premium HNI Customer Service 24*7 Shifts Role & responsibilities This is a customer-facing, operations-heavy role focused on task management, customer interaction, and vendor coordination, with a strong emphasis on service excellence. 1. Request fulfillment a. Ensure quick response and timely completion of task as assigned b. Consistent and timely follow up with users to ensure successful fulfilment c. Have a friendly and helpful demeanour towards customers d. Maintain and update customer profile e. Offer delight opportunities where appropriate 2. Request Management a. Maintain a list of pending tasks and open conversations b. Track closure time and customer satisfaction c. Appr...

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

Job opening For Branch Manager/Sr. Manager/Sr. RM / RM/Trainees -Equity & Commodity We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description (JD): Justify your branch and team costs with the minimum required number of accounts, margins, and revenue. Must bring a minimum of 5 Relationship Managers (RMs) as part of your team. Acquire HNI clients and franchisees on a monthly basis. Advise and manage HNI client portfolios across equity and commodity products. Lead, motivate, and ensure performance of your team; ensure that ...

Dear Aspirants, Greetings from Geojit Financial Services Ltd, Job Description Designation: Financial Consultant (Senior Executive/ Assistant Manager/ Manager) Job title - Functional Designation: Sales Department: Branch Reporting to Head: Branch Head Employment Type: Probation -> Permanent Education: Minimum Graduation Experience: Minimum 1 to 5 yrs. Essential Duties and Responsibilities: GENERAL ROLE Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc. ESSENTIAL DUTIES & RESPONSIBILITIES New Client Prospecting - Through cold-calling, appointments, reference etc Explain about the Company, its products & services to existing clients & prospects Pr...

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

Post : Sales Development Manager • Generate business through branch network & referrals. • Provide end-to-end customer support & cross-sell products. • Achieve assigned sales goals. • BFSI sales experience mandatory. Required Candidate profile • Qualification: Graduate • Experience : Must 1 YRS of Sale / Banking / Finance / Insurance • Age: 21–32 Years • Must have good communication & sales orientation Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Relationship Manager • Drive sales of banking/insurance products through branch network. • Build strong relations with branch staff & customers. • Meet sales targets, ensure smooth onboarding & cross-sell products. Required Candidate profile • Qualification: Graduate / Post Graduate • Experience: Must 1 YRS of BFSI Sales (Sale / Banking / Finance / Insurance) • Age: 21 to 32 Years • Good communication Skill Contact : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Post : Senior Relationship Manager • Drive sales of banking/insurance products through branch network. • Build strong relations with branch staff & customers. • Meet sales targets, ensure smooth onboarding & cross-sell products. Required Candidate profile • Qualification: Graduate / Post Graduate • Experience: Must 1 YRS of BFSI Sales (Sale / Banking / Finance / Insurance) • Age: 21 to 32 Years • Good communication Skill Contact : 7600843061 HR Jayraj Perks and benefits Incentive + PF + Mobile with Several

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development 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 responsi...