4977 Hni Jobs - Page 41

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

Business development, Interior design for HNI’s Lead generation Good communication skills Meeting Architects and Interior designers to pitch products in detail and get them on board. Consistently following up with Architects and Designers Required Candidate profile The position is that of a Sales head and Brand coordinator of high-end/luxury products. This role requires good Networks with architects, interior designers in Mumbai for luxury products

Business development, Interior design for HNI’s Lead generation Good communication skills Meeting Architects and Interior designers to pitch products in detail and get them on board. Consistently following up with Architects and Designers Required Candidate profile The position is that of a Sales head and Brand coordinator of high-end/luxury products. This role requires good Networks with architects, interior designers in Mumbai for luxury products

Business development, Interior design for HNI’s Lead generation Good communication skills Meeting Architects and Interior designers to pitch products in detail and get them on board. Consistently following up with Architects and Designers Required Candidate profile The position is that of a Sales head and Brand coordinator of high-end/luxury products. This role requires good Networks with architects, interior designers in Mumbai for luxury products

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•Relatio...

Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class” productivity in order to ma...

Dear Candidate, Urgent opening with leading Bank. Designation : Platinum RM CTC : Upto 12 -12.5 LPA Location : Across Mumbai KRAs: Develops new and expands existing High Net worth Customer relationships for liabilities Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group compa...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross-sells bank products to existing set of Branch customers which are mapped. 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 ...

Relationship Manager (CASA/CA)- BRANCH BANKING (Delhi/ncr) Company: Small Finance Bank Location's: Pan Delhi/ Ghaziabad/ Noida/ Faridabad/ Gurgaon/ Indrapuram/ Najafgarh JOB DESCRIPTION JOB ROLE: Develops new and expands existing High Net Worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross-sells bank products to existing set of Branch customers which are mapped. 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 ...

Urgent Hiring in Top Affluent Relationship Manager in Top Broking companiesHaving a experience To acquire a new hni Client Having a experience cross sales PMS , Mutual funds aifHaving a very good knowledge for Wealth Product

About the Role: We're looking for an experienced PCG Advisor to deliver timely and customized equity advice to our Private Client Group (PCG) customers. The role involves managing client relationships, providing investment ideas, and ensuring a high standard of advisory service in collaboration with the sales team. Key Responsibilities: Deliver timely and personalized equity advice to assigned PCG clients (trading and investment ideas) Conduct client meetings and provide research-based advisory support Maintain strong client relationships and ensure client upgrades where applicable Adhere to all processes and compliance guidelines related to advisory delivery Share client feedback and market...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfolios Sales incentives

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 Perks and benefits Lucrative Incentives

Role & responsibilities: Acquire and manage a portfolio of HNI / Elite banking customers . Build strong client relationships through regular interactions and understanding financial needs. Provide expert guidance on banking, investment, insurance, and wealth management products . Drive liability balance growth through CASA, Term Deposits, and Investment Products. Cross-sell a range of banking products including Mutual Funds, Life Insurance, Demat, Loans, and Credit Cards . Ensure high customer retention through superior service and timely resolution of queries. Achieve monthly and quarterly business targets for revenue and portfolio growth. Ensure compliance with all bank policies and regula...

- Deal With The Walk-In Customers In Branch - Will Have To Work On The Leads Given From Branch - Set Up A Meeting With Potential Customers And Close The Deal - Close the leads provided by Company - Generate business through the Lead Required Candidate profile Experience: Minimum 1 year in any Sales Education: Graduate in any stream Skills: Strong communication, sales aptitude and client relationship skills Interested can send resume & call on 7984495928

Role & responsibilities Acquire quality clients through networking, database, market intelligence, and references from existing clients. Generate Cross Sell revenue through Financial Planning. Promote Focus Product of the month Maintain records of business on internal software. Induct new clients to the Central Dealing Desk for smooth interaction and services. Liaison with Central Dealing Desk for revenue generation and query resolution. Conduct activities for Client Acquisition and Financial Planning. Ensure compliance as per various regulator and organization guidelines. Maintain the brand image of the organization. Preferred candidate profile Market Intelligence - Identify potential threa...

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

Hi, Hiring for Bank Customer Relationship officer Branch manager Assistant branch manager Branch sales manager Location - Hyderabad Interested candidates can apply here or can connect on 9424481217

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. Desired Candidate Profile Excellent communication skills. Should have some existing base of customers Graduate/Post Graduate : with relevant experience A...

A Platinum Relationship Manager (RM) at AU Small Finance Bank is responsible for managing and growing a portfolio of high-value clients by acquiring new customers, deepening relationships, and cross-selling financial products. Key duties include portfolio management, client satisfaction, meeting business targets, and ensuring sales activity is recorded. The role requires strong knowledge of retail banking products and superior client service skills. Job duties and responsibilities Client Relationship Management: Manage and strengthen relationships with a portfolio of high-net-worth clients, ensuring high levels of satisfaction and trust. New Client Acquisition: Identify, prospect, and onboar...

Job Description for Relationship Manager-Insignia Preferred Banking Position Purpose : To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities : 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management