1146 Hni Jobs - Page 43

Role & responsibilities 1. Client Relationship Management, 2. Financial Planning & Advice, 3. Investment Strategy & Portfolio Management, 4. Risk Management & Insurance Solutions, 5. Tax Planning & Optimization, 6. Estate & Legacy Planning, 7. Compliance & Regulation, 8. Product Knowledge & Market Research, 9. Client education & support, 10. Sales & business development. Preferred candidate profile Graduate, Experienced only ( HNI, Wealth Management, Mutual Funds) Age limit Up- to 40, Male & Female both can apply, Must be working currently , Minimum 3+ years of experience in Wealth Management.

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - kriti@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

Handling walk-in customer of bank. Pitched company product to customer. Maintain relationship with BANK & Bank's customers. Handel bank's customers & Generate health and Life insurance business. Providing regular updates of policy. Handle sales team. Required Candidate profile Any graduate with min 1 year of sales experience Good communication skills Understanding of client requirement Share CV on below details Mail - Piyush@theinfinityspace.com

Post : Business Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Any Sales / Banking /Finance / Insurance Sales • Good Communication skills • Age : 21 to 37 Years • Contact : 9265042790 HR Azad Perks and benefits Incentive + PF + Mobile with Several

Responsible for the business development. Handling existing and potential customers. Achieve sales target and market share. Channel management and development. Handling dispute of client's distributor and internal. Process and customer orientation. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Contact - 6351 954 334 HR Mitava Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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 client /HNI customers Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Mutual Fund Career growth

• Work from tie up partners of Company • Attend walk-in customer • Customers and getting leads from bank Employees • To close the leads provided by the Relationship Manager of Bank Partner • Need to maintain relation with clients and Branch managers Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply

Managing team of sales & achieve Business goals. Maintain good relationship with stakeholders. Onboarding team of DSAs & channel partners for new business. Revenue generation through new customer acquisition. Handling pre & post sales activities. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 7990449328 Sr HR Viral G Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Hiring for a Fastest growing Bank - 10 Vacancies - 1. Relationship manager 2. Relationship manager - Portfolio Management CTC - up to 6 LPA( Negotiable) Location - Jodhpur Interested Candidates can whtsapp or Call Directly 9891066650 Madhuri

- 100% leads base sales profile - company will provide all the leads -To handle the walk in Customers at the Bank. - Sourcing Insurance Business through Bancassurance Channel call and send your resume to 9909135493. Required Candidate profile Experience : Must 1 YEARS of Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Candidate must be local:

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

Execute Strategic actions to connect with HNIs and VIP customers and create sales. Generate leads, conduct client visits and follow-ups to close sales. Required Candidate profile Must have corporate sales experience or gifting experience. Must have HNI database. Must have excellent communication skills.

The main job is to manage HNI clients in the branch/ area Identify key staff in client companies to cultivate profitable relationships. Client Management and relationship management will be the main KRA

Maintaining AUM strong relationship with HNI , UHNI clients ensuring that their portfolios grow and stay aligned Understanding the need & risk appetite of the client financial products Mutual Fund PMS, AIF, PE, Bonds, Structured Products, Direct Eqty

Maintaining AUM strong relationship with HNI , UHNI clients ensuring that their portfolios grow and stay aligned Understanding the need & risk appetite of the client financial products Mutual Fund PMS, AIF, PE, Bonds, Structured Products, Direct Eqty

Achieve planned value and numerical targets for retail current accounts at the branch level, aligned with the acquisition model, and ensure overall value enhancement from the portfolio of customers handled along with Product Customization & service Required Candidate profile Minimum 2 years experience with any leading bank

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

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

Job location: Bangalore, Hyderabad or Chennai, Mumbai, Pune, Delhi Work experience: 7 to 15 years Capital Raising, Wealth Management, Preferably someone with a decent Book. Seeking an experienced Relationship Manager to develop and maintain relationships with high-net- worth individuals, family offices, and institutional clients for investment in various financial strategies. The ideal candidate will have a proven track record of managing substantial AUM and strong client relationships. Key Responsibilities: 1. Client Management - Manage and grow a portfolio of high-net-worth clients with a minimum book size of 500 crores - Develop and execute strategies to expand existing client relationships - Provide personalized investment solutions based on client needs and risk profiles - Regular client portfolio review and performance updates 2. Business Development - Identify and acquire new client relationships through networking and referrals - Meet or exceed quarterly and annual AUM targets - Develop and maintain relationships with key influencers and intermediaries - Participate in client events and investment conferences 3. Investment Advisory - Present and explain various investment strategies to clients - Keep clients informed about market developments and investment opportunities - Work closely with product teams to understand new offerings - Ensure compliance with regulatory requirements in client communications Required Qualifications: - 8-12 years of experience in wealth management/asset management - Proven track record of managing AUM of at least 200-500 crores - Strong existing network of HNI clients and family offices - Excellent understanding of financial markets and investment products - Relevant certifications (MBA/CFA/CFP preferred) Any other comments to be included in JD or while hiring? Skills and Competencies: - Strong relationship building and networking abilities - Excellent communication and presentation skills - Deep understanding of investment products and market dynamics - Ability to work independently and meet targets - Strong analytical and problem-solving skills

Role: Convention/Banquet Hall Manager Exp: 10+ Yrs (Handle 700+ hall capacity) Salary: Upto 12 LPA Location: Hitech City, HYD Skills: Budget and Financial Oversight Team Supervision Event Planning and Coordination Contact: Pavani HR - 8125247089

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Kolkata, Bangalore, Ludhiana, Hyderabad Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues. To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients. To work with the retail teams in arranging worksites in the premises of Institutional clients. Achieve targeted profitability & fee income To maintain sales volumes & achieve targeted revenue from all customers/ products. To share regular market updates with clients and provide right investment solution. To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them. Contribute to customer satisfaction initiatives To follow the ethical and fair practices code for selling products. To ensure regular availability of research material and inputs to the clients. To ensure that client promises are kept and their grievances are adequately addressed or highlighted. To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix. Ensure policy adherence and documentation To be aware of all critical policies & procedures & ensure compliance with them. To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures. To coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations. Formulate periodic MIS and track competitor moves and report them periodically To send detailed periodic activity & sales reports to the Teal Lead. To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams. Contribute in skill enhancement To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services. If you're skills are matching the requirement then please drop me your CV on ankita.jalla@forward.net.in

Preferred location: Mohali, Chandigarh Actively engage in acquiring new customers for CASA accounts. Have to Manage Portfolio. Meet sales targets for CASA accounts set by the bank.

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia (Prime) Clients. Acquiring and managing both business, individual (Resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. Work in close coordination with Client Experience Managers to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation. Ensuring 360 client engagement Total Client Ownership. Send your cv on Sagar.namaha@rblbank.com