4977 Hni Jobs - Page 44

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia 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. Prefer...

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia 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. Prefer...

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Share CV at Rishi.raj@sadhanaservice.com/ 8849405064 Sr HR RIshi Raj Perks and benefits On Roll Job HDFC Career Medical Benefits Insurance

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Share CV at Rishi.raj@sadhanaservice.com/ 8849405064 Sr HR RIshi Raj Perks and benefits On Roll Job HDFC Career Medical Benefits Insurance

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 2 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Share CV at Rishi.raj@sadhanaservice.com/ 8849405064 Sr HR RIshi Raj Perks and benefits On Roll Job HDFC Career Medical Benefits Insurance

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 1 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 Job Career Medical Benefits Insurance

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 1 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 Job Career Medical Benefits Insurance

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 1 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 Job Career Medical Benefits Insurance

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net worth above 5 crore) an...

Collaborate with the team for sales & revenue growth. Manage and grow key client accounts. Identify market trends & plan strategies accordingly. Build relationships with Channel partner / DSA's for leads & referrals. Negotiate and close sales deals. Required Candidate profile Any Graduate Min. 1 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 Job Career Medical Benefits Insurance

Lead provided by the company you need to work on this lead Convince the customer and sales insurance policy Give the right policy explanation of clients Take daily follow-up clients Set the meeting with interested clients Organizing sales visits Required Candidate profile 1+ years of field sales experience Graduation is mandatory Local candidates preferred Contact For more Information: + 91 81601 74117 | Priyansi Perks and benefits Attractive incentives Career growth opportunities

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 22 to 37 Years * Good Communications Skills

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

We are hiring Banking Partner - Pioneer Banking Location- Chandigarh Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationship...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Kota Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationsh...

Business Development (Pre and Post) Research extensively to source leads of CXOs Ensure the team Fixes up daily meetings and ensure timely closures Plan the sales strategy to meet daily, weekly, and monthly targets are achieved thereby meeting the annuals number

We are looking for a dynamic and customer-focused Virtual Relationship Manager to manage our NRI portfolio. The role involves premium service delivery, revenue generation through cross-sell and up-sell, and deepening customer relationships. Key Responsibilities: Achieve revenue targets (IPG and cross-sell) from mapped NRI customers. Provide premium customer service and manage client relationships. Drive CASA deepening, NTB lead generation, and NDIAS services. Cross-sell investment, asset, card, and liability products. Ensure compliance with internal controls and regulatory guidelines. Use digital tools and systems for end-to-end client support. Key Relationships: Internal: Business, HR, IT, ...

Overview The Associate Analyst, Portfolio Management will be a member of the People Operations and Insights team which provides data-driven decisions at scale, delivers key operational experiences, and enables scalable operational excellence across People and Capability This is a global role and collaboration will be required with the global team, operating across multiple time zones The ideal candidate is highly motivated, intellectually curious, passionate about operational excellence and brings expertise in the HR functional domain, program management, planning, and enablement Role Oversee the planning and execution of largescale projects within People Operations and Insights Partners to ...

Role & responsibilities Manage the complete sales cycle : lead qualification, site presentations, negotiations, and deal closure. Conduct detailed project walkthroughs and property demonstrations to prospective customers. Maintain updated knowledge of: Inventory Pricing Offers / Discounts Competition projects Market trends Convert inbound leads from marketing channels into qualified walkthroughs and closures . Build and nurture relationships with Channel Partners / Brokers to ensure consistent lead inflow. Ensure documentation accuracy , including booking form, KYC, payment schedules, and agreements. Collaborate with Marketing to refine lead quality and customer engagement strategies. Delive...

- 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...

Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should ...

Identify new business opportunities Develop sales strategies and set sales targets Provide feedback and coaching to team members Monitor the team's performance and motivate them to reach targets Build and maintain relationships with clients 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 - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits Promotions in Short Term On Role Job

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management 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 - piyush@sresthinfo.com M - 7984704065 ( Sr. HR Piyush ) Perks and benefits On Role Job + High CTC Incentives + Allowances