1584 Hni Jobs - Page 46

Looking for RM for handling Portfolio of HNI and Super HNi clients , either existing or acquiring new portfolio.

Looking for RM for handling Portfolio of HNI and Super HNi clients , either existing or acquiring new portfolio.

Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, Achieve a minimum of 1 Lac in gross insurance premiums every month

Dear Aspirants, IndusInd Bank is looking out Candidates for below role at Chennai & Coimbatore. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Managing key clients/high end customers & adding these clients to his/her existing portfolio for future cross sell. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Providing financial advice related to investments, insurance, simple banking transactions. Building client rapport with corporate sector/NR clients. Delivering the target number with quality & customer delight. Competencies Required Business Acumen Sales / Marketing skills Interpersonal & Influencing skills Customer Service Orientation Relationship Management Skills Communication Skills Eligibility criteria Any UG / PG degree with atleast 6-7 years of Experience out of which recent 5 years should be in Banking Relevant experience of NRI Client Acquisition and relationship in current role Should have NRI Client in his current portfolio Interested candidates Pls mail your CV to balaji.sivaraj@indusind.com or share your CV through Whatsapp at 9884753923

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification

Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923

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 product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager – 6+ years Relationship Manager – 3 – 6 years Interested candidates kavya.p-8341137995

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales Job Locations: Mysore, Mandya and Shimoga ( nearby locations) 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 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 Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Please share your resume to shailaja.sivaram@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales Job Locations: Mangalore, Udupi and Hassan 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 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 Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , Ground Floor, MVM Complex, Santhe Circle, NH 7, BB Rd, Yelahanka, Bengaluru 560064 (Branch Code -371) Date: 10th Jun'25 (Tuesday) Time 10:00 AM to 12:00 PM Please share your resume to shailaja.sivaram@hdfcbank.com

Responsible for gathering assets for IP such as mutual funds, PMS, AIF. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Ensure all clients are met on a regular basis.

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai 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 companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM - Kolkata - 12th & 13th Jun'25 Walk-in Interview : 12th & 13th Jun'25 (Thursday & Friday) Time : 11 AM 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned by the organization monthly Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 32 Min 2 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Banking experience is a mandate. *** Freshers are not allowed. ***Interested candidates may share their Resume at shilpa.biswas@indusind.com

Be the subject matter expert on Equity Investing Review advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap Contribute towards investment committee ideas Coordinate with research team for advice/review of portfolio for top customers on regular basis. Target clientele Family Offices, Super HNIs and High Frequency Traders Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute Minimum experience of 5-10 years in Equity Advisory with HNI / UHNI Client Segment Excellent advisory knowledge across Indian Equity Markets and Sectors Excellent spoken and written communication skills in English Language Passionate about equity markets and updated with global economic trends affecting client portfolio Should be well versed with equity markets and trading strategies

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly reach out at amisha.agrawal @v-konnect.com or Whatsapp Number 8109429473 Location- Across all Delhi/ Gurgaon Regards Amisha Agrawal V-konnect Associates Gurgaon

• Acquisition of New Franchise from direct market, Own source databse and the leads/database provided by the company • Selling of Advisory Products,Mutual Fund and other financial products of the company send CV at popularplacement@gmail.com Required Candidate profile - 3 Years Exp in Franchise/B2B role - Achieve target of new Franchise acquisition - Equity / MF Knowledge. - Good Communication and leadership skill. send CV at popularplacement@yahoo.com

RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

Relationship Manager : 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence 2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence 3. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products. Interested Candidates can contact to Miss MANSI YADAV Contact No. 7428 895 061 E mail I'd - mansi.y@opusglobalservices.com

- 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

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 Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Assist the Sales team for product knowledge/customer services. Maintain strong relationships with customers. Conduct market research & execute sales plan. Oversee the sales performance of team for business growth. Achieve Sales and Revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp. Good communication skills Leadership/Convincing skills Understanding of client requirement Share CV at Jyoti@theinfinityspace.com / 93283 80990 Sr HR Jyoti Perks and benefits On Roll with Axis Group Mediclaim Career Growth

Wealth manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Panipat, Hissar, Ambala NISM mutual fund is mandatory

Upsell MF products to Retail/HNI clients and generate leads through referrals. Meet sales and revenue targets across product mix Profile clients and offer tailored financial solutions Deliver top-tier service and investment advice to HNI/UHNI clients Required Candidate profile Mutual Fund, PMF, AIF products Act as a single point of contact for assigned customers. Preferably NISM certified with experience in mutual fund sales and HNI relationship management.

Upsell MF products to Retail/HNI clients and generate leads through referrals. Meet sales and revenue targets across product mix Profile clients and offer tailored financial solutions Deliver top-tier service and investment advice to HNI/UHNI clients Required Candidate profile Mutual Fund, PMF, AIF products Act as a single point of contact for assigned customers. Preferably NISM certified with experience in mutual fund sales and HNI relationship management.