4977 Hni Jobs - Page 46

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be in Sales & Marketing of Luxury Products like Luxury Cars-- Mercedes,BMW,Audi,Porche,etc Real Estate - Luxury Spaces - 5 Crs. + Watches - Rolex/Omega/Cartier etc. 2.Excellent Comm. Skills.

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals, and Maintain portfolio, providing Actively engage in acquiring new customers for CASA accounts.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Client acquisition and asset gathering: Increase Assets Under Management Create a SIP book Regularly meet clients to understand their goals, review portfolios, Recommend investment product mix mutual funds, PMS, AIFs, insurance, fixed income. Required Candidate profile Minimum education: Graduate (any stream) typically. NISM (National Institute of Securities Markets) Sales/target orientation (new business, cross-selling) Compliance-awareness and integrity. Perks and benefits Email - arun@willpowerconsultants.com 9004792929

Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas Supporting Actions HNI / PCG Business Development • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate th...

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 I...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Hi, We have an excellent Opening in Leading Small Bank for the following role and HNI Relationship Manager (Products – CASA , Mutual Fund, FD & Insurance TPP) Relationship Manager – Current Account CTC up to 8Lacs location: Bangalore – ( Hosur , Frazer Town, Bommanhalli, SANJAY NAGAR, Indiranagar, Jeevanbhema Nagar, HSR layout, Vijay Nagar, Marathahalli, Yelahanka, Raja Rajeshwari Nagar) NOTE: CANDIDATES WITH EMPLOYMENT GAPS OR THOSE NOT CURRENTLY WORKING ARE NOT ELIGIBLE, KINDLY EXCUSE Responsibilities for Relationship Manager primary focus of the role is to ensure effective management of HNI and Ultra HNI. Also attract new HNI & UHNI customers to initiate the relationship. Achieving the Bu...

Urgent Hiring for banking client for the following role: Role : RELATIONSHIP MANAGER_ CURRENT ACCOUNT sales department . Experience required: candidate should be experienced in casa sales for atleast 4-5 years in banking . ctc is upto 8 Lakhs age limit is upto 35 years Interested candidate can share cvs on jobs2@dreamsplacement.com

Role & responsibilities Key Responsibilities: • Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. • Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. • Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. • Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. • Maintain and grow your AUM base through consistent engagement, transparency, and trust. • Stay ahead of market trends, global developments, and e...

Job Requirements Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose: Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities: Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisiti...

Overall Job Description : • To grow the liability base of the bank by deepening relationships of mapped customer base. • To service clients covering all their banking needs including bank/3rd party products. • To enhance product penetration in the mapped customer base. • To activate clients on Non branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, Point of Sale etc. • To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Any specific requirements : • AMFI Certified (Mandatory) • IRDA certification (Mandatory) • Relevant work experience in the banking industry is...

We have openings for Platinum RM And Affluent RM 5+ yrs of experience Daily interviews in Hyderabad

- 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...

Greetings from IndusInd Bank !!! Walk-In Drive !! Business Development Manager Date : 7th Nov'25 (Friday) Time : 11 AM to 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 assi...

Role & responsibilities To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certifie...

Call & Trade Location- Thane NISM 8 Mandatory KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. Responsible for handling inbound & outbound calls and handling HNI clients 2. Responsible for resolving the queries of investment products, investment options, financial market, updates in capital market. 3. Identify customers needs on every requirement with quick response time. 4. Handle the complaints and enquiries of customers. 5. Responsible to handle Continuous interaction with the clients to identify their requirements and provide trading/hedging solutions through existing product gamut. Share your cv : kap.divya@kotak.com

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Preferred candidate profi...

Role & responsibilities Role & responsibilities Experience: Minimum 10 -12 years of relevant experience. Key Responsibilities: Drive business growth and achieve/surpass targets for fund mobilization, IFA empanelment, and new investor acquisition. Ensure profitability by managing growth, expenses, and operational efficiency. Lead, motivate, train, and manage the sales team to deliver high performance. Develop regional business strategies aligned with market dynamics and UFC objectives. Maintain strong relationships with institutions, HNIs, and non-individual distributors. Organize investor meets, agent meetings, and participate in financial fairs. Conduct regular training and knowledge sessio...

Seeking an experienced Mutual Fund Manager (3–8 yrs) to lead portfolio management, client advisory, and compliance. Drive business growth, mentor teams, and ensure strong client relationships with deep market insight and strategic leadership.