4977 Hni Jobs - Page 47

Review corporate, partnership, individual tax returns Oversee the calculation and analysis of proprietary tax strategies for clients Develop relationships with staff Ensure that Seniors and Staff are up to date on current tax practices and changes in tax law Provide both leadership and supervision to Tax Seniors and Staff Attentive participation in US Corporate Tax training modules and on the job trainings. Able to prepare a simple, straight-forward Business or Individual Income Tax Return. Preparation of form 1040 federal tax return and state tax returns Thorough review of document and application of any changes in tax rates, tax laws for US tax return preparation Ability to identify any te...

Max Life Insurance Company Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets ResponsibilitiesClient Relationship ManagementBuild and m...

Wealth Manager / Investment Advisor Private Wealth Location: Mumbai, Hyderabad, Ahmedabad Experience: 5+ years in Private Wealth / Investment Advisory About the Role: Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong relationship-building skills, market awareness, and the ability to craft personalized investment strategies aligned with client goals and risk profiles. Key Responsibilities: Develop and manage long-term relationships with affluent clients. Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, ...

Role & responsibilities Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.) Acquire and retain clients through regular portfolio reviews and personalized investment recommendations. Preferred candidate profile Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm) Strong knowledge of financial products, HNI/UHNI client management, and broking operations NISM Series VIII certification is mandatory.

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...

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

1. ROLE PURPOSE & OBJECTIVE Theincumbent will be primarily responsible to - Acquirenew customers for liabilities from open market Assistthe CRS - unsecured loans for conversion of existing borrowingcustomers for liabilities Enhancethe relationship with the existing customers by cross-sellingproducts and services as per the profile & need of thecustomers Train/assistcustomers to use ATM and BCs; drive usage of alternate channels SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE Targetassigned as per the branch CASABook as per the branch TDBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TD KEYDUTIES & RES...

I. ROLE PURPOSE & OBJECTIVE The Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level. This is a high-impact, performance-driven leadership role with a focus on building market share in liability products. This is a pure sales leadership role, sharply focused on acquisition, balance growth, cross-sell, and revenue maximization from liability products. The Regional Sales Head oversees and drives the performance of State Sales Heads, ensuring each state sales team meets and exceed...

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell 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 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 ...

Responsibilities: * Manage HNI client portfolios through NISM compliance & PMS expertise. * Provide investment advice, financial planning & relationship management. * Acquire new HNIs, expand existing relationships. Mobile bill reimbursements Retention bonus Sales incentives Travel allowance Health insurance Annual bonus

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.

Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which

Role & responsibilities Job Roles and Responsibilities Relationship Manager wealth Client Relationship Management Build and maintain long-term, trusted relationships with Yes Premia clients. Act as the single point of contact for all banking and financial needs of high-net-worth individuals (HNIs). Ensure regular engagement with clients through meetings, calls, and digital interactions to understand evolving needs. Portfolio Management Manage a portfolio of premium clients with a focus on growing the relationship value. Monitor client portfolios and suggest adjustments based on market conditions, risk appetite, and financial goals. Conduct periodic portfolio reviews and performance tracking....

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Dear Candidate, Kindly send your updated CV at softpathc2@gmail.com or Whatsapp- 8750040317 Role & responsibilities The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Preferred candidate profile Must have AMFI and IRDA certifications . Candidates should be based in Noida only. Good communication skills and presentable. Minimum 4 years of experience in the same domain . Regards...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI 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 NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

Post : Relationship Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Sales • Age : 21 to 35 YRS Contact : 97244 79846 HR Fenil Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Direct Channel Sales Drive sales directly through company leads and walk-in customers. Manage the end-to-end sales process with a focus on customer experience. Achieve sales targets through proactive outreach and relationship building. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of BFSI Sales / Home Loan Sales / Life Insurance • Age : 21 to 35 YRS Contact : 9328892831 HR Rensi Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Senior Relationship Manager Opportunity for BFSI sales experts! Interact with customers, convert leads, and exceed sales targets. 1+ year of experience in BFSI sales is mandatory. Required Candidate profile • 12th Pass / Graduation • Must have 6 Months of experience in Sales / Banking / Finance / Insurance Sector • Good Communication skills For more information Call OR WhatsApp : 72010 64237 HR Jaivin Perks and benefits Incentive + PF + Mobile with Several

Post : RM We are hiring experienced professionals for Direct Channel sales in BFSI. Engage with customers through walk-ins, leads, and referrals. Meet or exceed sales goals consistently. Minimum 1 year of BFSI sales experience is mandatory. Required Candidate profile • Education : Any Graduate With Good Communication • Experience : Must 1 YRS of Banking / Finance / Insurance / Sales • Age : 21 to 32 YRS Contact : 7990255140 HR Kinjal Perks and benefits Hike + Incentives + PF + Promotions + Insurances

Post : Direct Sales Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Education : Any Graduate • Experience : Must 1 YRS of Sales / Banking / Finance / Insurance Sector • Age : 21 to 32 YRS • Good Communication Skills Contact : 9714602190 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

Support field sales team in closures & documentation Join customer visits when required Maintain follow-up and pipeline tracker Give daily updates to manager Help team achieve monthly targets *NOTE :- CHECK CTC & LOCATION BEFORE APPLYING* Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Last company Documents Mandatory Ready For Field Work HR Hasmukh-9316023316 M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...