1582 Hni Jobs - Page 5

The selected candidate will handle the Transaction Advisory Services division of IMC Group for originating and executing mandates for Transaction Advisory and related Support Services. You shall interact with Senior Management/ Promoter Groups of existing and prospective clients in India which include industry leaders from diverse sectors. Keeping in view the Key Service Offerings of the division, you will be responsible for leading the existing team to render quality professional services and manage the execution of mandates for transaction advisory and support services in an efficient manner. You will interact with existing and prospective clients and associates to identify new opportunities to enhance business across service offerings for investment advisory including buy-side/sell-side and fund-sourcing mandates across sectors in and outside India. Your responsibilities will also include preparing teasers, lead deal evaluation, financial models, projections, documentation, etc. Additionally, you will lead, train, and mentor the team and attract a new talent pool for this division. Furthermore, you will assist the management of the Firm to update the knowledge pool and resources consistently and continuously across the service offerings of this division. You will also assist and support the firm's management to build and improve existing systems and processes to enhance the operating efficiencies of this division. Interacting and coordinating with other divisions of the firm and associates including for legal, tax, and regulatory advice and attaining relevant support for structuring and closing investment transactions will be part of your role. You will also manage Business Development for the division. Your responsibilities will also include raising capital including equity and structured Investments through PE and VC funds, Financial Institutions, Family Offices, HNI, etc. Advising on buy side/sell side/joint venture mandates for corporate and start-ups across sectors in and outside India. Advising on the placement of private capital as financial or strategic investments for Family offices, and HNIs. Assisting and advising the client on commercial negotiations and documentation including LOIs, Term sheets, and Definitive Agreements. You should have in-depth investment banking/transaction advisory experience in the Indian market and executed/led deals across sectors in India. A minimum of 10 to 15 years of post-qualification experience in Investment Banking/Private Equity in India is required. Raising funds/investing capital for Indian Corporates, Equity, and sell-side deal experience is essential. A strong academic background from recognized institutions is necessary. If you are an MBA or Master's Degree holder, it should be from a leading university. Strong numerical and financial projection skills, hands-on approach, ability to review financial models, pitch decks, valuation, and information memorandum prepared by the team, strong Business Development, Deal structuring and negotiations skills, network across the financial sector and various funds in India, excellent Communication and Presentation Skills, dynamic personality, and strong leadership skills are some of the qualities expected. The benefits offered are best in the industry.,

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. 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 Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Role & responsibilities Preferred candidate profile

Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Perks and benefits On roll with HDFC Group Career growth

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers. Build mentor and manage strong team of sales and partners.. 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 - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. 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 - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Roles and Responsibilities Manage high net worth (HNI) clients' portfolios, including investment advisory services and product sales. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell opportunities. Identify new business prospects through networking, referrals, and market research to expand the client base. Collaborate with internal teams such as trading, operations, and compliance to ensure seamless execution of trades and services. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Desired Candidate Profile 3-10 years of experience in wealth management or related field (HNI sales/premier banking). Strong understanding of investment products (equity/debt), mutual funds, NRI services, priority banking solutions. Excellent communication skills for effective relationship-building with clients; ability to articulate complex financial concepts simply. Interested Candidate can connect me on kalpana.roy.ext@yesbank.in

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

Execute equity trades on behalf of clients. Analyze market trends and provide investment advice. Interact with Ultra HNI clients to understand their financial goals. Implement risk management strategies. Maintain accurate records of transactions Required Candidate profile Bachelor's degree in Finance or related field. Relevant certifications (e.g., NISM-Series VIII). Prior experience in equity trading. Proficiency in trading platforms and market analysis tools.

ROLE PURPOSE & OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details. Call Handling as per desired standards. Fulfilling customer service requirements and deepening relationships. Creating the opportunity to provide financial solutions to customers via cross-sell and upsell. Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients. Seek out new business opportunities for the clients while advising them on products or services that best fit their needs. FINANCIAL SIZE NON-FINANCIAL SIZE 50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130+ calls handled per day Manage 3000+ customer portfolio KEY DUTIES & RESPONSIBILITIES OF THE ROLE Business/ Financials Continuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer (Both Internal & External) Call handling as per defined standards (Both Service & Sales) Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal Process Achieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions & requests Adherence to set processes of updating customer interactions in CRM next Innovation & Learning Ensure adherence to training man-days/ mandatory training programs for self Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank Qualifications Graduate in any discipline Experience (Years and Core Experience Type) 1+ years of experience; fresher can be considered if they possess the required educational qualifications and aptitude. Functional Skills Relationship Management Sales Banking Customer Relationship Upselling and Cross Selling Behavioral Skills Good communication skills both oral and written Good interpersonal management skills Problem solving skills Decision making ability Competencies Banks Product Knowledge Planning and Organizing Skills

ROLEPURPOSE & OBJECTIVE Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch; Manage exceptional customerservice, proactive sales environment and efficient branchoperations, while adhering to regulations / compliancerequirements; Focus on retaining existing customers, increasingthe customer base and cross-selling Ujjivans products andservices; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drivecampaigns at their branches. Theincumbent monitors daily performance of branch staff and managesa team of 5 to 7 employees. Thisrole is applicable only to Gold & Silver Branches. FINANCIALSIZE NON-FINANCIALSIZE Entireliability target for the branch CASABook as per the branch TASCBook as per the branch BB-FIGBook as per the branch Segmentwise book (NR, Senior Citizen, HNI etc) as per the branch Numbertarget for all the respective products. CA SA TASC SnrCitizen HNI NR KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business Implementbranch specific marketing & communication strategies tocontinuously strengthen the Ujjivan brand. Thisrole is responsible for driving the entire business targets forliabilities assigned to the branch. Manageexceptional customer service, proactive sales environment andefficient branch operations, while adhering toregulations/compliance requirements Focuson retaining existing customers, increasing the customer base andcross-selling Ujjivans products and services Overseebranch operations, cash management and service quality; workclosely with product and marketing teams to drive campaigns attheir branches. Monitordaily performance of branch staff. Tomanage a team of 5 to 7 employees. Cascadetargets the branch targets to the respective staffs and ensureachievement is tracked through periodic reviews. Ensureall deferrals taken are cleared within the specific period. Monitorthe overall portfolio of the branch; ensure adherence tocompliance and regulatory norms are met. Customers Ensurecustomers are educated about all products/services offered byUjjivan Ensurecourteous customer service is offered to customers by the branchstaff Reducecustomer attrition by guiding CCR(s) on exit interviews, customerengagement programs etc. Leadcustomer connect initiatives in the branch vicinity InternalProcess Overseeand ensure efficiency in branch/ATM operations through adherenceto TAT for various internal and customer end processes; driveutilization of alternate channels Ensurecompliance with banking guidelines, quality framework and auditrequirements; ensure speedy resolution of any audit observationsand take necessary steps to prevent recurrence, ensurecompliance with Know Your Customer (KYC), Anti- Money Laundering(AML), audit and other regulations & applicable laws in thebranch Monitor,control & minimize all expenses in the Branch, such astelephone, consumption of stationery, computer consumables,electricity and other overheads without sacrificing quality Overseeaccurate cash management and tallying of accounts in the systemthrough the Cashier Accountablefor branch safety including security of cash/vault etc. Learning& Performance Ensurethat all members of the Branch staff are up to date on allrelevant circulars and all products/services offered in theBranch Ensureadherence to training man-days/ mandatory training programs forself and reportees Ensuregoal-setting, mid-year review and annual appraisal process withinspecified timelines for self and reportees Monitorperformance of staff against defined goals/metrics and takecorrective action wherever required; undertake disciplinary andattendance monitoring for liabilities sales team and branchoperations team Coordinatewith state HR on people related matters; support branchactivities to foster teamwork and continuously make Ujjivan agreat place to work Ensurecoordination between staff of different teams, to build acollaborative spirit and shared sense of purpose (which couldalso enable cross-sell and overall target achievement) Qualifications Graduatein Commerce/Business/Economics or related subjects. PGDM/ MBAfrom a Tier 2 or 3 college preferred Experience Shouldhave overall experience of 7-12 Years in core banking sales withgood knowledge of banking products and regulatory requirements inbanking/micro-finance. Shouldhave worked as a Branch Manager for at least 1-2 years. FunctionalSkills Sales& marketing skills across multiple products. Shouldhave managed a deposit book of 25 to 75 Cr. Knowledgeon liabilities products & unsecured loans products Knowledgeof basic accounting and finance administration Analyticalskills Process& Compliance Orientation: Knowledgeable on KYCnorms/guidelines for liabilities & unsecured loans BehavioralSkills ManagingCustomer Relations and excellent service orientation andrelationship management skills CommunicationSkills - fluent in the local language & English Abilityto manage teams and drive performance. Should have managed a teamof 7 to 15 staff. Achievement/Performanceoriented Productknowledge Location - Ambasamudram,Ambur,Anupshahr,Bagalkot,Bailhongal,Bengaluru,Bodinayakanur,Challakere,Chengalpattu,Chennai,Chitradurga,Coimbatore,Cuddalore,Davangere,Gobichettipalayam,Gokak,Gundlupet,Hassan,Hospet,Kunnamkulam,Maddur,Mayiladuthurai,Mettupalayam,Nagapattinam,Nagar,Namakkal,Paramathi-Velur,Puttur,Rasipuram,Sankarankoil,Shrirangapattana,Tirunelveli,Tirupathur,Udupi,Vellore,Virudhachalam,Yelahanka

Greeting from HDFC Bank!! We are hiring for Personal Banker Classic roles - Raipur and Bilaspur l Near by Job Role : Personal Banker Classic Job Location : Raipur and Bilaspur l Near By Role & responsibilities Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. Maintain Daily Sales Report • CH 106 and CH 104 Calling o Structured bundled offering of Products and Services to the customer within the defined time line • Ensure quality new acquisition on SA and CA for Resident/Non Resident o Walk Ins o Portfolio o Referrals Friends Associates Family members o Attrition control Includes persuading the customer to continue and if required renew FDs Deepen by cross selling sticky products like Demat, Bill Pay, Advisory. Ensure quality of relationship while flagging. Should be capable of maintaining eligibility Regular customer contact to establish needs of the customer and opportunities to cross-sell. Preferred candidate profile Any Graduate or Post Graduate with minimum 3 years of experience is Preferred in sales / banking / insurance / NBFC. Please share updated resume on shivam.chouhan@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Role & responsibilities Preferred candidate profile

Tax Return Preparer Individual Tax Preparation (1040), International Taxation Foreign Compliance forms like Form 5471, Form 5472 Multi State Tax Return Knowledge of all source documents

Tax Return Preparer Individual Tax Preparation (1040), International Taxation Foreign Compliance forms like Form 5471, Form 5472 Multi State Tax Return Knowledge of all source documents

Roles and Responsibilities of RM HNI . Responsible for selling & advisory for products like Sturcture product Mutual funds, PMS , SIPs, AIF & DMat and trading account etc to the customers Responsible to acquire high net worth clients for financial products. and revenue generation. Manage HNi Clients ticket size 50 Lac and above Candidate having good relationship with HNI Clients. Min 30 Cr Equity AUM Managing Ensuring the highest levels of service & relationship with the clients Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Candidate should be from Broking, Banking wealth product Interested Candidates please share your profile on nasimkhan@rathi.com Desired Candidate Profile Perks and Benefits Handsome Salary + Incentive as per policy with no capping

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

Interested candidates can mail their updated resumes on pushpendra.solanki@sbicapsec.com Whatsapp: 9116539974 Designation: Equity Dealer Location: Agra Job Description : 1. Communicating Intra-day Trading Calls And Investing Ideas To Customers. 2. Monitoring Day To Day Operations At the Branch. 3. Maintaining Regular Relations With Clients. 4. Individually Operate NSE / BSE Terminals. 5. Thorough Knowledge Of All NSE / BSE Rules & Regulations And Compliance. 6. Ability To Advise The Clients From Time To Time Based On The Research advice. 7. Generating Brokerage And Volume To The Branch. 8. To Trade For The Clients, Keeping Them Informed About Rates, Research Information And Market Outlook, Order & Trade Details, And Confirmations. 9. Identify And Develop New Streams For Equity Revenue Growth And Maintaining Cordial Relationship With Existing Clients. 10. Developing Relationship With HNI Clients And Generating Leads Through References. 11. Achieve Laid Down Budgets W.r.t Revenue Generation And Client Activation

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 87994 05567 Sr HR Anandi S Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Ankleshwar. Job Location: Ankleswar Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role 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 Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply.

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Vadodara. Job Location: Vadodara Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name - Personal Banker Sales - RBB Job Title : Personal Banker Sales Job Fn : Sales & Portfolio Management Role 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 Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Zonal Office - 2nd Floor, Kanha Capital, RC Dutt Rd, Alkapuri Society, Alkapuri, Vadodara - 390007 Date: 25th Jul'25 (Friday) Time 11:00 AM to 04:00 PM

Develops new and expands existing High Net worth Customer relationships for liabilities (SA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer Required Candidate profile Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD.