4949 Hni Jobs - Page 6

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team. Experience - 1) . 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2). Team handling experience: Needed, 3). Preferred industry back ground: Wealth Management, Banking, Investment Counselling.

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO, Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing 7) information & recommending portfolios. 8)...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Location: Delhi,Surat,Ahmedabad,Varanasi,Chandigarh,Mumbai,Chennai,Hyderabad,Bengaluru,Kolkata

Role & responsibilities Drive the business by targeting HNI Clients. Build a strong connect with target audience for maximizing the mind share and market share. Synergize with all relevant verticals for achieving the desired objective. Work on customized solution by offering Combo products. Maintain excellent relationship with existing clients and expansion of key clients Ensuring high volume of business in the given location/segment to achieve the desired gross sales. Develop and maintain key new client base. Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements Ensure all SEBI/AMFI rules and regulations are strictly complie...

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Role & responsibilities Wealth Manager - B2B | renowned AMC - Bank Channel, Mumbai | Upto 7L Manage and grow relationships with existing HNI and UHNI clients with Mutual Funds, PMS, AIFs , and alternate asset strategies. Preferred candidate profile A graduate with minimum 2 years of experience in B2C sales - Wealth and Investment products.

Greetings from Planet Solutions !! We are currently hiring for our reputed bank Designation:Insignia RM (CASA SALES) CTC- 14 LPA Experience-4+ Years in Retail Branch Banking Relationship Manager Grade- Manager/Senior Manager/AVP Required Candidate profile Current Account and Savings Account (CASA) Treasury and Foreign Exchange (TFX) Lending Products Investments Bancassurance Interested Candidates can contact : Contact Num- 9237396207

* Develop executives capability through training and coaching * Conduct joint field visits with executives * Monitor executives sales performance * Support executives in meeting targets * Improve executives productivity Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

* Visit assigned areas to meet potential customers * Explain insurance plans and benefits clearly * Generate leads through referrals & local contacts * Maintain follow-up and conversion records * Achieve daily and monthly sales targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Piyush-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Acquisition of new HNI customers Enhancement of the relationship by cross-selling products and services as per the Deepening the size of the relationship Retention of the customers by providing the best possible services.

- 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...

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

* 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 : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

* Develop business in assigned local markets * Conduct promotional & awareness activities * Generate quality leads for products * Coordinate with field sales teams * Achieve area-level lead & conversion goals Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Documents mandatory from last company Senior HR {Hitisha-7984704065} M- piyush@sresthinfo.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Hiring: Wealth Managers | Mumbai Were looking for experienced Wealth Managers to join our growing team and manage HNI/UHNI clients. Location: Mumbai Experience & CTC: • 35 years: Up to 10 LPA • 10+ years: Up to 30 LPA Client acquisition & relationship management Investment advisory – PMS, AIFs, Bonds, MFs, Unlisted Shares Portfolio management & financial planning Revenue & AUM growth If you are interested in exploring this opportunity, please share the following details along with your updated resume at chinmaya@topgearconsultants.com Current Location: Preferred Location: Highest Qualification: Total Experience: Current CTC: Expected CTC: Notice Period: Availability for Interview (Date & Tim...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer IndustryFMCG, Goods Job LocationUdaipur(Rajasthan)Job TypeFull Time Experience3- 8year SalaryBest in the industry EducationAny Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role : Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed. Consta...

Creative Photographer Job Name: CreativePhotographer Job Role: Photographer Industry:FMCG, Goods Job Location:Udaipur(Rajasthan)Job Type:Full Time Experience:3- 8year Salary:Best in the industry Education:Any Graduate Job Summary: We are looking for a passionate Photographer to capture moments on film and to use images to tell a story. The successful candidate will be able to achieve technical, qualitative, and quantitative goals while meeting the project’s needs and deadlines. About The Role :: Take the brief to understand specifications and work closely with our art team to develop the concept. Capture and process images until you achieve desired results. Shoot poses that don’t look posed....

Role & responsibilities To acquire new clients through leads and family accounts grouping To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on co...

Role/Job Title: Function/ Department: HNI Branch Banking Lead, mentor, and motivate a team of Relationship Managers (RMs) to achieve sales targets and business goals related to CASA and other liability products. Drive the acquisition of new customers for CASA products by identifying potential clients and ensuring smooth onboarding Focus on achieving both individual and team sales targets for Current Accounts, Savings Accounts, Fixed Deposits, and other banking products. Develop action plans to target specific customer segments and achieve CASA growth in the local market. Ensure compliance with KYC, AML, and other regulatory requirements during the customer onboarding process.

Sales Head Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organisation focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards. Title: Sales Head Location: Gurgaon Education: Graduate Experience: 15+ years About the Role: The Sales Head will be responsible for building, leading, and scaling the Relationship Manager (RM) organisation. This role owns revenue growth, productivity, talent acquisition, and sales culture across all RM cohorts, while working closely with leadership and cross-funct...

Responsibilities: Mutual funds advisory (sales) to HNIs Qualifications: 2-7 years of work experience with Mutual Funds and PMS Strong communication and interpersonal skills Compensation offered: 25,000 - 42,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Mobile bill reimbursements Leave encashment Job/soft skill training Health insurance Employee state insurance

Designation- Sr Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional market...