4949 Hni Jobs - Page 7

We are seeking an experienced Trader with strong knowledge of hedging and risk management. The candidate should have strong exposure to family portfolio management , equity and mutual fund investments , debt markets , and derivatives-based hedging strategies , including rollover and currency hedging. The role requires strong analytical skills, margin optimization expertise, proficiency in using modern trading tools and platforms, managing client portfolios, implementing hedging strategies to mitigate market risks. Key Responsibilities Manage and monitor family and proprietary portfolios across equities, mutual funds, debt instruments, and derivatives. Execute trades in cash, futures, options...

We are urgently hiring energetic sales professionals for our Direct Life Insurance Channel . This role is meant for candidates who are ready to work on the ground, meet customers directly, and close business independently. If you have prior exposure to the BFSI sector and are hungry to build a career in life insurance sales, this is a strong opportunity to grow fast. Job Locations: Vadodara/Vapi/Surat Experience & Salary Experience: Minimum 6 months of BFSI sales experience (Life Insurance exposure preferred) CTC: Up to 3.50 LPA + attractive performance incentives Role & Responsibilities Generate life insurance business through direct customer engagement and field activities Identify custome...

Location: Bangalore / Chennai Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note: We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. We are looking for a senior Relationship Manager to drive growth in our Private Wealth business. This is a high-impact role for professionals who actively manage UHNI relationships and have a proven track record of buildin...

Greetings from Kotak Life Insurance!! We are Currently hiring For a Sales Manager In our Banca Channel. If you are interested in sales and want to earn good incentives along with career then share your resume on kli.sharvari-lokare@kotak.com OR whatsapp your resume on 9892923348 location- Bangalore Job description: 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner. 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners. 3. Help partners to generate and track leads, close sales. 4. Help partners to upsell and cross sell to customers basis need analysis 5....

Need to handle the walk-in customers in Branch Convert leads provide by branch into Sales Maintain good & Healthy relations with new & Existing Customers Implement new Sale Ideas. Cross Selling of Insurance Products Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Coordinate field activity within assigned territory Support executives and sales staff Track daily visits and closures Ensure process adherence Support territory business targets Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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 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

Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hitisha-9106057150} M- hitisha.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

Financial Sales Executive is a hybrid role that combines tele sales with field-based client acquisition. The primary objective is to drive revenue through a mix of new loan disbursements and comprehensive cross-selling. Key Responsibilities Retail Loan Acquisition : Proactively source leads and convert "suspects" into prospects for Home Loans (HL), Business Loans (BL), Personal Loans (PL), and Loan Against Property (LAP). Strategic Cross-Selling: Leverage the primary loan relationship to sell high-margin third-party products, specifically Life/General Insurance and Wealth/Investment products, to increase the "share of wallet". Phygital Sales Approach : Execute a combination of outbound telep...

Collaborate with the team member for sales & revenue target. Manage & grow key client accounts. Identify market trends & develop sales strategies. Generate leads from cold calling and network, referrals. Develop & lead sales team, train & guide them. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Collaborate with the team member for sales & revenue target. Manage & grow key client accounts. Identify market trends & develop sales strategies. Generate leads from cold calling and network, referrals. Develop & lead sales team, train & guide them. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Collaborate with the team member for sales & revenue target. Manage & grow key client accounts. Identify market trends & develop sales strategies. Generate leads from cold calling and network, referrals. Develop & lead sales team, train & guide them. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Manage sales activities & ensure target achievement. Identify new business opportunity & maintain sales pipeline. Assign individual tasks, monitor sales performance. Conduct market research and analysis. Coordinate with team for business acquisition. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Manage sales activities & ensure target achievement. Identify new business opportunity & maintain sales pipeline. Assign individual tasks, monitor sales performance. Conduct market research and analysis. Coordinate with team for business acquisition. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Manage sales activities & ensure target achievement. Identify new business opportunity & maintain sales pipeline. Assign individual tasks, monitor sales performance. Conduct market research and analysis. Coordinate with team for business acquisition. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Manage sales activities & ensure target achievement. Identify new business opportunity & maintain sales pipeline. Assign individual tasks, monitor sales performance. Conduct market research and analysis. Coordinate with team for business acquisition. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Manage sales activities & ensure target achievement. Identify new business opportunity & maintain sales pipeline. Assign individual tasks, monitor sales performance. Conduct market research and analysis. Coordinate with team for business acquisition. Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV- jyoti@sadhanaservice.com Contact- 9328380990 Perks and benefits PF Medical Benefits Family Insurance On Roll job

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

Hi, Hurry!!! Wonderful opportunity with Leading Bank in to RM Job location: Calicut, Cochin & Pathanamthitta Designation: Relationship Manager Job Description: Responsible for sourcing Savings Accounts and Servicing High Value clients through effective relationship management. Products are Retail liabilities such as Current Account, Savings Account, Mutual Fund, Insurance and Fixed Deposit. RM needs to cater to individual clients while trying to generate new business and clients for the bank. A relationship managers role involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them. If Interested Apply as below: EM...

Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Angamaly, Trivandru, Alappuzha, Kowdiar, Cochin, Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and t...

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Preferred candidate profile Experience in client acquisition, relationship management, and retention . Strong knowledge of investment products (Equity, Mutual Funds, PMS, Bonds, Derivatives). Proven ability to meet revenue & AUM targets with cross-selling skills. Excellent communication and advisory skills ; NISM/CFA/CFP preferred .

Must have exp in Wealth Management/Financial Planning platforms in handling US/UK customers. Being a Client facing role the candidate must have excellent client service delivery exp. Good understanding of capital markets products and securities Required Candidate profile 8-10 yrs of relevant exp in Wealth Management / Financial Planning. The Client Interface Manager will be the ‘First Point of Contact’ for the clients & actively participate in client meetings.

hiring for leading bank Sourced and acquired Current Account (CA) customers such as MSMEs, traders, professionals, and corporates. Identified customer banking needs and onboarded accounts as per KYC, AML, and compliance norms.

Role & responsibilities 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Preferred candidate profile Should have experience into b2c sales. Should have experience into mutual fund sales. Should have experience into team handling for TL role.

Responsibilities: * Manage HNIs' portfolios through PMS & broker services * Build strong relationships with clients * Acquire new HNI clients * Generate revenue from MF, equity sales & advisory * Meet sales targets consistently Sales incentives