3956 Hni Jobs - Page 8

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. * Instrumental in augmenting sales target of casa per month

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

Job Title: Sales Manager Premium Banking - (MNC Bank) Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. His experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that youll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certific...

Job Title: Senior Sales Manager CTC: Up to 8.5 LPA + Incentives Experience: Minimum 3 years in Agency Channel Education: Graduation mandatory Location: Bangalore, Udupi, Mangalore, Bagalkot, Belgaum, and Chitradurga Job Description: Recruit, train, and manage Agency Partners (APs) and Life Advisors (LAs). Conduct recruitment drives, goal-setting meetings, and performance reviews. Guide the team on sales processes through regular coaching and field activities. Ensure APs business growth, income development, and contract maintenance. Work closely with internal teams for onboarding and operational support. Act as a product expert and drive sales performance through team motivation. Contact for ...

Job Title: Sales Manager Premium Banking (MNC Bank) Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. His experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifica...

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

Role & responsibilities Knowledge about lending against shares, mutual funds & bonds Possess database of FAS customers. Responsible for acquisition, growth of the asset book and profitability Ability to manage channel/ branch relationships/ sourcing direct proposal Develop strategic concepts with regard to formulating and executing plan for increasing existing penetration of LAS product Preferred candidate profile a) Understanding of loan against security business b) Knowledge of local market conditions c) Exp in equities, Mutual funds & Bonds d) Competitor knowledge e) Should have some customer database

Were Hiring: Relationship Manager Wealth & Business Banking - (AMFI and IRDA CERTIFICATION ARE MUST) Experience: 5+ Years in Banking Industry: Banking Key Responsibilities: Portfolio Growth: Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition. Revenue Generation: Drive cross-sell of Business Banking and Wealth Products, including Trade Forex, Insurance, Investments, Retail Assets, and more. Client Acquisition & Relationship Management: Acquire and manage high-potential clients across business, individual (Resident and NRI) segments. Focus on quality sourcing and onboarding of potential Insignia clients. Product Penetration: E...

- To Sell Demat and Trading A/c, Mutual Fund, Insurance to Clients - It is field work Job and business has to be sourced from open market & Leads given by company & existing client base - candidates can also their CVs at popularplacement@gmail.com Required Candidate profile - Should have knowledge of Mutual Fund & PMS. - 2 Years experience in Stock Broking/Banking is required - Should have Good Client Base candidates can also their CVs at popularplacement1@gmail.com

- 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

Cluster Head - Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volu...

As a Relationship Manager Investment Products , you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management. Key Responsibilities Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments. Achieve business targets through cross-selling and client retention. Provide customized investment advice and portfolio recommendations. Conduct regular client and partner meetings to maintain engagement. Stay updated on financial market trends and new investment opportunities. Maintain client data and activity records in CRM s...

Sstrategies to grow AUM & expand Private Wealth business Lead, coach, & inspire teams Client Acquisition & Retention Product Advisory products, MF, and succession/estate planning. Revenue & P\&L Ownership Market Positioning Compliance & Governance Required Candidate profile 12–18 years in wealth management leading large teams. Ability to build, scale, & manage private wealth businesses Strong network with HNIs, UHNIs, family offices, and institutional clients

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 AMC 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 prod...

Identify & attract HNI/UHNI clients Sell in-house PMS and third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency Achieve set targets for client acquisition, business volume, and AUM Required Candidate profile Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+ Expertise in PMS investment products. Excellent interpersonal skills

Job description Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding o...

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

• Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio • Acquire new customers who meet product criteria • Regular interaction with the customer to build rapport to understand and update the profile. • Enhance the Overall value/book size of the portfolio • Maintain the overall quality / hygiene parameters of the portfolio • Cross selling products of the bankbased on the customer need • Joint calls being done along with Supervisor as per defined process • Advisory services to be offered based on the requirement in coordination with PBG. • Attrition control of customers • Achieving MTD and YTD Revenue TargetsRole & responsibilities Preferred candidate pro...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Platinum Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

ROLEPURPOSE & 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 & RESPONS...

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...