4949 Hni Jobs - Page 8

Role Purpose Responsible for serving customers across multiple channels as a single point of contact ( Email/ Voice/ Chat etc) as an OMNI-channel specialist, part of Super Premium team in customer services specializing in managing relationship of HNI / Premium/ VVIP customers. Role Accountability Provide servicing to customers across channels (Email/ Voice/ Chat etc. ), ensuring optimum service levels to enhance customer experience Ensure minimal repeated errors on Escalations and EWS(Early Warning System) cases by working closely with Quality and training team Liaison with Sales, marketing, Risk, Product, pricing, and collection for the deviations, Service Nos and change/improvement in proc...

About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities...

Hiring | RM Head AVP Team role( To Handle RMs) Bangalore ( LEading Bank) Location: Bangalore CTC: Up to 18 LPA A leading private sector bank is hiring a Wealth Head – AVP to lead and manage a Wealth Management team and drive business growth. Role Highlights: Lead & manage a team of Wealth / Relationship Managers Handle high-value (HNI) client relationships Drive sales, cross-sell & revenue growth Monitor team performance & KPIs Ensure compliance, risk management & internal controls Desired Candidate: Currently managing a Wealth Management /Retails Branch Banking. Banking background mandatory Strong leadership & client management skills Interested candidates may connect or share their profile...

Lead private wealth and family office for HNI/UHNI families, driving AUM growth, bespoke multiasset portfolios, estate and tax structures, family governance and nextgen planning with strategic leadership and whiteglove relationship management. Required Candidate profile Trusted advisor to HNI/UHNI families, crafting bespoke portfolios, estate and tax structures, governance and nextgen plans with discreet, longterm, relationship-led stewardship.

Broader Role/Responsibilities • Reactivate expired clients by renewing their subscription through our products offerings in line with their investment goals • Probe, Identify and Create opportunities by interacting with existing customers with the emphasis on our product offerings and highlight the importance of wealth creation in the long term • Proactively follow-up, build client relationship and Reactivate expired leads who have lost association with equentis. • Reach maximum clients each day and rebuild healthy business relationship with them to rebuild confidence and ensure continuity • Making minimum 100 to 120 calls per day and deliver Talk-Talk time as per business productivity bench...

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 Harshita : 9822381876

Client : AXIS Bank for the post of Burgundy / Affluent relationship manager Location - Raipur (Chhattisgarh) 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 nurt...

Job Role - The key areas of responsibilities are as follows 1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF. 2. Introduce MF / PMS / AIF solutions from AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. 3. New client acquisition through referrals from existing clients 4. Deepen the relationship and increase the share of wallet for AMC. 5. Network with clients to identify avenues for new business opportunities. 6. Maintain highest level of service and delivery to all clients. 7. Maximise client experien...

Products/ Services : Lockers, Deposits, Mutual Funds, Insurance Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. ...

RBL Premier Banker Program become a Relationship Manager with RBL Bank. Why Choose RBL Premier Banker Program? At RBL Bank, we believe in transforming careers by nurturing talent and fostering a culture of excellence. This program empowers individuals to become future leaders while ensuring 360 client engagement and total client ownership. Role Overview: Relationship Managers will be responsible for generating revenue by sourcing new-to-bank relationships and cross-selling wealth and business banking products to individuals and business owners. Program Highlights: Work with Indias Leading Private Sector Bank Join as: Relationship Manager at RBL Bank Stipend: 40,000 per month during training ...

Role & responsibilities Responsible for including HNI customers into the Preferred 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. Ensure quality customer service is delivered. All customer queries and complaints are being resolved w...

Acquire new customers through field efforts Promote suitable insurance solutions Ensure quality documentation & compliance Maintain customer interaction records Achieve acquisition 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

Generate leads through door-to-door activity Conduct locality surveys and outreach Capture and qualify prospect data Share leads with sales team Meet daily lead 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

Coordinate with executives for daily sales activity Assist in lead allocation and follow-ups Track executives performance and sales pipeline Support documentation and policy issuance Help achieve branch business targets 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

Position: NRI Relationship Manager Location: Rajkot Company: Axis Bank Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of and NRI Relationship Manager at its Affluent Business (Burgundy) vertical.. These positions are responsible for managing Non Residential clients portfolios (NRI), providing tailored banking and investment solutions, and delivering best-in-class service through cont...

HNI Training Needs Analysis Conduct comprehensive training needs assessments for HNI Relationship Managers and Sales Teams. Identify skill and capability gaps related to HNI client acquisition, retention, portfolio advisory, and relationship management. Training Strategy & Planning Design and implement training strategies aligned with HNI business goals, revenue targets, and client experience standards. Partner closely with business leaders to ensure training interventions directly support HNI business performance. Training Content & Module Development Develop advanced, HNI-focused training modules, workshops, and structured learning journeys. Apply adult learning methodologies, including ro...

Role & responsibilities Responsible for including HNI customers into the Preferred 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. Ensure quality customer service is delivered. All customer queries and complaints are being resolved w...

Role & responsibilities Lead and manage a team responsible for client acquisition and advisory . Recruit, train, and onboard new team members to strengthen the acquisition pipeline. Ensure the team meets targets for account openings and TPP (Third-Party Product) sales such as mutual funds, insurance, etc. Drive individual sales efforts and achieve personal targets alongside team targets. Preferred candidate profile 3 to 6 years of experience in Broking industry Interested candidates can email their resume - mansi.pathare@jmfl.com

Identify new business opportunity and coordinate with stakeholders. Maintain sales pipeline and coordinate with team. Conduct cold calling & lead generation to acquire new business clients. Assign individual tasks and monitor sales performance. Required Candidate profile Any sales exp. Min. 1 - 2 yrs Any Graduate Age 24 - 40 yrs Good communication & Leadership skills Share CV- jyoti@sadhanaservice.com Contact-93283 80990

Job Purpose: We are looking for dynamic candidates with 0-2 years experience (including freshers) who want to build a career in Direct Sales. You will be required to make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to crack profitable deals and referrals to achieve sales targets Key responsibilities: Achieve stretched targets in a result-focused environment at Onsite Venue. (Club Mahindra Resorts) Have constant member interactions and come out with new ways to engage members. Make powerful sales presentations resulting in high conversion ratio for membership up gradations, references and new sales Resolve m...

Develop and execute sales plan. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge and customer acquisition. Lead generation & referrals for new business. Track and analyse sales team pertormance. 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

Develop and execute sales plan. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge and customer acquisition. Lead generation & referrals for new business. Track and analyse sales team pertormance. 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

Develop and execute sales plan. Conduct market research and analysis. Collaborate with cross-functional teams. Provide product knowledge and customer acquisition. Lead generation & referrals for new business. Track and analyse sales team pertormance. 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

Urgent Opening for Relationship Manager Wealth/ Branch Relationship Head Key Responsibilities: Strategy & P&L Management Maintains the Profit and Loss statement and Balance Sheet for the branch Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank Sustained revenue generation for the branch through cross sell of TPP, RA and BB products Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service. Ensures efficient complaint management within specified TATs Conducts customer engagement programs and marketing events Ensures proper implementation of CRM by the Sales, Relationship & BSD departments an...

Key Responsibilities Client Acquisition & Onboarding Identify and acquire new clients for equity trading and investment services Build a strong referral network to generate leads and convert prospects Ensure smooth client onboarding with complete documentation and KYC compliance Client Relationship Management Develop and maintain strong relationships with retail and HNI clients Understand clients financial goals, risk appetite, and investment needs Conduct regular portfolio reviews and suggest changes based on market trends Equity Market Advisory & Execution Provide expert advice on equity investments, trading strategies, and market opportunities Ensure timely execution of buy/sell orders an...