3956 Hni Jobs - Page 9

Our client is a leading name in premium fashion Industry. 5 Working Days Role & responsibilities Staff Management:T raining, scheduling, supervising, and evaluating staff performance. Motivating the sales team, fostering teamwork, and resolving any personnel issues. Sales and Revenue Generation: Developing and implementing strategies to meet sales targets and increase profitability. Analyzing sales data and making adjustments to improve performance. Inventory Management: Overseeing stock levels, ordering new products, managing stock rotation, and minimizing losses due to theft or damage. Customer Service: Ensuring excellent customer service, addressing customer complaints, and resolving issu...

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

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

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 Bajaj Finserv Asset Management Ltd.

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business. Identify new sales opportunities through portfolio management, third party products, and fixed deposits. Develop and maintain strong relationships with existing clients to increase retention rates. Collaborate with branch teams to achieve sales targets and improve overall performance. Provide exceptional customer service by resolving client queries promptly. Desired Candidate Profile 4-8 years of experience in Retail Branch Banking or similar role. Strong understanding of Casa Sales, Current Account, Liability Products, Retail Liabilities, Retai...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

Hiring PB Classic, PB Sales, CARM & BSM For Chhattisgarh Location. Job Profile- PB Classic, PB Sales, CARM & BSM Job Location- Raipur,Rajim,Bhilai,Durg.Rajnandgaon,Raigarh,Jagdalpur,Korba,Ambikapur,Surajpur,Balod,Tilda,Bakawand,Soloni,Antagarh,Dhamtari. Note -Share your updated CV at rahul.dubey9@hdfc.bank.in Or rukhsar.rahman@hdfc.bank.in

As a Relationship Manager at Elite, your role involves developing new and expanding existing High Net worth Customer relationships for liabilities and commercial assets. You are responsible for ensuring high levels of customer service orientation and application of bank policy. Your key responsibilities include: - Cross selling existing bank products to customers - Informing customers of new products or product enhancements to further expand the banking relationship - Planning and conducting special sales initiatives and events for prospective and existing clients - Coordinating with other group companies to provide seamless access to other products - Maintaining complete relationship record...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Lead Generation & Conversion: Identify and pursue new business opportunities by targeting MNCs, HNIs, and Ultra HNIs. Generate leads and convert them into qualified prospects. New Business Pitches: Play an integral role in pitching to potential clients and ensuring effective on-boarding of new customers. Client Relationship Management: Build and maintain strong relationships with existing clients to drive repeat business and referrals and serve as the primary point of contact for key customers, handling all inquiries and resolving issues efficiently. Identify the decision makers in the organization and keep pitching to potential clients and ensuring effective on-boarding of new customers, Al...

Job Description : Sales Leadership & Team Management: Lead and motivate a team of sales professionals, ensuring targets and KPIs are met or exceeded. Provide coaching and mentorship to team members to develop their sales skills and client management capabilities. Establish a high-performance sales culture, promoting collaboration, accountability, and continuous improvement. Conduct regular performance reviews and provide constructive feedback to improve individual and team performance. Client Relationship Management: Build and maintain strong, long-term relationships with HNI, UHNI, and NRI clients, understanding their unique needs and preferences in luxury real estate. Act as the primary po...

Role Description Job Specification A. Position Details Position Title: Relationship Manager Assistant Manager / Deputy Manager Grade: Retail Sales Role RM - Banks 2-5 Yrs of Sales experience Work Experience Relationship Management C. Role Purpose Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of Bank branches in retail business Internal Focus - Branch Service Operations, Channel team External Focus - Distributors, Investors D. Key Accountabilities 1. Responsible for Sales from Banks 2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to ana...

Demonstrate a very high level of proficiency in tax technical knowledge relevant to U.S. individual, trust and partnership returns; demonstrate an understanding of more complex technical issues Drive the tax return preparation process, review complex tax returns and other tax deliverables

Inspire & guide field sales representatives to achieve peak performance Develop & implement effective sales strategies to meet targets Identify new business opportunities & build client relationships Monitor & analyze sales performance closely Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 candidate should be ready for field work Last company Documents Mandatory HR. Sakshi Mishra sakshi.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

Visit customer locations to understand their needs Share customized plan presentations & benefits Assist in completing forms & proposal documentation Ensure high customer satisfaction & follow-ups Achieve daily appointment & conversion 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

Role & Responsibilities: Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues Prepare and/or review returns for corporate, partnership, or individuals, including federal, foreign, state and local tax return, estimated payments and extensions Support Tax Staff in delivering including coaching and reviewing their work Review extensions and quarterly estimates Identify opportunities for continuous improvement and contribute towards implementing them Qualifications: Bachelor's or Masters degree in Commerce or Finance or similar required. (CPA (US) or CA (ICAI) preferred. If not...

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 Avdhut : 7796426971

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 ...

We are looking for experienced and dynamic professionals for the Equity Advisor (PCG Division) role. The ideal candidate will manage and advise Super HNI clients across equity, derivatives, and other market instruments. Key Responsibilities Advise and manage Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. Independently handle client portfolios with a minimum book size of 25 lakhs and above. Generate revenue and activate clients through effective advisory. Cross-sell financial products such as Mutual Funds, PMS, and Insurance. Resolve client queries and complaints within defined timelines. Acquire new clients and retain existing ones through regular engagement. Cond...

Position Relationship Manager - Global Indian Banking Business Unit Branch Banking Sub Unit Branch Global Indian Banking Reporting to Branch Business Leader (BBL) Responsibilities Candidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI base Candidate should have a clear focus on large value to grow the GIB book size for the branch Candidate would source a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR/NRE/NRO term deposits He should have a good connectivity in the NRI segment to source business and sound knowledge to understand the business He should have cross sell skills for sale of third party prod...

Roles Available. Branch Manager- Senior Manager& Associate Vice President(M4&M5) Platinum& Elite Relationship Manager- Manager(M3) Branch Operations Manager- Manager(M3) Service Officer (M1) Branch Relationship Manager - Business Development (M2) Acquisition Manager - CASA Sales (M1) Key Responsibilities : Client Handling: Manage a Team handling & a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provi...

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by our client

Dear Aspirants, IndusInd Bank is looking out Candidates for below role at Chennai & Coimbatore. Position: Relationship Manager/Sr Relationship Manager - NRI Detailed Responsibilities Managing key clients/high end customers & adding these clients to his/her existing portfolio for future cross sell. Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. Providing financial advice related to investments, insurance, simple banking transactions. Building client rapport with corporate sector/NR clients. Delivering the target number with quality & customer delight. Competencies Required Business Acumen Sales / Marketing skills I...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com