39 Hni Portfolio Jobs - Page 2

Roles and Responsibilities Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Movement of CASA Forms, Service Enquiry to the existing and related products & services of customers, adherence to process

Responsibilities: -Acquire new clients through referrals from existing customers and the Open Market -Cross-sell investment products Like LI, HI, Unlisted Shares and MF -Generate brokerage firstly through providing IIFL research research to clients

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge of capital market. Excellent communication skills NISM Certificate info.aspiringmmantra@gmail.com What's Up 9318431991

Responsibilities: * Manage client relationships with luxury sales expertise. * Oversee interior design projects from concept to completion. * Drive HNI acquisitions through exceptional service. Sales incentives

We are hiring an experienced PCG Client Manager to manage and grow High Net-Worth Individual (HNI) client portfolios, offering customized financial solutions and investment advisory services. Key Responsibilities: Acquire, manage, & retain HNI clients. Provide customized investment advice across equity, mutual funds, and other financial products. Deepen wallet share and enhance client relationships. Monitor client portfolios and conduct periodic reviews. Achieve revenue and sales targets. Eligibility: Graduate/Post-Graduate (MBA preferred) Minimum 3+ years experience in Broking & HNI Sales. Strong knowledge of financial products, equity markets & wealth management. Excellent client servicing & communication skills. Relevant certifications (NISM, etc.) preferred. Benefits: Attractive Incentives Career growth & training support Comprehensive benefits package For more Information :: +91 84888 33693 | shraddha@tekpillar.com

Advising Super HNI clients on Equity & Derivatives Markets Advisory and Order placement Support to mapped clients Building positive relationship with existing customers Crossing selling third party products like Mutual fund, SIP, and PMS Required Candidate profile Minimum 2-3 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data & market trends. Proactive & client-focused attitude info,aspiringmantra@gmail.com

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Role & Responsibilities : You can call Ms Priya at (8178095895) for more information. Build and Expand Relationships: Develop and nurture relationships with High-Net-Worth Individuals (HNIs) by understanding their financial goals and identifying opportunities to provide tailored solutions from the Kotak Group. Drive Business Growth: Achieve growth in relationship value and revenues by generating business across liabilities, assets, and fee-based products while ensuring long-term client loyalty. Client Acquisition and Portfolio Growth: Develop and execute a strategic sales plan to acquire new HNI clients and expand the existing customer base effectively. Enhance Client Experience: Address complex client needs and provide seamless service delivery, enhancing their overall banking experience. Portfolio Management: Leverage your investment expertise to conduct portfolio reviews, recommend suitable products, and align them with clients' financial objectives. Regular Client Engagement: Maintain regular communication through scheduled calls and meetings, ensuring clients are updated and their concerns are addressed promptly. Efficient Query Resolution: Resolve client queries and service requests within defined turnaround times to ensure satisfaction and trust. Sales Initiatives and Events: Plan and execute targeted sales campaigns and exclusive events for prospective and existing clients to strengthen relationships. Compliance and Governance: Uphold all regulatory and organizational standards, ensuring full compliance with bank policies and procedures. Preferred candidate profile: (Currently should be handling a portfolio size of approximately 500 CR +) Customer-Centric Approach: Demonstrates a strong aptitude for delivering exceptional customer service by leveraging excellent organizational and interpersonal skills to meet and exceed client expectations. Decisive and Proactive: Possesses sound decision-making abilities combined with a strong sense of ownership, ensuring effective resolution of client needs and operational challenges. Thrives Under Pressure: Capable of maintaining composure and delivering results in a dynamic, fast-paced environment while balancing multiple priorities. Proven Relationship Expertise: Brings experience in building, managing, and growing relationships with High Net Worth Individuals (HNIs), showcasing a deep understanding of their unique financial needs. Additional Qualities: Strong communication and negotiation skills. A proactive mindset with a focus on long-term client engagement. Knowledge of financial products and wealth management solutions. Perks and benefits -AVP, DVP grade. -Travelling and other benefits with excellent, best-in-the-industry incentives.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry

Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers Required Candidate profile Applicable for both Male/Female candidates Must be graduate. Must be working currently Minimum 1 yr experience in sales in Banking Preferred local candidates. Age limit 28yrs. Please avoid Employment gap. *Location-Jayanagar,Malleshwaram

Manager: Sales & Business Development (Noida/Mumbai). Drive AUM growth via distributor relations, onboarding, and strategic expansion. Min 7+ yrs in PMS/MF/AIF sales, MBA from top B-school. Strong skills in sales, communication & product knowledge. Annual bonus Health insurance

Roles and Responsibilities Manage a team of sales professionals to achieve business targets and growth. Develop and maintain strong relationships with HNI clients through effective communication and relationship management. Identify new business opportunities and drive sales efforts to acquire new customers. Oversee daily operations of the team, ensuring efficient use of resources and meeting deadlines.

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives. QUALIFICATIONS / QUALITIES: MBA / CA/ CAIIB Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 AGE: 1. Maximum- 40 years THE ROLE: REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS PERKS & BENEFITS: * CTC Upto 25Lacs + Bonus+ Home Loan Benefits.