2313 Hni Sales Jobs

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10.0 - 18.0 years

16 - 25 Lacs

kolkata, mumbai, mumbai suburban

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-Drive HNI client acquisition and portfolio growth through customized investment solutions (MFs, PMS, AIF, Bonds). -Lead and mentor RMs, ensure revenue targets, client satisfaction, compliance, and business expansion within the assigned cluster.

Posted 4 hours ago

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6.0 - 11.0 years

10 - 15 Lacs

mumbai, mumbai suburban, navi mumbai

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-Build and manage relationships with HNI clients -Analyze client needs & offer personalized investment solutions across products like Mutual Funds, PMS, Structured Products, Debt,etc -Acquire new clients through referrals, networking & market leads

Posted 5 hours ago

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0.0 - 5.0 years

3 - 7 Lacs

noida, gurugram, delhi / ncr

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About Company: (www.bajajcapital.com) Bajaj Capital Limited ("Bajaj Capital") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the CoR [Regn.No.03310] to act as Point of Presence by the P...

Posted 7 hours ago

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2.0 - 7.0 years

3 - 4 Lacs

noida

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*Manage HNI client portfolios and pitch for Mutual Funds investments. *Have meetings with HNI clients and generating more leads or better client acquisition. Travel allowance Health insurance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements

Posted 8 hours ago

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3.0 - 8.0 years

5 - 10 Lacs

kolkata

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About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services. About the Role: The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on ...

Posted 12 hours ago

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1.0 - 5.0 years

2 - 5 Lacs

coonoor, coimbatore, erode

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Mega Drive for Mutual Fund Sales, SIP in stock market company Locations - , Coimbatore, Mettupalayam, Coonoor, Erode, Mettur, Gobi. Pollachi .Tiruppur Tiruchengode, Ramanathapuram ctc - 2.5 to 5 lacs Experience in Mutual Fund required Field Job Required Candidate profile Managing portfolio of clients and mutual fund sales Also Fresher graduates / MBA ( Finance / Mktg) keen in sales can apply. Contact QRN Geojit on 9869504403 OR email cv on qrn.anitha@gmail.com

Posted 1 day ago

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3.0 - 8.0 years

9 - 15 Lacs

kochi, hyderabad, chennai

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Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

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1.0 - 6.0 years

3 - 6 Lacs

kalburagi, mangaluru, mysuru

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Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

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8.0 - 13.0 years

30 - 45 Lacs

kolkata, hyderabad, pune

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1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

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1.0 - 3.0 years

2 - 3 Lacs

surat

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Key Responsibilities: Client Relationship Management: Maintain and develop strong relationships with HNI and retail clients. Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues. Regularly update clients on market trends, investment opportunities, and portfolio performance. Sales & Advisory Support: Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc. Support business development by cross-selling and upselling investment products. Assist in achieving revenue targets through client retention and acquisition. Onboarding & Documentation: Guide new client...

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8.0 - 13.0 years

30 - 45 Lacs

kolkata, hyderabad, pune

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1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be in Sales & Marketing of Luxury Products like Luxury Cars-- Mercedes,BMW,Audi,Porche,etc Real Estate - Luxury Spaces - 5 Crs. + Watches - Rolex/Omega/Cartier etc. 2.Excellent Comm. Skills.

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4.0 - 8.0 years

3 - 5 Lacs

anjar

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Job Purpose/ Summary The Support – RM – QC role in the Steel Rolling Mill is responsible for assisting in the management of raw materials and ensuring quality control throughout the rolling process. The position involves coordinating with procurement for material availability, supporting quality inspections, maintaining records, and ensuring compliance with quality and safety standards. The role plays a key part in maintaining consistent product quality and smooth plant operations. Job Description Raw Material (RM) Support: Coordinate with procurement and stores for timely availability of raw materials (billets, ingots, etc.) Track and report daily RM consumption and stock levels. Ensure RM ...

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8.0 - 13.0 years

30 - 45 Lacs

kolkata, hyderabad, pune

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1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

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2.0 - 7.0 years

5 - 15 Lacs

kolkata, mumbai

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Job Purpose: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Result Areas: To follow the Deal Desk Process Branch Compliance Key Result Areas Supporting Actions HNI / PCG Business Development • Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate th...

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8.0 - 13.0 years

9 - 16 Lacs

mumbai suburban

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As an NRI Wealth Relationship Manager , youll manage a select portfolio of NRI and HNI clients. The role is a mix of relationship management and business growth , where you act as a trusted advisor while meeting structured sales and revenue goals.

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5.0 - 10.0 years

8 - 10 Lacs

indore, pune

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Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and grow existing ones through cross-selling of investment products such as Mutual Funds, AIFs, PMS, TPP, Open Market etc. Identify opportunities for upselling and cross-selling various financial solutions to HNI clients to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional customer service and ensuring their financial goals are met. Collaborate with internal teams to resolve client queries and issues related to portfolio management services. Meet sales targets set by the organization while adhering to regulatory compliance no...

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5.0 - 10.0 years

10 - 15 Lacs

mohali, chandigarh

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HIRING (WFO) || (Pool Leader Sales) Internet Sales Lead for a Luxury Retail brand based out of Mohali. Interested applicants ready to appear for F2F Interview DM your resume to acutevision07@gmail.com WORK FROM OFFICE Openings : 2 Position : (Pool Leader Sales) Internet Sales Lead Job Location : Mohali Working days - 6days (1week off as per the roaster) Experience Min.2-3Years as a Sales Lead Salary (in CTC) Between 10LPA to 15 LPA JOB RESPONSIBILITIES: Role Overview: The Pool Leader will oversee a team of internet sales executives, ensuring achievement of sales targets, effective lead management, and excellent customer engagement through digital channels. The role requires strong leadership...

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3.0 - 5.0 years

5 - 10 Lacs

hyderabad

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Role & responsibilities Key Responsibilities: • Identify, connect with, and onboard new HNI & UHNI clients through personal networks, referrals, and market outreach. • Build lasting client relationships by offering tailored investment advice and conducting regular portfolio reviews. • Offer clients a comprehensive suite of financial products from equity and mutual funds to PMS, AIFs, bonds, insurance, and structured products. • Conduct detailed risk profiling and financial planning to ensure every investment strategy aligns with individual goals. • Maintain and grow your AUM base through consistent engagement, transparency, and trust. • Stay ahead of market trends, global developments, and e...

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2.0 - 7.0 years

4 - 6 Lacs

bengaluru

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Greetings from Homebazaar.com....! Enclosed is the company profile and detailed JD for your reference. Address of Corporate Office: Home Bazaar Services Pvt. Ltd # 2301, Cyber One, Sec 30 (A), Vashi, Navi Mumbai. 400 703 Visit Official Website:www.Homebazaar.com Who are we? Home Bazaar Services Pvt Ltd is the leading Property Advisor in India which has tuned and upgraded with each and every scratch of the real estate sector. With past experience and immense exposure to this service, we understand the needs of customers and strive hard to meet the same. With the help of the most experienced support system, Homebazaar.com has gone a long way to achieving success in a short span of time. We hav...

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2.0 - 7.0 years

3 - 6 Lacs

mumbai suburban, navi mumbai, mumbai (all areas)

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Greetings from Homebazaar.com! Who are we? We began our illustrious journey in 2013 to address the toughest challenges of the Indian real estate industry. The need to provide better property solutions drove us to create Homebazaar.com - a secure, tech-driven property discovery platform. Today, Homebazaar.com immensely empowers property buyers with end-to-end real estate services. Our qualified property experts, personalised services, & advanced digital tools allow buyers to make informed decisions & quickly buy, sell, & rent properties online. Homebazaar.com operates in 11 cities in India & has served 2,50,000+ buyers with exceptional property services. We market our projects through our bra...

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4.0 - 9.0 years

4 - 9 Lacs

chennai

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Job Location: Besant Nagar, Vepery, Egmore, Ascendas-Taramani, Anna Salai, Ashok Nagar, Saidapet, Kilpauk, Nanganallur, Porur, Maduravoyal, Thirumullaivoyal, Karapakkam, Santhome, Shenoy Nagar Role: Imperia Relationship Manager. Experience: 8+ Years of Banking Sales Experience. Responsibilities: Responsible for including HNI customers into the Imperia 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 ...

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2.0 - 6.0 years

7 - 12 Lacs

jaipur

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Selling online property advertisements / branding solutions to clients by assessing their business Requirements. Designing email campaigns to spread awareness of new products / Projects launched in the assigned region. Achieving sales targets through focus on acquiring new clients in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback.

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2.0 - 6.0 years

8 - 12 Lacs

new delhi, gurugram

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Develop and execute business development strategies to drive revenue growth through new client acquisition and retention. Achieving sales targets / Acquisitions through focus on existing client base in the assigned territory. Making proposals and presentations to clients with a precise display of their visibility when placed in the online space. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals.

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2.0 - 7.0 years

7 - 12 Lacs

noida, ghaziabad

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LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

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2.0 - 6.0 years

7 - 12 Lacs

pune

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Roles and Responsibilities : Develop and execute business development strategies to drive revenue growth through new client acquisition and retention. Manage key accounts, identifying opportunities for upselling and cross-selling services to existing clients. Build strong relationships with high net worth individuals (HNIs) to identify potential business opportunities and expand existing networks. Collaborate with internal teams to deliver exceptional customer service, ensuring timely resolution of client issues. Job Requirements : 2-6 years of experience in B2B sales or corporate sales. Proven track record of success in HNI client handling and acquisition. Strong understanding of key accoun...

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Exploring HNI Sales Jobs in India

The HNI (High Net Worth Individual) sales job market in India is growing rapidly with the increasing number of affluent clients seeking personalized financial services. HNI sales professionals play a crucial role in managing relationships with high net worth clients, understanding their financial needs, and offering tailored solutions to help them achieve their goals.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Hyderabad
  5. Chennai

Average Salary Range

The average salary range for HNI sales professionals in India varies from INR 3-5 lakhs per annum for entry-level positions to INR 10-20 lakhs per annum for experienced professionals. Bonuses and incentives based on performance are also common in this field.

Career Path

The typical career progression in HNI sales includes roles such as HNI Sales Executive, Relationship Manager, Senior Relationship Manager, Assistant Vice President, Vice President, and ultimately, Director of HNI Sales.

Related Skills

In addition to strong sales and negotiation skills, HNI sales professionals are expected to have expertise in financial planning, investment products, wealth management, and excellent communication skills. Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can also be beneficial.

Interview Questions

  • What experience do you have in managing relationships with high net worth clients? (basic)
  • How do you stay updated with the latest trends in financial markets? (basic)
  • Can you walk me through a successful HNI client acquisition you have achieved in the past? (medium)
  • How do you handle objections from HNI clients regarding investment decisions? (medium)
  • What strategies would you employ to upsell financial products to existing HNI clients? (medium)
  • How do you prioritize your tasks when managing a portfolio of HNI clients? (advanced)
  • Give an example of a complex financial problem you solved for an HNI client. (advanced)
  • How do you ensure compliance with regulatory requirements while managing HNI client portfolios? (advanced)

Closing Remark

As you explore opportunities in HNI sales in India, remember to showcase your expertise in financial services, strong client relationship management skills, and a passion for helping high net worth individuals achieve their financial goals. Prepare thoroughly for interviews, demonstrate your knowledge and skills confidently, and seize the opportunity to excel in this rewarding field. Good luck in your job search!

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