1667 Hni Sales Jobs - Page 10

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment

• Managing and growing client relationships • Identifying and capitalizing on business opportunities • Selling financial products and services • Increasing product and channel penetration • Increasing product and channel penetration

Greetings from AVANICONSULTING We are hiring for leading company Business Development Relationship Manager Key Accountabilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, UTTAM Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

Acquire new customers and promote our insurance products. Maintain long-term relationships with existing clients. Achieve monthly sales targets and grow business from assigned leads. Share resume on what's App 8956244952 Required Candidate profile 1–4 years in Insurance sales/BFSI sales . Any Graduation Proven track record of achieving sales targets Perks and benefits Attractive performance-based incentives

Meeting the HNI Clients & developing Trust & relationship. • Portfolio/Investment Engineers, who can help in designing portfolios. • Acquiring and catering to new HNI clients. • Growing the existing AUM book size. • Products- Mutual Fund/ PMS/AIF. Required Candidate profile Share cv to hrd@onemarchindia.com Department Sales Channel HNI Direct Channel Location – Mumbai (BKC) -4 vacancies Location – Gurgaon -5 vacancies Location – Bangalore (Malleshwaram)-4 vacancies

Key Responsibilities: Client Acquisition: Identify and onboard new HNI clients through networking and referrals. Relationship Management: Build and maintain strong relationships with existing clients to ensure satisfaction and retention. Financial Advisory: Provide tailored financial solutions, including investment advice and banking products suited to HNI needs. Portfolio Management: Monitor client portfolios and recommend adjustments based on market trends and client goals. Cross-Selling: Promote various bank products and services to enhance client engagement and increase revenue.

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

Role & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking , servicing to existing/ new acquired client One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: • To achieve revenue target through broking & cross selling products Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set Effective & seamless client handling To improve & maintain client activity ratio by activating clients across segments. Preferred candidate profile Portfol...

Role & responsibilities Preferred candidate profile Key Responsibilities: Contact potential customers on call, understand their requirements and persuade them to schedule an appointment with the sales team Answer customer questions and concerns regarding the projects pitched. Achieve daily, weekly and monthly targets. Follow up on leads and make subsequent calls for scheduling site visits . Collaborate with the sales team to ensure smooth customer experience Handle customer objections and provide rebuttals and resolve issues in a timely and professional manner. Meet personal and team qualitative and quantitative targets.

Role & responsibilities RM - Customer Engagement UHNI/HNI client Handling. • To up sell ICICI Prudential 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 ICICI Prudential 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 product mix • One point contact for the assigned customer • Acquis...

Handling Mutual funds and portfolios of HNI and Ultra HNI Should have experience of handling HNI and mutual funds

Handling team and guiding them in achieving targets. Handling HNI and Ultra HNI clients and their portfolio. Should have experience of Mutual funds dealing Team handling experience is a must

Position Area Manager - Pioneer Banking Reports to- Regional Head - Pioneer Banking Location : Bangalore Overall Job Description Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Team Handling. Manage the portfolio to de-risk against attrition and achieve stability of book. Suggesting customers for all banking products that we sell TPP, HL, PL, LAP,LAS, LI , CC , GI, PMS, AIF, Mutual Funds and other products Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of th...

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

Skillventory is mandated to hire a Candidate for a leading Small Finance Bank Location: #Kochi & #Kottayam #Palakkad Experience: 2-5 years in NRI Banking / Relationship Management Achieve NR NTB and NR Liabilities target for the assigned Branches. Create NR target client master. To prospect and meet clients from the TCM, understand Client needs, explain products and features and on-board them. Ensure deepening of existing NR client relationships Work closely with the Leadership team of respective Branch/ Channels and execute NR strategy. Act as a single touch point for all queries related to NR Business. AOF Rejection Management, Zero Fraud Compliance Ensure Customer Service levels are at th...

Role & responsibiliRole & responsibilities Deeply and thoroughly understand the company principles and project specifications, offerings and amenities. Develop a comprehensive sales strategy to maximise sales opportunities. Develop sales and distribution policies that reflect the organisation's goals. Direct the Sales team in generating proposals that define a clear path to client satisfaction and revenue growth. Establish Channel Partner Relationship management systems and guidelines to manage channel partner sales and relationships. Foster relationships with new partners to achieve desired revenue. Establish internal guidelines for personal data protection based on applicable legislations,...

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...

Role & responsibilities Responsible for Achieving the Branch Banking targets of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of Current Accounts ,Working Capital, X-Sell and Third Party Products Mobilize business for Current Accounts Recruit and train the team members on regular basis with HR Support Team Handling experience of 6 months - 1 year in Banking, Financial Services mandatory for Sales Mngr role Preferred candidate profile Grads/MBA 's with Excellent communication skills. • Should have experience in managing a team officially • Graduate/Post Graduate : 3 - 8 years of ...

Job Location: Kelambakkam, Tindivanam, Ulundurpettai, Villupuram,Chennai, Role: Preferred Relationship Manager / Classic PB Sales Experience: 6+ Years of Banking Sales Experience. Responsibilities: Acquisition, enhancement & retention of HNI customers Cross-selling banking products & increasing wallet share Delivering superior customer experience and portfolio hygiene Driving revenue through focused product penetration Preferred candidate profile: Strong relationship management & advisory skills Knowledge of banking products, KYC norms, and portfolio management Excellent communication & stakeholder engagement ___________________________________________________________________________________...

We are hiring Senior Sales Consultant for one of our Prestigious Client. Location : Hyderabad Senior Sales Consultant Key Responsibilities : Conduct personalized, face-to-face consultations with HNI clients to understand their needs and offer tailored solutions. Apply a consultative selling approach to build trust and long-term relationships. Manage the end-to-end sales process from lead engagement to closure. Maintain strong client relationships and ensure high levels of customer satisfaction. Collaborate with internal teams to align sales efforts with organizational goals. Document all client interactions and feedback using CRM tools. Mandatory Skills & Qualifications : Graduate (Bachelors...

HDFC RBB Hiring For Jagdalpur Cluster Chhattisgarh. Job Profile & Location PB Classic- Airport Road Jagdalpur & Bijapur PB Sales- NMDC, Bastar, Sadrabodenar PB Teller Authoriser- Bakawand Interested candidate can share there updated CV at rukhsar.rahman@hdfcbank.com Note-Only Experience candidate will receive a call from our end.

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Fresher's with NISM-5A series are also welcome Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach”...

Job Description 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle...