923 Hni Sales Jobs - Page 15

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Bangalore - Ulsoor 2 Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Imperia/ 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 Preferred/ 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. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role & responsibilities - Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions - Lead, mentor and support the team to achieve individual and team revenue targets - Act as a key point of contact for key clients, ensuring exceptional service delivery - Drive product penetration and cross-sell opportunities within the existing and new client base - Ensure compliance with all regulatory and internal policies while handling client portfolios - Work closely with product, research, and operations teams to deliver holistic wealth solutions - Track and analyze portfolio performance and report key metrics regularly

Preferably IMMEDIATE JOINERS Job Description Designation - Relationship Manager (Wealth Management) As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc. You also counsel them on what their short-term and long-term goals are. Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives. Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses. Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. CTC- 2 LPA - 7 LPA Other Perks : Attractive Incentives + Contest Rewards + Foreign Trips Location - Coimbatore, Madurai and other locations across Tamil Nadu Please share your resume on r.sharumathi@bajajcapital.com or WhatsApp +91 - 8220731236

Job Role and Key Deliverables 1. Sound expertise in End-to-End Sales & Marketing of Luxury/ Ultra Luxury Residential-Group Housing and Commercial Projects. 2. Planning & Business development of Residential -Ultra Luxury Group Housing Projects in Delhi. 3. Management of the overall spectrum of Sales, Channel Sales, Marketing, Business Developments, Branding- Promotions and Revenue Generations. 4. Design, Develop and Execute Business Plan, Budgeting, Forecasting, Projections on Sales Plan, revenue Generation and P&L Management 5. Develop and nurture strong Channel Partnerships across geographies of Delhi-NCR and Northern India market. 6. Activation of Channel Partners across Delhi-NCR to ensure walk-ins drive and sales closures as per assigned targets. 7. Ensure the best relationships with the existing and new Channel Partners. 8. Training of CP Team, Lead registration, Lead Follow Ups, supporting in campaign activation, etc 9. Extraordinary customer & CP follow up for site visit and closures. 10. To ensure monthly, quarterly and annual sales target achievement by respective teams on Project-to-Project basis, Lead generation, Site visits and closures though channel partner as source. 11. Implement the Sales strategy, channel sales planning & execution, new market development 12. Generating sales through the existing HNI customers, events, new launches and new campaigns. 13. Handling in-depth Competition analysis in the Residential, Group Housing, Commercial Real estate segment on a regular basis and work out appropriate strategies to tackle competition. 14. Interfacing with Channel Partners / financial institutions for organizing events and other sales promotional activities. 15. Should have an ability to consider wider picture, diagnose problems and identify and drive appropriate solutions while making decisions and to take ownership of issues and provide clear analysis in a timely manner. 16. Should be able to work in a fast-paced environment and has an ability to handle multiple tasks simultaneously and prioritize, organize, follow through on and meet deadlines 17. Self-starter with a passion for results & ability to balance strategic perspective with operational excellence in a fast paced, start-up set up 18. Excellent communicator, both verbal and written, and ability to build strong productive partnerships throughout all levels and across cultures & conflict management skills 19. Strong team leader, team player, people, organizational & culture savvy 20. Great analytical skills, commercially savvy and solution focused to solving problems with proven ability to identify issues and projects, plan and prioritize, organize and manage multiple projects to completion by specific deadlines. Key Essentials and Attributes: 1. Shall have experience with Reputed Real Estate / Infrastructure/ IPC Companies and minimum of 5 Years+ in Leadership Role. 2. Management of the Entire cycle of Sales & Marketing. 3. Sound Expertise in Sales & Marketing of Residential and Commercial Projects 4. Excellent Communication, Inter-personal and Team Handling & Team Development skills 5. RERA guidelines / Knowledge about local bye laws 6. Should be proactive to gauge the market trends and opportunities 7. Feasibility studies for market expansion, product, pricing, sales velocity estimations studies, market trend analysis. 8. Competition mapping through secondary and primary research 9. Design, Develop & implement Sales & Marketing Strategy inline and consultation with Management 10. Product Configuration, Amenities, Pricing and Project positioning. 11. Core Expertise in Corporate Sales, Institutional Sales & organizing for Property Expos & Fests 12. Overall Profit Centre Management for Real Estate Business Verticals of the Group

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 experience from bfsi/nbfc/banking only • Customer orientation • High energy levels with a motive to succeed Candidates should have experience of working in Chennai mrkt & ready for Interview on 19th dec onwards in Chennai Perks and benefits SM's; 11 Lacs/Annum

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Kolkata Bangalore Chennai If you are interested in sales and want to earn good incentives along with career then share your resume on or call on 9730268028 Role and Responsibilities: - Deal with the HNI client that is the ( High profile clients) & has to sell ULIP product. - Recruit and train distributors. - Organize and run recruitment events for distributors - Continuous training and motivating the team to drive ULIP business. - Attend joint field work and help the distributors whenever needed. *Industry best compensation package *Attractive incentives *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 2 years of Insurance Sales experience (preferably in Agency Channel)

* Responsible for sourcing High-Value CASA customers. * Achieved business objectives for retail liability sales for the branch. * Generating revenue from sale of CASA, TPP products like Insurance and upgrading customer lower product category to high. Required Candidate profile * Good communication skills. * Comfortable working in a full-fledged sales profile / NTB Acquisition. * Customer orientation. * High energy levels with a motive to succeed.

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

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

Role & responsibilities JOB RESPONSIBILITIES: Identify, recruit and on-board new channel partners within assigned territory & manage sales activities of partners to generate revenue. Coordinate with partners to create and execute business plans to meet sales goals & analyze market trends and accordingly develop sales plans to increase brand awareness. Handling HNI and Super HNI clients on daily basis. Communicate to up- date information about new products and enhancements to partners & develop process improvements to optimize partner management activities. Valuate Channel partner sales performance and recommend improvements & Educate partners about product portfolio and complimentary services offered. Address partner related issues, sales conflicts and pricing issues in a timely manner & manage sales pipeline, forecast monthly sales and identify new business opportunities. Develop positive working relationship with partners to build business and stay current with latest developments in marketplace and competitor activities. Work with partners to develop sale proposals, quotations, and pricing & Deliver customer presentations and attend sales meetings and partner conferences. Coordination with the CRM department and ensuring that the all customer queries are forwarded them well in time to enable them to address and resolve the issues at the earliest; submitting the MIS to the management. Responding to client criticism and comments in a positive approach & assisting manager in tasks such as recruiting, training, developing business plan and so on. Work with partners to develop sale proposals, quotations, and pricing & Deliver customer presentations and attend sales meetings and partner conferences. Assist in partner marketing activities such as campaigns and other promotional activities. Preferred candidate profile Proven experience in real estate sales, particularly in catering to HNI clients. Strong understanding of the real estate market dynamics, property valuation, and investment strategies. Excellent communication and interpersonal skills, with the ability to build rapport with diverse clientele. Perks and benefits As Per industry norms.

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 and to be reviewed at every interval. Strengthening Systems, Controls and Processes Ensures Upkeep of the Branch and ATM and raises issues if required Liaises with respective teams for effective and efficient Fraud Management within the cluster Ensures branch compliance with Banks policies and processes Ensures timely submission of MIS reports. Ensures safety and security of Bank and customer's assets Ensures Audit related deliverables both internal and external are met as per the prescribed norms. Ensures Role clarity to employees in the branch and manage attrition Performance Management Tracks and monitors daily productivity and book movement of the branch Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management. Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

Walkin Drive For Sr Executive-Inside Sales|| Job Hai || InfoEdge Date: 4th July (Friday) Timings: 9:30 am - 3:00 pm Venue Details: ETT 9th Floor Sector 132 Noida. https://g.co/kgs/vPwHw2u Contact Person: Shruti Sharma ( 9555152079) About Info Edge InfoEdge mission is to create world-class platforms that transform lives by continuously innovating. Our products and services are built keeping our customers in mind. We always delight our customers by delivering superior value through enhanced offerings on the internet and other platforms. Through our continuous investment across various businesses, especially in cutting-edge technology, machine learning and artificial intelligence (AI), we have built a robust system that constantly increases our predictive powers on customer behaviour, and optimizes and improves our systems. Our various teams tirelessly work together to solve problems, innovate, and create something to empower our customers. At Info Edge, people are our core competitive advantage and we will continue doing all that is needed to attract and retain the best available talent. About BU: Job Hai Job Hai is InfoEdge's latest endeavor to create a Digital Ecosystem and Simplify Hiring for Blue Collar Job Seekers and the SMEs & Enterprises who hire them. Our vision is to make Jobs accessible to every Blue Collar worker in a Hyperlocal, Fraud-free environment and help Employers connect with relevant candidates for all grassroot level jobs quickly and seamlessly. Title: Senior executive, Inside sales Desired Experience: 0.6-4 years Required Educational Qualification: Graduate in any field Roles and Responsibilities of Inside Sales Executive: Develop and maintain relationships with existing customers to identify selling premium product opportunities through emails, telephone calls, and live website chats Research and understand customer needs and tailor premium product recommendations to their specific situation Sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails. Perform effective online demos for prospects Build and maintain relationships with existing customers to drive repeat business and customer referrals Negotiate and close sales deals to achieve monthly sales targets Stay up-to-date on industry trends, products, and competitors Requirements and skills Strong communication and interpersonal skills Strong phone presence and experience dialing 100-120 calls per day. Results-oriented and able to work independently with minimal supervision Proficient in using CRM software and other sales-related tools Strong listening and presentation skills. Minimum Qualification Graduate. Working knowledge of MS Programs MS Excel, Word, Powerpoint

- Interacting with Institutional client's i.e MFs, Insurance Cos, Banks, FII for regular business. - Maintaining cordial relationship with Dealers, HODs, and Fund managers and coordinating

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience Candidates willing to shift along with their teams are welcome Non Sales experience not handling portfolio kindly do not attempt Perks and benefits CTC ; 22 - 30 lacs (Negotiable & not a constrain for the right candidate)

Dear Candidate, We have urgent job opening for Retail Branch Banking - Coimbatore (In & Around). We are conducting direct walk-in interview in @ Coimbatore, RS Puram Branch on Saturday, 05th July 2025. Below are the Interview details: Interview Date: 05th July 2025 (Saturday) Interview Location: HDFC Bank Ltd, 590 DB ROAD, R S PURAM, NEAR TO SAVITHA HALL, COIMBATORE, TAMIL NADU - 641002 Interview Timing: 10.00 AM to 1.00 PM Contact Person: Mr. Lionel Fernandez (Cluster Head) / Naveenkumar G (HR). Roles and Responsibilities: Sales, Portfolio Management, Business Development, Cross selling of bank products, Current Account, CASA, LI, GI, Demat accounts, Portfolio handling, HNI Client handling. Customer engagement, new client on-boarding, sales for classic portfolio customers Desired Candidate Profile: 3+ years of experience in Retail branch banking Sales or with NBFC. Job roles: Branch Manager PB Teller Authorizer Personal Banker Sales Relationship Manager Branch Sales Manager Local candidates will be preferred

• Premium Acquisition Manager – CASA HNI product field sales • Relationship Officer Current Account – Current Account & CASA product field sales • Business Development Officer CASA – CASA & branch banking product field sales

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

* Building a strong relationship with the sales team of channel partners * Handle walk in customers * Bank responsible for meeting sales through Bank * Regularly follow up with client * Generating leads from Relationship Managers and Personal Bankers Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

- Acquire New to Bank (NTB) HNI / Ultra HNI customers - CASA acquisition along with cross-sales of LI, GI, HI, FD, MF etc - Call & book appointment with customers from existing / mapped leads - Generate own leads also - Field sales Perks and benefits Best in Industry incentives Good work life balance

Role & responsibilities Responsible for handling the direct sale at the prospects site Generation/ souring of prospects appointments for the sales Effective delivery of the sales presentations at the prospects at his location Handling the direct meetings, exhibition sales, web leads etc Handling the HFRP (Happy Family Reference Programme) Capable to handle the customer issues/ escalations effectively Good in the B2C sale for CDSO (Customer Direct Sales Officer) profile

Manage full sales cycle for luxury projects, build strong HNI relations, conduct site visits & negotiations, execute sales plans, coordinate with marketing & project teams, provide market insights, and maintain detailed CRM records accurately. Required Candidate profile 2-3 yrs proven sales experience in luxury real estate (Gurgaon). Strong HNI/investor network a plus. Excellent communication & negotiation skills. Self-motivated, target-driven. Any Bachelor’s.

To create a team of Partner offices (HNI accounts) Partner offices can solicit business through a team of Agency Partners Sell the life insurance products to the customers Experience in Life insurance sales Share resume on what's App 8956244952 Required Candidate profile Graduate Candidates have minimum 3 years experience in Life Insurance sales/agency channel candidate. Perks and benefits Incentive

We are proud to get Certified as Great Place to Work '2024 Greetings from Home Bazaar Services Pvt Ltd!!! Who are we? Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 3500+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2023 -24. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India. What is our requirement? Role: Sales Manager/ Sr. Sales Manager Job Location : Mumbai (Andheri/ Lowe Parel, Vashi ) Experience : 2 Year to 12 Years Vehicle : Mandatory Responsibilities Be responsible for Residential Real Estate Sales in Mumbai achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about company's offerings on every day basis. Responsible for Attend inquires generated through the Digital Marketing platform by addressing need & concerns to fulfil buyer's expectations. Develop relationships with Top Selling Developer and Investors and End-customers. Intermediate negotiation processes, consult clients on market conditions, prices. Provide advisory/consultation to customers for purchasing property for the best deal under the best terms. Understand clients' needs and propose solutions that suit them best. Fixing up an Engagement Meetings with the Predetermined Leads. Showing, consulting, and selling by giving excellent personalized service to the HNI customers. Converting prospects into buyer by show-casing appropriate primary residential properties to them, matching the investment need of the prospects. Perform comparative market analysis to estimate properties value. Work closely with internal CRM team to ensure hassle free after sales service Build trust, value others , communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Why Join Us? Excellent Inputs & Real Time Support given by management to achieve realistic targets Pre-generated quality leads provided by the Homebazaar.com Professional development & career advancement opportunities within the Homebazaar.com Young & Vibrant work Culture. Reimbursement of fixed travelling & actual mobile expenses. Skills Required: Candidate should be aggressive in Sales. Must be presentable. Good/excellent experience in handling HNI Clients/Customers. Should have a positive attitude & should be confident to accept new challenges. Must own a bike/car with valid license & papers for the vehicle. Should have a focused mind-set for Hardcore sales profile. What we give you? Fixed Salary + Monthly Incentives+ Quarterly Increment (Performance Based) How to Apply? Kindly share your resume on supriya.howal@homebazaar.com and for more details contact on 8655703051