923 Hni Sales Jobs - Page 20

Relationship Manager-Signature Banking Location - Chennai, Bangalore, Mumbai 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 Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. 7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. 8. Ensuring adherence to Compliance processes and guidelines. 9. Reduce rejection rates and improve quality of documentation. 10. Ensuring 360 client engagement Total Client Ownership.

Job Description Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business. Generating Incremental Business: Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships. Increase CASA balance in allocated portfolio either through Deepening or Acquisition. Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Face to the client and First person Responsible for service and sales satisfaction of mapped clients. Investment Advisory: Financial Planning and Investment Advisory to HNI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance. Process and Audit: Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. 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. Interested candidate can share there resume on kalpana.roy.ext@yesbank.in or contact on 7021234831

Function : Holidays Role : Assistant Manager/Senior Executive - HNI Level : Assistant Manager/Senior Executive Location : Mumbai/Gurgaon About the Function Holidays business caters to various segments of travelers travelling to every part of the globe. While the dynamic or customized travel and tour packages offer consumers an option to create and design their own holiday, the fixed departure holiday packages have a pre-designed itinerary. About the Role As a Destination Consultant, you are part of a whip-smart team responsible for planning holidays for affluent Individuals (High Net Worth Individuals). You should have in-depth understanding of the destinations and be able to recommend travel options (experiences / cities / itineraries) catering to luxury travel customers Our values of Creativity, Curiosity, Customer Focus and Continuous Improvement are showcased in innovative scalable solutions that raise challenging questions and demand creative and practical answers. What will you be doing: Responsible for advising clients about suitable travel options in accordance with their needs, wants and capabilities Researching destination and travel prices, customs, weather conditions, reviews etc. Diagnosing the clients specifications and wishes and suggest suitable travel destinations and itineraries Responsible for maintaining relationship with client and ensuring repeat transactions Supply travelers with pertinent information and useful travel/holiday material Be available for scheduled calls with customer to share details of their travel plan Qualification & Experience: Graduation with minimum 2-6 years of experience in Business facing roles in similar profile. Key Success Factors for the Role: The position requires excellent communication and interpersonal skills Deep understanding of destination Connections with Tourism Board to understand destinations and build knowledge Excellent Sales skill and understanding of Luxury Travel segment Strong interpersonal & stakeholder management skills Good Microsoft Office (Power point and Excel) skills

Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Candidate should be from Retail Banking/ AMC / Securities / Wealth & Asset Management /Investment Advisory / Location- Thane / Navi Mumbai /Kalyan Interested Candidates Directly reach out at soniya.gupta@v-konnect.com Call /WhatsApp on 8719887767 References would be Highly appreciable !! Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Bank Officer Branch Banking (BO)-CASA & CA Min 1 yr of exp in sales/Fresher with good comm Relationship Manager (RM)–Royale CASA & CA Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients.

Urgent Job opening for Acquisition RM for Mumbai, Delhi & Ahmedabad. Department: PCG Salary upto 12 LPA About the role This role is responsible for acquiring new clients, offering broking and investment services, and ensuring the growth of the company's client base. This role focuses on building relationships, providing expert financial advice, and achieving acquisition and revenue targets. The ideal candidate should possess strong financial market knowledge, excellent interpersonal skills, and a proven track record in client acquisition. Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading volumes and client participation. Relationship Management: Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions. Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance. Resolve client with satisfaction. Qualifications: Education: Post-graduation the finance/marketing field. Certifications such as NISM (Equity Derivatives, Mutual Funds), AMFI, or equivalent are preferred. Experience: 3-10 years of experience in client acquisition, sales, or business development in the financial services or broking industry. Proven track record of meeting or exceeding sales and acquisition targets. Skills and Competencies: Strong knowledge of financial markets, trading platforms, and broking products. Excellent communication, negotiation, and interpersonal skills. Goal-oriented, self-motivated, and ability to work under pressure in a target-driven environment.

Relationship Manager - Private Wealth Location: Delhi, Bangalore, Mumbai, Pune Salary upto - 50 LPA About Us: We are a well-established financial services firm with over fifty years of experience serving clients. We are seeking exceptional individuals to join our team and cultivate enduring, trust-based relationships with high-net-worth individuals (HNIs). Job Summary: This role is ideal for individuals who aspire to become trusted advisors to high net worth clientele. The successful candidate will not only manage private wealth but also establish themselves as a key confidante to their clients. This involves possessing exceptional interpersonal skills, a deep understanding of financial markets and products, unwavering integrity, and the ability to navigate complex interpersonal dynamics with discretion and diplomacy. Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: Direct equities Portfolio Management Services (PMS) Alternative Investment Funds (AIFs) Mutual funds Structured products Arbitrage opportunities Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. A strong understanding of financial markets, investment products, and wealth management strategies. Unwavering integrity and a commitment to ethical conduct. Ability to navigate complex interpersonal dynamics with diplomacy and discretion. A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.

This is for females only Job Title: Business Development Manager Leasing Solutions Company: NBFC - CAR Leasing Location: Mumbai Experience: 45 years of strong experience in leasing sales, credit card sales, car sales, or automobile sales, with proven expertise in driving results in the sales domain Industry: Automotive / Leasing / Fleet Management Functional Area: Sales, Business Development

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

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 and understanding of capital market. Excellent communication skills info.aspiringmmantra@gmail.com What's Up 9318431991

Interested Candidates may connect with their Interest Level to Ms.Raminder Kohli- +91 93546 48803 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counsellor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a Counsellor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule Job Location-Thane PERSON SPECIFICATION KNOWLEDGE & SKILLS 1-2 Years of BPO sales Experience is Mandatory. Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills

Multiple position open in one of the Private Bank - Bund Garden Pune 1. Relationship Manager - 5.0+ Yrs 2. Sales Officer CASA - 3.0+ Yrs 3. Private Banking RM - 5.0+ Yrs 4. NRI RO - 3.0+ Yrs Interested candidates Can DM - 8454061189.

Job Description Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business. Generating Incremental Business: Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships. Increase CASA balance in allocated portfolio either through Deepening or Acquisition. Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Face to the client and First person Responsible for service and sales satisfaction of mapped clients. Investment Advisory: Financial Planning and Investment Advisory to HNI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance. Process and Audit: Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Self-Management Responsibilities: Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. 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. Interested candidate can share there resume on kalpana.roy.ext@yesbank.in or contact on 7021234831

Role & responsibilities Responsible for leading and directing all sales activities for high-end residential properties . This role involves developing and implementing sales strategies, managing sales teams, building relationships with high-net-worth individuals (HNIs), and driving revenue growth within the luxury real estate market. Strategic Sales Planning: Developing and executing comprehensive sales strategies tailored to the luxury market, including pre-launch strategies, pricing strategies, and market analysis. Team Leadership: Managing and motivating a sales team, providing guidance, and ensuring they achieve sales targets. Client Relationship Management: Building and maintaining strong relationships with HNIs, potential buyers/tenants, and key stakeholders in the luxury real estate ecosystem. Sales Performance Management: Tracking sales performance, analyzing data, and implementing strategies to improve sales outcomes. Market Analysis: Conducting market research, analyzing competitor activity, and identifying new opportunities for growth. Business Development: Identifying and developing new sales channels, partnerships, and collaborations to expand market reach. Customer Experience: Ensuring a high level of customer satisfaction throughout the sales process and beyond, fostering loyalty and repeat business. Luxury Market Expertise: Possessing a deep understanding of the luxury market, including customer behavior, trends, and preferences. Negotiation and Deal Closing: Skillfully negotiating deals and facilitating the closing of sales transactions. Preferred candidate profile Experience: 14+ years of experience in real estate sales, with a proven track record in the luxury sector of the Noida Market. Leadership: Strong leadership and team management skills, with the ability to motivate and inspire a sales team. Communication: Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth individuals. Negotiation: Strong negotiation and deal-closing skills. Business Acumen: Deep understanding of the real estate market, sales cycles, and customer behavior. Strategic Thinking: Ability to develop and implement effective sales strategies. CRM Proficiency: Familiarity with CRM systems and data analysis tools. Education: A bachelor's degree in business, marketing, or a related field is typically required, with an MBA preferred.

Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Driving revenue business to generate fee income through products like mutual funds, investments and insurance Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. 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. Candidate Those who are interested They can Share there CV on below mention details. Contact No- 7738474256 Email Id- siddhesh.bhor.ext@yesbank.in

Bank Officer Branch Banking (BO)-CASA & CA Min 1 yr of exp in sales/Fresher with good comm Relationship Manager (RM)–Royale CASA & CA Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients.

Bank Officer Branch Banking (BO)-CASA & CA Min 1 yr of exp in sales/Fresher with good comm Relationship Manager (RM)–Royale CASA & CA Exp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients.

Greetings from Avani consulting we are hiring for leading broking firm Role & responsibilities Responsible for gathering assets for investment productssuch 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Preferred candidate profile Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonalskills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self motivated Graduate in any stream with basic knowledge of financial markets across different product lines. 1. NISM VA (for Mutual Funds) 2. NISM XXI A(for PMS) 3. Insurance Corporate Agency License (SP Certificate) (for Insurance) 4. NISM XIII A (for SIF) Interested candidtaes share your cv in Mail or WhatsApp Mail anusha@avaniconsulting.com WhatsApp 9003875895

Role & responsibilities Identify potential catchment areas of potential retail liabilities customers for Equitas Bank. Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc. Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products & services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.

Contact - HR (9113010089) Role & responsibilities Manage relationships with existing clients to increase wallet share and cross-sell products. Identify new business opportunities through referrals, networking, and market research. Develop and execute sales strategies to achieve targets for Retail Assets, CASA, and Current Account Sales. Collaborate with internal teams to resolve customer issues and improve overall service quality. Analyze market trends and competitor activity to stay ahead in the competitive banking landscape. Preferred candidate profile 1-10 years of experience in Banking Sales or related field (preferably in Emerging Corporates). Strong understanding of Banking Products, Banking Sector, and Retail Assets. Excellent communication skills with ability to build strong relationships with customers. Proven track record of achieving sales targets through effective relationship management. Regards, Team HR

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- To up sell 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 AMC 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 Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call - 9917283370

About Us Our Mission is to Empower Clients to Make Confident and Optimum Real Estate Decisions while ensuring their Journeys Are Seamless and Rewarding. A Team of Real Estate Professionals that provides World-Class Advisory Services to High Net-Worth Individuals for Luxury Residential & High-Value Commercial Transactions. Key Highlights HNI Clients Luxury Properties 15 Years | 2000+ Deals | 3000 Cr+ Sales 4.8 Rating with 200+ Google Reviews CRISIL Gold Certified (2024) Operations Active across Thane, South Mumbai & Dubai Markets No. 1 Partner for Hiranandani Group, Thane since 2015 No. 1 Partner for Raymond Realty, Luxury Residences, Thane since 2019 No. 1 Partner for Oberoi Realty for Luxury Residences, Thane since 2024 Recorded 200 Cr+ Sales in 3 Days at Oberoi Garden City, Thane (Oct 2024) Preferred Partner for Lodha, Piramal, Rustomjee, Kalpataru, Birla, Godrej & More Job Description The Sales Lead will be responsible for guiding and driving the team of Sales to achieve sales goals in the premium and luxury real estate retail segment. This role is both client-facing and team-focused, requiring strong communication skills, sharp market awareness, and the ability to close high-value transactions. The Sales Lead will act as the key liaison between clients, developers, and the internal team, ensuring an exceptional and seamless sales experience. Responsibilities Lead the Sales Team to consistently achieve individual and team sales targets. Personally handle key HNI clients and high-potential leads to drive closures. Conduct team huddles, performance reviews, and pipeline planning sessions. Support and coach team members through negotiations, client interactions, and project walkthroughs. Collaborate closely with the Marketing & CRM teams to ensure quality lead flow and proper lead management. Conduct site visits and coordinate with developers for product launches, inventory updates, and client presentations. Maintain strong relationships with existing clients for referrals and repeat business. Ensure a high standard of customer experience throughout the pre-sales and post-sales cycle. Prepare and present weekly sales reports, projections, and key feedback to senior leadership. Requirements Skills & Competencies Strong communication and leadership skills. Ability to influence and close premium to luxury deals with HNI clients. Deep understanding of Thanes luxury real estate landscape. Excellent negotiation and presentation skills. Team-oriented with a passion for mentorship and development. Familiarity with CRM platforms and data-driven decision-making. Experience 6-8 years of sales experience, purely real estate or luxury/high-ticket products. Minimum 4 years of team handling experience or proven ability to lead peers. Track record of high-value closures and strong client servicing. Attributes Ambitious, persuasive, and result-focused. Empathetic and client-first approach. Self-driven with a proactive attitude. Strong sense of ownership and accountability.

Roles and Responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Location- Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Wealth RM - HNI | Renowned Wealth Management Group | Mumbai | 30 - 40L Role & responsibilities Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Preferred candidate profile A candidate with good stability and strong client UHNI network with 7+ years of experience into Private wealth management. Apply Here! OR Mail your resume toarpita_pss@geniusconsultant.com

Job Description - Designation - Unit Head(VP/AVP) Proven work experience as a team leader role. 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: Leadership quality 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. Location- Lucknow/ Jaipur/ Ahemdabad Please share your resume on sonam.singh@bajajcapital.com Regards Sonam Singh Talent Acquisition