923 Hni Sales Jobs - Page 21

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- Priya@avaniconsulting.comWhat's app and call - 9572355460

Wealth RM - HNI | Renowned Wealth Management Group | Pune | 25 - 35L 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 5+ years of experience into Private wealth management. Apply Here! OR Mail your resume to arpita_pss@geniusconsultant.com

Critical Skills Required- Relationship Management Influencing Skills Technical - Product Knowledge High Impact Communication Interpersonal skills Problem solving approach Target oriented with proper adherence to compliance Role Purpose Role is to maximize sales of PMS/AIF products by planning and implementing organization strategies/activities to achieve the given targets across distribution channel Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liaison with distributors and build rapport to increase penetration of PMS/AIF products 3. Responsible for liaisoning with the sales team and activate dormant channel to increase sales 4. To ensure customer delight through effective communication of our product, performance and investment philosophy 5. Responsible for PMS product training to internal ICICI AMC RMs and distributors 6. Think Out of the box for creating visibility and deeper penetration of our product 7. Handling PMS queries and services issues for all existing PMS products Interested Professional can mail their CV on below mail details. karis.paul@in.experis.com

Convert prospects into customers by show-casing appropriate properties which matches their requirement in terms of price,size and location.Use leads shared by the company. Required Candidate profile Ability to generate leads via cold calling. Passion to deliver and meet deadlines of given target. Good negotiation Skill. Excellent written and verbal communication skills.

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Key Responsibilities: Contact potential or current customers to present Club Mahindra membership benefits. Reach out to fresh, churned, and cold leads to convert them into sales, collect downpayments, log sales, and update systems. Achieve monthly targets for unit sales and revenue. Make daily sales calls, meet connected call quotas, and diligently follow up on cases. Handle any customer escalations effectively (if any). Encourage existing customers to upgrade to longer membership tenures, generate referrals, and finalize sales. Competencies / skills required: Demonstrated experience as a comprehensive sales executive, both in inside sales and field sales. Proven history of consistently achieving sales targets, ideally in a virtual setting (Inside Sales). Capacity to understand and effectively communicate details of the product and service to prospect customers, facilitating sales closure. Calm demeanor capable of managing rejection professionally. Exceptional negotiation skills with an ability to resolve issues and address complaints. Team-oriented mindset with the capability to thrive in high-pressure environments. Experience & Desired Qualifications required: 2+ years of work experience from Travel/Hotel/Tourism industry with minimum 1 year experience in Direct Sales (B2C Sales). Proficient in communication with exceptional people skills.

Role & responsibilities Identify, target, and acquire high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), family offices, and institutional investors for AIF, PMS, Mutual funds and other Investment products. Build and nurture long-term relationships with existing and potential clients, wealth managers, investment advisors, and distribution partners. Develop and execute a strategic plan to achieve sales targets across investment products. Keep abreast of market trends, competitor strategies, and regulatory changes to refine sales strategies and product offerings. Work closely with internal teams, including portfolio managers, investment research, and marketing, to align client solutions with business goals. Preferred candidate profile Masters degree in Finance, Business Administration, Economics, or a related field. MBA or CFA designation is preferred. Experience: • Minimum of 2-7 years of experience in business development, sales, or relationship management within the financial services industry, specifically focused on HNI clients and portfolio management. Skills: • Strong understanding of financial markets, investment products, and portfolio management principles. • Excellent communication, presentation, and negotiation skills. • Proven ability to build and maintain long-term client relationships. • Strategic thinking and analytical skills to assess market opportunities and client needs. • High level of integrity, professionalism, and attention to detail.

Contact - 7828948411 kritikav@hdfclife.com Role & responsibilities It is a field job. You will have to travel within the assigned location to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Top line, Persistency, Product mix) by collaborating with and driving channel partners. You will also accompany the channel partner teams on pre and post sales such as claim settlement. HDFC Life believes in technology driven sales and you will learn new technology/Mobility enhancements, to comply with the Sales Management Process. As a business professional you will uphold organizational values in every action and ensure business ethics and integrity. You are expected to be compliant to regulatory and statutory regulations.

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- New Delhi-Delhi - North -West Delhi / Mumbai Western Line / South Mumbai Interested candidates Directly Reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Experience in the Sanitary Ware/Faucet/ Kitchen Sink industry. Mapping of the assigned Area. Appointment of Building Material Distributor Dealer & DG product display at the Dealer counter for POS. Product targets are consistently.Promote HNI Clients Required Candidate profile 1-2 yrs Exp Sales with cordial relations with the Company, Distributor, Dealer, & clients, boosting the company's market share. Market development activities: Plumber, Mason, & Architects meet.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Exp - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Chennai Week off - Sunday

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. J ob Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products of the company. Requirements: Proven experience in equity sales. NISM exam cleared. Deep understanding of financial markets and products. Strong communication and interpersonal skills. Must have a team handling Experience Interested candidates can share CV at neha.karn@nirmalbang.com or whatsapp at 8454800958 Regards, Neha Karn Senior Executive HR Nirmal Bang Securities Private limited 10185A, Mezzanine Floor, Arya Samaj Road Karol Bagh, new Delhi - 110005 M +91-8454800958 | (L) 011-41320715 Linkedin:- linkedin.com/in/neha-karn-374604216

Role Overview: We are looking for a results-driven senior executive- Inside Sales to connect with recruiters using Job Hai job posting services and promote paid subscription plans. The role involves converting leads into paying clients, building strong relationships, and driving revenue growth. Roles and Responsibilities - 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.

Company: Renowned Life Insurance Company Banca Channel (HNI Clients) Location: Golpark Salary: Up to 7.50 LPA Preferred Candidates- Banca Channel Background (Life Insurance ) who are based in south Kolkata Please share your Cv at 9903210840 ( Wp)

Dear Candidate, We have Walk-in Interview for Female. Interview Address- YES BANK B-702, Times Square Grand, Sindhubhavan Road Ahmedabad Contact Person : Urvashi Mehta Time : 02.00 pm to 06.00 pm Role - Relationship Manager Role & responsibilities 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) 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. Interested candidates please walk-in for interview

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 PFRDA for the NPS Schemes. Our bouquet of services includes: * Personalized Investment Services: We create a customized 'snapshot' using our proprietary 360 degree financial assessment tool. Our proprietary 360 Financial Assessment Tool is a unique scientific method that takes an all-round view of investments using 3 steps: • Need Analysis • Scheme Selection • Efficient Execution Our service really begins when you have completed your first transaction through us. Our aim is to be continuously in touch with you with new offerings. Bajaj Capital is a distributor of financial products and is remunerated by the product providers. As distributors of financial products, we are truly unbiased in scheme selection and help you in efficient execution of your transactions. Hassle-free administration Timely updates, regular portfolio reviews and 24x7 online call centre support to keep your investments on track. Pan-India presence With over 120 offices in 70 cities across India, we strive to maintain a consistency of relationship and experience. Position: Senior Relationship Manager Job Description: • Conduct daily sales calling with prospective new clients and identify their needs. • Provide and develop solutions and suggest schemes to clients basis their requirements and goal. • Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. • 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. • Achieve financial goals of the clients through various product line. • Update and cross sell products to existing clients and update them about the primary and secondary market trends. • Update self-regarding all schemes, products and solutions by regularly attending trainings. • Share regular communications with client regarding information, research and material of the organization. • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. 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 clients Skills: • Social/Interpersonal Skills: have excellent socializing and relation building skills. • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • Should be a confident individual and must conduct and present themselves well in front of client • Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • Should always identify opportunities for greater profit

Dear Job Aspirants, Greeting from IndusInd Bank HR Team !!! We at Indusind Bank are excited to share that we are hiring for the role of Relationship Manager - Branch Banking across Aurangabad. In case you are looking for a change and the below job profile matches your skill set, you are requested to walk- In for a Face to Face discussion and fitment in details. Interview results be declared the same day or in the two working days from the date/day of Interview at the max. Role Details :- Relationship Manager - Branch Banking is responsible for managing existing customer portfolio of the branch mapped to. He/ She will be responsible for growing the book size by acquiring new customers and working towards converting the NTB/ Prospect customer base for the bank without compromising on service needs of the existing customers. The incumbent should be excellent with relationship management, sales pitch, understand the customer requirement and after sales service needs for maintaining long term relationship with the bank. Overall Job Description:- To acquire new clients through leads and family accounts grouping To grow the liability base (CASA FD) of the bank by deepening relationships of premium mapped customer base To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client To service clients covering all their banking needs including bank/3rd party products To increase the bank and third party product holding of the mapped client To meet / call mapped clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products To conform to processes of the bank and have a high focus on compliance Education requirement:- Graduate / Post Graduate, preferred exposure to financial subject WORK EXPERIENCE:- Essential requirement: 3-7 years of relevant work experience in the banking industry Preferred requirement: 2-3 years of relevant experience as Relationship Manager/Portfolio Management, Serving existing customer base and managing existing book size of the branch Desired Behavioral / Functional Traits:- Knowledge of Banking products and processes. Strong Relationship Management skills. (Candidates with existing set of customers are preferred) Candidate must be self-motivated and must be able to pitch products to the clients. Effective communication & interpersonal skills. Multi-tasking with crisis management capabilities. Ability to adapt to change in a fast growing franchise Venue Details : Contact Person : Yogesh Awale Time : 10.30 am to 4.30 pm Date : 21st Jun 2025 Location : Aurangabad IndusInd Bank Limited, Ground Floor, Sai Square, Osmanpura Circle, Station Road, Aurangabad- 431 001. Since we have multiple openings across Nagpur, you can come along/ refer this opportunity to your friends/colleagues who are suitable for the role and might be looking for a job. Please note since this is a sales profile, candidates with relevant experience and interest would only be entertained. Regards, Team HR IndusInd Bank

Role & responsibilities Job Description Details Location: Kanjurmarg Company name: BDS Services Pvt Ltd. Website: www.bdsserv.com Introduction BDS Services Pvt Ltd, a professional B2B database management company. HQ Located in Mumbai, India and having branch offices in London & Amsterdam. Founded in 2009, BDS is a reliable organization in providing back office administrative services such as Online and Offline data entry services, Data processing, Data conversion, Data Validation, List Buildup (Bespoke Data Creation), Web Research/Data Mining and Controlled Circulation Services. BDS has been committed to provide outsourcing solutions across a wide range of platforms and technologies at competitive prices, excellent customer support and quality of deliverable's. Our company has always been driven with the aim of forging long-term relationships with our clients by delivering services that are accurate, comprehensive, cost-effective and efficient. We have always aimed at implementing the positive aspects of our experience in our services. The Role To identify, research and contact senior level executives within a variety of business and industry sectors. To be able to present an appropriate business proposition to the qualified decision maker, with the intention of increasing the business. Key role features To establish contact with key decision makers and deliver a compelling and intelligent business proposition fully compliant with company requirements To ensure effective communication throughout the business proposition and closing deals. Ensure all targets (personal and company) are regularly met and any problems or issues are identified working towards appropriate resolution. To respond to customer enquiries in a prompt and professional manner ensuring realistic expectations are set and delivered upon. Ensuring all business is fully compliant and meets company requirements. Work as a part of a team in achieving revenue targets. To ensure the companys CRM system is updated and kept accordingly Lead by example Achievement of targets of both personal and company Regularly increasing levels of performance Ongoing development across all skill sets and channels to market demonstrating a willingness to personally develop ones self To achieve personal revenue targets and contribute appropriately to the achievements of team revenue target Requirements Minimum of 6 Months of work experience Preferably from BPO / KPO Background Proficient English communication skills (spoken and written) Experience in cold calling Experience managing a client database Able to work under pressure and meeting deadlines Excellent negotiation skills Be a sociable person, with the ability to network and be self-motivated

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. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile. To meet the revenue and product mix targets. Give clients personalized advice.

We are looking for a dynamic and results-driven Digital Marketing Manager with excellent communication skills and a proven track record in driving online brand presence, lead generation, and customer engagementespecially . Performance bonus

Largest Wealth Management Company is hiring for below role Please send cv on ia@contactxindia.com call on 7208835289 / 8460893374 Role & responsibilities Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : • Graduate / Post graduate • Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. • Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. • Should have good communication & presentation skills. • Pleasing and positive attitude. • Should be a self-starter, proactive & target oriented. • Relationship building skills Preferred candidate profile

Greetings from Kotak Life Insurance!!! *Urgent hiring for Relationship Manager in our Wealth Channel* Location Ahmedabad Surat Interested candidates can Mail to: soumya.dey@kotak.com / kurt.freese@kotak.com/ prajwala.das@kotak.com 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 *Mediclaim *Travel Allowance Desired candidate profile: - Must be a graduate. - Must have minimum 4 years of Insurance Sales experience (preferably in Agency Channel)

-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.

-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.