923 Hni Sales Jobs - Page 22

Hiring for the role of Priority Banking Relationship Manager (PBRM) at Grade: Manager Key Requirements: Minimum 6 years of experience in handling HNI clients or portfolio management Strong background in liability sales Excellent communication skills Graduation is mandatory; Post-Graduation preferred Important: Candidates with less than 6 years of relevant experience or without liability sales background are requested not to apply.

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 5 +yearsrelevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book 6) Maintaining client relationships and generate AUM from HNI / UHNI clients 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios 9) To coordinate with product and research team for taking investment decision for the clients 10) To conduct and assist in organizing seminars, workshops and other business development activities Candidate Profile 1) An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

Role & responsibilities Looking for Luxury Sales Professional who can specialize in selling high-end residential properties to affluent clients. This role involves a combination of marketing, sales, client management, and industry expertise to maximize sales and provide exceptional service to HNI's & Ultra HNI's seeking Luxury properties Preferred candidate profile Work Experience: Minimum 10 Years of team management. Prior Experience in Leading & scaling business or working in HNI & UHNI domain will be an advantage. Preferred Industry Experience: Hospitality Sales, Wealth Management, Luxury Automobile, Edtech, Real Estate Ancillary, Real Estate from Channel Partner firm. Communication: Fluent in English, Hindi & Local Language The ability to work with details and meet deadlines. Traits: Go Getter, Market Penetration, Independent Work Ethics, High Integrity. Education: Minimum Graduate in any Discipline, MBA would be preferred. Proficiency in using real estate software and CRM tools Professional appearance and demeanour. Affinity for work on weekends & Sundays (Alternate Week-offs structured) Ability to Penetrate Market by building great business relationships. Analytical with strong ability to identify Key Business Indicators & implement the Key business drivers.

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. Interested candidates can directly share their resumes with me on my Email ID amisha.agrawal@v-konnect.com or Whatsapp Number 8109429473

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709

Responsibilities: * Manage client relationships with luxury sales expertise. * Oversee interior design projects from concept to completion. * Drive HNI acquisitions through exceptional service. Sales incentives

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Candidate should be comfortable for B2C sales Interested one can send their updated resume at- uttam@avaniconsulting.com Or What's app and call - 9949101406

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile 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) info.aspiringmantra@gmail.com What's up 9318431991

Roles and Responsibilities Manage retail liability products such as current accounts, savings accounts, and other deposit products. Cross-sell third-party products like insurance, mutual funds, etc. to existing customers. Identify new business opportunities through portfolio management and HNI sales. Develop strong relationships with clients to increase customer satisfaction and loyalty. Meet or exceed monthly targets for branch banking operations. Desired Candidate Profile 2-7 years of experience in Retail Branch Banking or related field (preferably from BFSI industry). Strong understanding of CASA acquisition strategies and retail liabilities management. Excellent communication skills with ability to build rapport with high net worth individuals (HNIs) and corporate clients. Proficiency in selling multiple financial products including Liability Products, Third Party Products, Portfolio Management Services.

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai,Vadodra, Delhi, Trivendrum, Kochi.

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. 8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 9) To coordinate with product and research team for taking investment decision for the clients. 10) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location: Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai,Vadodra, Delhi, Trivendrum, Kochi.

Manage key/high-end customers and add these customers to the existing portfolio for future cross-selling. Build good relationships with different types of customers and adapt their style to make them feel comfortable at the bank. Financial Advice.

We are hiring an experienced PCG Client Manager to manage and grow High Net-Worth Individual (HNI) client portfolios, offering customized financial solutions and investment advisory services. Key Responsibilities: Acquire, manage, & retain HNI clients. Provide customized investment advice across equity, mutual funds, and other financial products. Deepen wallet share and enhance client relationships. Monitor client portfolios and conduct periodic reviews. Achieve revenue and sales targets. Eligibility: Graduate/Post-Graduate (MBA preferred) Minimum 3+ years experience in Broking & HNI Sales. Strong knowledge of financial products, equity markets & wealth management. Excellent client servicing & communication skills. Relevant certifications (NISM, etc.) preferred. Benefits: Attractive Incentives Career growth & training support Comprehensive benefits package For more Information :: +91 84888 33693 | shraddha@tekpillar.com

Designation: Branch Head – Wealth Management | CTC: Up to 30 LPA. Lead RMs, manage high-value client portfolios, drive business growth, ensure advisory excellence, compliance, and team performance. Required Candidate profile Experience in wealth management/premium banking/family office advisory. Proven in managing high-value clients. Strong team leader with financial acumen, high EQ, trust, and client focus. Perks and benefits CTC - Upto 30 LPA

Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . 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 Preferred candidate profile

Excellent Comms Smart & confident exp in Sales & Service Customer service executives in global banks based in India handling sales and service Wealth Management and Insurance, Virtual Relationship Other sector – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Anika @ 7738581678 Perks and benefits 3lac worth insurance, Huge Incentive, No Probation

Excellent Comms Age upto 32 years Min 3 yrs in Sales & Service Customer service executives in global banks based in India handling sales and service Wealth Management and Insurance Other sectors – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Ashwini @ 8591702057 Perks and benefits 3lac worth insurance, Huge Incentive, No Probation

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide 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

- Recruit the advisors and Generate leads from open market. - Create your own team, Train and motivate them. - Meeting assigned targets. - Seek new customers and increase sales. - Achieve sales target and get incentives on sales and advisors Required Candidate profile Required Candidate profile - Graduation or Above. - Age 21 to 38. - 2 years of field sales experience. - Need local candidate with good local network. - Fresher's Can't Apply.

Designation: Business development manager Recruit the team of advisors. Train and motivate them. Guiding the Team to sell the products on the market. Driving sales through advisors, for the company. Team Management and team handling. Required Candidate profile - Experience : Must 2 YR of BFSI Sale / Banking / Finance / Insurance - Graduation is mandatory - Good Communication skills - Age: 23 to 39 - Candidate must be Local (Fresher's Can't Apply)

Job Title: AVP - Luxury Sales Location: Mumbai Role Overview: We are seeking an experienced and dynamic professional to lead residential sales in the Luxury and Ultra-Luxury segment. The ideal candidate will have a proven track record of achieving sales targets, managing high-net-worth clientele, and driving strategic partnerships with institutional channel partners. Key Responsibilities: Drive and achieve monthly, quarterly, and annual sales targets for the luxury residential segment. Build, nurture, and manage relationships with prominent channel partners, ensuring seamless collaboration and increased sales conversions. Conduct in-depth research on micro-markets to provide reliable and data-driven insights to senior management for strategic decision-making. Analyze trends in the luxury real estate market, assess competitive dynamics, and provide forecasts to align business strategies. Work closely with institutional channel partners to identify and convert high-value leads into successful transactions. Develop and implement sales strategies tailored to the luxury market, leveraging innovative marketing and customer engagement techniques. Provide premium client service, ensuring a seamless and high-touch experience for ultra-high-net-worth individuals (UHNIs) and investors. Qualifications & Experience: 10+ years of experience in luxury real estate sales, with a strong network of HNI/UHNI clients and institutional partners. Proven expertise in handling high-ticket transactions. Strong analytical skills with experience in market research and competitive analysis. Excellent communication, negotiation, and relationship management skills. Ability to thrive in a high-performance, target-driven environment. MBA or relevant postgraduate degree preferred.Role & responsibilities

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.6) Maintaining client relationships and generate AUM from HNI UHNI clients.7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.9) To coordinate with product and research team for taking investment decision for the clients.10) To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,