923 Hni Sales Jobs - Page 23

Job description Greetings from Homebazaar.com Who are we? "Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 350+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2022 -23. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India." What is our requirement? Individual Role: Senior Investment Manager Job Location : Panvel Experience : 2 Year to 12 Years Benefits : Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) Responsibilities Be responsible for Residential Real Estate Sales in Mumbai achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about company's offerings on every day basis. Responsible for Attend inquires generated through the Digital Marketing platform by addressing need & concerns to fulfil buyer's expectations. Develop relationships with Top Selling Developer and Investors and End-customers. Intermediate negotiation processes, consult clients on market conditions, prices. Provide advisory/consultation to customers for purchasing property for the best deal under the best terms. Understand clients' needs and propose solutions that suit them best. Fixing up an Engagement Meetings with the Predetermined Leads. Showing, consulting, and selling by giving excellent personalized service to the HNI customers. Converting prospects into buyer by show-casing appropriate primary residential properties to them, matching the investment need of the prospects. Perform comparative market analysis to estimate properties value. Work closely with internal CRM team to ensure hassle free after sales service Build trust, value others , communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Why Join Us? Excellent Inputs & Real Time Support given by management to achieve realistic targets Pre-generated quality leads provided by the Homebazaar.com Professional development & career advancement opportunities within the Homebazaar.com Young & Vibrant work Culture. Reimbursement of fixed travelling & actual mobile expenses. SKILLS REQUIRED: Candidate should be aggressive in Sales. Must be presentable. Good/excellent experience in handling HNI Clients/Customers. Should have a positive attitude & should be confident to accept new challenges. Must own a bike/car with valid license & papers for the vehicle. Should have a focused mind-set for Hardcore sales profile. What we give you? Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) How to Apply? Kindly share your resume on Chetana.mandavkar@homebazaar.com and for more details contact on 7400156957

Job description Greetings from Homebazaar.com Who are we? "Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 350+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2022 -23. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India." What is our requirement? Individual Role: Senior Investment Manager Job Location : Vashi / Lower Parel Experience : 2 Year to 12 Years Benefits : Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) Responsibilities Be responsible for Residential Real Estate Sales in Mumbai achieve monthly revenue targets. Be responsible for end to end discussion with buyers and educate them about company's offerings on every day basis. Responsible for Attend inquires generated through the Digital Marketing platform by addressing need & concerns to fulfil buyer's expectations. Develop relationships with Top Selling Developer and Investors and End-customers. Intermediate negotiation processes, consult clients on market conditions, prices. Provide advisory/consultation to customers for purchasing property for the best deal under the best terms. Understand clients' needs and propose solutions that suit them best. Fixing up an Engagement Meetings with the Predetermined Leads. Showing, consulting, and selling by giving excellent personalized service to the HNI customers. Converting prospects into buyer by show-casing appropriate primary residential properties to them, matching the investment need of the prospects. Perform comparative market analysis to estimate properties value. Work closely with internal CRM team to ensure hassle free after sales service Build trust, value others , communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Why Join Us? Excellent Inputs & Real Time Support given by management to achieve realistic targets Pre-generated quality leads provided by the Homebazaar.com Professional development & career advancement opportunities within the Homebazaar.com Young & Vibrant work Culture. Reimbursement of fixed travelling & actual mobile expenses. SKILLS REQUIRED: Candidate should be aggressive in Sales. Must be presentable. Good/excellent experience in handling HNI Clients/Customers. Should have a positive attitude & should be confident to accept new challenges. Must own a bike/car with valid license & papers for the vehicle. Should have a focused mind-set for Hardcore sales profile. What we give you? Fixed Salary + Monthly Incentives+ Quarterly Increment(Performance Based) How to Apply? Kindly share your resume on Chetana.mandavkar@homebazaar.com and for more details contact on 7400156957

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,

Role & responsibilities Resources The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Team Size Direct: Indirect Team Size (Onrolls): Financial Resources Book Size: INR Net interest income: Main Accountabilities Qualifications & Experience Minimum Degree: Postgraduate/ Graduate in any discipline. Minimum Experience 3-6 years of Experience Leadership Competencies: Ownership Speed Passion Boundaryless Behaviour Meritocracy Customer Focus Tech Quotient Cost Consciousness Adaptive Empathetic Collaborative Analytical Compliance Resilient Functional Competencies TCL shall populate as per the existing grid Key Decisions taken Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. Profiling Customers and providing financial products to meet customer needs. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. To Enhance & Retain customer profitability by capturing a larger share of Wallet. Ensure profitability of the portfolio: Generate high Income per Customer. Acquire new customers who meet product criteria through cross-referral. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. This role is to acquire B2C or B2B clientele & build a portfolio thereon. Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer. Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. JD Written by JD Approved by Preferred candidate profile Perks and benefits

Location - Chennai 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. Work in close coordination with Client Experience Managers to deliver superior service to clients. 9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation. 11. Ensuring 360 client engagement “Total Client Ownership”. Qualification: Graduate Work Experience: 5+ years Any other Experience required: Relevant Business Banking / Wealth Management Experience in Banks, NBFC, brokerage House.Relevant experience as below:Senior Relationship Manager –

We Do Have An Opening For Role: Relationship Wealth Manager - HNI Sales Role & Responsibilities Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment 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 Generating Incremental Business Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Tred+. 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 Female Candidates Only Interested Candidate Share Your Updated Resume On This Mail Id - nisha@allianceinternational.co.in Contact Number - 9099408000

Job Description Functional DesignationRelationship Manager - Premium AccountDepartment Branch Banking Job Sales / Acquisition Location Banglore Reporting To Branch Manager Position Purpose Acquisition of High End Current Accounts through open market along with cross selling of other products of the Bank. Position Responsibilities Sr.Key Responsibilities 1New to bank acquisition of high end current accounts through open market lead generation and closure, 4~5 CA in a month of which 2 should be PCA & IP of 3 lacs, M1 MAB of 4 lacs. Adherence to Bank policies and guidelines such as KYC & AML2Ensure successful onboarding of customer for a smooth transition to branch banking team. 3Activation of customer Ensure that customer maintains required balances & starts transactions in his accounts (within M1 & Q1), 80% of customers to maintain specified AQB, 75% penetration of internet banking, 50% penetration of DSB. 4Activities for lead generation 5Cross sell Lead generation/ basic enquiry, liaising with Branch Manager & product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business solutions to the customer Qualifications and Experience Requirement Qualifications MinimumGraduate Preferred MBA + IRDA qualifiedExperienceEssential- 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment - Must possess good knowledge of commercial catchments and business segments for new to bank acquisition. - Should know the local language. Competency Requirements Technical Skills SkillAttribute Computer SkillsGood skills of Excel. Banking KnowledgeCandidates with basic knowledge of Business Banking, Trade/FX will be preferable. Behavioural Skills SkillAttribute Communication SkillsGood written & verbal communication. Fluency in English (written and spoken) Presentable and with High Grooming standards

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: Vadodra, Delhi, Trivendrum, Kochi.Ahmedabad,Surat,Rajkot,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Mumbai,Thane,Navi Mumbai

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.

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.

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location - Ahmedabad, Vadodra, Surat, Mumbai, Thane, Navi Mumbai, Rajkot, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Trivendrum, Kochi, Pune.

Advising Super HNI clients on Equity & Derivatives Markets Advisory and Order placement Support to mapped clients Building positive relationship with existing customers Crossing selling third party products like Mutual fund, SIP, and PMS Required Candidate profile Minimum 2-3 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data & market trends. Proactive & client-focused attitude info,aspiringmantra@gmail.com

We are seeking an experienced Residential Sales professional to drive premium property sales in SOBO. This role requires strong business acumen, leadership skills, and market insight. Lead and manage sales operations and drive revenue growth. Required Candidate profile 8–12 years of progressive experience in real estate sales, with at least 3 years in a leadership role Proven track record in luxury residential sales, preferably within the South Mumbai market

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions. Work in close coordination with Client Experience Managers to deliver superior service to clients. Ensuring adherence to Compliance processes and guidelines. Reduce rejection rates and improve quality of documentation. Ensuring 360 client engagement Total Client Ownership. C) Qualifications and Experience Requirement Qualifications Minimum Graduate Preferred MBA/ Post Graduate Experience Essential - Relevant Business Banking / Wealth Management Experience in Banks, NBFC, Brokerage House. Relevant experience as below: Senior Relationship Manager 6+ years Relationship Manager 3 6 years

1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice. 3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent). 4) Maintaining client relationships and generate AUM from preferred clients. 5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 6) Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition. 7) To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities. Location - Ahmedabad, Vadodra, Surat, Mumbai, Thane, Navi Mumbai, Rajkot, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Trivendrum, Kochi, Pune.

Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds Revenue generation from dealing & Other Product & Services New Client Prospecting - Through cold-calling, appointments, reference Equity product Health insurance Annual bonus Provident fund

You will begin your role with marketing, client management, business strategy and your growth would be into the management profile. RESPONSIBILITIES- ~Responding to Customers' Needs. ~Keeping an Eye on Trends and Monitoring Competition. ~Communicating work and brand values with Marketing Team. ~Developing a Growth Strategy. *Age 18-27 *Freshers can apply *Immediate joiner *Work Experience 0-3 years If you are a marketing and management enthusiast, we invite you to join Caliber Organisation as a Management trainee. Please contact our HR at 9324483283 for further clarifications. Locations : thane, navi mumbai, mumbai all areas, MUMBAI SUBURBS, MUMBAI, kalyan, dombivli, panvel,

Handle the 2 branches of HDFC bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales Mandatory Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Job Title : Private Banker HNI Segment Work Location : Gurgaon (Hybrid) Experience : 5 to 10 years Industry : Financial Services / WealthTech Function : Private Banking / Wealth Management / Financial Advisory Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5+ years in Wealth Management or Private Banking Excellent communication & interpersonal skills High EQ with client-first attitude Note : Only candidates with prior HNI experience and early joiners (up to 30 days) will be considered.

Relationship Manager Retail Agri Job Purpose Acquisition, enhancement and retention of customers by providing best possible services and being the dedicated point of contact for customers of Agri sector. Job Responsibilities (JR) : 8 Areas Actionable (4-6) Sourcing and Business Generation Business scoping of geographical market for farming and rural community Sourcing proposals from individual farmers / Co- operative societies / Rural Mandis & Markets / Kissan Clubs / Farmer Producer Organizations etc. Conducting marketing activities for generating new business Work on productivity benchmarks Market Update and Change in Product / Processes To keep an update with respect to market requirement, competition and customer banking behavior. To understand the changing dynamics in the market and propose amendments in various product offerings. To keep abreast of changes in State Government laws and policies. To liaison with new and existing customers for relationships. To be in touch with agro centers /rural mandis / Rural markets / Kisan clubs for maintaining and deepening existing relationships. Relationship Building and Maintenance Addressing complaints received from customers within stipulated TAT. Delinquency / Rotation & Recovery / Housekeeping To work towards minimal delinquency in portfolio. Follow-up with customers for recovery. To monitor rotation of accounts To avoid dropping of limit in customers account, ensure submission of documents like LAD, CAM, etc. To support legal and remedial team for legal actions To work towards keeping Housekeeping parameters under control. To conduct village level farmer meetings and educate farmers on various products offered by bank Farmer Education and Capacity Building To make farmers aware of various aspects of banking and keep them informed about tools and technology for improving farm production. To educate farmers about debt waivers, crop insurance & government subsidies. Increased penetration and cross sell Training and Development of SO/HBL Cross sell of other assets and liability products Promotion of digital platforms like NetBanking, Mobile Banking, PayZapp, Insta Alert, Smart Buy, Chillr, etc. To utilize the sales resources (HBL/SO) for optimal sales support. To groom supporting staff and enhancing their skills by imparting regular trainings for better customer relationship dealing. To monitor performance and counseling them for delivery Relationship with Retail Branches and Other Stake holders Liaise with Credit to ensure timely decisioning of proposals & closure of Housekeeping items. To coordinate with Remedial team for NPA cases and work towards recovery of the same To coordinate with the local Operations team for disbursement Liaise with RBB team for activation of branches for KGC business & for providing best services to customers To liaise with Business Correspondents (BCs) for new & existing customer relationships Any other task assigned by seniors from time to time. Others Educational Qualifications Key Skills Sales and Influencing Skills Graduation (preferably Agri Business) Post-Graduation MBA (preferably Agri Business) Banking Product & Process Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry. Experience Required Minimum experience of 2-3 years in a similar role or Sales experience in Seed companies, Fertilizer companies, Agri Product companies, Banks, etc. Preferred from Banking / Financial Services. Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Credit Branch Banking Operations Farmers Agro Centres/ Rural mandis / Rural Markets / Kisan Clubs Business Correspondent Senior Leaders from Product/Sales Audit HR

Responsible for growing revenues of broking, lending products, Insurance products Responsible for gathering assets for investment products such as mutual funds, PMS, AIF Upgrade clients Increase the AUM & Revenue Required Candidate profile Knowledge of technical analysis and market strategy Graduate / NISM Certification compulsory Good communication skill Good understanding of Equity, Derivatives, Commodity & MF, PMS, AIF

Responsibilities: Manage NRI relationships through sales & service delivery Ensure compliance with regulatory requirements Drive HNI acquisitions & retention strategies Oversee portfolio management activities

Job Overview: We are looking for a high-performing Sales Manager to lead a team of sales executives and drive revenue growth through strategic planning, client acquisition, and relationship management. The ideal candidate should have strong leadership qualities, industry knowledge, and a passion for achieving targets. Key Responsibilities: Develop and execute strategic plans to achieve sales targets and expand customer base Lead, train, and motivate the sales team to meet individual and team performance goals Build and maintain strong, long-lasting client relationships Identify and pursue new business opportunities across the region Monitor market trends and competitor activities to adapt strategies accordingly Prepare regular sales reports and forecasts for senior management Collaborate with marketing, operations, and product teams to ensure alignment Ensure timely collection of payments and maintain client satisfaction post-sale Requirements: Bachelors degree in Business, Marketing, or related field (MBA preferred) 4–8 years of sales experience, with at least 2 years in a managerial role Proven track record of consistently meeting or exceeding sales targets Excellent communication, negotiation, and interpersonal skills Proficiency in CRM tools and MS Office Ability to lead and motivate a result-driven team

-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.

Role & responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, 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 BusinessSales 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 RelationshipsIncrease CASA balance in allocated portfolio either through Deepening or AcquisitionDriving 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 valuesFace to the client and First person Responsible for service and sales satisfaction of mapped clients Investment AdvisoryFinancial Planning and Investment Advisory to HNI clientsDriving revenue business to generate fee income through products like mutual funds, investments and insurance Process and AuditEnsure all sales activity is recorded online as per the organizational processCapture and maximize the business opportunity through detailed client profiling as per organizational process. Contact Person- Harsheen Kohli Mail ID- harsheen.kohli.ext@yesbank.in