923 Hni Sales Jobs - Page 26

Note :- RM to AVP Level Profile Candidates has to from Broking Industry For Wealth - candidate has to from equity market and deals into Mutual funds and other wealth product can be apply Fresheres Can be apply who qualifiy NISM Certification

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest level Have complete knowledge of the customer base in terms of profile, demographics and assets and ensure regular client meetings Ensure training and certifications as per the Banks policies and regulatory requirements Awareness of and compliance to all policies and procedures of the Bank Interested Candidates Pls share your updated CV to Balaji.sivaraj@indusind.com or Whatsapp your CV to 9884753923

Job description To achieve monthly targets across KPIs, CA, SA, TD, Wealth products both on numbers and values. Grow liabilities book (CA, SA, TD) of mapped portfolio at client/family level through regular client meetings and update CRM meetings daily. Ensure portfolio quality at client/family level by engaging with client to maintain required product/program balances. Increase family banking penetration of mapped portfolio and improve customers to group ratio. Increase income product holding and group income product holding of the mapped portfolio through cross-sell &up-sell. Acquire new HNI customers for the bank, ensure smooth on-boarding and relationship growth through constant engagement. Generate revenue for the bank by offering various products and services to customers. Build strong customer referral model from mapped portfolio to add more NTB customer for the bank. Comply with all regulatory requirements and bank policies. Effectively handle customer complaints, escalations if any. Collaboratively work with all stakeholders to deliver the role expectations. Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality. To clear all certification requirements like AMFI/IRDA and other mandatory certifications. Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc. above the benchmark for the portfolio. To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend. Establish and foster relationships with mapped customers and potential new customers. Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies. LOCATIONS- Banashankari,Jayanagar,Kamanhali,Malleshwaram Interested candidate mail to below mentioned Id:- sipra.das@janabank.com Subject line should be-"Apply for RM"

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales Job Locations: Mysore, Mandya and Shimoga ( nearby locations) Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Please share your resume to shailaja.sivaram@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales Job Locations: Mangalore, Udupi and Hassan Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Job Name PA (Business Unit) - Personal Banker Sales -RBB Job Title : Personal Banker Sales Business Unit (PA) : Retail Branch Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Outbound Sales resource responsible for sourcing Liability business from the market Primary focus being acquiring New to Bank customers for the Bank Staff is also responsible for fulfilling of leads of Branch Staff and Other Verticals Along with Liability, staff is responsible for Cross sell of other products to customer. Adhere to the KYC and AML guidelines of the Bank for Account Opening Job Responsibilities(JR) : Actionable Outbound Sales Sourcing Quality new acquisition of Liability CA/SA/SAL/TD from Resident/Non-Resident customers in the catchment Generate leads through Catchment Working, Cold Calls, Referrals, Working on the internal databases. Work on Enabler for Business acquisition Participate in Local Marketing promotional activities of the Branch for Business Acquisition Fully responsible to get Values in the Self sourced Accounts Meet the defined productivity norms for Self-Sourcing and mentioned in PLP Adherence of KYC/AML in true spirit while acquisition of new accounts Be a constant source for providing Classic/ Preferred / Imperia customer to the Branch for racing Utilizing the sales resources (BDR) for optimal sales support Penetration of FD to unique customers Customer services Ensure good customer experience and onboarding satisfaction score Resolving all complaints received for self during customer onboarding, within the stipulated TAT Preventive complaint management Promoting all direct banking channels and ensuring that the customer is utilizing the same Fulfillment of Leads Help to fulfill the CASA leads generated by all verticals for the Branch and ensure Customer onboarding management. Adherence to the laid down TAT guidelines in order to meet the commitment made to customers. Cross-Sales Apart from Liability , Cross sells of key products like : All Retails Assets like AL/PL/BL/HL/GL/CD/TWL etc Wholesale Assets TPP products LI / MF / Health Insurance etc Credit cards Demat -HSL Any other product as guided by Management Business Hygiene Welcome Kit Management by not keeping any kit in custody without recording at branch Disseminating product information Activation: To ensure that all accounts savings and current account opened in the month are activated as per product definition at the end of the next month. All such accounts to maintain more than the required AMB Right and quality sourcing of customers in terms of premium account sourcing Contribute to the business objectives of the Branch Educational Qualifications Key Skills (examples listed below) Graduation: Post-Graduation: Certifications: NISM V-A Certification IRDA Certification NCFM Certification (Optional) CAIIB (Optional) Internal Certification GI certification Sales and Influencing Skills Banking Product & Process Knowledge NRI Product Knowledge Banking regulatory Knowledge Planning and Organizing Skills Communication Skills Knowledge of Competition & Current trends in financial Industry . Experience Required Minimum experience in years 1 yr Exposure to banking preferable Major Stakeholders Customers Branch Banking Team CX Team SET Team Operations Insurance CAM MF Fund houses personnel HSL personnel Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 1+ years experience in Sales & Business Development Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank , Ground Floor, MVM Complex, Santhe Circle, NH 7, BB Rd, Yelahanka, Bengaluru 560064 (Branch Code -371) Date: 10th Jun'25 (Tuesday) Time 10:00 AM to 12:00 PM Please share your resume to shailaja.sivaram@hdfcbank.com

Role & responsibilities We are seeking a dynamic and experienced Wealth to join our Wealth Management team. The ideal candidate will be responsible for driving customer relationships and closing sales leads, focusing on High Net Worth Individuals (HNIs). This role demands a seasoned professional with a strong background in private wealth management, exceptional communication skills, and a proven track record in managing HNI accounts. Key Responsibilities: Develop and maintain strong relationships with HNI clients to ensure high levels of customer satisfaction and retention. Identify and pursue new sales leads within the HNI segment, leveraging existing networks and building new connections. Conduct thorough needs assessments to understand clients' financial goals and tailor wealth management solutions accordingly. Present and promote the companys wealth management services and products to potential clients. Collaborate with internal teams to design and deliver customized investment solutions that meet client needs and objectives. Ensure compliance with all regulatory requirements and company policies. Provide ongoing client support, including regular portfolio reviews and updates on market trends and investment opportunities. Prepare and deliver presentations and proposals to prospective clients. Achieve and exceed sales targets and performance metrics.

Job Description - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: 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. Experience: 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. Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams. Immediate joining is required or short notice is preferred. Pls call Hemanth 9715166618 for more info Thanks, Hemanth 9715166618

Greetings from IndusInd Bank !!! Walk-In Drive !! KAM Acquisition & BDM - Kolkata - 12th & 13th Jun'25 Walk-in Interview : 12th & 13th Jun'25 (Thursday & Friday) Time : 11 AM 4 PM Responsibilities : To acquire new clients through leads / Events and family accounts grouping To sell bank and third-party products like LI, GI, Home Loans, Credit Cards, and Personal Loans etc. To service clients covering all their banking needs To meet / call acquired clients for client servicing needs and new products cross sell To actively participate in driving campaigns conducted across liability and other products Making cold calls from open market to attract potential customers and acquiring new Current Account and Saving Account Achieve sales targets as assigned by the organization monthly Essential requirement : Must be from sales background preferably from Banking Industry Age must be within 32 Min 2 years of relevant work experience in the banking industry is mandatory Education : Graduate / Postgraduate *** Banking experience is a mandate. *** Freshers are not allowed. ***Interested candidates may share their Resume at shilpa.biswas@indusind.com

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 reach out at amisha.agrawal @v-konnect.com or Whatsapp Number 8109429473 Location- Across all Delhi/ Gurgaon Regards Amisha Agrawal V-konnect Associates Gurgaon

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 8 years of experience in HNI Sales /Wealth Management/ Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies. Execute at speed while maintaining error free operations.

Relationship Manager : 1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence 2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence 3. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products. Interested Candidates can contact to Miss MANSI YADAV Contact No. 7428 895 061 E mail I'd - mansi.y@opusglobalservices.com

Wealth manager required for a MNC broking company Qualification- Graduation is mandatory Exp- min 4 yrs salary- upto 10 lacs Location- Rohtak, Panipat, Hissar, Ambala NISM mutual fund is mandatory

- Achieve Sales, Collection, Registration targets. - Nurturing leads, negotiating terms & Deal closing - Managing & Mentoring the Sales and CRM Team - Coordinate with other HODs incl Brand and Digital Marketing, Finance, Training and HR Required Candidate profile Post Grad with min 2 yrs exp as a Team Lead or Site Head managing luxury Residential sales with a proven successful Track record Excellent Leadership, Mentoring and Negotiation skills Perks and benefits + Incentives + Mediclaim

Job title: Service Relationship Manager Location: Hyderabad / Visakapatnam Job Summary: Handle Affluent Desk as Service Manager for cluster of Branches. Manage overall service pertaining to Mapped clients of Affluent channel. Overall Job Description: Provide Exceptional service to mapped clients of Affluent channel for cluster of branches. Manage affluent desk & become one point of contact for mapped customers for their service related queries/requests & complaints. Handle & Process all financial & Non- Financial transactions pertaining to mapped affluent clients Upgrade customers maintaining high balances to Exclusive/Pioneer program as per the eligibility. Monitor Daily account balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity. Build and deepen relationships with existing Customer base by focusing on Family Grouping/household penetration. Manage the key performance indicators (Family Penetration/Digital Channel Activation/Book Growth/ Overall Service of the mapped base). Ensure effective on-boarding of NTB clients & engagement with mapped clients as per laid process. Generate quality references for opening new accounts from existing mapped customers. Ensure Timely closure of all Request/Complaints/Welcome/CE calls/Campaigns assigned on Talisma. Increase the Client stickiness and engagement by activating customers on Direct Transaction Channels of the bank like Mobile Banking App/ Net Banking / Debit Card/ VIDYO Branch etc. Process/Handle cash transactions/vault operations/ATM upkeep/Voucher & register maintenance/Lobby Management (These are only applicable to Service Managers mapped to Pioneer Lobby) Preferred Skill Set: Essential requirement: Minimum 3-5 years in Service . Interested candidates can share their resume at mamatha.krishna@indusind.com

Position: Agency Development Manager, Life Insurance (APC Channel) Seniority Level: Senior-level Location: Bangalore, Karnataka Working Hours: Full-time About Us:- We stand as one of the foremost life insurance providers in India, dedicated to safeguarding lives and empowering individuals through cutting-edge insurance and financial planning solutions. With an extensive network throughout the nation and a reputation built on trust, performance, and customer satisfaction, we lead the way in India's life insurance industry. We are committed to fostering a high-performance, inclusive workplace that prioritizes integrity, ambition, and collaboration. Our achievements are propelled by a team that welcomes challenges, supports each other, and endeavors to positively impact people's lives through financial empowerment. Job Responsibilities:- Recruiting and onboarding On role insurance advisors to create a robust and competent distribution team. Training, mentoring, and guiding advisors on insurance products, sales techniques, and compliance matters. Driving sales through the advisor channel by inspiring and assisting advisors in achieving their individual targets. Formulating strategies and campaigns to generate leads and enhance sales performance. Regularly assessing team performance and providing coaching to ensure ongoing improvement. Ensuring compliance with ethical standards and adherence to IRDAI regulations. Maintaining precise MIS reports, tracking sales, and documentation through CRM systems. Required Skills, Experience, and Qualifications:- A minimum of 2 years of experience in Insurance sales or BFSI sales. Excellent communication, leadership, and interpersonal abilities. Demonstrated capability to inspire and oversee teams, achieve sales objectives, and enhance performance. A solid understanding of local markets along with a robust professional network. Desirable Qualifications:- A bachelor's degree in any field (preferably in Business, Finance, or Marketing). Previous experience in life insurance or agency recruitment. Familiarity with CRM tools or sales tracking systems. Success in this position is characterized by your capability to:- Achieve and surpass monthly recruitment and sales objectives for advisors. Develop a reliable and effective team of advisors with strong retention rates. Guarantee elevated levels of customer satisfaction and advisor involvement. Uphold compliance and effectively oversee reporting procedures. Make a positive impact on the companys reputation and market visibility. Compensation:- Base Salary: 5.0 8.0 LPA (varies based on experience) Additional: Incentives based on performance, commissions for advisors, bonuses awarded quarterly and annually, as well as rewards for contests. Application Process:- To apply, please submit your resume along with a brief cover letter expressing your interest in the Agency Development Manager role. Shortlisted candidates will be contacted within one day for an initial screening. The selection process may include telephonic and face-to-face interviews. We're excited to explore how your experience and leadership can contribute to building a strong insurance advisor network. For any queries, feel free to contact our HR team at [+91 84888 33693] | shraddha@tekpillar.com.

Position: Agency Development Manager, Life Insurance (APC Channel) Seniority Level: Senior-level Location: Bangalore, Karnataka Working Hours: Full-time About Us:- We stand as one of the foremost life insurance providers in India, dedicated to safeguarding lives and empowering individuals through cutting-edge insurance and financial planning solutions. With an extensive network throughout the nation and a reputation built on trust, performance, and customer satisfaction, we lead the way in India's life insurance industry. We are committed to fostering a high-performance, inclusive workplace that prioritizes integrity, ambition, and collaboration. Our achievements are propelled by a team that welcomes challenges, supports each other, and endeavors to positively impact people's lives through financial empowerment. Job Responsibilities:- Recruiting and onboarding On role insurance advisors to create a robust and competent distribution team. Training, mentoring, and guiding advisors on insurance products, sales techniques, and compliance matters. Driving sales through the advisor channel by inspiring and assisting advisors in achieving their individual targets. Formulating strategies and campaigns to generate leads and enhance sales performance. Regularly assessing team performance and providing coaching to ensure ongoing improvement. Ensuring compliance with ethical standards and adherence to IRDAI regulations. Maintaining precise MIS reports, tracking sales, and documentation through CRM systems. Required Skills, Experience, and Qualifications:- A minimum of 2 years of experience in Insurance sales or BFSI sales. Excellent communication, leadership, and interpersonal abilities. Demonstrated capability to inspire and oversee teams, achieve sales objectives, and enhance performance. A solid understanding of local markets along with a robust professional network. Desirable Qualifications:- A bachelor's degree in any field (preferably in Business, Finance, or Marketing). Previous experience in life insurance or agency recruitment. Familiarity with CRM tools or sales tracking systems. Success in this position is characterized by your capability to:- Achieve and surpass monthly recruitment and sales objectives for advisors. Develop a reliable and effective team of advisors with strong retention rates. Guarantee elevated levels of customer satisfaction and advisor involvement. Uphold compliance and effectively oversee reporting procedures. Make a positive impact on the companys reputation and market visibility. Compensation:- Base Salary: 5.0 8.0 LPA (varies based on experience) Additional: Incentives based on performance, commissions for advisors, bonuses awarded quarterly and annually, as well as rewards for contests. Application Process:- To apply, please submit your resume along with a brief cover letter expressing your interest in the Agency Development Manager role. Shortlisted candidates will be contacted within one day for an initial screening. The selection process may include telephonic and face-to-face interviews. We're excited to explore how your experience and leadership can contribute to building a strong insurance advisor network. For any queries, feel free to contact our HR team at [+91 84888 33693] | shraddha@tekpillar.com.

Globe Capital is hiring for AVP / Branch Manager / Team Manager / Sales Manager / Wealth Manager / Relationship Manager - Equity Sales. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Job Description:- Relationship Manager / Wealth Manager - Equity Sales Maintaining the relationship with the customers. To cross-sell the investment party products. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company. Generate revenues and AUM for the company as per the expectation. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Job Description:- Sales Manager / Team Manager- Equity Sales Leading a team of Relationship Managers Responsible for revenue generation for the branch customer relationship management and recommending various financial products and services (equity, Commodity, SIP, mutual fund, fixed deposit Bonds, PMS,) to the clients. Should be well verse with capital market and strong hold on equities. Straitening monthly business along with driving daily revenue and other KRAs . Review every 15 days on set targets also attends their queries or issues if any. Join them on large client meet. Co-coordinating with RMs on regular basis for client sourcing with team, taking seminars for branch customers. Also co-ordinations for day to day activity. Motivating the team to achieve business target Handling new client queries and acting as the face of the business. Working with the sales and marketing team to drive sales forward. Mentoring and training up junior and new staff. Monitoring & reporting on standards & performance targets. Weekly team meetings, focusing on targets & achievements. Implementing new initiatives. Involved in the recruitment of new staff. Praise team members and creates positive work environment. Ensuring all administrative and IT records are entered and updated correctly. Providing prompt and accurate information on individual performance. Revenue generation for the branch as well as the customer relationship management responsible for P&L of the branch. Job Description:- AVP- Equity Sales Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.

- Acquiring HNI clients (Affluent & Super Affluent) - Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Partner & client meeting. HR Connect - Durga - 8072 135 893 Required Candidate profile Qualifications: Any graduate Experience: Minimum 2-3 Yrs of experience in investment products & equity Domain Knowledge: Equity & Investment Products Ready to visit in filed. Deals in premium client

Roles and Responsibilities : Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Develop and implement customized investment strategies for HNI clients, ensuring optimal portfolio performance. Identify cross-selling opportunities for other financial products such as insurance, mutual funds, etc. to increase revenue growth. Provide exceptional customer service by resolving queries promptly and ensuring timely resolution of issues. Job Requirements : 4-8 years of experience in HNI client handling, sales, or wealth management. Strong understanding of mutual funds, portfolio management, and RM principles. Excellent communication skills with ability to build strong relationships with HNIs.

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 reach out at soniya.gupta@v-konnect.com or Whatsapp Number 8719887767 Location- Across all Mumbai Regions Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Greetings from Kotak Mahindra Bank! We at Kotak Mahindra Bank are looking for dynamic sales professionals for the following roles (On the payroll of Kotak Mahindra Bank) if interested in Open Market Field Sales. Acquisition Manager / Premier Acquisition Manager: Grade: Asst. Manager & Dept. Manager - M1 & M2 Maximum Age Limit: 28 Years Job Description: To source customers for Current Account, Saving Account Products of the bank. Acquisition of HNI's only Acquire customer accounts like individuals, small businesses, trusts, associations, societies, corporates. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Contribute towards building CASA book size. Desired Candidate Profile: Excellent communication skills. Should have some existing base of customers (Applicable for Fresher's) Graduate/Post Graduate : Fresher's/1-2 years of experience Customer orientation High energy levels with a motive to succeed

-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.

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.

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