1667 Hni Sales Jobs - Page 3

Drive client trust, aligning PMS/AIF with goals and risk profile. Design and execute strategies via sharp market insights. Track, review, and optimize portfolios for maximum impact. Should grow solid AUM and unlock incentives beyond CTC

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

Walk in Interviews -16th Sep 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Preferred Relationship Managers 2. Personal Banker Classic & Sales 3. Personal Banker NRI 4. PB Teller Authorizers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs an...

Key Responsibilities: Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market tre...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

Role & responsibilities Lead, mentor & manage Wealth Managers to achieve business targets Align team goals with organizational objectives Drive HNI/UHNI client acquisition & support in closing high-value deals Deliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates) Ensure high client engagement with proactive advisory Achieve P&L targets and grow AUM/AUA Ensure compliance with SEBI, AMFI & internal processes Preferred candidate profile Graduate/Postgraduate in Finance/Business (MBA/CFP/CFA preferred) Minimum 3-4 years in a leadership/team handling role Existing AUM book of 75-100 Cr (MF, PMS, AIF mandatory) Strong HNI/UHNI network with proven client acquisition track...

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 45 Years • Good Communications Skills • Fresher's Can't Apply

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Designation : Sales Manager • Recruiting a team of advisors on commission basis • Handling the advisers to work • Provide them for training regarding the products • Identifying the prospective customers • Make them aware of the role Required Candidate profile - Experience : Must 2 YR of BFSI Sale / Banking / Finance / Insurance Sales - Graduation is mandatory - Good Communication skills -Candidates Must be Local -Age 23 yrs to 39 yrs -Fresher's Can't Apply

Job Description: Sales Manager Luxury Real Estate Location: Gurgaon Employment Type: Full-Time Experience: 2- 5 Years (Real Estate / Luxury Sales Preferred) Company: Rathi Global Realty Service Pvt. Ltd. Step into a World of Distinction. Rathi Global Realty Pvt. Ltd. is not only a premier consulting firm in the luxury and ultra-luxury real estate segment , we also Curate Lifestyles catering exclusively to HNIs & UHNIs. We partner with India’s most reputed developers including DLF, Godrej, Adani, Lodha, Emaar, and Sobha , delivering bespoke property solutions with excellence, trust, and integrity. Role Overview : Luxury Real Estate Sales Manager Key Responsibilities: Engage and consult elite ...

Responsibilities: * Manage HNIs and NRI clients * Oversee residential sales portfolio * Lead luxury sales strategy -Mandatory * Close ultra HNI deals * Handle premier client relationships *Excellent Communication skills *Great negotiation skills.

Drive Bancassurance sales through branch banking channels. Manage and achieve sales targets of bancassurance products. Build strong relationships with bank branches and key stakeholders to maximize sales. Conduct product training for branch staff. Required Candidate profile Minimum 2 years of Banking experience Strong product knowledge Presentable with fluent communication skills Age: Below 35 years Perks and benefits On Roll job + High CTC Incentives + Allowances

Drive Bancassurance sales through branch banking channels. Manage and achieve sales targets of bancassurance products. Build strong relationships with bank branches and key stakeholders to maximize sales. Conduct product training for branch staff. Required Candidate profile Minimum 2 years of Banking experience Strong product knowledge Presentable with fluent communication skills Age: Below 35 years Perks and benefits On Roll job + High CTC Incentives + Allowances

Drive Bancassurance sales through branch banking channels. Manage and achieve sales targets of bancassurance products. Build strong relationships with bank branches and key stakeholders to maximize sales. Conduct product training for branch staff. Required Candidate profile Minimum 2 years of Banking experience Strong product knowledge Presentable with fluent communication skills Age: Below 35 years Perks and benefits On Roll job + High CTC Incentives + Allowances

Drive Bancassurance sales through branch banking channels. Manage and achieve sales targets of bancassurance products. Build strong relationships with bank branches and key stakeholders to maximize sales. Conduct product training for branch staff. Required Candidate profile Minimum 2 years of Banking experience Strong product knowledge Presentable with fluent communication skills Age: Below 35 years Perks and benefits On Roll job + High CTC Incentives + Allowances

Roles and Responsibilities More than 3 years of experience required in Banking, Portfolio Management, Cross selling of bank products, sales knowledge Job Role & Location:- BM PB Teller Authorizer CCE/CEE (Teller/WD) PB Classic PB Sales Location: Bilaspur Cluster Chhattisgrah Perks and Benefits As per Industry Walk in date - 15 September 2025 Walk in time - 03:00 pm to 05:00 pm Address - HDFC Bank Ltd, Nehru Chowk Branch, Second floor, Nehru Chowk, Bilaspur, Chhattisgarh. Thanks..

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore Thippasandra, Indiranagar CMH Road and 100 Feet Road Indirangar) Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer ...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore. Job Locations: Bangalore - Indiaranagar (CMH Road ,100 Feet Road ,14th Main Road), KV Jairam Road, Kagadaspura and CV Raman Nagar Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling pro...

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Bangalore - Maruthi Seva Nagar 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 Liabil...

Greeting from HDFC Bank!! We have urgent opportunity of RBB-Infiniti Relationship Manager base across Bangalore Job Locations: Bangalore - Indiranagar Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - RBB-Infiniti Relationship Manager Job Title RBB-Infiniti Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including Ultra-HNI customers into the Infiniti programme and offering them a superior customer experience to enhance the profitability of th...

Greeting from HDFC Bank!! We have urgent opportunity of Head Relationship Banking - RBB across Bangalore. Job Locations: Bangalore - CMH Road Indiranagar Note: Candidates having 10+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Head Relationship Banking Retail Branch Banking Job Title : (Job Name) Head Relationship Banking Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Fn : Sales Role Type: Supervisory No of direct reportees: 5 to 9 Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel. Handholding the RMs and Ensuring the RMs are meeting their income....