2313 Hni Sales Jobs - Page 3

Closing Manager 2 openings Sourcing Manager – 1 opening Role Objective: The incumbent is responsible for implementation of sales strategy and business development towards growth of the Direct Sales segment. The primary focus is on prospecting new accounts for the assigned projects and geographies, towards meeting revenue goals. The role requires consistently identifying leads, seeking business opportunities and developing strong client relationships towards effective sales. A significant responsibility is to develop, nurture channel partner networks and deliver significant throughput from the same. The incumbent is expected to be a brand representative and support the team in all client inte...

Sell the Life insurance through Indian Bank Candidate has to visit the banks and generate the business of insurance. lead will be provided share resume on what's App 8956244952 Required Candidate profile Minimum 1 YEARS experience in Insurance sales/ BSFI Sales Age Below 36 years Graduate Perks and benefits Incentives

Handle the 2 branches of Axis 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 or BSFI Sales Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Roles and Responsibilities Generate leads through outbound calling, email campaigns, and social media platforms to acquire new clients. Convert leads into paying customers by providing personalized financial solutions and services. Meet or exceed monthly targets for client acquisition, retention, and cross-selling opportunities. Develop strong relationships with existing clients to increase repeat business and referrals.

SUMMARY: - 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 ...

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Ahmedabad, Surat Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 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 give...

Join the leading names in the home elevator industry Nibav Elevators and Elite Elevators, where innovation meets excellence. If you’re a passionate sales professional ready to drive growth and build strong customer relationships, we want you on our team! Position: Business Development Manager (B2C Sales) Company: Nibav / Elite Elevators Experience: 1–5 years in B2C / Direct Sales (Premium Products Preferred) Location: Pan India Employment Type: Full-time Key Responsibilities: Generate and convert leads for luxury home elevator products Build lasting relationships with high-value clients Conduct product demos and customer visits Achieve monthly and quarterly sales targets Collaborate with mar...

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

*Recruiting Advisors from own social contact on commission basis. *Train the advisors on product. *Motivate the advisors to achieve targets. *Also sell Life Insurance in natural market. Perks and benefits Highest Incentives

- Accountable for acquisition of High net worth clients. - Responsible for identifying customer needs and assessing their risk appetite. - Responsible for cross selling products like Mutual funds, PMS etc. to the existing set of customers. Required Candidate profile - 5+ years of experience in managing wealth products. - Strong networking skills to expand client base and generate referrals within HNI Community.

As an Equity Advisor , youll guide clients on equity investments, helping them make informed decisions to achieve their financial goals and generate brokerage for the company. Key Responsibilities: Advise clients on equity portfolios and market opportunities. Conduct client profiling to understand financial goals and risk appetite. Build and maintain strong client relationships through regular interactions. Stay updated on market trends and share timely investment insights. Cross-sell financial products like Mutual Funds, PMS, Insurance, and Derivatives. Execute client trades accurately and ensure all compliance requirements are met. Use Motilal Oswals research reports to make informed recom...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings for Chennai , Hyderabad Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why...

Business Development and Channel Partner Management Consistently identify and qualify leads in designated markets through B2B and B2C sales calls. Leverage on a strong network of Channel Partners (CP) and existing customers to achieve set targets. Consistently build on the CP network to acquire new business and manage clients in collaboration with them. Conduct regular meetings with CPs with the purpose of both engagement and empanelment to drive more business Quarterly review of CPs including actual achievement v/s targets, qualitative factors and process improvements Client Relationship Building Actively follow through on potential customers based on their specific requirements. Possess in...

Role & responsibilities The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providi...

Sstrategies to grow AUM & expand Private Wealth business Lead, coach, & inspire teams Client Acquisition & Retention Product Advisory products, MF, and succession/estate planning. Revenue & P\&L Ownership Market Positioning Compliance & Governance Required Candidate profile 12–18 years in wealth management leading large teams. Ability to build, scale, & manage private wealth businesses Strong network with HNIs, UHNIs, family offices, and institutional clients

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Identify & attract HNI/UHNI clients Sell in-house PMS and third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency Achieve set targets for client acquisition, business volume, and AUM Required Candidate profile Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+ Expertise in PMS investment products. Excellent interpersonal skills

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. • Drive...

Key Roles & Responsibilities: Relationship Management : Managing the banking and investments relationship of Wealth / HNI / affluent clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand affluent 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 an...

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through conti...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies. Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications, etc. Develop and maintain strong relationships with existing HNI clients to increase wallet share and cross-sell additional services like wealth management offerings. Collaborate with internal teams to ensure seamless delivery of services to high net worth individuals. Analyze market trends and competitor activity to stay ahead in the com...

Role & responsibilities About Us: Advanced Hair Studio is a leading provider of hair replacement solutions, committed to restoring confidence in individuals experiencing hair loss. We are seeking a Sales Training and Audit Specialist to join our team and play a pivotal role in enhancing sales performance and ensuring the highest standards of customer satisfaction. Job Description: As a Sales Training and Audit Specialist at Advanced Hair Studio, you will be instrumental in improving our sales team's capabilities and ensuring adherence to top-tier sales processes. You will collaborate closely with sales teams, managers, and leadership to develop and execute effective sales training programs a...

We are seeking a highly experienced individual to head sales and marketing for our premium residential real estate project in Bangur Nagar, Goregaon West . The ideal candidate will drive revenue growth, lead Sales & CRM teams, and establish strong relationships with HNIs, corporate clients, and channel partners . Key Responsibilities: Develop and execute strategic sales and marketing plans for residential projects. Lead Sales & CRM teams to achieve targets and ensure smooth deal closures. Manage new project launches, pricing strategies, and market positioning. Build and maintain strong networks with HNIs, investors, corporates & channel partners. Conduct market research, competition analysis...