923 Hni Sales Jobs - Page 30

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

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

Role & responsibilities Description: The primary responsibility of this role is to acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. Additionally, the role involves actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio. Key Result Areas Supporting Actions HNI / PCG Business Development Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement. • Create structured acquisition plans to penetrate the HNI / PCG segment in the region. Customize your approach for each prospect based on profile analysis, risk appetite, and investment behavior. • Conduct in-depth meetings and financial discussions to understand the prospective clients investment goals, risk tolerance, income structure, and liquidity needs. Build a strong rapport to earn their trust and confidence. • Advise the clients on their margins limits, on mark to market losses, brokerages, margins available etc. • To strictly adhere to all risk & surveillance and Deal desk processes. • To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort. • To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet. • To ensure documentation formalities like KYC, profiling of new clients with all the Compliance necessary details • To participate in daily research calls and keep all customers updated with In-house research recommendations only. • To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers. • To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related Customer Management To ensure all new clients start trading within 7 days of account opening. • To ensure that all efforts are taken to introduce the customer to the online mode of trading by way of demos, and first login hand holding. • To ensure all customers keen to deal offline are introduced to the RM in the PCG vertical. • To ensure end-to end seamless and single point service to the customers, to win and maintain his trust • To ensuring specific number of clients (as pre-defined by H.O) are active on daily basis • To constantly follow up with inactive / dormant clients, build confidence and get them to trade Cross Sell of ABC Products To ensure participation in training and processes for other ABC products offered. • To understand the financial needs of customers and generate leads • To use other ABC products and services to activate inactive customers Customer Relationship Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High- net-worth clients. Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds

Job Title: Relationship Manager Sales (Finance Broking) Location: Faridabad Department: Finance Key Responsibilities: Acquire new clients through direct sales activities, networking, referrals, and leads provided. Understand client requirements in areas such as business loans, personal loans, home loans, loan against property, working capital funding, etc. Offer appropriate finance products from a panel of banks and NBFCs (Non-Banking Financial Companies). Maintain strong follow-up with clients and lenders to ensure quick closure of deals. Achieve and exceed assigned sales targets consistently. Manage and grow a portfolio of high-quality client relationships. Maintain client data, activity tracking, and documentation accurately. Coordinate with internal credit, documentation, and operations teams for smooth processing of client applications. Provide clients with regular updates regarding their applications and maintain high levels of client satisfaction. Stay updated with product knowledge, market trends, and lender policies. Desired Candidate Profile: Experience: 1-6 years in financial services, banking, NBFC, or DSA (Direct Selling Agent) background. Education: Graduate/Postgraduate in any discipline (Finance background preferred but not mandatory). Compensation: Fixed Salary + Performance-based Incentives. If interested, then share your resume at admin@sanguinecapital.co.in

Job Description Role: Relationship Manager Department: Primary Sales REA India is a part of REA Group Ltd. of Australia (ASX: REA) (REA Group). It is the country's leading full stack real estate technology platform that owns Housing.com, Makaan.com and PropTiger.com. In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquartered in Melbourne, Australia, is a multinational digital advertising business specializing in property. It operates Australia's leading residential and commercial property websites, realestate.com.au and realcommercial.com.au and owns leading portals in Hong Kong (squarefoot.com.hk) and China (myfun.com). REA Group also holds a significant minority shareholding in Move, Inc., operator of realtor.com in the US, and the Property Guru Group, operator of leading property sites in Malaysia, Singapore, Thailand, Vietnam and Indonesia. REA India is the only player in India that offers a full range of services in the real estate space, assisting consumers through their entire home seeking journey all the way from initial search and discovery to financing to the final step of transaction closure. It offers advertising and listings products to real estate developers, agents & homeowners, exclusive sales and marketing solutions to builders, data and content services, and personalized search, virtual viewing, site visits, negotiations, home loans and post- sales services to consumers for both buying and renting. With a 1600+ strong team, REA India has a national presence with 24 offices across India with its corporate office located in Gurugram, Haryana. Housing.com Founded in 2012 and acquired by REA India in 2017, Housing.com is Indias most innovative real estate advertising platform for homeowners, landlords, developers, and real estate brokers. The company offers listings for new homes, resale homes, rentals, plots and co-living spaces in India. Backed by strong research and analytics, the companys experts provide comprehensive real estate services that cover advertising and marketing, sales solutions for real estate developers, personalized search, virtual viewing, AR&VR content, home loans end-to-end transaction services, and post-transaction services to consumers for both buying and renting. PropTiger.com PropTiger.com is among Indias leading digital real estate advisory firm offering a one-stop platform for buying residential real estate. Founded in 2011 with the goal to help people buy their dream homes, PropTiger.com leverages the power of information and the organisations deep-rooted understanding of the real estate sector to bring simplicity, transparency and trust in the home buying process. PropTiger.com helps home-buyers through the entire home- buying process through a mix of technology-enabled tools as well as on-ground support. The company offers researched information about various localities and properties and provides guidance on matters pertaining to legal paperwork and loan assistance to successfully fulfil a transaction. Makaan.com Makaan.com was acquired by REA India in May 2015, with a vision to establish a true "marketplace" in real estate. With consumer ratings on large number of sellers, credible listings data and real-time intelligence on property search, Makaan.com has emerged as the preferred partner for consumers looking to rent, buy or sell a home. Makaan.com offers its online consumers maximum property options and has become one of the largest advertising platforms in online real estate in India. Our Vision Changing the way India experiences property. Our Mission To be the first choice of our consumers and partners in discovering, renting, buying, selling, financing a home, and digitally enabling them throughout their journey. We do that with data, design, technology, and above all, the passion of our people while delivering value to our shareholder Our Culture Culture forms the core of our foundation and our effort towards creating an engaging workplace that has resulted in REA India being ranked 3rd among the coveted list of Indias Best 100 Companies to Work For in 2023 by the Great Place to Work Institute. REA India was also ranked in the top 25 workplaces in 2022 & 2021 and in top 50 in 2019. In addition, REA India was also recognized as Best Workplace in Building a Culture of Innovation by All in 2023 and Indias Best Workplaces in Retail (e-commerce category) for the third time in 2023. REA India is ranked 4th among Best Workplaces in Asia in 2023 and was ranked 55th in 2022, & 48th in 2021 apart from being recognized as Top 50 Best Workplaces for Women in India in 2023 and 2021. REA India is also recognized as one of India's Top 50 Best Workplaces for Millennials in 2023 by Great Place to Work. At REA India, we believe in creating a home for our people, where they feel a sense of belonging and purpose. By fostering a culture of inclusion and continuous learning and growth, every team member has the opportunity to thrive, embrace the spirit of being part of a global family, while contributing to revolutionize the way India experiences property. When you come to REA India, you truly COME HOME! REA India (Housing.com, PropTiger.com, Makaan.com) is an equal opportunity employer and welcomes all qualified individuals to apply for employment. We are committed to creating an environment that is free from discrimination, harassment, and any other form of unlawful behavior. We value diversity and inclusion and do not discriminate against our people or applicants for employment based on age, color, gender, marital status, caste, religion, race, ethnic group, nationality, religious or political conviction, sexual orientation, gender identity, pregnancy, family responsibility, or disability or any other legally protected status. We firmly strive to eliminate any barriers that may impede equal opportunities while also recognizing that specific job roles may require appointees to possess the necessary qualifications, skills, abilities to perform essential functions of the position effectively. What does this role hold for you?? Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through local activities (procuring relevant databases, doing on- ground activities in corporates, clubs etc.) Taking prospects for site visits, answering all relevant queries in the process, liaising with Developer or with PropTigers Developer Relations Team for any clarification, if needed Ensuring compliance with the operations process Ensuring that prospects and customers are satisfied with their interaction with PropTiger at all touchpoints. Providing after sales services and assisting in Home Loans for the customers.

The Opportunity We are looking for Sales Managers to initiate and generate sales, through existing and new clients/business partners with the zeal and potential to build a strong revenue base for the company. What Youll do Persistent in achieving and exceeding daily/ monthly targets with respect to calls, meetings, site visits, and revenue generation. Understand customer needs and provide the best possible solution. Build a strong client base of existing and new customers. Generate new leads through promotional activities. Accountable for weekly/monthly sales targets. Develop and manage prospective clients. Ensure revenue generation through helping the Organization to meet its Business Plan & Objectives. Focus on building long-lasting customer relationships. Work from customer engagement to customer delight.

Job description Role & responsibilities 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) 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. Interested candidates can send updated resume to komal.pawaskar.ext@yesbank.in OR Contact - 9892273274

Job description Role & responsibilities 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) 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. Interested candidates can send updated resume to komal.pawaskar.ext@yesbank.in OR Contact - 9892273274

Role: Senior Manager Sales & Business Development Reports: CEO/ Business Head Exp 5-15 Yrs. Location: Gurugram HR Job Objective: Lead Generation, Sales and Business Development, Periodically increase revenue thru Primary sales from existing and new Channel Partners, Assist in Branding and Marketing of the projects specifically with HNI, Super HNI and Corporate B2B Clients. Primary Responsibilities- Identify, recruit and on-board new channel partners within assigned territory & manage sales activities of partners to generate revenue. Sales, Marketing and Business Development for Residential -Commercial Projects of Company in NCR - Northern India. Responsible for Primary sales for the assigned projects Showcase Project Walkthrough to Corporate & Institutional Clients. Handling HNI and Super HNI clients on a daily basis. Evaluate Channel partner sales performance and recommends improvements & Educate partners about product portfolio and complimentary services offered. Address partner related issues, sales conflicts and pricing issues in a timely manner & manage sales pipeline, forecast monthly sales and identify new business opportunities. Develop positive working relationships with partners to build business and stay current with latest developments in marketplace and competitor activities. Work with partners to develop sale proposals, quotations, and pricing & Deliver customer presentations and attend sales meetings and partner conferences. Work with partners to develop sale proposals, quotations, and pricing & Deliver customer presentations and attend sales meetings and partner conferences. Maintain good relationships and harmony with existing and new channel partners. Generate revenue thru repeat orders from channel partners Follow up and closure of issues in pipe line with channel partners Monitoring competition activities and emerging market trends and provide inputs Managing and coordinating sales and marketing activities with various stakeholders and partners for road show/events Knowledge and Skill requirements Self-confidence with presentable personality with good communication skills Outgoing personality with the ability to stay calm under pressure. Ability to network and build relations with various partners Should be initiative with problem solving abilities Influencing with customer service orientation Perks and benefits Salary inline to Industry Best Practices Outshining Performance Linked Incentives

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM) Location: [ Nagpur, Pune Experience: Minimum 4 years in NRI banking Industry: Banking & Financial Services Job Responsibilities: Manage and grow relationships with NRI clients. Provide investment, forex, and remittance solutions. Ensure compliance with banking regulations and KYC norms. Generate business from NRI accounts through cross-selling banking products. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Experience in handling NRI clients and products like FCNR, NRE, NRO accounts. Strong understanding of global remittance and forex transactions. Job Title: Burgundy Relationship Manager (Burgundy RM) Location: Nagpur, Pune Experience: Minimum 6 years in wealth/relationship management Industry: Banking & Financial Services Job Responsibilities: Manage a portfolio of Ultra HNI clients. Provide investment and wealth management advisory. Drive revenue growth by offering premium banking solutions. Work closely with financial advisors and investment teams. Requirements: Graduation/Post-Graduation in Finance, Business, or related field. Strong knowledge of wealth management, investments, and banking solutions. Excellent relationship-building and negotiation skills.

Job description Role & responsibilities 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) 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. Interested candidates can send updated resume to siddhesh.bhor.ext@yesbank.in OR Contact - 7738474256

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 a greater 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

Job description Role & responsibilities 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) 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. Interested candidates can send updated resume to siddhesh.bhor.ext@yesbank.in OR Contact - 7738474256

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0LacJob description Role & responsibilities Relationship ManagerResponsibilities:- 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 product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE: a) Qualifications - Graduation b) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families. Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to – maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE: a) Qualifications - Graduation b) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Greetings from Homebazaar.com We are proud to get Certified as Great Place to Work '2024 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."Role & responsibilities We market our projects through our brand Homebazaar.com. For more details please visit our company website: www.homebazaar.com What is our requirement? Role: Sale /Senior Sales Manager Job Location : Mumbai / Navi mumbai Experience : 2 Year to 15 Years Vehicle : Mandatory Job Description Responsible for Attending inquiries generated through the Digital Marketing platform by addressing needs & concerns to fulfill buyer's expectations. Develop relationships with Top Selling Developers 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 buyers by show-casing appropriate primary residential properties to them, matching the investment needs of the prospects. Perform comparative market analysis to estimate properties value. Work closely with the 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: Candidates 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 will we give you? Fixed Salary + Attractive Incentives + Quarterly Increment (Performance Based) Salary Offered: Best in Industry How to Apply? Kindly share your resume on komal.mhatre@homebazaar.com and for more details contact on 7738114415

Job description Role & responsibilities 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) 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. Interested candidates can send updated resume to siddhesh.bhor.ext@yesbank.in OR Contact - 7738474256

Job Description Relationship Manager- Signature Banking Education : MBA / Post Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement Total Client Ownership Ensuring adherence to Compliance processes and guidelines

Job Description Relationship Manager- Signature Banking Education : MBA / Post Graduate Degree in Financial discipline AMFI / NISM certified IRDA Certification Experience : Relationship Management experience in Banks, NBFC, Brokerage houses Experience 3 yrs + Key Skills : Good interpersonal and communication skills English & Vernacular Good Presentation skills & networking skills ability to start relationships and build rapport Sound knowledge of Banking Products Good analytical skills, ability to understand client needs and sell range of pdts Process Orientations self-discipline to adhere to laid down processes Have High integrity and professional values Have passion for selling and entrepreneurial orientation Key Roles : Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing Resident and NRI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring 360 client engagement Total Client Ownership Ensuring adherence to Compliance processes and guidelines

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities. Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Regrads, Sandipa 7980475998

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.

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients . Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities. Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player

Greetings from avani consulting we are hiring for our client leading AMC D. Key Accountabilities 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team . Preferred candidate profile Only Wealth required(Mutual fund sales) Perks and benefits CTC-7 LPA to 12Lac Candidate should be comfortable for B2C and client acquisition Interested one can send their updated resume in Mail or WhatsApp Mail - Mail - aanchal@avaniconsulting.com What's app and call - 9917283370

Role: Relationship Manager-Investment Advisory Qualifications: Experience: 2-5 yrs of Relevant experience wealth management & Relationship management exp Qualification: Any Graduates Location: Chennai Teynampet Contact Josephine HR - 9962430186