925 Hni Sales Jobs - Page 33

Interested Candidates may connect with their Interest Level to Ms.Harshada Kale- +91 9504514444 ABOUT JOB OPPORTUNITY: We are looking for a talented Sales Wealth Counsellor who can counsel the prospective investors over calls and is capable of generating increasing sales for the organization by selling a variety of advisory services. We believe that an effective counselor is an excellent communicator with superior interpersonal skills and finds comfort in presenting services as well as dealing with employee grievances. As a Counsellor, we, thus, expect from you to be an outstanding communicator with a professional yet amicable approach who contributes in the company by bringing in and locking customers while developing business. KEY ROLES AND RESPONSIBILITIES Prospect and qualify new sales leads Sell the company's products by identifying and educating leads through calls with counseling with the right products and services. Provide potential and existing customers with exceptional support Track all sales activities in company CRM system and keep updating account information regularly Contribute to team effort by accomplishing related results as needed Achieve agreed upon individual and team sales targets and outcomes within schedule Job Location-Thane PERSON SPECIFICATION KNOWLEDGE & SKILLS 1-2 Years of BPO sales Experience is Mandatory. Excellent English-speaking skills Comfortable in online sales Creative thinking skills Patience and ability to engage customers Good persuasive ability Ability to handle rejection and stress in soliciting customers Working knowledge of relevant computer software Excellent interpersonal and problem-solving skills

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

Job description Job description Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Banks policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports Location - Kakinada Interested candidates can directly share cv on manisha.joshi.ext@yesbank.in.

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

-Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance

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. Contact No.- 9892273274 Email ID- komal.pawaskar.ext@yesbank.in

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. Contact No.- 9892273274 Email ID- komal.pawaskar.ext@yesbank.in

Role: Relationship Manager Department: Primary Sales 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 Apply if you have A graduation / MBA degree A Positive attitude for doing 2-3 meetings each day and enjoy doing sales Experience in direct sales Good communication skills Dexterity in understanding the requirements of prospects and pitch property solutions to prospects High level of passion and ownership

Sales team at 99acres is expanding! We invite you to the hiring event below- Date - 26th May 2025 (Monday) Time- 10:00- 2:00PM Ideal Experience- 1-3 years of tele sales Location : C-10, Info Edge India Limited, Noida Sector-1 Contact Person: Prerna Soni Kindly bring a hard copy of your resume. About BU: 99acres.com 99acres is a gateway to one of the fastest-growing property markets of the world for buying, renting and selling of all types of properties in India. With over 9 million visitors visiting the website every month looking for real estate solutions, 99acres.com has over 10 lakh residential and commercial property listings and over 1.5 lakh new projects. Title: Associate Senior Executive / Senior Executive Required Educational Qualification: Any Graduate or Postgraduate Job Objective: The objective of this role is to sell 99acres customized subscription packages to the already registered members (Property Owners) of the platform. Job Description: Speak with pre-generated leads via calls and sell Paid Plans Understand customer needs and handle their queries about paid plans Close sales and achieve monthly sales targets Ability to influence & negotiate with the customers Fast learner who has a passion for sales Proven track record of achieving sales target Required Skills: Good communication and interpersonal skills Active listening skills & strong convincing skills Other Details : 5.5 Days working (6 offs in a month) Upto 150 calls / day and daily Talk time of 3 hours No upper limit on Incentives Day shift only / no night shift It's not a property selling role!

Work Location: Ahmedabad, Baroda, Surat, Rajkot, Bhavnagar, Valsad, Kachchh Role: Business Development Manager (BDM)/ Sr. Business Development Manager/KAM Acquisition/SM CASA Key Skills: CASA Roles & Responsibilities: This is a job description for a Business Development Manager (BDM) role in a bank, specifically focused on acquiring current and savings account customers. Here's a summary: Key Responsibilities 1. Acquire current account customers in identified segments 2. Generate references from the specified catchment area 3. Ensure high-quality current account acquisitions 4. Register and activate acquired customers to direct banking channels 5. Meet and exceed monthly targets 6. Analyze transaction banking needs of customers 7. Assist in catchment mapping and scoping exercises 8. Provide feedback on opportunities and customer needs 9. Adhere to selling norms and SOPs 10. Ensure compliance with internal guidelines and external regulations Candidate Profile 1. 1-6 years of experience in BFSI 2. Graduate or Postgraduate degree Key Skills 1. Sales and marketing 2. Customer acquisition and relationship management 3. Transaction banking knowledge 4. Analytical and problem-solving skills 5. Communication and interpersonal skills This role requires a motivated and results-driven individual with experience in BFSI sales and marketing. Contact Person: Smita Roy(HR) WALK-IN DRIVE ADDRESS :- Walk-in Venue: IndusInd Bank Ltd. 9th Floor, New Tower, Hyatt Regency Complex, Block A, District Centre, Bhikaji Cama Place, R. K. Puram, New Delhi 110 066

Role: Relationship Manager Department: Primary Sales Who we are? 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 and PropTiger.com. 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 PropTiger’s 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 Apply if you have A graduation / MBA degree A Positive attitude for doing 2-3 meetings each day and enjoy doing sales Experience in direct sales Good communication skills Dexterity in understanding the requirements of prospects and pitch property solutions to prospects High level of passion and ownership

Greeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager base across Bangalore Job Locations: Across Bangalore Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia 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 Imperia/ 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 Preferred/ Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : 6 8 Areas Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with Imperia/ PB/ Preferred RM to flag eligible customers form Imperia/ Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Current Location : Preferred Location : Notice Period to join : Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Across Bangalore - 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 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 Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Sales based across Bangalore. Job Locations: Across Bangalore - 80 Feet Road (J. P. 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 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 Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details 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.. Walk-in Interview at HDFC Bank 54/1, 06th Floor, Umiya Vellociti, Ballari Road Hebbal Bengaluru – 560024 (Landmark Near Manipal Hospital) Date: 24th May 2025 (Saturday) Time – 10:00 AM to 01:00 PM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Job Summary: To manage and impact improvement in the Affluent Clients' Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry. Responsibility Areas: Support in managing all Private Bank sales and service activities for the assigned region Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them Analyze clients cash, capital, and investment needs Monitor the performance of client accounts and suggest ways to improve returns Ensuring appropriate control framework is in place and operations risk are properly managed Automating key activities of the business to gain efficiency in delivery Streamlining of the digitization activities in the process Assure adherence to the guidelines set by the bank Ensure bank meets the audit, compliance regulatory requirements Gather latest Market intelligence and track benchmark against best practices in competitor banks. Manage and improve the customer journey and partner experience to differentiate the bank from competition Evaluate the feasibility of Digital enablement from offering, channel process point of view and ensure its implementation to improve overall operational efficiency Collaborate with other departments and functions to provide best-in-class products and service offerings to the customer Preferred Skill Set: Prior experience in managing Service Delivery and client experience agendas roles at a level of geographic zone / pan-India central role Will bring a mix of business acumen and Service orientation to be able to create service excellence as a culture with a view to enhance business value Excellent communication, analytical & reviewing skills Inter-personal coordination & Team Player Previous exposure to CRM systems and Finacle is a critical skill. Excellent ability to use Excel and PowerPoint

#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred

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 Mandatory Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job 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 Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- Priya@avaniconsulting.com What's app and call - 9572355460

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile 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. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Role & responsibilities Coordinating with SBI Branches for Acquisition, Develop & Retention of new quality NRI customers. Work along with internal customer acquisition & Bank NRI team (Branches & RMs) for driving NRI customer acquisition and maintain a profitable and long-lasting relationship with them Achieve of monthly / quarterly & yearly targets of NRI account opening, Account Activation, brokerage generation & increase in AUM as defined by the organization. Scrutiny of NRI Account opening applications, Collection of KYC documents from the NRI clients and ensuring the account is opened seamlessly in close coordination with the Central NRI Desk & the KYC operations within the Turnaround Time (TAT) Provide high-quality customer service to NRI clients through email, phone, and digital channels. Identify opportunities to enhance operational efficiency and improve client satisfaction. Coordinate with internal Central NRI Desk & KYC teams to resolve client queries efficiently Respond to escalations and perform root cause analysis for all issues raised by clients and internal departments Preferred candidate profile Graduation / MBA in any stream with 2- 5 years of sales & customer acquisition experience in BFSI / Broking domain mandatory Knowledge on NRI account sourcing would be preferred Full time MBA fresher candidates with sound knowledge about Capital Markets, who are willing to make their career in Sales can also apply for this role Perks and benefits CTC best as per company standards Note: This job requires travelling within a certain radius as pre-defined by the organization Interested candidates can share their resumes at kirti.pasi@sbicapsec.com

Should have 3/5 year experience in Building Material/ Turnkey /Project Sales or handled Architectural products for any reputed company Ready to travel for Sales building whenever required Meeting Franchise,encouraging for promoting brand sales, Good contacts with Architects, Interior Designer ,Civil Contractors ,PMC's etc Ability to handle Corporate ,HNI clients ,B2B segments Key Accounts management Skills : - Project Sales,Building Material ,Turnkey Sales,Ceramics,Tiles,Architectural Hardware,Flooring,B2B Sales, HNI Sales

About Jiraaf Jiraaf is Indias largest fixed income platform. At Jiraaf, our mission is to revolutionize wealth creation by democratizing access to fixed income products which includes listed bonds, FD, SDIs/PTCs etc., through our easy-to-use online bond platform. We empower individual investors to earn risk-adjusted returns by participating in high-quality listed investment opportunities which were earlier available to only ultra HNIs/Family offices. We are a SEBI registered platform thereby ensuring transparency, trust, and compliance. Join us on our journey to redefine wealth creation and financial prosperity for all. Website Link: https://www.jiraaf.com/ Role Overview We are seeking a results-driven Senior Manager/Manager B2B Sales to drive the distribution and sales of fixed-income products across institutional and semi-institutional investor segments. This strategic role involves expanding our investor base, driving credit sales, and actively engaging with key stakeholders such as institutional investors, ultra-HNIs, wealth managers, and corporate treasuries. The ideal candidate will have a strong background in fixed-income product sales, including corporate bonds, NCDs, debentures, and structured debt instruments. They should be self-starter with a proven ability to close high-value transactions, support deal syndication, and build long-term investor relationships. Comfort with a high-performance environment and willingness to travel is essential to succeed in this role. Key Responsibilities 1. Own end-to-end sales cycle: Prospect, pitch, negotiate, and close sales of fixed-income products including: Corporate Bonds (Investment-Grade & High-Yield) Non-Convertible Debentures (Public & Private) Structured Notes / MLDs Subordinated / Perpetual Debt Instruments 2. Grow Investor Base: Build and manage strong B2B relationships with: Institutional Investors (Mutual Funds, Insurance Companies, AIFs) Wealth Management firms and IFAs Family Offices & Ultra-HNIs Corporate Treasuries & Wealth Management Platforms 3. Active Deal Syndication: Pitch live deals and upcoming issuances Drive investor participation and lead book-building process Provide real-time feedback on pricing and appetite 4. Revenue & Target Ownership: Meet and exceed quarterly sales and revenue KPIs Ensure repeat transactions and long-term engagement from key investor accounts 5. Market Intelligence: Track market movements, investor behavior, and product trends Offer insights into origination and structuring teams to refine offerings 6. Cross-functional Collaboration: Work closely with structuring, legal, and compliance teams to ensure smooth transaction execution 7. Travel as needed to strengthen relationships and close deals Key Requirements 5 - 7 years of relevant experience in fixed income sales / capital markets / DCM / wealth distribution Strong network of institutional, HNI, and corporate investors in fixed-income space Demonstrated ability to close high-value transactions and meet sales targets Excellent communication, negotiation, and client-handling skills Solid understanding of SEBI/RBI regulations, exchange listings, and debt market infra (e.g., NSDL, BSE/NSE) Background in NBFCs, investment banks, wealth-tech or fintech platforms preferred MBA / CA / CFA or equivalent professional qualification

Role & responsibilities Provide financial solutions to HNI customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics, and portfolio allocation. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of Jio BlackRock Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization monthly. Record and track all engagement activities through the CRM system. Comply with the rules and regulations laid out by the regulator.

Dear Candidate We are looking for young talent who is passionate to make a career in sales. We have multiple openings in the inside sales team of 99acres where the role is to sell customized subscription packages to the already registered members (Property Owners) of the platform. It's not a property selling role! If you are keen, then come and join the hiring process as per the details below Date: 25th May 2025 (Sunday) Time: 10:00am - 3:00PM Desired Experience: 1-3 years of tele sales Location : C-10, Info Edge India Limited, Noida Sector-1 . Nearest Metro: Sector 15 Contact Person: Pragya Sharma Kindly bring a hard copy of your resume. Title: Associate Senior Executive / Senior Executive Required Educational Qualification: Any Graduate or Postgraduate Job Description: Speak with pre-generated leads via calls and sell Paid Plans Understand customer needs and handle their queries about paid plans Close sales and achieve monthly sales targets Ability to influence & negotiate with the customers Fast learner who has a passion for sales Proven track record of achieving sales target Required Skills: Good communication and interpersonal skills Active listening skills & strong convincing skills Other Details : 5.5 Days working (6 offs in a month) Upto 150 calls / day and daily Talk time of 3 hours No upper limit on Incentives Day shift only / no night shift It's not a property selling role! No travel

Role: Relationship Manager Department: Primary Sales Who we are? 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 and PropTiger.com. 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 PropTiger’s 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 Apply if you have A graduation / MBA degree A Positive attitude for doing 2-3 meetings each day and enjoy doing sales Experience in direct sales Good communication skills Dexterity in understanding the requirements of prospects and pitch property solutions to prospects High level of passion and ownership