925 Hni Sales Jobs - Page 35

ESAF Small Finance Bank Hiring!!! For Queries please contact/ WhatsApp -9567082223. We are looking forward to meet you! Vertical: Branch Banking Roles: - * Teller * Relationship Officer-HNI * Gold loan Officer * Sales Officer Location: Across:- Coimbatore Role & Preferred candidate profile * RO-HNI - Minimum 3 years of experience in banking sales and customer dealing * Sales Officer - Minimum 1 year experience in sales * Gold Loan Officer - Minimum 1 year experience in gold appraisal * Teller - Minimum 1 year experience of cash handling

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.

Acquire high value new to bank customers to Bank on a monthly basis flag them on the system Handle the service requirement of customers are taken case in a prompt and pro-active manner Use wallet profile sheet to track accounts and products with other bank and transfer the same o Know the customers business to proactively provide financial solutions Sales across all product segments- TPP, Assets, FDs, TD’s etc Customer service to ensure walk in customers issues and Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc Deepening of existing Current account & saving account relationships Activation of customers in digital channel Generation of referrals from internal database Report Generation & filing Branch Operations and Audit Compliance Compliance with KYC, AML, audit and other regulations in all branch banking operations. ole & responsibilities Preferred candidate profile

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. - Ensuring the highest levels of service to the High Net Worth customers

Portfolio Handling Cross selling the Banking Products and Handling the HNI Portfolio size Profiling Customers and provide financial products to meet customer needs

Client Relationship Management Identifying and acquiring new high-net-worth individuals (HNIs). Providing financial advice on investments, asset allocation, and other relevant topics.

Role & 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 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 .• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com

Walk in Interviews -17th May 2025 - Retail Branch Banking - Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Personal Banker Classic & Sales 2. Branch Sales Mangers 3. Personal Banker NRI 4. PB Teller Authorisers Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 3 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 17th May 2025 - 10AM to 2PM HDFC Bank House, Ground Floor, Road No 1, Banjara hills, Hyderabad Land Mark : Besides Viranchi Hospital

Greeting from HDFC Bank!! We have urgent opportunity of PB Teller Authorizer - RBB across Hinjewadi area Pune. Note: Candidates having 5+ years experience in Banking need to apply. Job Name - PB Teller Authorizer - Retail Branch Banking Job Title : (Job Name) PB Teller Authorizer Business Unit (PA) : Retail Branch Banking Reports to (job) : Branch Manager Job Purpose Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio Job Responsibilities(JR) : Actionable (4-6) Supervisory responsibility Supervise & monitor Personal Banker desks and contract sales staff Branch administration Lobby Management Ensure quality customer service is delivered Resolution of customer queries/complaints Customer service to ensure walk in customers issues Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable Branch Operations and Audit Compliance Transactional responsibility Authorize Personal Banker transactions Corporate salaries processing Cost Management and staff productivity Responsible for Cash and Customer transactions at the Teller counters Supervising all Non-Cash transactions like DD/MC, fund transfer etc Penetration of Saving Accounts on non liability customers Reconciliation and maintenance of suspense accounts register as per the required format Sales Branch Merchandising Generate business, cross sell and monitor cross sales of Personal Bankers Generate leads for Third Party Products to the customers Ensure that all tellers are adequately trained on the Products of the bank. Educational Qualifications

1. Acquisition of new Customers and Increase book size. 2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals Domestic and NR. 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. 4. Responsible for catering the investment needs of clients by providing them research based advises. 5. Interfacing all queries of Clients and understanding their investment needs. 6. Manage portfolios of clients and offer them investment solutions. 7. Investment Advisory to new and existing Clients and achieve revenue targets monthly. 8. Promote high quality sales, supply and customer service processes 9. Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

Role & responsibilities Preferred candidate profile 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 - Graduationb) 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.

Vice President [VP] of Sales is a key leadership role responsible for driving revenue growth, developing sales strategies, and leading the sales team to achieve company objectives. This executive role will oversee all sales operations and ensuring alignment with overall business goals. The ideal candidate will have a proven track record in sales leadership, strategic planning, and team development in a high-growth environment. Who can apply? Anyone with a strong leadership and sales experience, ability to manage a high-performing team, exceptional team sales achievements with a data-driven mindset. Applicant with minimum 12 years to maximum 18 years of experience with at least 3 years in a VP or senior sales role from any B2C such as Retail, Real Estate, Interior, EdTech or any relevant industry. Has very strong communication skills in English and Regional Language. Qualification & Skills Education: Bachelors degree in Business, Marketing, or related field (MBA preferred) Experience : 12+ years in sales leadership, with at least 3 years in a VP or senior sales executive role. Leadership : Proven ability to build, motivate, and scale high-performing sales teams. Analytical Skills : Data-driven mindset with expertise in sales forecasting and performance metrics. Technical Proficiency: Mastery of CRM tools (e.g., Salesforce, HubSpot) and sales enablement platforms. Key Responsibilities Sales Strategy & Execution: Develop and implement a comprehensive sales strategy to meet revenue targets and expand market share. Identify new business opportunities, market trends, and competitive positioning. Establish sales quotas, KPIs, and performance metrics to drive accountability. Team Leadership & Development: Lead, mentor, and motivate a team of Country Heads and Regional Sales Directors Foster a culture of excellence, collaboration, and continuous improvement. Provide coaching, training, and career development opportunities for sales professionals. Revenue Growth & Customer Acquisition: Drive pipeline generation, deal closures, and customer retention strategies. Build and maintain strong relationships with key clients, partners, and stakeholders. Work closely with marketing and product teams to align sales efforts with company messaging and product roadmaps. Sales Operations & Process Optimization: Implement best practices in CRM (e.g., Salesforce) and sales automation tools. Analyse sales data to refine forecasting, reporting, and decision-making. Optimize sales processes to improve efficiency and scalability Market Intelligence & Competitor Analysis: Track competitor activities and market dynamics to identify growth opportunities. Provide feedback to marketing and product teams for strategy refinement. Cross-Functional Collaboration: Partner with executive leadership to align sales goals with overall business strategy. Collaborate with marketing, finance, legal, and operations teams to streamline contracts, pricing, and deal structures. Represent the company at industry events, conferences, and client meetings. What We're Offering! Competitive Salary + Performance based Incentives. Training and full support by giving you the knowledge and confidence needed for greatness. Amazing growth prospects and upward mobility, build an empire within our fine progressive company. Opportunity to work in a dynamic and growing company. A collaborative, inclusive and supportive team environment.

Key Responsibilities: Sales Leadership: Lead and motivate a team of sales representatives, setting clear goals, providing ongoing coaching, and performance feedback to maximize sales productivity. Develop and implement effective sales strategies to penetrate new markets and expand customer base within the luxury home fragrance segment. Client Relationship Management: Establish and maintain strong relationships with key clients, including high-end retailers, interior designers, and luxury lifestyle boutiques. Understand customer needs and preferences, tailoring product presentations and sales Business Development: Identify potential new business opportunities through market research, networking, and lead generation. Conduct effective sales presentations to showcase unique product offerings and brand story. Brand Advocacy: Deep understanding of brand values, social impact mission, and sustainability practices. Effectively communicate the brand story to clients and sales team, ensuring alignment with company vision. Reporting and Analysis: Track sales performance metrics, analyze data, and generate comprehensive sales reports to identify trends and opportunities for improvement. Provide insights to senior management on market dynamics, competitor analysis, and sales forecasting. Interested one can share their profiles at- saloni@o3hire.in or call at- +91-9875971970 (WhatsApp) ... Warm Regards, Saloni Sharma Team O3Hire M: +91-9875971970 (WhatsApp) Web: https://www.o3hire.com/ Business: https://o3hire.business.site/ Linkedin: https://in.linkedin.com/company/o3hire

Greeting from HDFC Bank! We have urgent hiring for Preferred/Imperia-RM (Retail Branch Banking) Job Location: G.Noida Note: Candidates having 5+ years experience in Retail branch Banking and Wealth Management need to attend the interview. 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 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 ( 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 5 to 10 yrs 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 Interview Date- May 16, 2025 (Friday) Timings- 12 AM to 4 PM Venue- HDFC Bank, C1, Alfa Marg, Alpha-I Commercial Belt, Block E, Greater Noida, UP, 201306 Spoc Person- Sonu Singh (HR)

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

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 TitleLodha Capital Market Job Code HREQ2017/12/66 --> Job Location Kolkata Experience 12-30 LPA Gender Job Details Required candidate having experience in mutual fund, portfolio management, unlisted company . Can deal with HNI, corporate & Professional Salary Per Year 20-30 LPA Apply Now

Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelor's degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

Job Location: Godhra, Halol & Dahod Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic 3. Preferred Relationship Manager 4. Branch Sales Manager Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Preferred candidate profile Candidate with minimum at least 2 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 14 May 2025 - 11AM to 3PM HDFC bank Ground Floor, Shop No 9 To 13, Vinayak Hub, Kanjari Road , Halol, Gujarat-389350 Contact person - Mr. Paresh Tahelyani (Cluster Head)

Roles: Wealth RM, RBH Location: Bangalore Industry: Banking Manage relationships with High-Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand the customer base. Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell products. Collaborate with internal teams such as sales, product, operations, compliance, etc. to resolve client issues and improve overall service delivery. Ensure timely resolution of client queries and concerns while maintaining high levels of customer satisfaction. Desired Candidate Profile 8-15 years of experience in Banking/Services/Portfolio Management. Strong understanding of financial markets, investments, insurance products, mutual funds, portfolio management services PMS), wealth management concepts. Excellent communication skills for effective relationship-building with HNIs/NRIs; ability to articulate complex financial concepts simply. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Excelent comunication skill Seeking experienced Sales Consultant for an MNC hair Clinic to build strong relationships with clients seeking persnalized hair loss treatment solutions.Educate clients on the causes and solutions for hair loss,counseling Required Candidate profile Good convincing skill must have tele sales experience, smart, bold, confident, selling skills negotiation skills Proficiency in MS Office and CRM software Drive revenue and enrolments Immediate joiner Perks and benefits unlimited rewards and incentives

In this profile you will manage the new & existing portfolio of HNI & Super HNI Client by cross selling Retail Branch Banking products.

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt 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 continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products 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 on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Role: Senior Sales Associate Location: Kanjurmarg, Mumbai What would you be required to do? Business Development: Build enduring relationships with B2B partners like Architects/Interior Designers Build a continuous lead funnel through Business Development activities Liaison with the B2B partners to close the deals Ownership of leads till closure: Meet HNI and UHNI (prospective and existing) clients - understand their requirements, suggest the right natural stones and close the deal Take ownership of the leads (generated through B2B partners or Marketing channels) from the first touch point to closure Liaison with functions like Operations, Logistics and Finance in order to ensure client satisfaction Reports and Analysis Track and review actual sales results and match them against the set business targets Analyse periodic reports to understand market trends Continuous learning and development: Continuously acquire & update understanding of industry dynamics & consumer buying behaviour Periodic self-training for communication and closing deals with Indias Fortune 500 families. What skills are we looking for? An uncompromising passion for customer service Excellent communication skills- written and verbal Excellent interpersonal, negotiation, and conflict resolution skills Excellent analytical skills. Who qualifies? Masters Degree in Management Or At least 4 years of Luxury Sales experience Or The fact that this role and our organisation excites you and you think you will be a great fit.

Role & responsibilities Preferred candidate profile 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 - Graduationb) 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.