2313 Hni Sales Jobs - Page 4

Acquire new customers and deepen relationships with existing clients. Understand customers’ financial goals and provide appropriate Financial solutions (Mutual Funds, Equity investments, PMS, AIFCar insurance, Term Insurance, Medical cover etc.) Required Candidate profile Excellent communication and relationship management skills. Strong financial and analytical acumen. Stock market knowledge Target-driven with a customer-centric mindset.

Sell life insurance product to the customers through HDFC Bank Handle the HNI Customers Tele caller will be given leads to call from the organization, and they will also have to close the deal on prospect customers Share resume onwhat'sApp 8956244952 Perks and benefits Incentives

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

Responsibilities: Manage end-to-end storage and handling of raw materials and packing materials. Ensure timely availability of RM and PM for production as per the production plan. Maintain accurate inventory records using ERP or inventory management systems. Conduct regular physical stock verification and reconciliation. Monitor material shelf life, batch tracking, and FIFO (First-In-First-Out) compliance. Ensure proper labeling, segregation, and safe storage as per regulatory and GMP norms. Coordinate with procurement, production, and quality teams for material planning and usage. Maintain stock minimum and reorder levels to avoid stockouts or overstocking. Manage inward and outward logisti...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

As a Banker Authoriser, your role involves managing high net-worth individuals (HNI) relationships and ensuring the successful sales of products and services to HNI clients. Your key responsibilities will include: - Building and maintaining strong relationships with HNI clients - Driving sales of various banking products tailored to HNI customers - Providing personalized financial advice and solutions to meet the needs of HNI clients To excel in this role, you should possess the following qualifications: - Proven experience as an HNI relationship manager or in HNI sales - Strong sales and negotiation skills - Knowledge of banking products and services tailored for HNI clients If there are an...

Hi, Greetings from AVANI ConsultingWe are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Harika.Call & WhatsApp :- 8106336954 Share Updated resume,h...

Roles - Imperia & Preferred RM in Mumbai Seeking experienced candidates only for mentioned roles (Minimum 5+ Years of Retail Branch Banking Exp Required) Freshers need not apply. Role & responsibilities - RM 5+ Years of exp required in Banking Sales and for BM must have experience as BM in competative banks. - Identify and acquire new customers for the bank's current account products. - Build and maintain strong relationships with potential and existing customers to increase business opportunities. - Conduct market research and analysis to identify potential areas for business growth. - Meet and exceed sales targets set by the bank. - Provide excellent customer service and ensure customer sa...

Greetings from Homebazaar.com 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." What is our requirement? Role: Sales Manager/ Sr. Sales Manager Job Location : Vashi/ Mulund/ Andheri/ Lower Pa...

Role & responsibilities 1) Candidate are responsible to sell all kind of investment products like (Mutual funds, LI, GI, Corporate FDs, PMS, AIF Products) direct to Retail and HNI customers. 2) Candidate are responsible to find and bring new customers through direct sales. 3) Build and maintain good relationships with clients. Preferred candidate profile 1) Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward 2) Good communication and people skills 3) Confident in sales and negotiation 4) Customer-focused attitude 5) ...

Overall Job Description Relationship management of the premium customer segment of the Bank Generate new business to achieve defined sales targets across various Banking and wealth products Build and deepen relationships with existing Pioneer Customers in the branch to achieve increase in deposits, AUM and revenues Provide customer service to achieve a high customer wallet share and ensure high client engagement score leading to client retention and growth Ensure ongoing self-development and keep abreast with global, economic and wealth related current affairs Manage the portfolio to de-risk against attrition and achieve stability of book Deliver on key performance indicators at the highest ...

The Senior Relationship Manager (SRM) is responsible for managing high-value clients (premium/elite members) and ensuring successful matchmaking outcomes through personalized relationship management, customer engagement, and consultative selling. Key Responsibilities Handle a portfolio of high-net-worth or premium clients to assist in their partner search journey. Understand client preferences, expectations, and background to offer tailored match recommendations. Build long-term trusted relationships through regular follow-ups, meetings, and counseling sessions. Achieve monthly/quarterly conversion and retention targets. Work closely with internal matchmaking and service delivery teams for e...

Greetings from Homebazaar.com 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." What is our requirement? Role: Sales Manager/ Sr. Sales Manager Job Location : Thane/ Vashi/ Andheri Experience...

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that ...

Assistant Sales Manager JD The Assistant Sales Manager supports the Sales Manager in driving sales and achieving targets. This role involves developing sales strategies, maintaining customer relationships, and ensuring overall sales efficiency and productivity. Key Responsibilities: Sales Strategy and Planning: Develop and implement effective sales strategies to meet company objectives. Assist in setting sales targets and developing plans to achieve them. Analyse market trends and competitor activities to identify opportunities and threats. Customer Relationship Management: Maintain strong relationships with key customers. Address customer queries and resolve issues promptly and effectively....

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Roles and Responsibilities Manage high net worth individual (HNI) clients' relationships through regular communication, understanding their needs, and providing tailored solutions. Identify new business opportunities by networking within the community, attending events, and leveraging existing contacts. Develop and maintain a strong network of contacts in the local market to stay informed about market trends and potential deals. Provide expert advice on luxury properties to HNIs based on knowledge of local real estate markets. Close sales transactions by negotiating offers, preparing contracts, and ensuring smooth execution. Desired Candidate Profile 1-5 years of experience in residential sa...

As a Banker Authoriser, you will be responsible for authorising and executing high net-worth individual (HNI) sales transactions and maintaining strong relationships with HNI clients. **Key Responsibilities:** - Authorise and execute transactions for HNI clients - Act as a relationship manager for HNI clients - Drive sales with a focus on HNI products and services **Qualifications Required:** - Prior experience as an HNI relationship manager or in HNI sales - Strong understanding of private banking sales - Excellent communication and interpersonal skills Please note that no additional details about the company were provided in the job description.,

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment. Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring new customers and building new relationships Achieving acquisition and deepening value targets Sourcing various liabilities products such as RD, TD MF, LI etc Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for BDEs FTR (First Time Right - CASA AOF) Compliance of Regulations and Process...

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

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

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Role & responsibilities The Business Development Manager (BDM) will be responsible for driving business growth, identifying new market opportunities, developing and executing strategies for acquiring new customers, and building strong, long-term client relationships. This role requires a proactive, results-driven individual with excellent communication and negotiation skills. Role : BDM Business Development manager Department : Sales Industry : Manufacturing (elevators) Shift : 9am to 7pm ( Mon to Sat) What We're Offering: Excellent salary + incentives, Training and full support by giving you the knowledge and confidence needed for greatness, Amazing growth prospects and upward mobility, bui...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product