1667 Hni Sales Jobs - Page 5

Role & responsibilities 1. Attending morning meeting to discuss strategy for the day. 2. Promote Focus Product of the month. 3. Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems. 4. Generate revenue from new and existing clients. 5. Acquiring new and old clients through the data base. 6. Conduct activities for Client Acquisition and Financial Planning. 7. Develop and maintain strong liaisons with the clients for repeat business or referrals. Desired Candidate Profile: 1. Above one year of experience in relationship management or sales role within the broking industry. 2. Strong knowledge of Equity market, commodity market, Mu...

Role & responsibilities =Branch Sales Manager | Retail Branch Banking - Actively participate in Branch operations and sales equally to ensure Branch sales target are met. - Managing and increasing the portfolio of existing customers mapped. - Generating new business and ensure overall value enhancement from existing customer base. - Customer Interactions per day and along with visits to ensure resolution of customer issues queries. - Proactively monitoring balances and controlling attrition. - Catering about a customer base of classic customers (bank relationship of min.1 lakh). - Optimum lead generation to ensure branch targets of lead conversion are met for all bank products. - Monthly Rev...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Raipur Chhattisgarh Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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...

Job description Role & responsibilities Dealing with HNI & Ultra HNI Clients . Cross Sell the products . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and c...

Greeting from HDFC Bank!! We have an opportunity of Preferred Relationship Manager (Retail Branch Banking) Job Locations: Jaipur Rajasthan Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Job Name (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 in...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

Hi Were Hiring for one of the best Securities company – Relationship Manager / Sr RM / Sr BDM Location: Delhi NCR, Mumbai, Bangalore and multiple locations We’re looking for passionate professionals to join our Broking Channel team as Senior Relationship Managers / Senior Relationship Managers (Branch Sales – RM) . Designation: Assistant Manager / Deputy Manager (Grade E1/E2) Experience: 3–8 years Department: Broking Channel Key Responsibilities: Sell equity-based investment products Assess customer risk appetite & offer suitable investment options Achieve monthly targets Maintain regular reporting to seniors Acquire new clients & deepen existing relationships Requirements: Graduate/Postgrad...

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

About the Role This isn't just another sales role; it's your chance to represent one of Keralas most exclusive and premium boutique villa projects. We’re seeking an ambitious, confident, and luxury-driven Sales Manager who can connect with Premium clients like UHNI, HNI, and NRI clients, and has the charisma to sell not just property, but lifestyle and legacy. Key Responsibilities Lead sales for Kerala’s most prestigious boutique villas. Engage and build trust with UHNI, HNI, and NRI clients. Deliver immersive sales presentations and personalized villa tours. Negotiate and close high-value luxury deals with authority and discretion. Anticipate client aspirations and tailor solutions to match...

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Key Responsibilities 1. Demonstrates excellent presentation and communication skills. 2. Maintains a professional and polished appearance with a keen sense of style. 3. Exhibits strong analytical thinking, a high IQ, and a comprehensive understanding of industry trends. 4. Build and maintain strong relationships with high-net-worth individuals within the luxury real estate segment. 5. Showcase luxury properties to clients through personalized presentations, property tours, and by organizing exclusive events. 6. Negotiate terms and conditions of sale with prospective buyers to achieve sales target and objectives. 7. Provide expert advice and guidance to clients regarding market trends, proper...

About Company Emperium is a growing developer real estate brand making its mark across Gurugram, Panipat, and Yamuna Nagar. With a track record of premium and luxurious residential and commercial developments, we've delivered landmark projects known for design, quality, and timely execution. General Description The successful candidate must have a proven track recorded in all phases of Sales & marketing mainly for Premium & Luxury Residential and also have demonstrated superior performance metrics in past Activity list. They will have a minimum of 5-12 years real estate luxury sales experience. The successful candidate must be a strong communicator with the level of maturity and presence nec...

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitorMarket. Develop a strongnetwork with Contractor, Builder's, HNI Clients, Architect etc.

Responsible for making investment decisions and carrying out investment activities on behalf of vested individuals or institutions. Advice in financial products or securities or fund or asset or portfolio management.

Role & Responsibilities:- Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

Develop and implement effective sales strategies to achieve business objectives.Key Skills: - Sales - Furniture - Direct Sales - Wood - Modular Kitchen - Door - Laboratory Furniture - HNI Sales

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc.

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. - Generate business actions across liabilities, asset Required Candidate profile - Aptitude to deliver high quality customer service by using organization and interpersonal skills. - Must be having strong expertise in portfolio handling of big HNI customers

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Branch Relationship Manager Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ...

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 wit...

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clie...