1667 Hni Sales Jobs - Page 7

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Hi We are looking for ASM for a leading mutual fund industry for Pune location Responsibility : Generate a business through HNI/ UHNI Maintain a relationship with partners candidate with strong communication skill and HNI/UHNI experience can apply Please apply or share your resume at aparna@aceconsultants.in

Job Title: Business Development Manager Location: Ranchi , Kolkata , Bhuvneshwar Key Responsibilities: Achieve sales and business targets Oversee day-to-day sales operations and budgeting Develop and implement business, marketing, and advertising strategies Manage stakeholder relationships and negotiate contracts Plan and optimize sales processes to ensure cost efficiency Ensure compliance with regulatory and quality standards Present monthly, quarterly, and annual sales reports Requirements: Excellent communication and interpersonal skills Proficient in Microsoft Office, CRM, and project management tools Strong leadership, analytical, and problem-solving abilities Ability to multitask and h...

Greeting from HDFC Bank! We have urgent hiring for Relationship Managers, PB-Authoriser, PB-Teller Authoriser, PB-Classic, PB-Sales, CCE/CEE (Retail Branch Banking) Job Location: Greater Noida Cluster Note: Candidates having 3+ years experience in Retail branch Banking sales, Ops and Wealth Management need to attend the interview only (Freshers are not allowed ) Job Name PA (Business Unit) Preferred Relationship Manager(RBB) RBB-PB-Teller Authorisers RBB-PB Authoriser Job Description Generate business and cross sell all products & services of the Bank. Relationship Management for a portfolio of customers. Branch Operations and Audit Compliance Work Experience 3-10 years of experience in reta...

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

07428979989 Identify, prospect, and acquire new B2B clients in target industries. Generate leads through market research, networking, cold calling, and industry references. Present and pitch company solutions to decision-makers. Develop and maintain a healthy sales pipeline, ensuring consistent achievement of monthly/quarterly targets. Build strong client relationships to drive repeat business and referrals. Collaborate with internal teams (operations, product, finance) for seamless onboarding of new clients. Maintain accurate records of client interactions, proposals, and sales activities in CRM. For any query, pls whatsapp at 07428979989 : Vandana HR

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum ...

Roles and Responsibilities The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage...

Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, ...

Role & responsibilities 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. ...

About Brand Realty Investors Group: With over 20 years of expertise, Brand Realty Investors Group has become a leader in Investment Advisory, Land Investment, Real Estate Transactions, Development, and Retail Chain Expansion. Our focus is on strategic land investments, bringing together a network of investors with Brand Realty as the lead investor and management partner. We are driven by expertise, ethics, and sustainable growth. Website: https://brandrealty.in/ Why Join Us? We are seeking a dynamic, results-driven Associate Partner to spearhead Business Development & Investor Relations. This is a fantastic opportunity for professionals passionate about wealth management, real estate investm...

Providing financial solutions for HNI client Monitor financial market trends to ensure that client plans are responsive. Must ensure growth of AUM / Book Size Achieving targets based on acquisition and revenue generation through investment products. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM,

Role & responsibilities : Identifying potential customers and new business opportunities. Building and maintaining strong client relationship and high level of customer service. Preferred candidate profile : Great Communication Strong Sales Experience Strong Results Orientation and Execution Excellence High Energy and Passion High Customer Centricity

Key Responsibilities: Client Acquisition and Relationship Management: Source new clients through personal efforts and acquisition channels, while also nurturing and expanding relationships with existing HNW customers. Product Cross-Selling: Promote and sell various bank products, including loans (like loans against property/housing loans), liabilities, and other financial services such as insurance and mutual funds. Customer Service: Provide a high level of personalized customer service, maintain complete relationship records, and address customer complaints and queries to ensure satisfaction. Business Development: Plan and execute sales initiatives, coordinate with other group companies for...

Job description About the Role: The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. Key Responsibilities: - Provide financial solutions to the NRI customers while maintaining high service standards. - Maintain complete customer profile including the risk profile, demographics and assets in the bank. - Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and var...

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have experience into Trading and Order Punching Qualifications:Post Graduation Exp- 3+ Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

Build and manage strong client relationships (HNI/UHNI/corporates) Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.) Offer corporate financial planning (succession, retirement, employee benefits) HR-Priyanka 86383 30959 Required Candidate profile Look for candidates from Wealth Channel" Strong product knowledge (Equity, MF, PMS, Bonds). Good communication & client relationship skills. Candidate should move a minimum book size of 20 cr

Drive residential sales in the primary real estate. Maintain strong relationships with clients, developers, and key stakeholder. Identify potential buyers, understand their requirements, and provide property solutions. site visits, and negotiations Required Candidate profile 2- 5 years of experience in real estate sales. Working with broker. Candidate will have a strong background in real estate sales with in-depth understanding of the Western Suburbs/Navi Mum/Central

Role & responsibilities - Sell residential properties in the market - Ensure achievement of maximum revenue targets through mandated and non-mandated sales in the residential segment in the zone/territory - Develop relationships with builders and investors and end-customers - Intermediate negotiation processes, consult clients on market conditions, prices - Provide advisory/consultation to customers in marketing and purchasing property for the best deal under the best -terms - Understand clients needs and propose solutions that suit them best - Perform comparative market analysis to estimate properties value - Accompany the customer for site visits & display property to them and manage daily...

PCG Equity Advisor (offline only) Company's Name: Reputed Leading Equity Broking Co. Position/Function: PCG Equity Advisor (HNI Clients) Current Compensation : Up to 18 Lacs Qualification : 1. Graduate 2. NISM certification for equity cash and derivatives modules. No.of years of Experience : 4 years + Age : 27yrs+ Job Responsibility The Candidate should have good understanding in:- 1. Shifting / Introducing own HNI Offline Equity Clients to the Companys Platform. 2. Generate large volumes on equity & derivative terminal from self-Introduced Clients (OFFLINE ONLY). 3. Equity Advisory (Advice client on equity markets to buy stocks). Essential Critical Experience 1. Introducing and Advising HNI...

Role & responsibilities :- 1. Ensure value build up & cross-sell in assigned base current account relationships. 2. Customer engagement / personal visits at pre-defined frequency 3. Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour 4. Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value Preferred candidate profile Any Graduate with Banking knowledge Ready to do Sales Knowledge of banking operations Local & Experience candidate preferred

Experience in High-end / Luxury Direct Leisure Sales Acquires sales through the generation and follow-up of leads Meets and handling HNI/UHNI client requirements Required Candidate profile Interacts with Product Development team to meet client requirements & team to create renew materials for the HNI market Strong communication & interpersonal skills, to build excellent rapport

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 Chennai Week off - Sunday

Branch Manager/AVP - Equity/Commodity Role We're seeking a talented Branch Manager to join our team at Nirmal Bang, a leading financial services firm. In this role, you'll spearhead our equity sales efforts, driving growth and fostering client relationships. Job Description: • Justify your teams cost with minimum accounts, margins and revenue assigned. • Should bring their own team minimum 5 RMs Source HNI clients and franchisee every month. Advising HNI clients on their investments and managing their overall portfolio. Ensuring that your team performs well and complete the targets assigned to them. • Generate good revenue for the company as per the expectations and promote all the products ...