923 Hni Sales Jobs - Page 8

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ 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. Interested candidates can directly walk-in at Interview Venue : HDFC Bank No 195, 10Th Cross, Wilson Garden, Bengaluru -560027 (Br. Code - 1748) Date: 17th July25 (Thursday) Time 10:00 AM to 12:00 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

3–10 yrs Real Estate exp, client-savvy, self-driven, local know-how, bike+phone, flexible. Get high commissions, exclusive listings, builder tie-ups, team support & marketing boost.

In depth knowledge of destinations (short haul & Long Haul), DMC and products are required and stay updated on latest travel trends. High conversion of quote to Sales by initiating and maintaining the relationship with client through various communication channels and in person meet if required. Maintaining comprehensive database of queries and their status, also share Daily weekly & monthly reports

Candidate should have good knowledge of managing wealth of HNI Clients. Should have knowledge of Insurance, Mutual Fund, Bonds , Equity and PMS. Individual Profile. Position is based at Ahmedabad, Vadodara & Surat.Excellent communication skill reqd.

• Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply

Managed and deepened relationships with HNI and NRI clients via bancassurance channels, offering customized insurance and wealth solutions to drive client satisfaction and portfolio growth.

Identifying potential customers and promoting insurance policies to them. Building up relationships with clients to ensure sales growth. Providing information on insurance product and helping clients select suitable options. Handle walk in customers. Required Candidate profile Graduation or Above. Age 21 to 38 Years. Strong sales abilities with a focus on customer acquisition and relationship building. Familiarity with insurance products, industry trends, and regulations.

• Building a strong relationship with the sales team of channel partners • Handle walk in customers • Bank responsible for meeting sales through Bank • Regularly follow up with client • Generating leads from Relationship Managers and Personal Bankers Required Candidate profile • Education - Graduate with Any Stream • Experience - 1 to 7 Years experience with BFSI Domains • Skills - Customers Convincing Power • Knowledge: should have understanding of banking products

Designation : Business development manager • Recruit Team of advisors • Generate business through the team • Lead the team of advisors • Motivate them to achieve targets • Provide training and guidance to them • On Role Job with Company payroll Required Candidate profile - Experience : Must 2 YR of Any Sale / Banking / Finance / Insurance sales - Graduation is mandatory - Good Communication skills - Age : 23 - 39 yrs - local from city fresher's can apply

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

Role & responsibilities Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, and other structured roducts Acquire quality base HNI clients through networking, data base, and market intelligence Should have a maximum number of own clients relationships. Preferred candidate profile A graduate with 5+ years of experience in banking and broking industries and managing bank AUM of HNI Clients.

Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

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 investments, and high-value client engagement. Key Responsibilities: Develop and expand relationships with HNI and Ultra-HNI investors Present investment opportunities confidently and address client inquiries Manage client portfolios and structure personalized investment strategies Handle financial negotiations and ensure smooth cash flow management Act as a key liaison between the company and investors, fostering long-term partnerships What Were Looking For: Exceptional communication & relationship-building skills Proven experience in handling HNI/Ultra-HNI clients for investment and wealth management Strong negotiation skills to drive business growth Ready for a rewarding career in investment strategy and client relationship management? Apply now and become part of our growth journey!

Job Title: Senior Investment Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Senior Investment Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Daily Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors. Required Skillset: Proven experience in handling investor relations. Strong interpersonal skills and the ability to build rapport with diverse stakeholders. Excellent communication and negotiation skills.

JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and successful sales presentations in different settings; to keep abreast with the organization's products and services; to convert profitable deals and referrals to achieve sales targets Job Responsibilities: Achieving targets in a result-focused environment Preparing pre-sales proposals for prospective clients Delivering inspiring sales presentations to convert prospects to successful sales Handling objections and resolving member/ customer conflicts by constantly connecting with them through member meetings Identifying potential customers and new business opportunities Building and maintaining strong client relationship and high level of customer service Provide necessary support in booking first time holiday for new members and generate quality referrals from them Candidate Specification: Strong field Sales Experience (ready to work for 6 days in a week (week off between Mon Thu)) Strong Results Orientation and Execution Excellence High Energy and Passion

Hi, We are hiring - Fintech startup. HSR Layout, Free lunch daily for our employees. 2 Saturday's and all Sunday's off. Role Overview We are seeking a proactive and relationship-oriented Relationship Manager to join our team. The primary focus of this role is to manage a set of distributors, drive business growth, and ensure long-term partnerships while providing exceptional support to both distributors and their customers. Key Responsibilities and Accountabilities (KRAs) Distributor Management Manage a portfolio of assigned distributors Push distributors to achieve business targets and grow their loan against mutual funds portfolio Build and maintain long-term relationships with distributors Conduct regular meetings and check-ins to understand distributor needs and challenges Business Development Encourage and motivate distributors to increase their loan against mutual funds business Identify and capitalize on growth opportunities within the distributor network Collaborate with distributors to develop strategies for expanding their customer base Problem Solving and Support Act as the primary point of contact for distributors and their customers Promptly address and resolve issues faced by distributors and their customers Escalate complex problems to appropriate internal teams and follow up until resolution Distributor Education and Enablement Guide distributors on how to enable their customer base to take loans against mutual funds instantly Provide training and resources to help distributors understand Volt Money's products and processes Share best practices and success stories to inspire and educate distributors Reporting and Analysis Maintain accurate records of distributor performance and interactions Prepare and present regular reports on distributor business growth and relationship status Analyze trends and provide insights to improve distributor performance and satisfaction Qualifications and Skills Bachelor's degree in Business, Finance, or a related field 3+ years of experience in relationship management, preferably in the financial services sector Strong understanding of mutual funds and loan products, especially loans against mutual funds Excellent communication and interpersonal skills Proven track record in managing business relationships and driving growth Strong problem-solving and analytical skills Proficiency in MS Excel and CRM software Join us in our mission to transform financial accessibility and create exceptional experiences for our customers and distributors. Apply now and be a key player in company journey to redefine secured lending in India! Please call us on 8919869111 (Srikanth) & 6302074876 (Swetha) Email : Sriknath.xms@gmail.com

• 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

Job Description: Business Development and Investor Relations Position Overview: We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. The ideal candidate will possess excellent communication skills, a strategic mindset, and a proven track record of driving sales and partnerships in individual capacity. Key Responsibilities: 1. New Investor Acquisition: - Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. - Present investment opportunities to potential investors and address any inquiries or concerns they may have. -Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. -Growth through service to Investors. 2 . Sales Execution : - Drive direct sales efforts towards new investors and investor relations. - Collaborate with the sales team to develop and implement effective sales strategies and tactics to engage and generate a pool of desired investors. 3 . Administrative Tasks: - Ensure all necessary paperwork and documentation are completed accurately and in a timely manner. - Follow up with investors regarding payments and provide timely reminders as needed. Qualifications : - Proven experience in business development, sales, or investor relations. - Strong interpersonal skills and the ability to build rapport with diverse stakeholders. - Excellent communication and negotiation skills. - Strategic thinking and problem-solving abilities. Additional Information: - This is a full-time position based in Noida, Sector 125. - Travel may be required for client meetings. - Competitive salary and benefits package offered, including performance-based incentives. If you are passionate about driving business growth and building meaningful relationships, we invite you to apply for this exciting opportunity!

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to high-net-worth clients. Desired Candidate Profile 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking. Strong knowledge of Real Estate Marketing and Sales is an added advantage. Excellent communication skills for building strong relationships with HNIs. Ability to work independently as well as part of a team towards achieving common goals.

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 investments, and high-value client engagement. Key Responsibilities: Develop and expand relationships with HNI and Ultra-HNI investors Present investment opportunities confidently and address client inquiries Manage client portfolios and structure personalized investment strategies Handle financial negotiations and ensure smooth cash flow management Act as a key liaison between the company and investors, fostering long-term partnerships What Were Looking For: Exceptional communication & relationship-building skills Proven experience in handling HNI/Ultra-HNI clients for investment and wealth management Strong negotiation skills to drive business growth Ready for a rewarding career in investment strategy and client relationship management? Apply now and become part of our growth journey!

Walk-in Drive | Relationship Manager Bangalore Experience: 16 Years Location: 99/a100, Ground Floor, Mahindra Holidays & Resorts, Prestige Tower, Residency Road, Shanthala Nagar, Ashok Nagar, Bengaluru 560025 Key Responsibilities: Drive monthly/quarterly sales targets in a high-performance environment Create customized proposals and deliver impactful sales presentations Handle customer queries, resolve concerns, and build lasting relationships Identify new leads and business opportunities Guide new members through their first holiday booking and generate quality referrals Stay updated on product offerings and collaborate for smooth post-sales service What Were Looking For: 16 years of field sales experience (B2C/Direct preferred) Fluent in Kannada and English Willingness to work 6 days a week (week off between Mon-Thu) High energy, customer-focused, and result-driven

Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Looking for candidates with 1+ years of work experience in banking, NBFC's or other financial institutions. We are currently looking for dynamic professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Also, pass on this information to your friends and help them find a good opportunity! Walk In Drive details are appended below: Venue - HDFC Bank Ltd, 07th Floor, Spencer Plaza, No.768 & 769, Anna Salai, Mount Road, Chennai - 600002. Date & Time - 19th July 2025, Saturday - 10 AM to 3 PM Point Of Contact - Sai Naaresh || sai.naaresh1@hdfcbank.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.