Hnw Jobs – Apply to Latest Hnw Job Vacancies

Relationship Manager - Mutual fund Avani Consulting

1.0 - 6.0 years

3 - 7 Lacs

Muzaffarpur, Rourkela

Work from Office

Job description: 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

Posted 18 hours ago

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Relationship Manager (Branch Banking) - Panipat Hiring Street

3.0 - 7.0 years

4 - 9 Lacs

Panipat

Work from Office

RM profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management Instrumental in augmenting sales target of casa per month customer transactions and managing the issues

Posted 2 days ago

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Wealth RM / NR RM/ Trade RM V Konnect

1.0 - 6.0 years

7 - 15 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

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The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives. Key / Primary Responsibilities of the Role List the primary deliverables Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers Recommend process changes in order to improve service efficiency and quality across the branch network. Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets

Posted 5 days ago

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AVP/DVP Grade - RM Wealth & Trade South Mumbai N Western Subrubs Management2000 Placement And Recruitment

8.0 - 13.0 years

14 - 20 Lacs

Mumbai Suburban, Mumbai (All Areas)

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RM Wealth knnowldge based products other than MF & LI- Take care of PMS, Wealth management, Trade & Forex , Term Loan & working Capital existing client portfolio & NTB. Majorily South Mumbai & Western Subrubs. Handle exisiting Book, plus acquire. Required Candidate profile 6 – 17 years relevant work experience in a Wealth management, BH, Area Head or BM keen for Individual, knowldge based role can apply. Self-starter, proactive & target oriented good hold on HNI, HNW, Perks and benefits Exisiting Book , Plus other perks & benefits,

Posted 2 weeks ago

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Relationship Manager - Mutual fund Avani Consulting

1.0 - 6.0 years

4 - 7 Lacs

Bhubaneswar, Muzaffarpur, Lucknow

Work from Office

Posted 3 weeks ago

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