17 Hnw Jobs

Greetings from AVANICONSULTING We 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, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, srinivas@avaniconsulting.com

Greetings from AVANICONSULTING We 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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Greetings from AVANICONSULTING We 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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Branch Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month To handle a team of 6 to 7 members

Greetings from AVANICONSULTING We 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 Call / WhatsApp - 9949101406 mail id - uttam@avaniconsulting.com

Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any.

Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer transactions and managing the issues To drive the front line employees towards achieving monthly target.

Urgent Vacancy with Leading Bank Role- Relationship Manager Retail Banking Locations: Chennai, Bangalore, Hyderabad Experience: 4-15 years in managing HNI / NRI / Ultra HNI portfolios Minimum 4-15 years of relevant experience in managing HNI / NRI / Ultra HNI customer portfolios Strong knowledge of investment products from Banks and NBFCs Ability to provide personalized wealth management advice and solutions Excellent communication and relationship management skills A customer-centric approach to offering tailored financial solutions If interested in this opportunity, please share WhatsApp at 8925889567

Job Summary: We are looking for a seasoned professional to lead our Private Banking (Wealth) business in East India. The Market Head will be responsible for driving business growth, managing a team of Relationship Managers, and ensuring high levels of client satisfaction and compliance. Key Responsibilities: Team Leadership: Lead and manage a team of Relationship Managers to drive performance, business growth, and client engagement. Business Development: Drive acquisition and deepening of high-net-worth (HNW) client relationships in the region. Client Management: Ensure delivery of high-quality wealth management solutions and services to clients. Strategy Execution: Implement regional business strategies aligned with overall Private Banking objectives. Revenue & Targets: Achieve financial and non-financial targets for the region, including AUM growth, revenue, and client retention. Risk & Compliance: Ensure adherence to internal policies and regulatory guidelines across all client and team interactions. Collaboration: Work closely with product, investment, risk, operations, and compliance teams to deliver seamless client solutions.

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

Instrumental in augmenting sales target of casa per month To drive the front line employees towards achieving monthly target. To handle customer complaints and to take appropriate action to resolve them.

Instrumental in augmenting sales target of casa End-to-end process of customer transactions , managing issue Relationship Management profile involving acquiring, growing , deepening HNI customer relationships through effective relationship management

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

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

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

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,

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