Premier Acquisition Manager-RL SALES-Sales Kotak Life Insurance

1 - 6 years

3 - 5 Lacs

Gandhidham

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About The Role JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customer"™s Graduates / MBA Having more than 1-2 year work experience

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Senior Relationship Manager - PBG Desk (Emerald) - UHNI / HNI clients Hdfc Securities

4 - 9 years

4 - 9 Lacs

Ahmedabad

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Relationship Manager/Senior Relationship Manager - PBG (Emerald - UHNI / HNI) Experience required : 4 Years + Job Description : 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings and bank branch visits as per goal sheet. Specialized Activities: 1. Executing Trade Orders. 2. Advising Clients based on Research Report. Required Criteria: 1. Graduation is must. 2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills.

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Zonal Head (Wealth) - In Top Financial Institution Manzil Placement

10 - 20 years

15 - 30 Lacs

Chennai, Bengaluru, Delhi / NCR

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In this role, you’ll be responsible for tracking the HNI/Ultra HNI segment ...Branch Handling.

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Urgent Hiring II Equity Dealer || Aurangabad, Amravati, Parbhani Religare Broking (RBL)

2 - 7 years

1 - 4 Lacs

Parbhani, Aurangabad, Amravati

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Job Description : Execute the orders on behalf of clients. Ensure the volume of trade is higher & clients trade frequently. Promoting research calls to increase volume & frequency of trade. Maintaining high Activation Ratio and High no. of traded clients. Punch orders for clients on NSE/ BSE terminals. Recommending and guiding the clients on investment strategies. Driving distribution business through wealth products like MF, PMS, Insurance, Bonds, Corporate FDs, NCDs and etc. Monitor client exposure limits. Solving queries of the clients regards market and investment. Drive focus on generating new business/client base Responsible to ensure all activities are in adherence as per Compliance framework. Share updated Cv : divya.chawla@religare.com or call on 8169023289

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Assistant Sales Manager-Team Handling Sresth Info Solutions Surat

2 - 5 years

3 - 4 Lacs

Udupi, Davangere, Belagavi/Belgaum

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Analyzing customer needs and identifying cross-sell opportunities Explaining insurance products and processes to customers Assisting customers in choosing the most appropriate financial products Knowing insurance policies to offer the best solutions Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Last company Documents Mandatory (Offer & Relieving) Ready to do Hardcore Sales HR Mukthi (8469483673) M-mukthi.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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Urgent Hiring For Alternate Channel- KAM (Key Account Manager) Halfpace Talent Consultants

1 - 6 years

2 - 4 Lacs

Bengaluru

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Will be responsible for sourcing & deepening relationships from existing customer base of Bank customers Will be responsible for selling Equity based investment products to the given set of customer base.

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Platinum Relationship Manager Quotient Consultancy

6 - 11 years

8 - 12 Lacs

Mumbai, Mumbai (All Areas)

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Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNW) customer relationships focused on liabilities and commercial assets. Source new clients through personal efforts and acquisition channels. Deliver superior customer service in line with bank policies . Cross-sell bank products to mapped branch customers. Promote new products and enhancements to deepen relationships. Organize sales initiatives and client engagement events. Collaborate with group companies for product offerings. Maintain detailed records of customer interactions. Address customer queries and ensure timely resolution. Desired Candidate Profile: Strong relationship management skills with HNW customers. Solid knowledge of commercial assets (CC, OD, TL, Export Finance). Familiarity with Mutual Funds and Insurance is a plus. Graduate with 6 to 12 years Customer-focused with high energy and drive to succeed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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Elite Relationship Manager Quotient Consultancy

4 - 9 years

8 - 12 Lacs

Mumbai, Mumbai (All Areas)

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Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading bank. Key Responsibilities: Acquire and manage High Net Worth (HNW) customer relationships for liabilities and commercial assets. Ensure excellent customer service and compliance with bank policies. Cross-sell bank products and inform clients of new offerings. Organize sales initiatives and client events. Collaborate with group companies for comprehensive product access. Maintain updated records and monitor customer feedback for service improvements. Candidate Profile: Proven experience in managing HNW banking relationships. Strong knowledge of Trade, Forex, and Commercial Assets (CC, OD, TL, Export Finance). Exposure to Mutual Funds and Insurance preferred. Customer-focused with high energy and drive to succeed. Experience: 6 to 8 years Age: Up to 35 years. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

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Walkin Interviews-09 May 25-Branch Banking-Sales Role @Godhra Hdfc Bank

3 - 8 years

3 - 8 Lacs

Dahod, Halol, Godhra

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Job Location: Godhra, Halol & Dahod Job Roles: 1. Personal Banker Sales 2. Personal Banker Classic 3. Preferred Relationship Manager 4. Branch Sales Manager Role & responsibilities 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 Imperia 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. Preferred candidate profile Candidate with minimum at least 2 years of experience is Preferred in sales/ banking/ insurance. Perks and benefits As per industry standards. Walk in Interview @ 09 May 2025 - 11AM to 3PM HDFC bank Ground & 1 st floor, Asha tower, Near Bhurwav Chiwkdi, Lunwada Road Godhra

Posted 3 months ago

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