HNI Acquisition Job Vacancies in Bangalore

- Responsibilities:1. Develop and implement recruitment strategies: Design and execute innovative recruitment strategies to attract top talent to the organization.2. Build and maintain relationships with stakeholders: Establish strong relationships with hiring managers, internal teams, and external partners to understand recruitment needs and collaborate effectively.3. Source and screen candidates: Utilize various sourcing methods to identify potential candidates, screen resumes, and conduct initial interviews to assess candidate fit.4. Manage recruitment process: Oversee the entire recruitment process from job posting to offer acceptance, ensuring a seamless and positive experience for both candidates and hiring managers.5. Analyze recruitment data: Collect and analyze recruitment data to identify trends, evaluate the effectiveness of recruitment strategies, and make data-driven decisions.- Required Skills and Expectations:1. Bachelor's degree in HR or related field: A degree in HR or a related field is essential to have a solid foundation in recruitment principles.2. 2-4 years of experience in recruitment: Previous experience in recruitment is required to effectively manage the entire recruitment process.3. Strong communication skills: Excellent communication skills, both written and verbal, are necessary to effectively engage with stakeholders and candidates.4. Attention to detail: The ability to pay close attention to detail is crucial to ensure accurate candidate assessments and smooth recruitment processes.5. Problem-solving skills: Strong problem-solving skills are needed to address recruitment challenges and find creative solutions to attract top talent.

Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

ResponsibilitiesBuild relationships with prospective clientsMaintain consistent contact with existing clientsManage sales pipelineAnalyze market and establish competitive advantagesTrack metrics to ensure targets are hitQualificationsBachelor's degree, 1-6 years of experience.Experience in Agency sales, Insurance & Banking, HNI Client handling is mandatory.Strong negotiation skills.Strong communication and presentation skills.