HNI Acquisition Job Vacancies in Delhi

We are looking for a dedicated Relationship Manager to join our team in Delhi. In this role, you will be responsible for fostering and managing strong relationships with clients. Your objective will be to ensure client satisfaction and drive business growth.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong connections with clients, understanding their needs and addressing any concerns to ensure satisfaction.- **Account Monitoring:** Regularly monitor client accounts to identify potential issues or areas for improvement, providing timely solutions to enhance client experience.- **Sales Support:** Collaborate with the sales team to identify opportunities for upselling or cross-selling products and services, helping to achieve sales targets.- **Performance Tracking:** Analyze client feedback and data to measure relationship success and develop strategies for better engagement and retention.- **Reporting:** Prepare and present reports on client status and relationship progress to senior management, ensuring transparency and effective communication.**Required Skills and Expectations:**- Candidates should have 3 to 9 years of experience in a relationship management role or similar, showcasing a strong track record in client service.- Excellent communication and interpersonal skills are essential for building rapport with clients and responding effectively to their needs.- Strong analytical and problem-solving abilities will be required to identify client issues and propose viable solutions.- Candidates should be goal-oriented and have a proven ability to contribute to team success while managing multiple client accounts.- Comfort with data analysis and reporting tools is a plus to help in tracking client engagement and performance metrics. If you meet these qualifications and are looking for a challenging yet rewarding opportunity, we encourage you to apply!

Sr. Team Manager / Team Leader Responsible For Heading and Running Team. Handling a team of RM, Sales Manager, Team leads, and Equity Dealer. Strategizing and promoting business development initiatives in the region. Responsible for managing and developing new branches across region. Assisting clients with regards to their Investments in Equity, commodity, currency & other 3rd party products including MF and Insurance. Ensuring Cross Selling Of All Products (equities, Derivatives, Mf Sales And IPO Sales Etc) To Existing Clients. Co-ordinate with Regional heads & cluster Managers for management discussion. Building relationships with the client & educating them about Investments if required. Accelerating client base

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

Job Openings for 10 Relationship Manager Jobs with minimum 1 Year Experience in Delhi, Barakhamba, having Educational qualification of : B.A, B.C.A, B.B.A, B.Com, Other Bachelor Degree, Post Graduate Diploma, Any Master Degree with Good knowledge in BFSI, Team Management Skills, Customer Service, Interpersonal Skills, Negotiation Skills, Customer Relationship, HNI Acquisition etc.

Profile :- Elite Relationship Manager And Platinum Relationship Manager Job Role :- Develops new and expands existing High Net worth Customer relationships for liabilities andcommercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactionExperience :- Min 3- 4 years of experience in HNI sales / HNI portfolio management CTC :- 5lpa - 12.50lpa + Incentive + on roll Job Job location :- Delhi Interested one please call or drop your CV :- 7302499925Regards Sanyukta

You will be responsible for building and maintaining healthy business relationship with both prospective and existing clients.

Acquiring customers for financial products, like Mutual Fund, Insurance, Demat Trading, Fixed Deposits. Meeting new clients & Targets if applicable. Lead Generation and follow with prospects. Planning & Execution of sales promotion activity. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.

Profile HNI-RMDesignation Deputy Manager & abovePRIMARY JOB RESPONSIBILITIES1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. And he/she should have a maximum number of own clients relationships and he/sheshould be aware of local market intelligence.2. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.This position reports to AVP/VPAcademic requirements Graduate is preferredLocation DelhiExperience 5-7 YearsRelevant experience 3-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLSREQUIREDFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.AGE GROUP PREFERRED 3040 Years

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in

Job SpecificationsProfile HNI-DealerDesignation Manager & abovePRIMARY JOB RESPONSIBILITIES- Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNIclients mapped to the Desk or to respective Advisor.- Understanding of Derivative Strategies.- To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Deskand the respective Advisor.- Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to theclients.- Regular meetings with Active clients, converting the dormant clients into active.- Regular Regional visit for HNI client meetings, seminar/events.- Cross sell of Third party focused products as suggested by the Anand Rathi group (includes MF, PMS, StructureProducts and others).- The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other marketreferences.- Maintaining and submission of periodic MIS as per the requirement of the Reporting Head.- Revenue generation and increasing the revenue share within the ambit of the internal & external approvedpolicies of RMS and Compliance regularities.- Candidate should have minimum experience of around 5 years from banking and broking industries and managingbank AUM of HNI Clients.This position reports to AVP/DVP/ AVPAcademic requirements Graduate is preferredLocation Pan IndiaExperience 5+YearsRelevant experience 3+YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLSREQUIREDFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.AGE GROUP PREFERRED 2540 Years