Array ( [0] => hni-acquisition [1] => pune ) HNI Acquisition Jobs in Pune,HNI Acquisition Job Vacancies in Pune Maharashtra
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HNI Acquisition Job Vacancies in Pune

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Relationship Manager - Full Time - Freshers

Impact HR & KM Solutions

  • Fresher
  • 3.0 Lac/Yr
  • Pune
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
Key ResponsibilitiesPortfolio Management: Manage a dedicated portfolio of existing clients, ensuring their needs are met and identifying opportunities for growth.Strategic Advisory: Act as a consultant to the client, recommending products or services (financial, real estate, or corporate) that align with their specific objectives.Revenue Generation: Meet monthly or quarterly targets through upselling, cross-selling, and client retention.Conflict Resolution: Serve as the primary point of contact for any issues, ensuring swift and professional resolution to maintain client trust.Networking: Actively seek new high-net-worth (HNW) or corporate leads through referrals and professional networking.Market Intelligence: Stay updated on market trends and competitor offerings to provide proactive advice to clients.Required Skills & QualificationsInterpersonal Skills: Exceptional ability to build rapport and communicate with high-level executives or HNW individuals.Financial Literacy: Strong understanding of market dynamics, investment products, or industry-specific commercial terms.Negotiation & Persuasion: Ability to handle complex negotiations and close deals while maintaining a client-first approach.Organization: Highly organized with the ability to manage multiple client accounts simultaneously without compromising quality.Experience: Typically requires 3-5 years of experience in sales, banking, real estate, or client servicing.
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Opening For Direct Sales Manager

Career Bridge

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Pune
Direct Sales Casa Sales Executive BFSI Customer Relationship HNI Acquisition Team Management Skills
Opening for Direct Sales ManagerJob Responsibilities: The candidate would be provided leads to reach out to existing customers and understand their requirement, pitch & sell them the financial products which we have to offer. 100% of the leads would be provided by the branch. He/she would be responsible to call customers, check their availability and would have to travel to their respective homes to explain the policy, collect documents and issue a policy. Candidates should be ok with field sales. Candidate must have at least 1 year of Life Insurance sales experience.You would have a strong chance of getting selected if you have - Minimum 6 months of Insurance Sales Experience. Qualification: Minimum GraduateMandatory: Should own a 2 wheeler as there will be extensive traveling involved in this profile.
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Relationship Manager

Sownmark

Customer Service BFSI Customer Relationship Negotiation Skills Interpersonal Skills Team Management Skills HNI Acquisition
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
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Equity Advisor

Boyen Haddin

Equity Dealer Equity Trader HNI Acquisition HNI Client Handling Equity Broking
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
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Relationship Manager (Female)

Mfins Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship Management - Handle clients and look for cross sell and up sell opportunitiesNew Business DevelopmentHandle team & ensure their productivityOperational aspects of branch Products - Mutual Funds and Insurance
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Relationship Manager / SR. Relationship Manager

BS2 Hire (Path of Career Solution)

HNI Acquisition Broking Advisory Securities Equity PMS Mutual Funds Investment Derivative NISM
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
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Opening For Relationship Manager

Bwise Solutions

HNI Acquisition Portfolio Management HNI Client Handling Mutual Funds
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
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Relationship Manager (Female Candidates Required)

Weekly Fruits

  • 0 - 6 yrs
  • 4.3 Lac/Yr
  • Hadapsar Pune
Communication Skills Interpersonal Skills HNI Acquisition
Sales of various financial products
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Opening For Wealth Manager

Ace Skills Edutech

Wealth Manager Portfolio Manager Investment Advisor HNI Client Handling HNI Acquisition
Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No
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Opening For Wealth Relationship Manager

Job Station

Portfolio Management Client Acquisition HNI Acquisition Sales Wealth Relationship
If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.
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Relationship Manager (Female Candidates Preferred)

Weekly Fruits

  • 0 - 6 yrs
  • 3.5 Lac/Yr
  • Pune
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition
Sales profileSales of financial products
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Hiring For Relationship Manager (Female Candidates Preferred)

Mfins Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship Management - Handle clients and look for cross sell and up sell opportunities New Business DevelopmentMarketing & Promotional activitiesTeam management for their productivityOperational tasks of BranchProducts - Mutual Funds and Insurance
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Looking For Relationship Manager (Female Only)

Mfins Private Limited

  • 1 - 5 yrs
  • 3.5 Lac/Yr
  • Pune
Customer Relationship Customer Service Negotiation Skills HNI Acquisition BFSI Team Management Skills Interpersonal Skills
Relationship ManagementHandle clients and look for cross sell and up sell opportunities Products - Mutual Funds and Insurance
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