HNI Acquisition Jobs

We are seeking a motivated and dedicated Relationship Manager in Indore. This entry-level role is perfect for recent graduates eager to build strong client relationships and enhance customer satisfaction.Key Responsibilities:1. **Client Interaction**: Engage with clients to understand their needs and offer appropriate solutions, ensuring a positive experience.2. **Account Management**: Maintain and manage client accounts by keeping records updated and resolving any issues that may arise.3. **Communication**: Regularly communicate with clients through calls and emails, providing updates on services and following up on inquiries.4. **Sales Support**: Assist in the sales process by identifying new opportunities and supporting the sales team in meeting their targets.5. **Feedback Collection**: Gather feedback from clients about their experiences and suggest improvements to enhance service quality.Required Skills and Expectations:Candidates should possess strong interpersonal skills to build rapport with clients. Good communication skills, both verbal and written, are essential for effective interaction. A basic understanding of sales principles will be advantageous. Ability to work independently and as part of a team is important, and candidates must be open to learning and adapting in a fast-paced environment. Being detail-oriented will help in managing client accounts effectively. A graduate degree is required, and prior experience is not mandatory.

As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.

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.

Key Responsibilities:Branch Operations & ComplianceSupervise daily branch operations to ensure seamless functionality.Ensure adherence to SEBI regulations and company policies.Conduct regular audits and maintain operational discipline.Business Development & Revenue GrowthDevelop and implement strategies to achieve branch revenue targets.Identify new business opportunities and increase client acquisition.Drive sales of equity, derivatives, mutual funds, and other financial products.Client Relationship ManagementBuild and maintain strong relationships with HNI, retail, and corporate clients.Address client queries and ensure prompt resolution of concerns.Promote personalized client service and offer suitable financial solutions.Team Leadership & Performance ManagementLead, mentor, and motivate the branch team to achieve sales targets.Monitor team performance and provide regular feedback.Conduct training sessions to enhance product knowledge and sales skills.Risk Management & ComplianceEnsure branch operations comply with SEBI regulations and internal policies.Identify risks and implement appropriate mitigation measures.Conduct periodic risk assessments and maintain reports.Dealing & Trade ExecutionExecute client trades in equity, derivatives, and other financial instruments.Ensure accurate and timely order execution while adhering to regulatory norms.Assist clients with market insights, trading strategies, and risk management.Reporting & MISPrepare and submit branch performance reports to senior management.Maintain records of sales metrics, client feedback, and operational activities.Utilize MIS reports for performance analysis and decision-making.Key Skills Required:In-depth knowledge of stock markets, trading platforms, and SEBI regulations.Proven leadership and team management abilities.Strong business development and client acquisition skills.Excellent communication, negotiation, and problem-solving skills.Ability to work under pressure and achieve business targets.Qualification:Bachelors/Masters degree in Finance, Business, or related field.

Hiring: Relationship Officer MSME / LAP / Housing LoanDepartmentSales AssetsDesignationExecutive / Senior Executive / Assistant Manager IReporting ToSales ManagerRole OverviewThe Relationship Officer will be responsible for sourcing quality customers as per business targets while strictly following bank processes and policies. The role requires strong coordination with internal teams and maintaining long-term customer relationships.Product CategoriesRO MSME / LAPMinimum 1 year experience in MSME Loan / Loan Against Property (secured business loans).Must be handling Direct Market Sourcing (DST model).Strong understanding of MSME / LAP products, documentation, and sourcing mechanism.Exposure to Affordable MSME / Affordable LAP is mandatory.RO Housing LoanMinimum 1 year experience in Housing Loan / Mortgage Loan (secured).Must be handling Direct Market Sourcing (DST model).Good understanding of Housing Loan products, documentation, and sourcing process.Exposure to Affordable Housing Loan segment is mandatory.Key ResponsibilitiesSourcing loan customers as per business plan and targets.Maintaining strict credit discipline and ensuring zero default.Monitoring loan portfolio through regular visits and utilization checks.Ensuring compliance with policies and procedures.Handling complete documentation and file processing.Maintaining accurate records and timely reporting.Resolving customer queries and ensuring satisfaction.Completing loan formalities including explanation of terms, signature collection, and documentation.Performing additional tasks assigned by management.Eligibility & CriteriaGraduation in any stream (mandatory).Minimum 1 year relevant experience with proper relieving letter.23 years BFSI experience preferred.Maximum age: 30 years.CIBIL score: 700 or above.Employment gap should not exceed 4 months.Candidates must join at similar CTC.Avoid candidates from Personal Loan, Credit Card, Fresher, or Unsecured Loan background.Salary & BenefitsSalary up to 25,000 per month (depending on experience & last CTC).Fuel AllowanceMediclaimTerm InsuranceDocuments RequiredAadhaar Card & PAN Card (Copy)Last 3 months payslips / Latest increment letterCurrent organization offer letterExperience & Relieving letter of previous organization

Job Title:Experienced Relationship Manager - Ask And Serve Financial Services Pvt Ltd (Authorised Partner -Kotak Securities) Bhiwadi High IncentivesFull Post Description We are looking for an Experienced Relationship Manager (RM) for our Stock Broking Franchise in Bhiwadi, Rajasthan.Role & Responsibilities:Reactivate dormant/inactive client accounts through personalized calls, WhatsApp, and advisoryOpen new demat/trading accounts and cross-sell products (Distribution of equity, mutual funds, IPO, PMS, MTF)Provide stock/MF ideas using Kotak research and Neo appHandle client relationships independently and achieve sales targetsWork with minimal supervision plan and execute your own daily activitiesRequirements:2-5 years of experience in stock broking, demat sales, mutual funds, or related financial salesProven track record in client reactivation and relationship managementStrong communication skills (Hindi + English)NISM certification preferred (we can assist if needed)Self-motivated, independent workerLocal candidates from Bhiwadi/Alwar/Dharuhera/Rewari area preferredCompensation:Fixed Salary: 18,000 25,000 per month (based on experience)High Incentives: Attractive per-account payout + brokerage share (will Explain on Request at time of interview)Unlimited earning potential top performers can earn 40,00080,000+ monthlyLocation: BhiwadiJoining: ImmediateInterested? Send your resume on WhatsApp 9891186660 with Experienced RM Apply in the message, or call us directly.Shortlisted candidates will get an interview call within 2-3 days.Only experienced candidates please apply.

Wealth Management, Financial Planning, Financial Advisory through your personal and professional circle. Visit them or, elaborate over the phone and sketch the suitable financial gap for them. And maintain the strong relationship with them

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

- 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.

1. Drive lead generation through personal PR networks, including corporate houses, HNIs, NRIs, and institutional clients.2. Identify potential new markets, customer segments, and bulk investors for company projects.3. Recruit, Onboard and train IBAs, maintain strong relationship with high-performing IBAs.4. Define and implement monthly/quarterly sales plans and ensure team adherence. Take ownership of achieving revenue targets across projects.5. Lead complex negotiations and finalize deals in coordination with Sales Head/Management. Ensure extraordinary customer experience pre- and post-booking.6. Consolidate daily/weekly reports from reportees and prepare analytical insights. Track performance metrics like lead-to-sale ratio, agent contribution, and campaign ROI. Present periodic reports to Sales Head with recommendations for improvements.

As a Relationship Manager, you will be responsible for building and maintaining positive relationships with clients. Your key responsibilities will include meeting with clients to understand their needs and concerns, providing them with personalized service, and resolving any issues they may have. You will also be expected to upsell products or services to existing clients to increase revenue.To excel in this role, you should have excellent interpersonal and communication skills, as well as the ability to build rapport with clients. A strong customer service orientation and problem-solving skills are also essential. Additionally, you should be detail-oriented, organized, and able to work independently in a remote work environment. A willingness to learn and adapt to new technologies and processes is also important for success in this role. While no prior experience is required, a graduate degree in a relevant field is preferred.

As a Relationship Officer in Anand, you will be responsible for building and maintaining relationships with clients to ensure customer satisfaction and loyalty. Your key responsibilities will include conducting client meetings to understand their needs and preferences, providing personalized service to address their concerns, and offering solutions to enhance their experience. You will also be tasked with promoting products or services to increase sales and customer retention. To excel in this role, you should possess excellent communication and interpersonal skills to effectively engage with clients. Attention to detail and strong problem-solving abilities are crucial for identifying and resolving issues promptly. Additionally, a proactive and customer-focused attitude will help you succeed in meeting client expectations and fostering positive relationships. A degree as a Graduate is required, with 0-2 years of experience in a similar role preferred. This position is available for male candidates for a full-time, work-from-office job in Anand.

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.

Content Development Write original, high-quality content for social media posts, blogs, landing pages, product descriptions, brochures, and emailers. Develop engaging, audience-focused content such as car reviews, buyer guides, feature stories, industry trends, and lifestyle integration posts. Script compelling video content and reels for product features, behind-the-scenes, testimonials, service showcases, and dealership activities. Plan and supervise the end-to-end development of short-form video content for platforms like Instagram Reels, YouTube Shorts, and Facebook Stories. Collaborate with designers, video editors, and photographers to ensure creative alignment and storytelling across content formats. Maintain a consistent and engaging brand voice in all written and visual communication.SEO & Web Content Create SEO-friendly content with targeted keywords to boost organic rankings. Collaborate with SEO teams to optimize metadata, tags, and headers. Update and maintain existing content to ensure accuracy and relevance.Brand & Marketing Campaigns Support product launches and promotions with creative copy (taglines, ad scripts, banners). Work closely with social media and design teams to align messaging across platforms. Write content for multimedia formats such as videos, infographics, and scripts for vehicle walkthroughs.Research & Accuracy Conduct thorough research on vehicles, market trends, and competitor content. Stay updated with the latest news, auto shows, and tech advancements in the automobile space.Proofreading & Editing Edit and proofread content for grammar, style, and tone. Ensure all content is in line with brand guidelines and consistent across platforms.

Sales

-Visit and onboard local retailers by explaining company's platform and its benefits.-Train retailers on using the app for product listing, pricing, and order management.-Build and maintain strong relationships with retailers and distributors.-Provide ongoing field and remote support for retailer queries and issues.-Collect feedback to improve retailer experience and platform performance.- Coordinate with internal teams to ensure smooth retailer operations.-Meet assigned on boarding and activity targets; submit daily reports.

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

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.