Array ( [0] => hni-client-handling [1] => delhi-ncr ) HNI Client Handling Jobs in Delhi NCR,HNI Client Handling Job Vacancies in Delhi NCR
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HNI Client Handling Job Vacancies in Delhi NCR

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Relationship Manager Wealth - Noida

Boyen Haddin

  • 4 - 10 yrs
  • 10.0 Lac/Yr
  • Noida
HNI Client Handling Casa Retail Liabilities Sales Wealth Manager Relationship Manager Wealth HNI Sales HNI Acquisition
Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking
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First Wealth Relationship Manager

Boyen Haddin

  • 2 - 8 yrs
  • 11.0 Lac/Yr
  • Noida
Sales Casa Sales Wealth Products HNI Client Handling Relationship Manager Relationship Manager Wealth Banking Sales
We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree
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Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
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Business Development Associate - Gurgaon

Cretum Advisory

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Gurgaon
B2B Sales Strategic Communication Lead Generation Inside Sales B2c Sales Sales Business Development Negotiation Skills Convincing Power Inter Personal Educational Sales HNI Client Handling Wealth Manager
Role Overview: We are looking for a driven and strategic professional to join our Business Development team, focused on sourcing, onboarding, and managing B2B clients in the investment banking space. The role requires active engagement across startups, MSMEs, and investor networks to support fundraising and M&A transactions.Key Responsibilities: Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. Client Acquisition & Relationship Management: Build and nurture long-term relationships with startups, founders, and business owners, guiding them through their capital-raising journey. Investor Ecosystem Engagement: Engage with VCs, PEs, family offices, and HNIs to understand funding interests and map them with suitable opportunities. Collaboration & Coordination: Liaise between internal teams and clients to ensure smooth coordination on deliverables, due diligence, and communication. Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. Market Research & Intelligence: Conduct deep industry research to identify market trends, new leads, and competitive benchmarks. Event Participation: Represent the company at industry forums, startup events, and investor summits to build visibility and generate leads.Key Skills Required: Proven ability in B2B Sales, deal sourcing and client onboarding Strong communication, negotiation, and interpersonal skills Proficiency in CRM, Excel, and reporting tools Self-starter attitude with a business-driven mindset
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PGC Dealer (4-6 Years)

Bm consultant

Share Trading Equity Broking HNI Client Handling Product Sales Financial Services Sales Nism 8
JD: To ensure active management of clients & achieve the target active AUMTo be responsible for identifying customer needs, assessing their risk appetite and providing them investment optionsTo provide regular updates to the clients regarding the market changes and subsequent changes to the portfolioTo achieve healthy revenues without compromising on clients profitabilityTo have clear focus on client miningTo conduct regular Client Meetings & update the same in the meeting trackerTo attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reportsTo do new client acquisition, build new relationships and increasing depth in existing relationshipsTo sell Third party productsKeep abreast of the market news, financial trends and current affairsTo attend post result concalls, analyst meets for improved client servicingTo Be Able to Handle HNi clients.Nism 8 mandatory
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Key Accounts Manager

HIyamee

Corporate Banking Sales Insurance Wealth Manager HNI Sales HNI Client Handling Key Accounts Manager
Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology
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