HNI Sales Job Vacancies in Noida

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.

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

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

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects,structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local andglobal competitors Follow-up with existing clients.

Role & Responsibilities:- Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects,structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local andglobal competitors Follow-up with existing clients.

Drive business by identifying and selling prospects and maintaining relationships with clients Closely keep an eye on competitor Market. Develop a strong network with Contractor, Builder's, HNI Clients, Architect etc. Generate Business, Payment follow up etc. Maintain quality service by establishing and enforcing organization standards. Must have: Closing skills, client relationships, and presentation and communication skills. Client acquisition, retention, enhancement Should have experience with all category Contractor, HNI, Individual House Owners, architects,structure consultant, project management consultant (pmc). Meeting with Civil Contractors/ Interiors contractor/Contractors. Achieve sales target for the area allotted in project sales. Do technical as well as commercial meetings on behalf of the company with clients. Prepare BOQ Specification, proposals and Proforma invoice. Identify upcoming projects and specify our products in projects BOQ. Perform competitive intelligence in the local market to improve understanding of both local andglobal competitors Follow-up with existing clients.