HNI Sales Job Vacancies in Pune

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.

Company: Anarock Property Consultants Pvt. Ltd.Location: Baner, PuneExperience Required: 3-6 Years (Core Channel Partner Sourcing in Pune West)Qualification: Minimum GraduateIndustry: Real Estate Luxury Residential ProjectsAbout the RoleAnarock Property Consultants Pvt. Ltd. is seeking a highly polished and dynamic Channel Partner (CP) Sourcing Manager to drive channel development for an upcoming luxury residential project in Baner. The ideal candidate must have strong relationships with Channel Partners in Pune West and a proven track record of CP acquisition, engagement, and business generation within the luxury real estate segment.Key ResponsibilitiesChannel Partner Sourcing & OnboardingIdentify, source, and onboard active and high-performing Channel Partners across Pune West with a strong focus on Baner, Balewadi, Aundh, Wakad, and nearby micro-markets.Build and maintain a robust CP network aligned with luxury project requirements.Conduct CP evaluations to ensure quality, capability, and alignment with brand standards.Relationship ManagementStrengthen long-term relationships with existing CPs to drive consistent lead flow and bookings.Conduct regular CP meetings, trainings, and project briefings to enable strong market engagement.Act as the primary point of contact for all CP queries, escalations, and support.Business Development & Performance ManagementDrive CP-generated business for the luxury project and deliver monthly/quarterly sales targets.Monitor Channel Partner performance and implement strategies to maximize productivity.Track market trends, competition activities, and CP ecosystem movements across Pune West.Project Promotion & EngagementPlan and execute CP outreach initiatives such as events, site visits, roadshows, and engagement drives.Ensure high-quality representation of Anarock and the luxury project at all CP interactions.Required Skills & Qualifications36 years of core Channel Partner sourcing experience specifically in Pune West.Strong existing CP network across Baner, Balewadi, Wakad, Aundh, and surrounding areas.Minimum graduate; MBA preferred but not mandatory.Demonstrated experience in luxury or premium residential real estate.Excellent communication, presentation, and interpersonal skills.Polished, professional demeanor with the ability to influence high-value partners.Strong negotiation and relationship-building capabilities.High level of market understanding and CP ecosystem familiarity.Key AttributesSelf-driven and target-orientedStrong networking abilityHigh integrity and professionalismAbility to thrive in a fast-paced, competitive real estate environment

Job Openings for 1 Sr. Closing Manager Job with minimum 5 Years Experience in Moshi, Pune, Pimpri Chinchwad, Pune, having Educational qualification of : B.B.A, B.Com, BDS, M.B.A/PGDM, M.Com with Good knowledge in 5 years of experience in premium/luxury real estate closing Hands-on expertise in documentation, registration, RERA, and disbursement procedures Proficient in CRM tools, MS Excel etc.

Must have in casa , mutual fund, portfolio

Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.

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.

Role & responsibilities Job Purpose The purpose of this role is to increase engagement with HNI & Ultra HNI clients & corporates and provide complete financial planning solutions to them, basis their risk and reward appetite keeping in mind organizations revenue targets. Key Job Responsibilities Increasing client engagement and providing complete financial planning solutions Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients based on their requirements and goal. Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM for the channel. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure regular contact with pending leads/references. Update self on all schemes, products and solutions by regularly attending trainings and reading circulars. Conduct activities i.e. conduct research and pitch to Corporates. Advice internal and external stakeholders regarding products and solutions at all times by marketing them at regular intervals. Share regular communications with clients regarding information, research and material of the organization. Preferred candidate profile Perks and benefits

Responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.