Relationship Manager- HNI Sales

20 hours ago

Chandigarh, India White Force Full time

Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} URGENT HIRING for Relationship Manager- HNI Email ID: Contact: Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for achieving the desired objective ·Ensuring the overall wealth solutions to HNI customersby Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc ·To Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. ·To build relationships with a newer target segment ·To upsell and cross sellproducts like real estate and PMS to existing direct UHNIs ·Daily Net sales target, Action Plan, Strategy to approach clients. ·Ensure adequate service to corporate clients & distributors. ·Discuss with fund managers / Product team on key corporate clients and also arrange concall for key clients with the fund managers/Product team. ·Discuss existing products, service and on new product launches Skills Required 1. Bachelor’s Degree 2. Should have minimum 3 years of experience in upselling and cross selling products like real estate and PMS to existing direct UHNIs 3. Knowledge of Using Google Sheets and Excels. 4. Should be able to discuss existing products, service and on new product launches Location: Chandigarh Interested candidates can apply along with their resume on the below mentioned email ID or whatsapp number Email ID: Contact:

  • Relationship Manager

    20 hours ago

    Chandigarh, India White Force Full time

    Job description URGENT HIRING for Relationship Manager- HNI Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for...

  • Relationship Manager-CASA(Sales)

    1 week ago

    Chandigarh, Chandigarh, India NBFC Company Full time ₹ 6,00,000 - ₹ 11,00,000 per year

    Achieving sales targets through direct efforts and by identifying sales opportunities for the CASA products by acquiring New to bank customers and building new relationshipsAchieving acquisition and deepening value targetsSourcing various liabilities products such as RD, TD MF, LI etcDeepen and grow the balances of mapped book to increase total relationship...

  • ▷ (Urgent) Senior Relationship Manager

    2 weeks ago

    Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time

    Job Description Job Title: Senior Relationship Officer Experience Required: 25 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 25 years of experience in the financial services industry. You will be responsible for managing client...

  • Sr. Relationship Manager-Wealth Management

    4 days ago

    Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time ₹ 4,80,000 - ₹ 72,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Sr. Relationship Officer-Wealth Management

    5 hours ago

    Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Banking Partner- Pioneer Banking, Wealth Relationship Manager

    2 days ago

    Chandigarh, Jaipur, Ludhiana, India Indusind Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are hiring Banking Partner - Pioneer BankingLocation- Jaipur, Chandigarh, LudhianaInterested candidates can send their profiles at Job Summary:Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers...

  • Relationship Manager-HOUSING FINANCE-Sales

    6 days ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Manage sales and distribution through cross channel & open market. Ensure unilateral growth by adding new Branches. Manage and grow the Branch Banking team and focus on increased Productivity. Marketing and encashing catchment areas. Meeting HNI clients and explaining various products related to HF. Ensure additional revenue generation through cross – sell...

  • Agm - Real Estate Sales

    2 days ago

    Chandigarh, Chandigarh, India Continuum Workforce Full time

    **Job Overview**: We are seeking a dynamic and result-oriented **AGM / Sr. Sales Professional** to drive sales for our **upcoming luxury high-rise residential project in New Chandigarh**. This role is exclusively for **seasoned real estate sales professionals** with a proven ability to sell luxury properties and a **strong channel partner network** in the...

  • Relationship Manager-HOUSING FINANCE-Sales

    6 days ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    DescriptionManage sales and distribution through cross channel & open market.Ensure unilateral growth by adding new Branches.Manage and grow the Branch Banking team and focus on increased Productivity.Marketing and encashing catchment areas.Meeting HNI clients and explaining various products related to HF.Ensure additional revenue generation through cross...

  • ▷ (Urgent) RM_Wealth Management

    3 weeks ago

    Chandigarh, Mumbai, Pune, India V Konnect Full time

    Job Description Role & Responsibilities: - Managing, developing, and expanding customer relationships by providing banking and investment services that exceed client expectations for the most important customer segment - Generating incremental business through deepening and acquisition of HNI relationships - Achieving sales targets across liabilities, retail...