Hni Sales

**Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

**Advising HNI/UHNI clients on equity, derivatives.** **Cross selling of third party products like MF, AIF ,PMS, Insurance.** **Acquiring clients.** **Managed portfolio.** **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Schedule: - Day shift **Experience**: - Portfolio management: 5 years (preferred) - advising...

Department: Sales - Investment ProductsFunction: SalesJob PurposeGetting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.Key...

Designation: HNI Sales Department: Sales - Investment Job Purpose Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etcTarget segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

Role Objective Responsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customers Responsible for client acquisition and deepening and ensure a smooth on-boarding...

Role ObjectiveResponsible for sales of Consumer Banking products like SA, fixed deposits, Home Loans and cross sell of third-party products like Insurance, Mutual Funds etc Target segment would be Resident and NRI customers in the HNI category and not mass market customersResponsible for client acquisition and deepening and ensure a smooth on-boarding...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships. Key Deliverables 1. Client sourcing for Investment Products - PMS/AIF/MFs...

Role ObjectiveProduct Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

Role Objective Product Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

Role ObjectiveProduct Officer- HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The emphasis would be for resident and non- resident customers covering the entire spectrum and...

Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

**Hiring For Bank : Private Banking Group(HNI) : Mumbai **&** Bangalore**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Identify customer needs and provide them with right financial planning assistance and - asset allocation with the help of our Investment Advisory...

**Hiring For Bank : Private Banking Group(HNI) : Mumbai **&** Bangalore**: - From 5 to 8 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** Identify customer needs and provide them with right financial planning assistance and - asset allocation with the help of our Investment Advisory...

**Job Description: Sales Executive** **Who are we?** Design Qandy is a luxury home décor brand. It’s nothing less than a revolution in the home décor industry - where technology enables world-class home interior design. We are a lean team of high-performing go-getters who take ownership of their roles in the organisation. Debates and discussions are...

**Job Description: Sales Executive** **Who are we?** Design Qandy is a luxury home décor brand. It’s nothing less than a revolution in the home décor industry - where technology enables world-class home interior design. We are a lean team of high-performing go-getters who take ownership of their roles in the organisation. Debates and discussions are...