Hiring- Hni acquisition RM

Greetings from Avani consultingJob description Role & responsibilitiesRelationship ManagerResponsibilities:-To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the...

Experience- 7 to 13Job location Pune/ Mumbai all Annual offered salary 9 Lacs to 19.0Lac Job description Role & responsibilities Affluent Relationship ManagerResponsibilities:-To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned...

Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity,...

Greetings from Avani consulting referenceJob description Role & responsibilities Relationship ManagerResponsibilities:-To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling AMC Products, enhancing and...

We're hiring: AssociateLocation: SuratRM Legal, a boutique law firm specializing inIP, Corporate Law, and Advisory Services, is looking for a talented Associate to join our team.What you'll do:Draft, review, and manage contracts, corporate resolutions, and compliance documentsSupport trademark, patent, copyright, and design mattersConduct legal research and...

**RM cum Dealer** **Marwadi Shares and Finance Limited.** Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group into Financial Services, Education and Solar energy. Currently employing more than 2000 employees as a Group Marwadi Financial Services is the financial services arm of the Marwadi Group and has 800 plus employees...

Kotak Mahindra Bank Ltd. is having urgent opening of Acquisition Relationship Manager- Agri Working Capital Role & responsibilitiesTo onboard NTB clients as per the bank policy and department criteria.The candidate should have at least 2-6 years of experience in banking more specifically in SME/ Working Capital/LAP/Agri segment.Understand various sources of...

If you are eligible and interested in this role, please share your CV at or WhatsApp your CV at Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and attract new HNI clients through strategic efforts and referrals.Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.Ensure high levels...

**Job Opening: Mutual Fund Sales Trainer (HNI Segment) -**Location: Pune (On-site) *Role Overview:* We’re hiring a Mutual Fund Sales Trainer to upskill our Relationship Managers in handling HNI clients. Your focus will be on improving product knowledge, sales pitch, and overall confidence. **Key Responsibilities**: - Train RMs on mutual fund products -...

Job Summary Acquisition - RM will be responsible for delivering the Acquisition budgets for liability business Customer focused need-based selling Focus on acquiring high value relationship from Liability rich segmen Strategy Meet the business objectives initiated by the respective country SME Banking Segment Customer focused need-based selling Deepen...