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5.0 - 10.0 years

10 - 15 Lacs

Noida, Gurugram, Delhi / NCR

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Role & responsibilities - Responsible for managing CA value-growth. - Generating fee income from Trade Forex, Retail Banking & Business Banking relationships. - Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker). - Acquiring the high-value CASA relationships from within the group - Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book - Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products. - Superlative client servicing standards & rigor in managing the relationship. - Thorough understanding of transactional and commercial banking products. - Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development. - Seek references from existing clients to generate prospect list for New to Bank acquisition. - To provide a differential customer experience that supports our Business value proposition & also ensure maintenance of minimum Business threshold and retention of business customer. - To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA. - To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues. - Should be a team player and be able to work in cross-functional environment. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024

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2.0 - 5.0 years

3 - 3 Lacs

Ajmer, Jaipur, Bhilwara

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Manage & Lead the team of Sales Person Do market research to identify new Selling possibilities Set sales Goals for team & help to achieve them Maintain healthy relationship with new & existing clients Collaborate with team for Sales & Revenue growth Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age 24 to 39 Last company Documents Mandatory HR Amrapali 8780199508 amrapali.sresthinfo@gmail.com Perks and benefits On Roll job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

Bhavnagar, Bhopal, Chandigarh

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Grow & maintain relationship with new & existing clients. Monitor market trends & competitor activities to identify growth opportunities. Manage, train and support sales team to achieve sales targets. Manage Cross selling of other Banking products. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age 25 to 39. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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5.0 - 8.0 years

10 - 15 Lacs

Noida, Gurugram, Delhi / NCR

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Job description Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment. Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business. Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or WhatsApp Number 9893057024

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5.0 - 10.0 years

10 - 15 Lacs

Noida, New Delhi, Gurugram

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Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

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2.0 - 5.0 years

3 - 3 Lacs

Nagpur, Nashik, Pune

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Identify & develop business by networking within the community Schedule & conduct meeting with potential client Build & maintain relations with clients to foster trust & customer satisfaction exceed sales targets established by management Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age 25 to 39. - Last Company documents required. HR Roshani - 8469535782 roshani.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

Ahmedabad, Anand, Rajkot

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Manage the team ensuring business targets are met. Manage the recruitment of Sales Persons. Develop & Implement sales strategies to achieve revenue goals. Provide training to sales team. Provide regular performance report to senior management Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Age24 to 39 candidate should be ready for field work Last company Documents Mandatory HR Amrapali 8780199508 Perks and benefits On Roll job + High CTC Incentives + Allowances

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2.0 - 5.0 years

3 - 3 Lacs

Noida, Ghaziabad, New Delhi

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Plan to increase your market presence Utilize industry knowledge & personal network to create lead Hire/train & oversee a group of advisor Prompt sales from your team Establish & nurture solid client relationship to guarantee sustain business success Required Candidate profile Minimum 2 Year Sales Experience Must be Graduate Should be Local Ready to do Hardcore Sales Candidate Should be ready for field work Senior HR {Hasmukh-9316023316} M-hasmukh.sresthinfo@gmail.com Perks and benefits On Roll Job + High CTC Incentives + Allowances

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1.0 - 6.0 years

2 - 4 Lacs

Kolkata, Durgapur, Jalpaiguri

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Work on assign lead from branch Handle the walk-in customer Do Cross Selling other banking Products identify leads and sale products Improove costomer satisfaction Build relationship with Staff and customers Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

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1.0 - 6.0 years

3 - 7 Lacs

Muzaffarpur, Rourkela

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Job description: Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs *Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice. *Achieving sales and revenue targets spread across product mix One point contact for the assigned customer To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

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1.0 - 6.0 years

2 - 4 Lacs

Guwahati, Tinsukia, Barpeta

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Work on assign lead from branch Handle the walk-in customer Do Cross Selling other banking Products identify leads and sale products Improove costomer satisfaction Build relationship with Staff and customers Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

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1.0 - 5.0 years

2 - 4 Lacs

Guwahati, Golaghat, Jorhat

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- Lead support from Banks allotted by the company. - Visit potential customers for new business - Goals established by the Sales - To retain existing clients and service new customers - Working on pre-fixed appointment Required Candidate profile -Graduation Mandatory -1 Year of Experience in Banking Sales is mandatory. -Should have a two-wheeler -The maximum age should be 37

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2.0 - 7.0 years

7 - 13 Lacs

Noida, Ghaziabad, Greater Noida

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Role & responsibilities Role & responsibilities Managing the banking and investments relationship of clients and responsible for overall growth ofLiabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with BANK BankCustomer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients

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1.0 - 6.0 years

1 - 3 Lacs

Vapi, Surat, Vadodara

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• Attend walk-in customer • Generate new customer leads through various channels • Follow up on new leads • Need to maintain relationship with clients and Branch managers • Resolve customer queries/issues Required Candidate profile • Qualification : Graduate • Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector • Age criteria : 21 to 37 Years • Good Communications Skills • Fresher's Can't Apply

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1.0 - 6.0 years

2 - 5 Lacs

Kochi, Hyderabad, Chennai

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Work on assign lead from branch Handle the walk-in customer Do Cross Selling other banking Products identify leads and sale products Improove costomer satisfaction Build relationship with Staff and customers Required Candidate profile - Graduation is a must - Age must be in between 21-38 - Minimum 6 months of work experience - BFSI work experience preferred

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1.0 - 6.0 years

2 - 3 Lacs

Gandhidham, Rajkot, Surat

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Post : Sales Team Leader • Responsible for acquiring new customers via the direct sales channel. • Maintain high conversion rates through personalized selling. • Meet performance metrics while delivering top-notch customer service. Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 84011 93616 HR Nirali Perks and benefits Incentive + PF + Mobile with Several

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1.0 - 6.0 years

2 - 3 Lacs

Vijayawada, Visakhapatnam, Hyderabad

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Post : Branch Sales Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 YRS of experience in Sales / Banking /Finance / Insurance Sales • Good Communication skills • Contact : 90238 62949 HR Vivek Perks and benefits Incentive + PF + Mobile with Several

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1.0 - 6.0 years

2 - 3 Lacs

Jalandhar, Patiala, Karnal

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Post : Sales Development Manager • Lead based job sit in main branch • Handle walk in customers • Analysis of customer • Maintain relationship with customer Participate other candidates Offer • Sales service Documentation for lead closing Required Candidate profile • Graduation Must • Must have 1 year of experience in Any Sales / Banking / Finance / Insurance Sector • Good Communication skills • To clear any confusion direct contact on : 7201064237 HR Ruchita Perks and benefits Incentive + PF + Mobile with Several

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1.0 - 6.0 years

1 - 3 Lacs

Visakhapatnam, Hyderabad, Chennai

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Post : Relationship Manager • Lead will be provided • Need to seat in bank handle walking customer • Generate business through the Lead • Close the leads provided by Company Required Candidate profile • Must have 1yr of experience in Any Sale / Banking / Finance / Insurance • Graduation is mandatory • Vacancy for local candidate • Age : 24 to 38 YRS Call OR WhatsApp : 9265042790 HR Azad Perks and benefits Incentives, Performance Bonuses, Career Growth

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3.0 - 8.0 years

6 - 14 Lacs

Noida, Ghaziabad, Greater Noida

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Job Profile : RMYF GIB Core Responsibilities Relationship Management Manages HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio on Y2Y basis e Candidate should have a clear focus on large value to grow the GIB book size for the branch Sources new HNI NRI relationships (GIB Yes Premia) every month and also focus on FCNR/NRE/NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Role & responsibilities Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.

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1.0 - 6.0 years

2 - 3 Lacs

Madurai, Visakhapatnam, Puducherry

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Post : Business Development Manager ( BDM ) • Recruiting Team members • Manage sales goal achievement through team • Training and developing Team on commission basis • Promote & motivate Team • Handling the advisers to work • Negotiate/close Leads Required Candidate profile • Must be Graduate • Must have 1 year of experience in Any Sale / Banking / Finance / Insurance Sales • Age Criteria:- 24 to 38 • For more information Call OR WhatsApp : 9558211656 HR Mohit Perks and benefits Incentives + Allowances + Fast track Promotion

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2.0 - 7.0 years

3 - 6 Lacs

Ernakulam, Malappuram, Changanassery

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Recruit & manage a high-performing sales team. Onboard team of DSAs & channel partners for business Build & maintain a strong Relation with company & clients Generate revenue through new customer acquisition Develop sales plans to achieve targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham

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2.0 - 6.0 years

2 - 4 Lacs

Tirupati, Vijayawada, Madanapalle

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Lead & manage the activities of sales team. Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

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2.0 - 6.0 years

2 - 4 Lacs

Karimnagar, Mancherial, Khammam

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Lead & manage the activities of sales team. Identify business opportunities & Build strong client relationships Implement sales strategies by analyzing market trends Monitor sales targets & team performance Meet & exceed revenue targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On roll with HDFC Group Career growth

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2.0 - 7.0 years

3 - 6 Lacs

Kalburagi, Raichur, Kolar

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Recruit & manage a high-performing sales team. Onboard team of DSAs & channel partners for business Build & maintain a strong Relation with company & clients Generate revenue through new customer acquisition Develop sales plans to achieve targets Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash C Perks and benefits On Roll - Full Time Insurance Career Mediclaim

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Exploring HNI Jobs in India

In India, the High Net Worth Individual (HNI) job market is thriving, with numerous opportunities available for skilled professionals in various industries. HNI jobs typically involve working with individuals or families who have substantial financial assets and require specialized services such as wealth management, investment advice, or estate planning.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

The salary range for HNI professionals in India varies based on experience and expertise. Entry-level positions may start at around ₹5-8 lakhs per annum, while experienced professionals can earn upwards of ₹20 lakhs per annum or more.

Career Path

In the HNI sector, a typical career path may include roles such as Relationship Manager, Wealth Manager, Senior Wealth Manager, and ultimately, Director or Head of HNI Services. Professionals may progress based on their performance, client portfolio, and industry knowledge.

Related Skills

In addition to specialized knowledge in wealth management and financial planning, HNI professionals may benefit from skills such as communication, relationship building, analytical thinking, and market research.

Interview Questions

  • What experience do you have in managing high net worth individuals? (basic)
  • How do you stay updated on the latest trends in wealth management? (medium)
  • Can you give an example of a successful investment strategy you implemented for an HNI client? (advanced)
  • How do you handle difficult conversations with clients who may have unrealistic expectations? (medium)
  • What regulatory guidelines do you need to consider when advising HNI clients on investments? (advanced)
  • How would you approach building long-term relationships with HNI clients? (basic)
  • What do you think sets you apart from other candidates applying for this HNI role? (medium)
  • How do you prioritize and manage multiple HNI client portfolios effectively? (basic)
  • Describe a time when you had to handle a crisis situation for an HNI client. How did you resolve it? (advanced)
  • How do you ensure confidentiality and data security when dealing with sensitive financial information of HNI clients? (medium)
  • What strategies do you use to identify new opportunities for HNI client acquisition? (medium)
  • Can you explain a complex financial concept to a client with limited financial knowledge? (basic)
  • How do you adapt your communication style when dealing with different types of HNI clients? (medium)
  • What key performance indicators do you use to measure the success of your HNI client relationships? (medium)
  • How do you assess the risk tolerance of HNI clients and tailor investment strategies accordingly? (advanced)
  • What do you think are the most important factors to consider when creating a customized financial plan for an HNI client? (medium)
  • How do you handle conflicts of interest that may arise when working with HNI clients? (medium)
  • Can you provide an example of a time when you successfully upsold additional services to an HNI client? (advanced)
  • How do you approach networking and building partnerships within the HNI community? (medium)
  • What role do ethics and integrity play in your work as an HNI professional? (basic)
  • How do you ensure compliance with industry regulations and standards in your work with HNI clients? (advanced)
  • Describe a time when you had to make a difficult decision that affected an HNI client's financial interests. How did you handle it? (advanced)
  • How do you keep yourself motivated and focused in a high-pressure environment like HNI services? (medium)
  • Where do you see the future of HNI services heading, and how do you plan to stay ahead of the curve? (advanced)

Closing Remark

As you prepare for your HNI job search in India, remember to showcase your expertise, communication skills, and commitment to client success. With the right preparation and confidence, you can excel in the competitive HNI job market and build a successful career in serving high net worth individuals. Good luck!

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