10.0 - 20.0 years

18 - 30 Lacs

Ahmedabad, Jaipur, Mumbai (All Areas)

Work from Office

Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment recommendations Ensure timely MIS reporting and performance tracking Desired Candidate Profile : 10+ years of experience in Equity Broking / Capital Markets / Wealth Management Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record Proven leadership in managing and scaling teams Deep understanding of financial products across asset classes Strong communication, networking, and relationship-building skills Existing client relationships and team-building capabilities are a plus Education : UG: Any Graduate PG: MBA/PGDM Finance (preferred), or equivalent

Posted 2 weeks ago

Apply

HNI Desk Head AnandRathi

7.0 - 12.0 years

22 - 27 Lacs

Pune

Work from Office

Role & responsibilities : Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organizations research and advisory suggestions to the clients being generated from time to time. • Submission of periodic MIS reports as per requirements of the business. Preferred candidate profile : Good Knowledge of capital market Should have team leading skills HNI Client Advisory Skills.

Posted 2 weeks ago

Apply

Relationship Manager Epsilon Money Mart

2.0 - 4.0 years

2 - 4 Lacs

Yamunanagar

Work from Office

Role & responsibilities : Managing Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients Maintaining in depth knowledge of companys products and services, particularly General Insurance and Mutual Funds. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment and Insurance needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 2-4 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance as per company policy.

Posted 1 month ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.