8 High Networth Jobs

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary: As a wealth Relationship Manager you will be responsible for ...

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *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 ...

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *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 reven...

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in ha...

Role & responsibilities Provide financial solutions to HNI customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics, and portfolio allocation. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of Jio BlackRock Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers by converting referral leads. Achieve targets as assigned by the organization monthly. Record and track all engagement activities through the CRM system. C...

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals. Required Candidate profile MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products