2096 Hni Acquisition Jobs - Page 38

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Responsibilities: * Lead wealth management team, oversee portfolio management services. * Drive HNI sales & client handling with expertise in investment products & advisory.

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Fund...

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Role & responsibilities Develop and manage relationships with HNI customers for liabilities and commercial assets. Ensure high levels of customer service and adherence to bank policies. Cross-sell bank products including CASA, MF, Insurance, and third-party products. Inform clients about new products and enhancements to deepen banking relationships. Plan and execute sales initiatives and client engagement events. Coordinate with group companies to offer seamless access to additional financial products. Maintain comprehensive relationship records and track customer queries/complaints for timely resolution. Preferred candidate profile Experience: Minimum 2 - 6 years in BFSI/Banking, with at le...

JOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ Designation Manager/Senior Manager Company Profile https://anandrathi.com/ CTC range Competitive Location Kolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 5 years) Should have 5 - 8 Year...

Job Requirement: Thorough understanding of financial markets, investment and wealth products, ability to analyze HNI Clients financial portfolios and provide solutions accordingly. Job Description: 1. Accountable for acquisition of High net worth clients. 2. Responsible for identifying customer needs and assessing their risk appetite. 3. Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers. 4. Responsible for achieving targets as assigned by the organization on a monthly basis. 5. Provide regular updates to the immediate superior as required. Required Skills: 1. 5+ years of experience in managing wealth products. 2. Excellent communica...

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Acquire new customers through leads, referrals, and self-sourcing. Cross-sell and upsell Bank’s products such as savings accounts, current accounts, personal loans, credit cards, insurance, and investment products. Required Candidate profile 2–6 years of exp in retail banking, financial services, or wealth management. Proven track record in sales and customer relationship Manage & enhance the portfolio of retail banking customers

Role & responsibilities 1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 4. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1.. Strong leadership capabilities with the ability to motivate and mentor a team. 2.Proven track record of managing HNW or UHNW client relationships. 3. In-depth knowledge of investment products, wealth pla...

Wealth Manager PMS/Mutual Funds clients Big book size Client Acquisition Bring new high-net-worth Clients 3-5 years of experience in wealth management Salary: 10 lpa - 20 lpa Share resumes: +91 90165 20923 finance knowledge + client handling + sales

Wealth Manager will be responsible for acquiring & managing HNI Clients for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients. Required Candidate profile Hands on experience in HNI Clients Acquisition and client handling, with a strong network and database of High Net Worth Individuals.

About the Client Client is reputed firm into Wellness sector Location : Pune CTC ; Max 9 Lacs Exp ; Minimum 5 Years Job Profile We are seeking a dynamic and experienced Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions. The ideal candidate will offer tailored advice based on factors such as facial features, age, profession, personality, and individual expectations. Key Responsibilities: Individual will be responsible for new client sales along with upsell & cross selling. Responsible to generate opportunities apart from what is provided by central marketing team via multiple channels (BD, MOU sign-ups, BTL activities, out station e...

Greetings from APEX SERVICES Designation- PCG DEALER Role-HNI Dealer CTC- upto-12 LPA + incentive + other benefit Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients && achieve the target active AUM. 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options. 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio. 4. To achieve healthy revenues without compromising on clients profitability. 5. To have clear focus on client mining. 6. To conduct regular Client Meetings && update the same in the meeting tracke...

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Job Title: HNI Relationship Manager Location: Chennai , Bangalore Job Overview: As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. The role will involve a combination of sales, client relationship management, and providing tailored financial solutions to ensure high customer satisfaction and loyalty. Key Responsibilities: Build and manage relationships with a portfolio of HNIs, understanding their unique financial goals and needs. Provide expert advice on a range of insurance and investment products includin...

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Position - Wealth - Manager /Sr Manager / AVP Experience - 2 to 20 yrs Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , Raipur The responsibilities of the role are as follows: Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products Acquisition of new clients. Explaining various products and services to prospective clients Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services Reviewing clients...

Responsibilities: Primarily responsible for managing the cluster and also responsible for generating revenue across all products (trading, investing, TPP) and business development, through unbiased, providing high-quality investments advisory to HNI or Retail Clients. Building the team- Motivating, mentoring and guiding the team. Creating the business plan and help the team to achieve it. To acquire and build relations with HNI, Retail and corporate customers. To provide end to end service relations to existing customers relationship on a proactive manner. To educate all segments of customers with various investments avenues available and to provide high quality advise to them on their asset...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...