2090 Hni Acquisition Jobs - Page 6

Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based ...

Responsible for client acquisition, Handling demat/trading accounts, Executing trades, advising on equity & derivatives, Achieving sales targets, and maintaining client relationships. Strong communication & market knowledge required. Revenue Genera Provident fund Gratuity Sales incentives Annual bonus

Key Responsibilities & Accountabilities : 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 and when required Required Education, Skill Set & Knowledge : Graduate / Post graduate Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage Should have good communicatio...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hierarch...

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Portfolio Management Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. Adhere to all regulatory guidelines and compliance standards, ensuring that clients' i...

Role & responsibilities Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business targets. Responsible for product penetration and increasing client wallet assure. Identifying Prospective clients and acquiring new clients. Candidate should have experience of managing /acquiring wealth & HNI customers. Preferred candidate profile Candidate should have atleast 4 years of experience handling Wealth Product Sales Any Graduate/Post Graduate with Relevant Experience Good Relationship Management and service focu...

ROLE :Relationship Manager / Senior Relationship Manager DEPARTMENT :Retail Sales / Institutional Sales / Direct Sales LOCATION:Hyderabad Whom are we Looking For? We are looking for a competent talent who can recruit, retain, and lead the sales team by executing sales plans for achieving revenue targets. Roles & Responsibilities * Build and maintain strong relationships with existing and prospective clients, understanding their investment objectives, risk tolerance, and financial needs. * Conduct in-depth discussions and perform comprehensive assessments to develop customized equity investment solutions. * Proactively communicate with clients to provide updates on market trends, investment o...

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required Preferred RM- Min. 3-5 years of experience is required Imperia RM- Min. 3-5 years of experience is required Personal Banker Authoriser- Min. 5 year of experience is required Teller/WD - Min. 1 years of experience is required or fresher can apply with good in communication Skills Interview Date - 31th Oct' 2025 Day - Thursday Timing - 11 pm to 4pm Location - Junagadh Address -Hdfc Bank Ltd. Those who are unable to attend during interview can share their resume to priya.yadav7@hdfc.bank.in While sharing r...

Job Role & Location- PB Sales - Min. 1 years of experience is required or fresher can apply who wants to start career in banking sales role PB Classic - Min. 3 years of experience is required Teller Authoriser- Min. 5 year of experience is required Teller/WD - Min. 1 years of experience is required or fresher can apply with good in communication Skills Interview Date - 30th Oct' 2025 Day - Thursday Timing - 11 pm to 4pm Location - Himatnagar Address -Hdfc Bank Ltd. Those who are unable to attend during interview can share their resume to priya.yadav7@hdfc.bank.in While sharing resume, please mention interested location and Job role.

Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis INTERESTED CANDIDATES Please share your cv in mail or WhatsApp More Information Contact HR, Uttam. Call & WhatsApp :- 9949101406 Share Updated resume, utta...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. 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 ...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Responsibilities: * Manage portfolio of high net worth clients * Acquire new HNIs through networking & relationship building * Provide private banking services with focus on wealth management

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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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.

Sales & Business Development Executive Wealth & Investment Solutions Company: Jones Group of Companies (Jones Asset Management & Jones Elite Logistics) Location: Bangalore Openings: 34 Department: Investment & Business Development About the Company Jones Group of Companies, comprising Jones Asset Management and Jones Elite Logistics (JEL), is a Bengaluru-based conglomerate offering a diverse range of services across logistics, asset management, and investment solutions. With a strong focus on technology, sustainability, and financial growth, we deliver excellence through innovation and trusted client partnerships. Role Overview We are seeking energetic and target-driven professionals to join...

Service to Sales Build and maintain relationships with new and existing customers to drive business growth. Supervise cash transactions, maintain accurate records, and ensure branch profitability. Ensure audit, compliance, and regulatory norms are followed at all times. CORE SALES Cross-sell and up-sell banking products such as CASA, Loans, Insurance, Mutual funds, Credit Cards, and Digital Banking. Achieve monthly and quarterly business and revenue targets. Support the branch team in achieving sales, service, and operational excellence. Preferred Candidate Profile: Education: Graduate / Postgraduate (B.Com, BBA, MBA, or any relevant field). Experience: 1-7 years depending on role: 2 years e...

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profile Strong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Perks and benefits Performance-driven incentive structures.