885 Hni Acquisition Jobs - Page 9

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

Responsibilities: * Manage HNIs' portfolios through wealth management strategies * Acquire new clients through cold calling and cross selling techniques * Handle residential and property sales with channel sales expertise Sales incentives

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.

Role & responsibilities Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, and other structured roducts Acquire quality base HNI clients through networking, data base, and market intelligence Should have a maximum number of own clients relationships. Preferred candidate profile A graduate with 5+ years of experience in banking and broking industries and managing bank AUM of HNI Clients.

Job Overview: We are currently looking for a Relationship Manager, to join us. In this role you will be responsible to build and preserve trusting relationships with our clients, ensuring client satisfaction, and driving business growth. You will also be responsible to find ways to outperform our competition and maintain our companys positive image by building strong relationships with our clients to boost our brand and profits in the long run. Responsibilities : Direct Sales Responsibilities. Acquire new clients for equity, derivatives, commodities, and other financial products Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). Drive cross-selling of the companys distribution products to create additional revenue streams. Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation. Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends. Coordinate with the dealing team to execute trades efficiently as per client requirements. Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions. Conduct investor awareness programs, webinars, and client engagement activities to enhance business. Provide timely reports and trade confirmations to clients while maintaining transparency. Maintain confidentiality and integrity in handling client data and financial transactions. Build long-term relationships based on trust, transparency and value addition. Work closely with research, operations, and compliance teams to deliver superior client experience. Maintain regular communication with clients to review portfolio performance and address concerns Preferred candidate profile 1+ Years in sales/wealth management of handling clients. Preferred industry back ground: Stock Broking, Wealth Management. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products. Goal-oriented with a focus on delivering exceptional client service. Interested Candidates can share your resume on vidhi@lkpsec.com 7039445995

Job Title: Relationship Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Relationship Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors.

About Brand Realty Investors Group: With over 20 years of expertise, Brand Realty Investors Group has become a leader in Investment Advisory, Land Investment, Real Estate Transactions, Development, and Retail Chain Expansion. Our focus is on strategic land investments, bringing together a network of investors with Brand Realty as the lead investor and management partner. We are driven by expertise, ethics, and sustainable growth. Website: https://brandrealty.in/ Why Join Us? We are seeking a dynamic, results-driven Associate Partner to spearhead Business Development & Investor Relations. This is a fantastic opportunity for professionals passionate about wealth management, real estate investments, and high-value client engagement. Key Responsibilities: Develop and expand relationships with HNI and Ultra-HNI investors Present investment opportunities confidently and address client inquiries Manage client portfolios and structure personalized investment strategies Handle financial negotiations and ensure smooth cash flow management Act as a key liaison between the company and investors, fostering long-term partnerships What Were Looking For: Exceptional communication & relationship-building skills Proven experience in handling HNI/Ultra-HNI clients for investment and wealth management Strong negotiation skills to drive business growth Ready for a rewarding career in investment strategy and client relationship management? Apply now and become part of our growth journey!

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Job Description: Business Development and Investor Relations Position Overview: We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. The ideal candidate will possess excellent communication skills, a strategic mindset, and a proven track record of driving sales and partnerships in individual capacity. Key Responsibilities: 1. New Investor Acquisition: - Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. - Present investment opportunities to potential investors and address any inquiries or concerns they may have. -Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. -Growth through service to Investors. 2 . Sales Execution : - Drive direct sales efforts towards new investors and investor relations. - Collaborate with the sales team to develop and implement effective sales strategies and tactics to engage and generate a pool of desired investors. 3 . Administrative Tasks: - Ensure all necessary paperwork and documentation are completed accurately and in a timely manner. - Follow up with investors regarding payments and provide timely reminders as needed. Qualifications : - Proven experience in business development, sales, or investor relations. - Strong interpersonal skills and the ability to build rapport with diverse stakeholders. - Excellent communication and negotiation skills. - Strategic thinking and problem-solving abilities. Additional Information: - This is a full-time position based in Noida, Sector 125. - Travel may be required for client meetings. - Competitive salary and benefits package offered, including performance-based incentives. If you are passionate about driving business growth and building meaningful relationships, we invite you to apply for this exciting opportunity!

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to high-net-worth clients. Desired Candidate Profile 5-10 years of experience in HNI Client Handling, Acquisition & Sales or related fields like Wealth Management or Private Banking. Strong knowledge of Real Estate Marketing and Sales is an added advantage. Excellent communication skills for building strong relationships with HNIs. Ability to work independently as well as part of a team towards achieving common goals.

Role & responsibilities To act as a business partner to enhance clients experience and to actively participation in strategy development for business improvement. To develop new relationships and to cater financial needs of potential clients via references. Responsible for building new relationship with the clients. To handle client retention through excellent client service. Responsible for acquisition of new clients. Responsible for handling all financial products like Equity, Mutual Funds, HI, LI, Bonds, NPS ,PMS, Commodity, Currency etc.. To handle business development vertical along with the key team leaders. To handle corporate -tie ups by organizing: seminars/webinars/corporate presentations etc. Preferred candidate profile Must have atleast 4years of experience in Wealth Management. Good Communication skills. Good financial knowledge. Adaptable. He must have his own conveyance (Bike/Car). Flexible Perks and benefits Excellent career development opportunity to enhance your financial knowledge. Learn and earn policy in which new joinee can clear 5 NISM certifications relevant to the field and they will get an increment of Rs.2500 within three months. Increment and Examination fees reimbursement on clearance of CFP (Certified Financial Planner) certification.

Job Title: Relationship Manager Location: Sector-125, Noida Employment type: Full-time/Permanent Overview: This is a full-time on-site role for a Relationship Manager at Brand Realty Investors Group located in Noida. We are seeking a dynamic and results-driven individual to join our team as a Business Development and Investor Relations Lead. The primary responsibility of this role is to foster strong relationships to attract new investors and service them. Responsibilities: Develop and execute strategies to attract new investors through network/referrals, conducting market research, attending networking events, and leveraging existing connections. Present investment opportunities to potential investors and address any inquiries or concerns they may have. Handling and Profiling of company structured Real Estate related investment products and pitching them to HNI/ Ultra HNI. Growth through service to Investors.

About Brand Realty Investors Group: With over 20 years of expertise, Brand Realty Investors Group has become a leader in Investment Advisory, Land Investment, Real Estate Transactions, Development, and Retail Chain Expansion. Our focus is on strategic land investments, bringing together a network of investors with Brand Realty as the lead investor and management partner. We are driven by expertise, ethics, and sustainable growth. Website: https://brandrealty.in/ Why Join Us? We are seeking a dynamic, results-driven Associate Partner to spearhead Business Development & Investor Relations. This is a fantastic opportunity for professionals passionate about wealth management, real estate investments, and high-value client engagement. Key Responsibilities: Develop and expand relationships with HNI and Ultra-HNI investors Present investment opportunities confidently and address client inquiries Manage client portfolios and structure personalized investment strategies Handle financial negotiations and ensure smooth cash flow management Act as a key liaison between the company and investors, fostering long-term partnerships What Were Looking For: Exceptional communication & relationship-building skills Proven experience in handling HNI/Ultra-HNI clients for investment and wealth management Strong negotiation skills to drive business growth Ready for a rewarding career in investment strategy and client relationship management? Apply now and become part of our growth journey!

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.

Greetings from "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Equity Dealer CTC- Upto-6 LPA + Incentive + other benefit Job description 1) Trading on behalf of the clients. 2) Building relationships with clients & educating them about Investments. 3) Client Acquisition as per targets and cross selling of 3rd party products. 4) Client meetings and bank branch visits as per goal sheet. Skills 1) NISM VIII certificate is mandatory. 2) Prior experience of working in a similar set up preferred. 3) Should be willing to work in a target driven role & should be a go better. Kindly reply with updated CV on apex.lakshita@gmail.com if you are interested for the mentioned Job Role. you can call also on 7991515067

Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional customer service. Collaborate with other teams to achieve branch targets for portfolio management, sales, and cross-selling. Looking for candidates with 1+ years of work experience in banking, NBFC's or other financial institutions. We are currently looking for dynamic professionals for the following roles: 1) Personal Banker Sales 2) Personal Banker Classic 3) Relationship Managers 4) Branch Managers 5) Authorizers Also, pass on this information to your friends and help them find a good opportunity! Walk In Drive details are appended below: Venue - HDFC Bank Ltd, 07th Floor, Spencer Plaza, No.768 & 769, Anna Salai, Mount Road, Chennai - 600002. Date & Time - 19th July 2025, Saturday - 10 AM to 3 PM Point Of Contact - Sai Naaresh || sai.naaresh1@hdfcbank.com

About Our Client The client is a Indian NBFC company with multiple offices.(one of the top names in the market) Job Description Location - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore 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' current investment portfolios and recommending changes to meet their needs Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities Providing financial advice and services to clients in order to meet their short-term and long-term financial goals The candidate should have the following: 5-15 years of experience within private banking or wealth management At least a bachelor's degree in economics/accounting/finance/business management from a well know university A good understanding of investment products and asset classes A good network of clients across UHNWI/HNWI, family offices and/or institutions Strong communication skills

Position: Wealth Relationship Manager Location: Ludhiana/Amritsar /Jalandhar /Patiala/Ambala/Panipat/Hisar /Rohtak Experience: Min. 2years in MF/PMS CTC: Up to 8LPA Direct Responsibilities Responsible for gathering assets for investment productssuch 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. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. For more details send your updated resume at aanchal@avaniconsulting.com Or what's app at - 9917283370

Job description : - The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. • Acquisition of New to Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. • Regularly Engage with colleagues in Branch Banking, MSME Associations Office Bearers which shall help in meeting Min. 2 MSME Clients on daily basis. • Build Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients • Build Liability Book comprising of Current Accounts, Saving Accounts and Fixed Deposits by offering various Trade and Transaction products like Cash Management Services, Trade and Treasury Products. • Enhance Book Profitability and Client stickiness by consistently seeking an opportunity to expand share of wallet of the customer base through Cross Sell of POS (Merchants) Machines, Salary Accounts for employees, Insurance (both Life and Non-Life) and various other Wealth Management Products • Collaborate with the Risk, Operations and service teams to ensure delivering better TAT of Loans delivery and smooth on-boarding of the client • Meeting the Targets - Both in respect of bottom line as well as top line by constantly enhancing the Productivity. • 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. • 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.

Acquisition / Premier Acquisition Manager Business Banking KRAs- Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customers along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customers Background in order of preference Banking, Financial Services Graduate: 2-3 years of experience Post Graduate: 2 -3 years of experience

Kotak Mahindra Bank is hiring for Affluent Relationship Manager - Bangalore Location. Job Role: - Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements. Ensure client contactability at all times through regular connect with them in weekly/monthly calls. Resolve client queries for the managed book within the specified TAT. Plan and conduct special sales initiatives and events for prospective and existing clients. Endure adherence to all bank and regulatory processes at all times. Job Requirement:- Aptitude to deliver high quality customer service by using organization and interpersonal skills. Minimum 4 years to 14 years of experience. Decision making skills with strong sense of ownership. Experience in portfolio management, building and maintaining HNI customer relationships.

Job Role & Location- BM PBTA BSM PB Classic Pref RM Experience -Min 3 years to Any in Banking sector only. Interview Date - 18 July 2025 Day -Friday Location - Ambikapur , Kharsiya, Kansabel & nearby location. Address -Hdfc Bank Ltd. Ground Floor, Plot No 1735, Infront Of Hanuman Mandir, Ramanujganj Road, Ambikapur, Dist- Surguja, Chhattisgarh.

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management . Strong understanding of mutual fund products, SIPs, (ELSS) info.aspiringmantra@gmail.com

Job Specifications Role Designation: Cluster Manager- Department: Investment Products Function: Sales Company: MOFSL Reporting to: Regional Head - Investment Products Location: Hyderabad Job Purpose The role would require complete P&L responsibility for the Team reporting in - To profitably manage and create a team of high achievers. To expand the organisations HNI client base with acquisition of HNI clients . To create a profitable cross sell business at assigned branches . To score high on client satisfaction by providing them best investment advice, managing their portfolios and superior after sales services- To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Ensure the maintenance of the P&L of the team 2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas) 3. Compliance and surveillance to be checked on regular time intervals 4. Daily reviews of the team 5. Daily 3 meetings 6. Joint calls with Relationship Managers/Team Role Requirements o Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI o Experience: 8+ Years in financial markets in a leadership role. o Domain Knowledge: Understanding of investment products and equity o IT Skills: MS Office

Greetings from avani Consultancy ! Role & responsibilities Responsible for gathering assets for investment productssuch 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. Preferred candidate profile well experienced with mutual funds, managing portfolios , PMS, AIF. drop resume - 9949101406 / uttam@avaniconsulting,com (WhatsApp/mail)