38 Hni Clients Jobs

Role Overview: As a Key Donor Manager, you will be responsible for scaling up the programme through new acquisition, overseeing day-to-day operations, and expanding according to the defined strategy. Your role will involve conceptualizing and implementing innovative multi-channel strategies to acquire, retain, and expand the donor base. Additionally, you will be in charge of developing and managing the annual plan, budget reporting, and analysis to ensure fundraising targets are met. Key Responsibilities: - Focus on acquiring new partnerships for the channel of funds and achieving desired targets in Work Place Giving - Manage external communication, build relationships with donors through va...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client base through networking, referrals, and market outreach to grow AUM. Perform timely portfolio reviews and suggest necessary rebalancing based on market conditions and client goals. Upsell and cross-sell wealth products to existing clients while keeping them informed of market opportunities. Share updates on schemes, research papers, and investment products with clients. Coordinate and execute marketing initiatives with the regional marketing and product teams. Must-Have Skills: Strong interperso...

Building and maintaining strong relationships with (HNIs) and Maintain portfolio, providing personalized banking and financial solutions. * Handling Team. * Actively engage in acquiring new customers for CASA accounts.

Role & responsibilities - Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unde...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

SUMMARY for RM: - The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networki...

SUMMARY for RM: - The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning Role & responsibilities It is direct sales profile so candidate should be able to acquire quality base clients through networki...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

Job Summary: We are seeking an experienced and dynamic professional for the position of Sr. Manager / Chief Manager / AVP Wealth Management . The ideal candidate will be responsible for managing high-net-worth clients, providing customized investment solutions, and contributing to the growth of AUM by acquiring and retaining clients. The candidate must possess strong domain knowledge, excellent relationship management skills, and a proven track record in wealth management and financial advisory. Key Responsibilities: Understand client requirements and provide tailored investment solutions. Conduct regular follow-ups with leads and share relevant market updates and insights. Expand the client...

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

Role & responsibilities Provide tailored investment solutions Follow up and share market insights Expand client base via networking & referrals Review and rebalance client portfolios Cross-sell and upsell wealth products Share updates on schemes and investments Coordinate with marketing and product teams Preferred candidate profile Strong interpersonal & networking skills Excellent communication & presentation Professional client handling Strong financial & analytical ability Compliance-driven under pressure Target-oriented & profitability focused

As an Advisor PCG, you will be responsible for leveraging your experience in trading and order punching to effectively handle HNI and UHNI clients. Your role will involve client acquisition, client servicing, and achieving targets through cross-selling opportunities after 2 years in the Market Operations (MO) department. It is essential to have a strong understanding of derivatives, options, cash, and trading. For the Advisor PCG TL position, you will be stepping into a playing captain profile where you will have individual targets along with team targets to accomplish. Candidates applying for the Team Handling profile should bring a team comprising 4-5 members. Similar to the Advisor PCG ro...

You will be joining Universo Realtors, a leading real estate company with over a decade of experience in the industry. Established in 2016, Universo Realtors specializes in residential properties in Thane, Powai, and Kanjurmarg. As a company, we are committed to providing exceptional real estate services to our customers, assisting them in making well-informed investments, especially in the home buying sector. As a Sales Manager at Universo Realtors, you will play a crucial role in driving the growth and success of our team. Your main responsibilities will include leading and managing a team of sales agents to achieve and surpass sales targets in both residential and commercial real estate s...

IndusInd Bank Job Description Banking Partner/Sr Banking Partner Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Banglore/hyderabad Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Overall Job Description To cross sell wealth & liability products to the banks ...

As a Regional Sales Manager/Head in the broking industry, you will be tasked with driving business growth and sales performance within the assigned region. Your role will require you to lead a high-performing sales team by utilizing your expertise in financial markets, client acquisition, and channel development. Your key responsibilities will include: Team Leadership & People Development: - Manage and mentor a team of Area Managers, Relationship Managers, and Sales Executives. - Set clear goals, monitor KPIs, and ensure high performance standards. - Foster a culture of ownership, accountability, and continuous improvement. Client Acquisition & Retention: - Develop strategies for acquiring r...

As a Sales Manager at Universo Realtors located in Thane, you will be an integral part of our team, dedicated to leading and driving our growth in the real estate industry. Universo Realtors, with over a decade of experience and established in 2016, specializes in serving the residential markets of Thane, Powai, and Kanjurmarg. Our mission is to provide exceptional real estate services to our diverse customer base, aiding both individuals and corporate clients in making informed investments in real estate, particularly in home buying. Your role as a Sales Manager will involve leading and managing a team of sales agents to achieve and surpass sales targets in the residential and commercial re...

As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular co...

Dear Candidate Greetings for the day We are urgently hiring for a leading MNC based out at Mumbai. Role & responsibilities Case Management and Service Assistance Handle customer inquiries, complaints, and feedback through various channels such as phone, email, and chat. Document all interactions with customers accurately and thoroughly in the CRM system. Investigate and resolve customer issues within a defined SLA, ensuring high levels of customer satisfaction. Escalate complex issues to the appropriate teams for further investigation and resolution. Proactively identify opportunities to improve the customer experience and suggest actionable solutions. Stay updated on product features, promo...

We're Hiring: Wealth Relationship Manager | Leading Private Bank Job Locations: Punjab Amritsar, Zirakpur, Patiala, Rajpura, Mandi Gobindgarh, Dhakoli, Panchkula Haryana – Panipat, Ambala, Jind, Kaithal, Sonipat, Yamunanagar Position: Wealth Relationship Manager Role Type: Individual Contributor (Portfolio Management) Key Products Handled: CASA (Current Account & Savings Account) Mutual Funds Life Insurance (Retail Liability) Role Overview: We're seeking dynamic and customer-focused professionals to manage high-value client portfolios, build long-term relationships, and drive sales of wealth management products. Apply Now: Interested candidates can share their updated CV at mukesh.dhawan@v-k...

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios Focus on business development and achieve growth in relationship value, revenues & improve client stickiness Achievement of product-wise targets and cro...

Greetings from Homebazaar.com We are proud to get Certified as Great Place to Work 2024 Who are we Home Bazaar Services Pvt Ltd is India's leading Property Advisor with an immense history of successful client satisfaction. With 11+ years of expertise, we analyze and cater to the client's requirements and have assisted thoroughly in their property buying journey. With the support of 350+ Property experts, we have been awarded Mumbai's best-winning property service company for the Quarter 2022 -23. With these achievements under our wings, we also have expanded to new horizons, we are currently operational in 9+ metro cities across India.Role & responsibilities We market our projects through ou...