57 Hni Clients Jobs

BDM & AGM – Mumbai for a leading Luxury Products brand catering to HNI clients, A & A+ architects, interior designers, & builders Candidate must have strong business development experience in the Mumbai market. Share resume on careers@successr.in Required Candidate profile Mumbai based professionals with 5–15 years of experience in luxury product sales Must have a proven record of handling HNI clients & top-tier architects/designers Strong communication skills required

• Lead client acquisition, investment advisory & relationship management for HNI/UHNI clients. • Manage AIF, PMS & wealth portfolios, ensure compliance, and achieve fundraising & revenue targets. Required Candidate profile • 5–15 yrs in wealth management/private banking. • Proven record with HNI clients, strong market knowledge, AIF/PMS expertise, communication & advisory skills, and investor-centric approach.

Phoenix Business Advisory is expanding into the Real Estate industry and is seeking a dynamic and result-driven Sales Leader to head the Real Estate vertical in Ahmedabad. The ideal candidate should have a strong background in real estate sales, business development, and client relationship management, particularly with HNI clients. **Key Responsibilities:** - Drive real estate sales to achieve monthly, quarterly & annual targets. - Build and maintain long-term relationships with clients and stakeholders. - Lead and mentor the sales team for collective success. - Ensure compliance and coordination with legal and operations teams. **Qualifications Required:** - Bachelors degree in Business, M...

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...

INDUSIND BANK Hiring Select Relationship Manager - Branch Banking Liabilities Job Summary : 1. The main job is to manage HNI clients in the branch/ area 2. Identify key staff in client companies to cultivate profitable relationships. 3. Client Management and relationship management will be the main KRA for the RM 4. Owning the revenue target for the region and monitoring team performance 5. Planning sales tactics, deal closures and revenue plan for the region/ Winning key accounts from competition and defending existing accounts Key Account Management : 1. Understand the problems and challenges of clients and identify ways the business could better address those needs. 2. Monitor and assess ...

• Acquire & manage HNI/retail clients • Understand financial goals & offer plans • Conduct portfolio reviews & cross-sell products • Drive revenue through need-based advisory • Understanding of capital market • Location- Noida Required Candidate profile • Graduate/Postgraduate (1–10 yrs exp) • Strong in client acquisition & relationship management • Knowledge of mutual funds & markets • NISM V-A certified is a plus

Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 6303759271 MAIL :- navya@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF etc....

Greetings from Avani consulting ! We are hiring for leading Broking firm 5 day week Relationship Manager- Equity business Interested candidates go through with the below job description and share resume in whatsapp /mail - WATSAPP - 7386568139 MAIL :- srinivas@avaniconsulting.com Role & responsibilities Minimum 1 Year experience required Equity. Job Description: Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assets gathering through, Advisory products, Investiger, IPO, ETF e...

Role Overview: You will be responsible for addressing HNI clients for their investment requirements by offering an exclusive product bouquet and providing superior service delivery. Your main goal will be to assist clients in achieving their short-term and long-term investment goals through proper profiling and offering of Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Additionally, you will be tasked with acquiring and managing a group of HNI (High Net Worth Exclusive) Clients and deepening relationships through cross-selling to mapped broking clients. Key Responsibilities: - Profile customers and provide financial products to meet ...

• Build strong client relationships & ensure high customer satisfaction. • Handle test drives, negotiations & complete sales documentation. • Achieve monthly/quarterly sales targets & maintain lead records. Required Candidate profile • Strong communication, negotiation & customer service skills. • Presentable personality with passion for automobiles. • Target-driven & confident in handling HNI clients.

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...

Role & responsibilities Greetings from Homebazaar.com We are proud to get Certified asGreat 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...

We are looking for a Business Development Manager to drive business in luxury bathware segment The role involves building strong connects with top architects, interior designers, builders & dealers Key Requirements: To establish luxury bathware as the most preferred luxury brand being recommended by A+ or A category Architect,Designer or specifier to their client To promote, establish & Highlight as Luxury Bathing Solution in the market. To be the Brand Ambassador of the Brand in assigned area To be able to develop a strategic approach for shifting the mindset of Architects. Designers ,Specifiers and Builders from ""Foreign Brand"" to the Luxury Brand Excellent Comm Skills Pleasing personali...

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...

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...

As a Vice President Sales at our company based in Gurugram, you will play a pivotal role in shaping our sales strategy and driving business growth. Your responsibilities will include: - Leading and scaling the entire sales function across various projects and verticals - Developing and implementing high-performance sales strategies and revenue plans - Building and mentoring a high-impact sales team with clear targets and KPIs - Overseeing client acquisition, channel partner development, and corporate tie-ups - Collaborating closely with the Marketing, CRM, and Leadership teams To excel in this role, you should possess: - At least 12-20 years of sales leadership experience in the real estate ...

As a Mid-Senior level Investment Sales Consultant in the Sales industry, based in Delhi, you are expected to have a minimum of 2 years of experience. Your primary responsibilities will include: - Promoting mutual fund solutions - Nurturing investor relationships - Driving revenue across retail and HNI segments Your role will involve: - Client acquisition - Lead generation - Client engagement - Advisory services - Product consultation - Sales closure - Market tracking - Insights sharing - Reporting - Compliance To excel in this role, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field, along with 2-15 years of experience in sales or advisory roles in mutual...

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...