4972 Hni Jobs - Page 13

Barclays is looking for Equities Dealer to join our team Roles and Responsibility Manage and execute trades efficiently. Develop and maintain client relationships to understand their investment goals. Provide expert advice on equity markets and products. Analyze market trends and make informed decisions. Collaborate with other teams to achieve business objectives. Stay up with regulatory changes and industry developments. Job Requirements Strong knowledge of equity markets and products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients and providing ex...

Hi, We are hiring for Key Account Manager for our Banking Client. You may target Personal Banker/Value Banker/Junior Relationship Manager from Banking sector. Age should not exceed 35 Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 6 to 7.5 lacs Work location - Coimbatore , Salem, Namakkal , Karur , Madurai , Chennai Immediate joining preferred. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

Hi, We are hiring for Key Account Manager for our Banking Client. You may target Personal Banker/Value Banker/Junior Relationship Manager from Banking sector. Age should not exceed 35 Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 6 to 7.5 lacs Work location - Coimbatore , Salem, Namakkal , Karur , Madurai , Chennai Immediate joining preferred. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

Hi, We are hiring for Relations ship Manager for our Banking Client. You may target Relationship Manager/Elite RMs/Preferred RMs/Personal Banker from Banking sector. Age should not exceed 36/37. Pls ensure they have local market exposure and should be currently managing a portfolio. CTC range - 8 to 10 lacs Work location - Tirupur and Tiruchirapalli branch Immediate joining prefered. Pls call Pavithra 9962138989 for more info. Thanks, Pavithra 9962138989

An ICICI AMC Branch Manager leads branch operations, focusing on growing the mutual fund business by acquiring clients, managing/training a team (Financial Advisors/IFAs), driving sales targets, ensuring regulatory compliance Required Candidate profile Need 5 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

Role & responsibilities Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Adv...

Job Requirements and Skills: Role Overview We are looking for an entrepreneur-in-Residence who will anchor and elevate the organizations production and operational ecosystem. This is a high-ownership, execution-centric role designed for someone who brings strategic clarity, strong analytical thinking, and hands-on leadership to a fast-scaling, craftsmanship-driven luxury atelier. The EIR will function as a central driver of both day-to-day operational excellence and long-term process maturity—working closely with the Founder and the Chief of Staff. The ideal candidate is structured, proactive, and deeply committed to building systems that strengthen efficiency, quality, and cross-functional ...

Handling Existing Clinet Portfolio , Increasing the Liability book and Investment AUM portfolio size through,Revenue generation through cross sell of business banking and wealth products like Trade Forex, Retail Assets , LAP, PMS, AIF, MF & Insurance Required Candidate profile NISM or IRDA , Shall have zeal of advsiing clients of Investments. Providing tailored financial advice, ensuring 360

Role Overview: The role focuses on building and managing relationships with HNI, corporate, and institutional clients by offering fixed-income investment products such as listed bonds and FDs. The incumbent will drive new business acquisition, deepen existing client relationships, and achieve sales targets while staying updated on market trends and collaborating with internal teams to deliver tailored investment solutions. Key Responsibilities: Identify, Build and manage a portfolio of high-net-worth individuals (HNIs), corporate clients, and institutional investors. Promote listed bonds and FDs as an investment product, understanding client requirements and offering tailored solutions. Deve...

Dear Candidate, Urgent opening with leading bank. Designation : RM FW CTC : Upto 13.88 LPA Location : Pune & Nashik Job Title - Relationship Manager - First Wealth Business Unit - Retail Banking Function -Branch Banking Job Purpose -The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals and managing deliverables. R...

Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance

Job Opening: Wealth Manager Location: Bandra, Mumbai About the Company A leading India-based asset management and wealth advisory firm offering comprehensive investment and financial planning solutions to HNI and UHNI clients . The firm specializes in delivering customized wealth management strategies across multiple asset classes with a strong focus on long-term client relationships and value creation. Role Overview We are looking for an experienced Wealth Manager to acquire, manage, and grow relationships with high-net-worth clients. The role involves end-to-end wealth advisory, portfolio management, and business development while ensuring compliance and superior client experience. Key Res...

We are currently recruiting for Relationship Manager positions at a leading bank in Chennai. The available roles include: - Branch Relationship Manager - Assistant Manager - CASA - Assistant Manager - Current Accounts - Assistant Manager - Gold Loan - Premium Acquisition Manager - Business Development Manager **Key Requirements:** - Experience in handling CASA (Current Account, Savings Account) - Strong relationship management and sales skills - Background in banking, insurance, or the BFSI (Banking, Financial Services, and Insurance) sector **Location:** Chennai **Interviews:** Ongoing To keep updated on future openings, you can join our exclusive group: [Join Our Group]( https://chat.whats...

Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel

- Assist in customer engagement activities - Responding to Customers' Needs. - Communicating work and brand values with Marketing Team. - Developing a Growth Strategy. ELIGIBILITY CRITERIA: - Graduate or Post Graduate - Hardworking & Enthusiast - Immediate Joiner - Good Communication skill & confident - Experience- 0-2 years - Age Criteria- 18-27 years For any queries feel free to contact HR at 9137891307. Location - Dombivli,Panvel,Karjat, Mumbai all areas, Mumbai Suburbs, kalyan.

Job Summary: As a Corporate Trainee, you will be an integral part of our team, working closely with professionals across different departments to gain practical insights into the corporate world. While this is an entry-level position, your eagerness to learn and grow will set the stage for future opportunities within our organization. Key Responsibilities: *Departmental Exposure: Explore through various departments within the organization, including business development, client servicing, and marketing, to gain a comprehensive understanding of our operations. *Training and Development: Participate in training sessions designed to enhance your skills, communication abilities, and overall prof...

JOB DESCRIPTION CLIENT ADVISOR About the Role: NoBroker is a disruptive real-estate platform that makes it possible to buy/sell/rent a house without paying any brokerage. The role starts by doing meetings with the prospect clients, showing them different properties and helping them get the best deal from the partnered builders to buy their Dream house. As a Client Advisor, you will: • You will be responsible for relationship management, assisting your clients through the decision-making process, and follow up communication to foster a long-term relationship both pre and post sales. • Attend qualified leads by meeting clients, where you will present tailored made options and will bring your c...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Role & responsibilities Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve reve...

Role & responsibilities Drive acquisition of HNI and UHNI clients with a strong focus on broking revenue growth . Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers . Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns . Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions. Effectively communicate and promote the organizations research insights and advisory recommendations to clients. Ensure timely preparation and submission of MIS and performance reports in line with business requirements...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

Job Description: Investment & Property Operations Executive Position Overview The Investment & Property Operations Executive will be responsible for managing equity and mutual fund operations, handling property-related administrative tasks, overseeing day-to-day fund management, and supporting financial compliance activities. The role requires strong organizational skills, attention to detail, and the ability to coordinate with banks, brokers, tenants, and service providers. Key Responsibilities 1. Investment & Securities Management Execution of purchase and sale transactions for equity shares, mutual funds, and other securities as per instructions. Verification and reconciliation of contrac...

Role & responsibilities Cater to investment needs of mass affluent clients by recommending products like including equity, derivatives, equity advisory products, mutual funds, Unlisted Shares, PMS and AIF. Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management). 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. Drive cross-selling of the companys distribution products to create additional revenue streams. Execute client orders in equity, derivatives, commodity, and currency markets with accuracy and speed. ...

Role & responsibilities 1. Lead Generation & Sales Ability to utilize various sources such as online platforms, referrals, networking events, partnerships, etc. to identify potential clients interested in luxury properties and assist in building databases of HNI clients. Call on new and existing databases to introduce NoBroker and its offerings, understanding their requirements and providing suitable property recommendations and scheduling & attending Site Visits/ Meetings. Build and maintain strong relationships with prospects and clients through regular follow-ups. Participate in various activities like exhibitions, activations and similar activities to generate leads. Proactive and driven...

Leading Finance Company is hiring for Relationship Manager Roles It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence Promote Focus Product of the month Maintain records of business on internal software CRM etc. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products Contact Number- 94125 01851/88597 66816/87551 87878