4972 Hni Jobs - Page 31

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: - 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...

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 ...

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...

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 ...

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach shor...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

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...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demonstra...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks,...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key Responsibilities: - Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. - Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. - Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy. - Event ManagementPlan and coor...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Key Responsibilities of the role holder: A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services. Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach shor...

Key responsibilities include: - Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients'' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client...

Visit market daily & onboard new merchants Explain Paytm QR, Soundbox & subscriptions Re-engage inactive merchants for repeat business Support merchants with basic product issues Track daily activations & collections Achieve targets Required Candidate profile 18–35 age group 12th pass with 1 year Experience OR Graduate fresher Good communication Bike + Smartphone Field sales mindset Target-oriented & active Local area knowledge Perks and benefits Incentive Allowance Career Growth On Roll Job

Visit market daily & onboard new merchants Explain Paytm QR, Soundbox & subscriptions Re-engage inactive merchants for repeat business Support merchants with basic product issues Track daily activations & collections Achieve targets Required Candidate profile 18–35 age group 12th pass with 1 year Experience OR Graduate fresher Good communication Bike + Smartphone Field sales mindset Target-oriented & active Local area knowledge Perks and benefits Incentive Allowance Career Growth On Roll Job

Role & responsibilities Job Profile : NRI RM Core Responsibilities Relationship Management Manages HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio Candidate should have a clear focus on large value to grow the NRI book size for the branch Sources new HNI NRI relationships every month and also focus on FCNR/NRE/NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds Self-Management Responsibilities 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 o...

We are looking for candidates with minimum 4 years of experience in CASA in HNI sales for a reputed private sector bank.

We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households. This role involves acquiring new clients, deepening existing relationships, and offering comprehensive banking solutions across liabilities, commercial assets, and third-party products. The ideal candidate will be self-motivated, energetic, and passionate about delivering personalized banking experiences. Develop and expand relationships with High Net Worth households for liabilities and commercial assets Ensure high levels of customer service and adherence to bank policies Cross-sell a wide range of banking products and services to deep...