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4 - 5 years

6 - 7 Lacs

Mumbai

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ROLES & RESPONSIBILITIES: - The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 4-5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: Ability to handle team. Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented Strong analytical skills and ability to work in teams.

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2 - 4 years

4 - 8 Lacs

Mumbai

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KEY RESPONSIBILITIES > The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) > He/She would be responsible to drive the TPP sales through branch sales team and advisors. > Maintaining client relationships and generating AUM from preferred clients. > Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients > Track the Affluent & Super Affluent Client 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. > To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients. > To conduct and assist in organizing seminars, workshops and other business development activities. Specifications Required- 1. Candidate should have good knowledge & experience of Investment Products such as PMS, IAP, AIF, Bonds, Listed- Unlisted Shares etc 2. Very good communication skills, irrespective of language. 3. Candidate should be presentable.

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2 - 5 years

3 - 3 Lacs

Bhavnagar, Rajnandgaon, Ahmedabad

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Handle the Walkin customers on branch. Attend daily 2-3 meeting with customers. Lead and manage the team for Sales. Provide proper training and guidance to team members. Motivate them to achieve sales targets. Manage sales of other banking products. Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - hasmukh.sresthinfo@gmai.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

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2 - 5 years

3 - 3 Lacs

Shimla, Yamunanagar, Panipat

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Recruit the team of advisiors through own refrence Guide & Motivate team for sales Support advisors through training & joint calls Work like leader or mentor for them Achieve Sales targets Required Candidate profile Any graduate with min 2 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - hasmukh.sresthinfo@gmail.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

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2 - 5 years

3 - 4 Lacs

Chennai, Madurai, Mangalore

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• Build and maintain a pipeline of potential clients. • Develop and maintain strong relationships with clients. • Conduct thorough analysis to recommend appropriate banking products. • Meet and exceed sales targets and performance goals. Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

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2 - 5 years

3 - 3 Lacs

Jodhpur, Hanumangarh, Jhunjhunun

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Handle and lead a team of sales representatives Market research to identify selling possibilities and evaluate customer needs Build and maintain strong relationship with exiting and new clients Sales and achieve monthly sales and revenue targets Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail - hasmukh.sresthinfo@gmail.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

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2 - 5 years

3 - 3 Lacs

Bathinda, Roorkee, Hoshiarpur

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Identify And approach potential customers Persuade customers to purchase products or services Achieve set sales goals and quotas Build and nurture customer relationship for repeat business Provide regular update on sales activities and performance Required Candidate profile Any graduate with min 1 year of sales experience Good communications skills Must be local Should have valid documents Share CV on below details Mail -hasmukh.sresthinfo@gmail.com Call - 9316023316 Perks and benefits On roll job + High CTC Promotions in short time

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2 - 5 years

3 - 3 Lacs

Vapi, Pune, Kolhapur

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Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

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2 - 5 years

3 - 3 Lacs

Nasik, Nagpur, Nanded

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Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing Required Candidate profile - Any Graduation. - Require min 2 year of any Sales experience. - Must be local. - Age up to 40 year. - Last Company documents required. M - karan.sresthinfo@gmail.com M - 9313391169( Sr. HR Karan ) Perks and benefits On Role Job + High CTC Short Term Promotions

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2 - 5 years

3 - 4 Lacs

Rajahmundry, Guntur, Nellore

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Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

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2 - 5 years

3 - 4 Lacs

Trichy, Hubli, Mangalore

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Identify potential clients and generate leads. Educate clients about the company’s insurance policies. Meet sales targets set by the insurer. Provide post-sale support and policy servicing C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

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2 - 5 years

3 - 4 Lacs

Hosur, Chennai, Nagercoil

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Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

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2 - 5 years

3 - 4 Lacs

Hassan, Shimoga/Shivamogga, Tumkur

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Identify potential clients and generate leads. Educate clients about the company’s banking products Meet sales targets set by the manager Provide post-sale support and policy servicing C-8469483673-HR Mukthi Required Candidate profile Any Graduate with Min. 2 year Sales Experience Must be local and have area knowledge Must have valid document of last company Age between 24 to 40 M-mukthi.sresthinfo@gmail.com C-8469483673 HR Mukthi Perks and benefits On Role Job + High CTC Incentives + Allowances

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0 - 2 years

2 - 4 Lacs

Navi Mumbai, Thane, Kalyan/Dombivli

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Marketing & Sales Training & Development Client/Customer Servicing Managing a team of marketing associates Lead the marketing/advertising process, meet prospective clients and give product presentation Develop Strategies for new plans and growth Required Candidate profile Location- Thane West Contact HR- 9004462798 Age- 20- 26 years Immediate Starters only Graduates & Post Graduates Strong communication skills Hard working & Dynamic Willingness to Learn & Develop

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5 - 6 years

7 - 7 Lacs

Junagadh

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*"Exciting Career Opportunity!"* Sodexo is seeking skilled *Hotelier for Food & Beverage Department* to join our team at an exclusive *Elite Resort of an Ultra HNWI- prominent global figure* at Junagadh, catering to a prestigious client and their close friends including top-notch personalities from around the world. 1) *Position Personal Butler/Butler Executive* - Preferred candidate profile- Butler/ Butler Associate/ Butler Executive - Number of Requirement: 3 - Qualification Hotel Management (Degree or Diploma) - Experience Min 5 years of experience in F&B and at least 1 year of experience in Butler Service from Brand Hotel Only - Salary: CTC up to 7.44 LPA 2) *Position Lady Butler* - Preferred candidate profile- Butler/ Butler Executive/Lady Butler - Number of Requirement: 1 - Qualification Hotel Management (Degree or Diploma) - Experience Min 5 years of experience in F&B and at least 1 year of experience in Butler Service from Brand Hotel only - Salary: CTC up to 7.44 LPA 2) *Position – F&B Steward* - Preferred candidate profile- Guest Service Associate - Number of Requirement: 5 - Qualification – Hotel Management (Degree or Diploma) - Experience – Min 1 year of experience in F&B From Brand hotel only - Salary: CTC up to 3.84 LPA Interested candidates can share their Photo attached CV on below contact details. Mail id- gayatri.vyas@sodexo.com Mobile- +91 7984149790 LinkedIn - www.linkedin.com/in/gayatri-vyas-1736a413a

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1 - 6 years

2 - 4 Lacs

Mandya, Vijayapura, Kolar

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Develop & execute business plans that align with organizational goals and objectives. Manage & lead the team, providing guidance and support. Provide training & development for team members. Market research by identifying potential clients & trends. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Call or Whatsapp resume on - 91062 55106 Sr. HR Akash C Perks and benefits On roll with HDFC Group Career growth

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3 - 7 years

5 - 9 Lacs

Mumbai

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Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with the book size of 25 lacs & above. Creation of revenue & Activation of clients through effective Advisory. Cross selling of other products like Mutual fund, PMS, Insurance. Handling Queries & complaints of client's & solving it within TAT. Acquiring new clients & retaining the old clients by periodic meetings. Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

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1 - 5 years

1 - 2 Lacs

Pune, Sindhudurg, Solapur

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The Area Sales Manager/Field Sales will be responsible for generating and developing new business opportunities, maintaining relationships with existing clients, and ensuring customer satisfaction. He will focus on achieving sales targets Required Candidate profile - Lead generation - Graduation compulsory - Age between 21 to 37 - Sales experience Mandatory - Area knowledge - Field work

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0 - 3 years

2 - 3 Lacs

Bharuch, Vadodara, Surat

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Hiring Relationship Executive!! Identify customer needs and offer suitable banking solutions Assist in creating and implementing sales strategies Conduct market research to find new opportunities Built and maintained strong customer relationships

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1 - 6 years

1 - 3 Lacs

Nasik, Aurangabad, Mumbai (All Areas)

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- Rsaleseport at the branch daily. - 100 % Lead based work. - Individual sales role. - Build relationship with colleagues. - Schedule meetings with customer. - Explain and sell your product. - Close leads into Required Candidate profile fresher can't apply Graduation is a must Age must be in between 21-38 Minimum 1 + years experience in Sales and Marketing BFSI work experience preferred Bike mandatory

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0 - 5 years

2 - 4 Lacs

Pune, Vadodara, Sangli

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Manage and handle walkin customers Build and maintain client relationships Drive business growth through the team Lead and motivate the sales and marketing team Develop and implement sales strategies Monitor sales targets and team performance Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Must have vehicle Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards, Sr HR Disha Perks and benefits On Roll with Kotak Life High Incentive + Growth

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0 - 5 years

2 - 4 Lacs

Nasik, Pune, Nagpur

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Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Meet & exceed revenue targets. Required Candidate profile Any graduate with min 1 year of sales exp Good communication skills Must have vehicle Share CV on below details Mail - Disha@theinfinityspace.com / 92270 58779 Regards, Sr HR Disha Perks and benefits On Roll with Kotak Life High Incentive + Growth

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0 - 2 years

3 - 3 Lacs

Navi Mumbai, Mumbai, Thane

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We are looking for someone who would rather LEAD than be led. If you consider ypurself a leader, then we welcome you to apply now. JOB RESPONSIBILITIES- -identify potential clientsand industry types -analyze market coniditions to develop a comprehensive understanding of business -client engagement &management -decision making -training and development -team building and management Please contact HR- 9324483283 to validate your eligibility Locations : thane, navi mumbai, mumbai all areas, MUMBAI SUBURBS, MUMBAI, kalyan, dombivli, panvel,

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0 - 2 years

3 - 3 Lacs

Navi Mumbai, Mumbai, Thane

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You will begin your role with marketing, client management, business strategy and your growth would be into the management profile. RESPONSIBILITIES- ~Responding to Customers' Needs. ~Keeping an Eye on Trends and Monitoring Competition. ~Communicating work and brand values with Marketing Team. ~Developing a Growth Strategy. *Age 18-27 *Freshers can apply *Immediate joiner *Work Experience 0-3 years If you are a marketing and management enthusiast, we invite you to join Caliber Organisation as a Management trainee. Please contact our HR at 9324483283 for further clarifications. Locations : thane, navi mumbai, mumbai all areas, MUMBAI SUBURBS, MUMBAI, kalyan, dombivli, panvel,

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1 - 6 years

2 - 4 Lacs

Mangalore, Mysore, Bengaluru

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Lead and manage the activities of sales team. Identify business opportunities & Build strong client relationships. Implement sales strategies by analyzing market trends. Monitor sales targets & team performance. Required Candidate profile Any graduate with min 1 year of sales exp Good communications skills Convincing Power Understanding of client requirement Contact/Whatsapp - 6351 954 334 HR Mitava

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Exploring HNI Jobs in India

In India, the High Net Worth Individual (HNI) job market is thriving, with numerous opportunities available for skilled professionals in various industries. HNI jobs typically involve working with individuals or families who have substantial financial assets and require specialized services such as wealth management, investment advice, or estate planning.

Top Hiring Locations in India

  1. Mumbai
  2. Delhi
  3. Bangalore
  4. Chennai
  5. Hyderabad

Average Salary Range

The salary range for HNI professionals in India varies based on experience and expertise. Entry-level positions may start at around ₹5-8 lakhs per annum, while experienced professionals can earn upwards of ₹20 lakhs per annum or more.

Career Path

In the HNI sector, a typical career path may include roles such as Relationship Manager, Wealth Manager, Senior Wealth Manager, and ultimately, Director or Head of HNI Services. Professionals may progress based on their performance, client portfolio, and industry knowledge.

Related Skills

In addition to specialized knowledge in wealth management and financial planning, HNI professionals may benefit from skills such as communication, relationship building, analytical thinking, and market research.

Interview Questions

  • What experience do you have in managing high net worth individuals? (basic)
  • How do you stay updated on the latest trends in wealth management? (medium)
  • Can you give an example of a successful investment strategy you implemented for an HNI client? (advanced)
  • How do you handle difficult conversations with clients who may have unrealistic expectations? (medium)
  • What regulatory guidelines do you need to consider when advising HNI clients on investments? (advanced)
  • How would you approach building long-term relationships with HNI clients? (basic)
  • What do you think sets you apart from other candidates applying for this HNI role? (medium)
  • How do you prioritize and manage multiple HNI client portfolios effectively? (basic)
  • Describe a time when you had to handle a crisis situation for an HNI client. How did you resolve it? (advanced)
  • How do you ensure confidentiality and data security when dealing with sensitive financial information of HNI clients? (medium)
  • What strategies do you use to identify new opportunities for HNI client acquisition? (medium)
  • Can you explain a complex financial concept to a client with limited financial knowledge? (basic)
  • How do you adapt your communication style when dealing with different types of HNI clients? (medium)
  • What key performance indicators do you use to measure the success of your HNI client relationships? (medium)
  • How do you assess the risk tolerance of HNI clients and tailor investment strategies accordingly? (advanced)
  • What do you think are the most important factors to consider when creating a customized financial plan for an HNI client? (medium)
  • How do you handle conflicts of interest that may arise when working with HNI clients? (medium)
  • Can you provide an example of a time when you successfully upsold additional services to an HNI client? (advanced)
  • How do you approach networking and building partnerships within the HNI community? (medium)
  • What role do ethics and integrity play in your work as an HNI professional? (basic)
  • How do you ensure compliance with industry regulations and standards in your work with HNI clients? (advanced)
  • Describe a time when you had to make a difficult decision that affected an HNI client's financial interests. How did you handle it? (advanced)
  • How do you keep yourself motivated and focused in a high-pressure environment like HNI services? (medium)
  • Where do you see the future of HNI services heading, and how do you plan to stay ahead of the curve? (advanced)

Closing Remark

As you prepare for your HNI job search in India, remember to showcase your expertise, communication skills, and commitment to client success. With the right preparation and confidence, you can excel in the competitive HNI job market and build a successful career in serving high net worth individuals. Good luck!

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