50 Hni Portfolio Jobs

Job Summary: We are looking for dynamic and result-oriented Wealth Managers who will be responsible for acquiring, managing, and growing high-value client relationships by providing expert financial and investment advisory. Key Responsibilities: Drive business development through mutual funds, insurance, PMS, and other investment products via unbiased and high-quality advisory. Develop new client relationships and manage existing ones to ensure revenue growth, profitability, and client satisfaction. Manage and motivate the sales team to achieve financial targets and business objectives. Acquire and maintain relationships with Retail, HNI, Ultra HNI, and Corporate clients . Cross-sell insuran...

Responsibilities: * Lead HNI / UHNI client acquisition & retention * Manage PMS portfolios with focus on wealth management & investment products. * Revenue Targets: Achieve monthly and annual sales targets for AUM * Capital Market Intelligence

Role & responsibilities Trade Execution: Placing equity and derivative orders on behalf of clients. Providing end-to-end advisory services with a focus on 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) Preferred candidate profile Educational Qualifications: Graduate with minimum 55% Experience: 2+ Years experience in HNI broking Domain Knowledge Equity and derivative markets, Broking and operations, Client risk profiling, Fundamental and technical analysis IT Skills: Proficiency in Trading Applications, MS Office Additional Certification: NISM Series VIII Equity ...

Experience in HNI Client Acquisition and portfolio management Handling Mutual funds and portfolios of HNI and Ultra HNI Should have knowledge and experience of Mutual funds

Role & responsibilities We are seeking a driven and customer-focused Relationship Manager to lead business development efforts at the branch level. The role involves acquiring new customers, deepening existing relationships, portfolio management and driving sales of retail liabilities and third-party products. The ideal candidate will be energetic, goal-oriented, and passionate about delivering exceptional customer service while achieving business targets. Preferred candidate profile Acquire new-to-bank customers through personal efforts and acquisition channels. Manage and expand existing portfolio. Provide exceptional customer service and support to existing clients, addressing their queri...

We are seeking a dynamic and experienced Sr. Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions. Working directly with high-net-worth clients (HNI) in face-to-face consultations.

Job description Managing Retail clients and generating revenue Knowledge of executing trades on various trading platforms Trade execution on Algo Provide stock & sector specific updates to clients Strong knowledge of financial products Equities & Derivatives Trading in Nifty & Stock Options strategies and understand charting Reviews orders to ensure accuracy and keep proper records Client Servicing Offline dealing services, Ledger work, Back Office queries and Customer Service Sales – Acquiring new clients and maintaining a customer centric approach Ensure confidentiality and trade secrecy REQUIRED QUALIFICATIONS & SKILLs Qualifications: NISM-8 certification mandatory Graduation (preferable:...

CLIENT & REVENUE: Acquire, onboard & upsell clients; manage relationships & resolve queries. Achieve set targets of HNI client acquisition and handling ASSOCIATE / DISTRIBUTOR NETWORK DEVELOPMENT : Source & enable new associates/distributors.

Responsibilities: * Manage client relationships through effective communication and service delivery. * Generate brokerage by acquiring new clients and growing existing portfolios. Sales incentives Performance bonus Referral bonus

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Responsibilities: * Manage NRI client relationships * Drive HNI acquisitions & sales * Oversee wealth management strategies * Ensure exceptional customer service * Lead HNI portfolio growth

JOB SUMMARY The role entails overseeing the Sales and service aspect of Premium and above segment customer in GB branches including distribution operations, service and sales. The role bearer is responsible for Premium and above segment client portfolio management (acquiring, Enhancing, deepening and retention). The role bearer will be a one point contact for all premium and above segment customer for all his financial needs and services thus enhancing current relationship value and wallet share which will further increase profitability from the relationship. KEY RESPONSIBILITIES Acquiring new premium and above segment Customer. Regularly interact with mapped customer to build rapport and un...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...

Responsibilities: Manage HNIs & networks for fundraising opportunities HNI & Corporate Meetings Fund Genration Monthly Fundraising Goal

Roles and Responsibilities Acquire and manage relationships with High Net Worth Individuals (HNIs) and affluent clients. Drive sales of banking and investment products including liabilities, assets, insurance, and third-party offerings. Conduct regular portfolio reviews and provide financial solutions aligned with client goals. Ensure high levels of customer satisfaction through timely service and personalized engagement. Achieve revenue and business targets through cross-selling and upselling. Maintain compliance with internal policies and regulatory guidelines. Desired Candidate Profile Graduate with 7 - 12 years of experience in banking or financial services, preferably in HNI relationshi...

Role & responsibilities Direct Responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduc...

Job Description 1. Acquire high value new to bank customers to Bank on a monthly basis 2. Complete family banking proposition for families of customers on-boarded in order to increase Relationship Value of customers acquired 3. Manage the relationships of clients provided in order to enhance wallet share 4. Sharp execution of Cross-sell strategy of the Bank for all mapped and acquired clients including: a. Digital Channel Activation b. Activation for Digital Wealth Management c. Selling Investment and Insurance Products d. Selling Asset Products 5. Achieve Individual Book and Fee Income targets as mandated in HR Goal Sheet in order to secure highest rating as per policy of the Bank 6. Handle...

Roles and Responsibilities Acquire and manage relationships with High Net Worth Individuals (HNIs) and affluent clients. Drive sales of banking and investment products including liabilities, assets, insurance, and third-party offerings. Conduct regular portfolio reviews and provide financial solutions aligned with client goals. Ensure high levels of customer satisfaction through timely service and personalized engagement. Achieve revenue and business targets through cross-selling and upselling. Maintain compliance with internal policies and regulatory guidelines. Desired Candidate Profile Graduate with 7 - 12 years of experience in banking or financial services, preferably in HNI relationshi...

Responsibilities: * Manage HNIs through portfolio management services * Lead AIF sales strategy for PMS products * Drive HNI acquisitions & client handling

If you are eligible for this role and keen to apply, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 Role & responsibilities BRANCH MANAGER Branch Banking KRAs: Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products. Cross selling targets progressively. Sale of Mutual Fund and Insurance products. Fee income. Branch administration. Regulatory compliance. Manage productivity, morale of branch personnel Overall responsible for break-even and P&L of branch Preferred candidate profile: EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales e...

Responsibilities: * Acquire new HNIs through strategic networking. * Handle existing HNI clients with exceptional service. * Onboard HNIs and guide them for their wealth planning.

Organization: E Sandhai Pvt Ltd (Agri-Tech Industry) Location: Trichy Employment Type: Full-time Salary & Benefits: Annual CTC: 3.0 3.5 LPA Petrol allowance For official travel outside work location – company covers travel, food, and room rent allowance . For candidates relocating to Trichy , company provides accommodation . Performance-based increments and career growth opportunities. Role Overview: We are seeking a highly motivated Institutional Sales Executive to manage and grow Esandhais institutional business portfolio. The ideal candidate should have experience in handling HNI clients , with excellent customer-handling and negotiation skills. The candidate must be ready to adapt to the...

HNI Sales MUTUAL FUNDS, PMS, Equities B2C Sales Suitable ones, whatsapp only 9623571539 Required Candidate profile Candidate holding 3+ experinece in ( HNI sales ) MUTUAL FUNDS

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...