50 Hni Portfolio Jobs - Page 2

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...

Job Role: Client Success Manager (CSM) Exp 6-10 Years Location: Gurugram HR Role Objective : Job Profile seeking to ensure a High-Quality member experience, Foster Engagement and Maximize Retention for HNI and UHNI Members of the Network . This role is the primary relationship point after onboarding and involves curating meaningful connections, exclusive event access, and bespoke services. Key Job Role and Responsibilities Manage a portfolio of Key Accounts, establish productive, professional, and profitable relationships with key personnel and CXO s in assigned customer accounts. Lead, mentor and train a team of account managers. Coordinate with various departments within the organization, ...

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

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...

Own all branch-banking objectives and overall branch supervision, Ensure achievement of overall Branch Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs.

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 EXPERIENCE: Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products In-depth understanding of financial instruments, markets and macro - micro economic processes Ability to carry along all the uni...

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 EXPERIENCE: • Overall 10 years of Banking experience; out of which 3-4yrs in Retail Liabilities • Must have had Sales experience and exposure, preferably of Liabilities products • In-depth understanding of financial instruments, markets and macro - micro economic processes • Ability ...

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Role & responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O),...

Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai. Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients and offer wealth advisory service

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products.

Roles and Responsibilities Acquisition of CASA & liabilities a/c from cold calling, market reference, Fixed Deposit Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Movement of CASA Forms, Service Enquiry to the existing and related products & services of customers, adherence to process

Responsibilities: -Acquire new clients through referrals from existing customers and the Open Market -Cross-sell investment products Like LI, HI, Unlisted Shares and MF -Generate brokerage firstly through providing IIFL research research to clients

Acquiring, Deepening and Retaining HNI UHNI clients Generate Revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services Sales of equity and related products, cross selling of other financial products Regular client meetings Required Candidate profile Gradate with 3-4 Yrs experience in Stock Broking Co Strong product knowledge of capital market. Excellent communication skills NISM Certificate info.aspiringmmantra@gmail.com What's Up 9318431991

Responsibilities: * Manage client relationships with luxury sales expertise. * Oversee interior design projects from concept to completion. * Drive HNI acquisitions through exceptional service. Sales incentives

We are hiring an experienced PCG Client Manager to manage and grow High Net-Worth Individual (HNI) client portfolios, offering customized financial solutions and investment advisory services. Key Responsibilities: Acquire, manage, & retain HNI clients. Provide customized investment advice across equity, mutual funds, and other financial products. Deepen wallet share and enhance client relationships. Monitor client portfolios and conduct periodic reviews. Achieve revenue and sales targets. Eligibility: Graduate/Post-Graduate (MBA preferred) Minimum 3+ years experience in Broking & HNI Sales. Strong knowledge of financial products, equity markets & wealth management. Excellent client servicing...

Advising Super HNI clients on Equity & Derivatives Markets Advisory and Order placement Support to mapped clients Building positive relationship with existing customers Crossing selling third party products like Mutual fund, SIP, and PMS Required Candidate profile Minimum 2-3 year of experience in equity markets. NISM certification is mandatory. Ability to analyze financial data & market trends. Proactive & client-focused attitude info,aspiringmantra@gmail.com

Responsible for acquiring NTF clients revenue generation and maintenance of relationship with UHNI & corporate clients, acquisition. Required Candidate profile Must have experience in Team handling profile, Investment products, Acquisition. Must bring teams along with you and manage your own AUM.

Role & Responsibilities : You can call Ms Priya at (8178095895) for more information. Build and Expand Relationships: Develop and nurture relationships with High-Net-Worth Individuals (HNIs) by understanding their financial goals and identifying opportunities to provide tailored solutions from the Kotak Group. Drive Business Growth: Achieve growth in relationship value and revenues by generating business across liabilities, assets, and fee-based products while ensuring long-term client loyalty. Client Acquisition and Portfolio Growth: Develop and execute a strategic sales plan to acquire new HNI clients and expand the existing customer base effectively. Enhance Client Experience: Address com...

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...

Job responsibilities : Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference. Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets. Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base. Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry Achieving overall numbers and value targets as per scorec...

Manager: Sales & Business Development (Noida/Mumbai). Drive AUM growth via distributor relations, onboarding, and strategic expansion. Min 7+ yrs in PMS/MF/AIF sales, MBA from top B-school. Strong skills in sales, communication & product knowledge. Annual bonus Health insurance

Roles and Responsibilities Manage a team of sales professionals to achieve business targets and growth. Develop and maintain strong relationships with HNI clients through effective communication and relationship management. Identify new business opportunities and drive sales efforts to acquire new customers. Oversee daily operations of the team, ensuring efficient use of resources and meeting deadlines.

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 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 EXPERIENCE: Overall 8 years of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities pro...