12 Private Client Jobs

Relationship Manager- PCG Dealing KEY RESPONSIBILITIES AND ACCOUNTABILITIES 1. To ensure active management of clients & achieve the target active AUM 2. To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options 3. To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio 4. To achieve healthy revenues without compromising on clients profitability 5. To have clear focus on client mining 6. To conduct regular Client Meetings & update the same in the meeting tracker 7. To attain maximum reach of investment ideas/stock calls initiated 8. To assist in new client acquisition, building new relationships and increasing depth in existing relationships 9. Keep abreast of the market news, financial trends and current affairs 10. To attend post result concals, analyst meets for improved client servicing SKILLS & KNOWLEDGE 1. Graduate / Post graduate with 3 to 8 years of experience 2. MBA in finance (preferred) 3. Proficiency in economics, accounting, financial statements and/or statistics 4. Familiarity with financial risk management strategies 5. Should have good communication & presentation skills. 6. Should be a self-starter, proactive & target oriented. 7. Should possess strong networking & relationship building skills

Job Description Direct sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. • He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. • Promote Focus Product of the month. • Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products. • .Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. • Candidate should be having 25-30CR of AUM with him/her into Equity & Investment Product • Min. 25-30 HNI client candidate managing. • Min AUM 15-20cr from Equity Location Mumbai Delhi Bangalore Kolkata Experience 5-12 Year HR Nasim Khan-9320768861

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

-Responsible for acquiring and managing HNI clients, -promoting portfolio management and wealth products, achieving sales targets, and building long-term client relationships. -Strong market knowledge and communication skills required.

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client& 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

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

To deliver exceptional volume and revenue performance by acquiring and engaging with Wealth Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities • Establish, manage, and grow the TRV of Wealth Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • 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

Urgent Hiring for !!! Private Client Group !!! for one of the leading securities company. Key Responsibilities:- Develop and execute wealth plans for clients, focusing on creation, preservation, and growth. Offer full product suite, including Mutual Funds, PMS/AIF, Structured Products, Direct Equity, Unlisted Investments, and Loan products. Provide investment solutions based on client profiles, in collaboration with product & research teams. Regularly review and update client portfolios. Educate and advise clients on investment options and risks. Identify and acquire new clients for wealth management. Meet revenue targets set by the organization. Ensure compliance with KYC, SEBI, and financial regulations. Skills required 6 - 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute.Self-starter, proactive & target oriented.Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 Email id : qcnaukri9@gmail.com

Analyze client finances to develop strategies and ensure financial goals are met. Monitor market trends for responsive planning. Acquire HNW clients, Drive AUM growth, achieve revenue targets & conduct regular client meetings on market updates.

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings with teams. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings with teams. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Job Title: Senior Relationship Manager / Relationship Manager Investment Products Location: Noida And Gurugram Department: Investment Products Job Purpose: The Senior Relationship Manager (Sr RM) / Relationship Manager (RM) will manage the investment needs of mass affluent clients, providing tailored advice and recommending a wide range of investment products such as Mutual Funds (MF), PMS, AIF, Private Equity (PE), Bonds, Direct Equity, and Equity Advisory Services. The role is aimed at meeting AUM (Assets Under Management), revenue, and client acquisition targets, ensuring client satisfaction through customized financial solutions. Key Responsibilities: Investment Advisory: Recommend and manage a diverse portfolio of investment products (MF, PMS, AIF, PE, Bonds, Direct Equity, etc.) based on client needs, goals, and risk profiles. Achieve Targets: Meet or exceed assigned AUM, client acquisition, and revenue targets within the region. Focus on driving growth by acquiring new HNI clients and expanding relationships with existing ones. Portfolio Management: Conduct periodic reviews of client portfolios, ensuring they are aligned with clients' financial objectives. Suggest adjustments based on market conditions and changing client needs. Collaboration & Relationship Building: Work closely with the branch teams for joint client meetings and foster strong, long-term relationships by providing proactive wealth management advice. Role Requirements: Educational Qualifications: Post-graduate degree, preferably in Finance, Business Administration, or a related field. Experience: Minimum 1+ years of experience in sales/wealth management, handling HNI clients. Experience with investment products like MF, PMS, and AIF is a plus. Skills & Knowledge: Strong knowledge of capital markets and investment products. Excellent relationship management, communication, and presentation skills. Preferred Background: Prior experience in Wealth Management, Banking, or Investment Counselling is preferred. To schedule an interview or send your CV, please contact HR Yash via WhatsApp 9156902218