41 Uhni Jobs

Globe Capital is hiring for AVP / VP - PMS. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai(Goregaon) Job Description:- AVP / VP - PMS 1. PMS product sales experience should have of 3-5 years with the minimum book size of 20-25 crore. 2. Building a strong relationships with the clients: 3. Focus on cultivating and maintaining strong relationships with existing HNI/UHNI/ family offices and potential clients. 4. Meeting or exceeding sales targets 5. Achieving agreed sales and revenue targets.

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Hyderabad region (including areas like Jubilee Hills, Banjara Hills, Gachibowli, etc.). Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Hyderabad wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Chennai metropolitan area and surrounding regions. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Chennai wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

Urgent Requirement - Leading bank RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute

*Position:* Relationship Manager CEC *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Develop and implement personalized wealth management plans aligned with clients' financial goals and risk profiles. Offer a comprehensive suite of products, including Mutual Funds, PMS/AIFs, Structured Products, Alternate Assets, Direct Equity, and Loans. Collaborate with internal product and research teams to deliver tailored investment solutions. Conduct regular portfolio reviews and recommend adjustments based on market trends and client needs. Educate clients on financial products and risks. Identify and onboard new high-net-worth individuals (HNIs), fostering long-term relationships. Consistently achieve or surpass revenue targets while providing exceptional service and financial guidance to grow and retain client portfolios. Locations : Mumbai,Pune,Hyderabad,Indore,Ahmedabad,Chennai,Bengaluru

Who are we Looking ForGA Wealth Management is seeking an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will play a pivotal part in guiding and supporting our clients to achieve their financial aspirations. This includes developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management. We are looking for a driven individual who excels in offering tailored, customized financial solutions, building lasting client relationships, and driving business growth. And passionate in Sales and Business Development. Eligibility Criteria Masters degree in marketing & finance, business administration or a related field. 7+ years of experience as a wealth manager in banks or in reputed financial services. Preferably Certified Financial Planner, or relevant certification of Investment & wealth management. Should be self-starter with an existing client book. Proven track record of achieving sales targets and building a successful client portfolio. Knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Excellent communication & interpersonal skills to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Job Title Relationship Manager Location: Bangalore, M.G. Road Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool. You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management space. Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes: Providing financial advice and implementing financial planning recommendations for high net-worth clients Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment Buying and selling stock on behalf of the client Managing investments Building client relationships and actively engaging in client acquisition Addressing client needs through effective application of bank products Referring clients to other areas of the bank to expand their banking relationship Assuring service quality and client satisfaction Complying with all bank policies and procedures Maintaining current knowledge of all banking products What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under child care assistance benefit (gender neutral) Flexible working arrangements Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects. Prospecting to and On boarding your key client relationships to the DB WM platform Imbibe the DB values and culture and demonstrate these both in spirit and letter. Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely Share best practices from competition firms and help in strengthening DB product and services platform Your skills and experience You should ideally have work experience of 15-20 years in the Wealth Management space. We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas. You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores. We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue. How we’ll support you Training and development to help you excel in your career Flexible working to assist you balance your personal priorities Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm l

Relationship Manager – Premium Accounts Handles premium clients, offers tailored banking solutions, ensures top-tier service, and drives product sales. Focuses on relationship building, portfolio growth, and client retention.

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain customer profitability by capturing a larger share of Wallet. • Ensure profitability of the portfolio: Generate high Income per Customer. • Acquire new customers who meet product criteria through cross-referral. • Actively network and seek referrals to expand the client base and contribute to business growth targets. Marketing and Business Development: • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. • This role is to acquire B2C or B2B clientele & build a portfolio thereon. • Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. • Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. Financial and Product Expertise: • Ensure profitability of the portfolio: Generate high Income per Customer. • Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Role & responsibilities Preferred candidate profile Perks and benefits

Role & responsibilities Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organizational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in hand holding the transactions with the new and existing clients 10.Adhering to compliance norms of the organization and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maintain the data on market share and review it on regular basis

Role - Relationship Manager Experience - 2 years and above Location - North India Roles - Develop and maintain strong relationships with HNI, UHNI, and Family Office clients, ensuring exceptional client experience and long-term engagement. Provide investment advisory and customized financial solutions across MF, AIF, PMS, and other wealth management products. Drive AUM growth by acquiring new clients and increasing wallet share from existing clients. Conduct market research and analysis to provide insights and investment recommendations aligned with client goals. Work closely with investment, product, and research teams to offer the best-suited solutions to clients. Stay updated with market trends, regulatory changes, and investment opportunities to offer strategic financial planning. Ensure compliance with all SEBI regulations and internal risk management policies .

Job Specifications Role Designation: Cluster Head Department: Wealth Management Function: Company: MOPW Reporting to: Regional Head Location: Mumbai/ Delhi/ Bangalore/ Pune/ Ahmedabad Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business plans for the Wealth Management segment to drive sales in the Mumbai region Continuously improve the sales effectiveness Motivate and direct the sales team Distinguish the company vis a vis competitor Engage in brand building exercises by focussing on the research based strength of the company Role Requirements Educational Qualifications: Graduation in any stream / MBA in Marketing, AMFI Experience: 10+ Years in Sales Domain Knowledge: IT Skills: Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Role & responsibilities Preferred candidate profile Perks and benefits

For driving AIF & PMS business through distributors & direct sales efforts and will focus on relationship management and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices.

Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: Candidates having an experience of at least 5 years in either Wealth Management, AIF / PMS Sales. Please share resumes to taru@avaniconsulting.com Contact: +91 7355922379

Additional Job Description Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Job Title: Sales Manager - Premium Banking Location: Bangalore, India Role Description Candidate is having prior experience of New to bank acquisition of saving accounts through open market lead generation and closure, successful onboarding of Customer for a smooth transition to branch banking team, Sourcing new account. Applicant's experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue What well offer you As part of our flexible scheme, here are just some of the benefits that you’ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Acquisition Increase acquisition of Target clientele across in Advantage Banking segments. Periodically assist Advantage Banking in conducting approved local level sales drive (micro events) for the acquisition. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers Relationship Building / Deepening / Cross Sell / Transition Ensure consistent growth of the Advantage Banking portfolio. Work closely with the Advantage Banking and team and establish synergies for maximum penetration of Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum regarding the third-party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets. Implement customer contact programs to ensure their share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post-acquisition Retention Ensure top class service delivery to clients to be in line with the best in the industry. Monitor high net worth accounts closely to ensure that customers continue regular use the account and grow balances. Work towards reactivating accounts which have stopped transacting or depleted in balances. Assist in resolving service hurdles to create a delight situation for customers Risk Management & Governance Ensure awareness and adherence with the Know Your Customer policy, Anti Money Laundering Policy, Mis-selling Policy, Information Protection Policy, Operational Risk, Code of Conduct and other laid down compliance norms of the bank as stipulated from time to time. Provide regular feedback on the changing customer needs to the SSM. Any suspicious transaction to be immediately reported to the SSM. Your skills and experience In-depth knowledge of Product and Policy Having Good Communication skill Having good negotiation skill Have and understood the market update and knowledge. Having awareness and information about the competition How we’ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs About us and our teams Please visit our company website for further information: https://www.db.com/company/company.htm

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Role & responsibilities To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition Preferred candidate profile Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above