122 Uhni Jobs

Drive client trust, aligning PMS/AIF with goals and risk profile. Design and execute strategies via sharp market insights. Track, review, and optimize portfolios for maximum impact. Should grow solid AUM and unlock incentives beyond CTC

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates WhatsApp CV'S to Harika - 8106336954/ call me Email ID - harika@avaniconsulting.com

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Please call 94125 01851//88597 66816 . Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required. Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning. Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines. Qualifications Bachelor’s/ Master’s degree in Finance, Economics, Business Administration, or a related discipline. Required Skills Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI/UHNI clientele. In-depth understanding of financial products, market trends, and portfolio management strategies. Strong interpersonal skills with the ability to engage high-value clients effectively. Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.

Experience in High-end / Luxury Direct Leisure Sales Acquires sales through the generation and follow-up of leads Meets and handling HNI/UHNI client requirements Required Candidate profile DO NOT CONTACT RECRUITERS DIRECTLY ,APPLY ON NAUKRI AND RECRUITERS WILL GET BACK TO YOU

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the primary point of contact for corporate clients, leading client acquisition and relationship management efforts, and ensuring growth targets and client satisfaction are met. You will also be tasked with managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Successful candidates will demonstrate proficiency in client acquisition/relationship management, strategic advisory in financial investments, and expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills, along with boardroom-level presentation experience, are necessary for this role. A CA, MBA, or CFA qualification is preferred. In summary, as a Client Coverage Role at CorpCare, you will play a crucial role in driving growth, delivering financial solutions, and ensuring client satisfaction across our diverse clientele.,

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the main point of contact for corporate clients, leading negotiations, strategic reviews, and contract finalization. You will be tasked with client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. It will be your duty to ensure the achievement of growth targets, revenue generation, and client satisfaction. Additionally, you will be expected to build and oversee a team dedicated to client acquisition, service, and product delivery. In terms of investments and products, you will manage client investment portfolios, provide advice on risk management, liquidity strategies, and capital deployment. You will also supervise investment and research analyst teams to ensure appropriate product diligence. Collaboration with investment committees and client boards will be necessary to deliver high-level financial solutions and maintain strategic alignment. Monitoring market trends and competitive activities will also be part of your role to refine acquisition and retention strategies. To qualify for this position, you should have strong communication and negotiation skills, including experience in presenting at the boardroom level. A CA, MBA, or CFA qualification would be beneficial for this role. Join CorpCare in revolutionizing corporate treasury surplus fund management and asset management by leveraging your expertise to drive client relationships and financial solutions.,

Experience in High-end / Luxury Direct Leisure Sales Acquires sales through the generation and follow-up of leads Meets and handling HNI/UHNI client requirements Required Candidate profile Interacts with Product Development team to meet client requirements & team to create renew materials for the HNI market Strong communication & interpersonal skills, to build excellent rapport

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Role: Senior Manager/ DGM Luxury Sales Exp :10+ Years Location : Central Delhi/ South Delhi Domain/ Industry: Ultra Luxury Real Estate Development Job Role and Key Deliverables Core expertise in End-to-End Sales & Marketing of Luxury/ Ultra Luxury Residential-Group Housing Projects. Planning & Business development of Residential-Ultra Luxury Group Housing Projects in Central Delhi and South-West Delhi. Management of the overall spectrum of Sales, Channel Sales, Marketing, Business Developments, Branding- Promotions and Revenue Generations. Design, Develop and Execute Business Plan, Sales Pipeline Development. Develop and nurture Strong Channel Partnerships across geographies of Delhi-NCR and Northern India market. Activation of Channel Partners across Delhi-NCR to ensure walk-ins drive and sales closures as per assigned targets. Training of CP Team, Lead registration, Lead Follow Ups, Support in campaign Activation Implement the Sales strategy, channel sales planning & execution, new market development Generating sales through the Existing HNI, UHNI and COX Level Clients, Events, new Launches and Campaigns. Handling in-depth Competition analysis in the Residential, Group Housing, Commercial Real estate segment on a regular basis and work out appropriate strategies to tackle competition. Interfacing with Channel Partners / financial institutions for organizing events and other sales promotional activities. Should be able to work in a fast-paced environment and has an ability to handle multiple tasks simultaneously and prioritize, organize, follow through on and meet deadlines Excellent communicator, both verbal and written, and ability to build strong productive partnerships throughout all levels and across cultures & conflict management skills Strong team leader, team player, people, organizational & culture savvy Sound analytical skills, commercially savvy and solution focused to solving problems with proven ability to identify issues and projects Key Essentials and Attributes: Core Experience in Luxury, Ultra Luxury Goods and Services , Ability to handle and Showcase the Project Presentation to HNI, UHNII and CXO Level Clientele. Pre Sales, Channel Sales and Life Cycle of Project Sales. Excellent Communication, Inter-personal and Team Handling & Team Development skills RERA guidelines / Knowledge about local bye laws Should be proactive to gauge the market trends and opportunities Competition mapping through secondary and primary research Design, Develop & implement Sales & Marketing Strategy inline and consultation with Management Product Configuration, Amenities, Pricing and Project positioning. Corporate Sales, Institutional Sales & organizing for Property Expos & Fests

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 7-15 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

Key Responsibilities Strategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. Product Advisory: Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. Revenue & P\&L Ownership: Drive revenue growth, profitability, and cost efficiency for the vertical. Market Positioning: Represent SMC at industry forums, events, and partnerships to enhance brand positioning in wealth management. Compliance & Governance: Ensure regulatory adherence, client confidentiality, and ethical standards. Desired Profile Experience: 12-18 years in wealth management, with proven success in managing good AUM and leading large teams. Leadership: Demonstrated ability to build, scale, and manage private wealth businesses at a regional/national level. Relationships: Strong network with HNIs, UHNIs, family offices, and institutional clients. Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership presence.

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

Portfolio Management with CASA Acquisition. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Required Candidate profile 2yrs Banking Experience in CASA Sales with Portfolio Management / Book Manage He/ She should be working in Banking industry in Current Organization

As an Investment Advisory Expert, your primary responsibility will be to provide expert investment advice to potential clients and drive capital-raising efforts. You will be expected to proactively manage both existing and new leads, maintaining consistent communication and developing the pipeline effectively. Collaboration with stakeholders is essential to ensure a seamless and high-quality client experience throughout the engagement process. Your role will also involve strategically building and nurturing investor relationships, with a focus on long-term success and satisfaction. By monitoring market trends and identifying investment opportunities, you will be able to offer clients timely and relevant insights to support their financial goals. It is crucial to adhere to all regulatory and organizational standards while managing client portfolios to maintain compliance and uphold professional integrity. Key Skills: - Investment Advisory - Sales - Fund Raising - HNI (High Net Worth Individuals) - UHNI (Ultra High Net Worth Individuals) Industry Type: BFSI Functional Area: Investment Banking Employment Type: Full Time, Permanent Role Category: Leadership - Finance and Accounts If you are a proactive and results-driven individual with expertise in investment advisory and a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Join our team and make a positive impact in the world of finance. Job Code: GO/JC/21043/2025 Recruiter Name: Maheshwari,

We are hiring Banking Partner - Pioneer Banking Location- Kota, Udaipur Interested candidates can send their profiles at nidhi.kundra@indusind.com Job Summary: Pioneer Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Pioneer Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 years Industry : Financial Services / Wealth Tech Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5-15 years in Wealth Management or Private Banking and have managed large ticket size. Excellent communication & interpersonal skills High EQ with client-first attitude

Role & responsibilities As Country Manager for India, you will be the visionary and execution-oriented leader responsible for transforming our presence in this dynamic market. With a mission to grow the revenue for the area 10x strategic mission in mind and uphold brand principles of mastery, excellence, and love, youll be the driving force behind the countrys growth story. You will establish brand as the undisputed leader in the Indian luxury home market, achieving revenue growth by strategically expanding our retail presence, cultivating strong brand awareness among affluent consumers, and delivering an unparalleled customer experience. You will lead and ensure the profit and growth for our ventures in India, be responsible for existing sales pipeline and develop new business opportunities. Your main focus will be: Maintain and develop existing partners and grow their business, together with them. Connecting with investors to open new partnership stores. Leading and growing our Business Developer Team in India, as the business grows. Identify partners needs, building a short/medium/long-term business action plan in accordance with targets. Assist and implement marketing strategies and delegate tasks to achieve the strategic goals of the company. Primary responsibilities Sales and Business Development: Lead a team of Business Developers to achieve and exceed sales targets Collaborate with partners to identify new locations for stores and support the opening of new outlets. Work closely with the team to ensure the success and profitability of existing stores. Team Leadership: Provide strong leadership to the Business Development team, fostering a culture of collaboration, innovation, and excellence. Motivate and guide the team to drive sales, build strong relationships with partners, and achieve business goals. Partner Engagement: Cultivate and maintain strong relationships with investors and partners to ensure alignment Collaborate with partners to strategize and execute plans for the growth of stores in India. Market Analysis: Stay informed about market trends, competitor activities, and customer preferences to drive informed decision-making. Use market insights to develop and adjust sales strategies for optimal performance. Operational Support: Collaborate with internal teams to provide operational support to stores, ensuring compliance with brand standards. Work with partners to resolve operational challenges and optimize store performance. Performance Metrics: Define and monitor key performance indicators (KPIs) to measure the success of sales and business development efforts. Regularly report on the team's performance and provide recommendations for improvement. Ensure performance on important KPIs, including payment aging, stock aging, customer service errands, order errands, and customer response time. Budget Management: Collaborate with the finance department to develop and manage budgets for sales and business development activities. Ensure cost-effectiveness and efficiency in all operations related to sales and business expansion. Preferred candidate profile Bachelor's degree in Business Administration, Sales, Marketing, or a related field. An MBA, a double education architect/designer and bachelor/MBA in business development, international business, sales, marketing is an advantage. 15+ years sales experience in wholesale and retail, preferably with luxury products. Strong leadership skills with the ability to inspire and manage a diverse team. Experience in growing a premium/luxury retail/wholesale of international/European well-known brand. Strong network and great relations from sales of premium products or solutions within home/decoration/well-being/hospitality/automotive/luxury goods e.g. Excellent communication and negotiation skills. In-depth knowledge of the Indian market and business landscape. Experience in franchise or partnership management is desirable. Connected with HNWI and UHNWIs, and the HENRYs is an advantage. Well connected with top tier architects/designers/ marketing agencies is an advantage.

Criteria for high chances of selection is : Good in English communication, May check for RM-Wealth/HNI from Axis, ICICI, HDFC with vintage in role, or BM with vintage of 2 years atleast and good rater handling a branch size of min. 30-35 crore Role & responsibilities The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organizational objectives. Roles & Responsibilities: Contribute to penetration of liabilities business in Rural markets through lead generations, account penetration and relationship deepening as per needs of customer. Ensure maintenance of Average Monthly Balance of Relationship of customers mapped to the incumbent. Deepen the relationship with existing customers of the branch. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account usage & constantly maintaining health of account. Ensure superior customer service to capture larger wallet share of population. Execute resolution of customer queries and issues. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification: Graduation: Any Graduate

Job Title: Royale Relationship Manager (HNI Clients) Location : Mumbai Company : AU Small Finance Bank Department : Liabilities Sales | Branch Banking Experience : 4 to 8 Years Qualification : Graduate / Postgraduate Job Description We are looking for dynamic and customer-focused Relationship Managers to manage and grow our portfolio of High Net Worth (HNI) clients under the Royale Banking segment . Key Responsibilities: Manage and grow HNI customer relationships for liabilities and retail assets. Drive CASA and investment product sales through portfolio deepening and NTB (New to Bank) acquisitions. Provide superior banking and investment service to Au Royale clients. Ensure high customer satisfaction through effective client engagement and advisory. Regularly use CRM tools to track interactions and opportunities. Comply with internal KYC, AML, and risk management guidelines. Ensure achievement of sales targets as per defined scorecards. Desired Candidate Profile Experience: 4-8 years in Retail/Transactional/Relationship Banking, preferably handling HNI clients. Strong interpersonal, negotiation, and customer service skills. Fluent in English and local language; excellent communication skills. High ethical standards with a passion for customer success. Willingness to travel and ability to work under pressure. Interested share your CV to jobstationhr24@gmail.com Note: Other roles also available into banking and NBFCs

Key Responsibilities: - Build and maintain strong relationships with high-net-worth clients through regular communication and meetings - Understand clients' financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up to date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience