70 Uhni Jobs

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

Role & responsibilities Lead the Luxury business in Kolkata for NKlusive. Responsible for P&L of mandated residential projects. Develop and execute the sales strategy for mandated residential projects to achieve and exceed sales targets. Build and maintain strong, long-term relationships with developers & investors. Lead and manage the residential sales team, providing guidance, training, and motivation to ensure optimal . performance and achievement of goals. Property Marketing and Promotion: Market Research and Expertise: Negotiation and Sales: Administrative Duties: Institutional Duties: Preferred candidate profile Work Experience: Minimum 10 Years of team management. Prior Experience in Leading & scaling business or working in HNI & UHNI domain will be an advantage. Preferred Industry Experience: Hospitality Sales, Wealth Management, Luxury Automobile, Edtech, Real Estate Ancillary, Real Estate from Channel Partner firm. Communication: Fluent in English, Hindi & Bengali. The ability to work with details and meet deadlines. Traits: Go Getter, Market Penetration, Independent Work Ethics, High Integrity. Proficiency in using real estate software and CRM tools Education: Minimum Graduate in any Discipline, MBA would be preferred. Ability to Penetrate Market by building great business relationships. Analytical with strong ability to identify Key Business Indicators & implement the Key business drivers. Upto Rs 15 Lacs per annum + (PF, Medical Beneits, Travel Allowances)

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Investment Associate . In this role, creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets spread across product mix * One point contact for the assigned customer .

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

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.

Advisor-PCG Min 3 years Mumbai Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate will have target of cross selling post completion of 2 yrs in MO Candidate should have knowledge of derivatives , options, cash and trading.

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Jaipur, Chandigarh (Hybrid) Experience : 5 to 12 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+ years in Wealth Management or Private Banking Excellent communication & interpersonal skills High EQ with client-first attitude Note : Only candidates with prior HNI experience will be considered.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Roles & Responsibilities 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) - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/ WhatsApp at 9653267347 .

Job Title: Relationship Manager Royale (HNI Clients) Location: Bank Branches Across India Company: Leading Private Sector Bank Department: Liabilities Sales | Branch Banking Grade: Sr. Executive / Assistant Manager / Deputy Manager / Manager Experience: 4 to 8 Years Qualification: Graduate (Postgraduate preferred) 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. Key Skills Relationship Management, HNI Client Handling, Banking Sales, CASA, Investments, Liabilities, Retail Banking, CRM, KYC, AML, Portfolio Management

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 update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile Graduate / Postgraduate or an MBA Relevant NISM and other Certifications 5 years plus work experience in the financial services industry

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

Job Title: Sales Manager Premium Banking Location: Mumbai, 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. Your experience will support team/Bank to acquire new client from the open market to bank with us and generate revenue 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

\ We are looking out for Dynamic Wealth Management Professional ,as below : Company Profile : The flagship financial services company, that caters to the diverse needs of retail, corporate and institutional customers across businesses. Position : VP - Associate VP - Wealth Purpose : Manage Private Wealth of more than 100 cr. Location : Pune Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Experience : 5+ years of experience into Private wealth management. Education : Graduate with MBA from Premier B schools Job Responsibilities : Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Candidates possessing required exposure may please share their CV on smartopening@gmail.com along with following summary : Exposure to Private Wealth Management AUM Managed Present Salary (CTC) Expected Salary (CTC) Notice Period Birth Date & Age Regards Sawant 8355998309 Please share the mail with your colleague, friend, having required exposure & looking out for change.

Role & responsibilities Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processes Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

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

Role & responsibilities Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processes Provide Market Feedback( New Product, Pricing, Competitors Activity, etc.)

Job Description Interested candidates can share profiles at nidhi.kundra@indusind.com Location: Jaipur The profile includes acquiring new trade & Forex relationships / High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) for the bank. As a Relationship Manager the job role includes Sales and service to customers of any banking product requirement. Overall Job Description Managing customer relationships & addressing both service & sales queries for customers with an objective to Acquire, engage & retain customers. Managing a team of RMs across the state and responsible for the productivity and revenue targets for the RMs. Travelling and supporting the RMs based in the state and on selective calls. Liaising with the other product teams for closing sales and support. Sourcing Trade & Forex customers, High Value Current accounts / Working capital & trade finance products (fund based & non-fund based) & thereby generating fee based income. Meeting existing customers to generate business opportunities thereby generating revenue for the Bank. Handling Trade based queries. Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income. Providing the clients fund and non-fund based working capital facilities for business operations Suggesting customers for all banking products that we sell TPP, MFs, HL, PL, vehicle Loan, LI, CC, GI and other products . Maintaining Healthy portfolio by monitoring transactions / Inflow outflow. Required Candidate profile Education and Work Experience Requirements: EDUCATION Essential requirement: Graduate/MBA/PGDM Managing Current Account Portfolios of the Mapped customers for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income. Desired Behavioural / Functional Traits Aggressive Team Player. Excellent communication skills. Developing and implementing effective sales strategies Establish productive and professional relationships with key personnel in assigned customer accounts Solid customer service attitude with excellent negotiation skills Good understanding of company systems policies, procedures and standards Proficient in work scheduling, change control, problem resolution In depth understanding of Core Banking system will be an added advantage.

Role & responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. Set and achieve cluster-level businessRole & responsibilities