215 Uhni Jobs

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 Competenci...

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

Hi, Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure reg...

Role & responsibilities RM Customer Engagement UHNI/HNI client Handling. • To up sell AMC MF products to Retail/ HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 • Acquisition & Servicing of HNI/UHN...

Role & responsibilities To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular...

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 ...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Job Description: - Role Overview: You will be joining as an Acquisition Manager in the Private Banking/ UHNi sector. The role offers a promising career path for motivated individuals. - Key Responsibilities: - Acquire new clients and manage relationships with existing ones. - Collaborate with internal teams to provide excellent service to clients. - Develop and implement strategies to meet acquisition targets. - Qualifications Required: - Bachelor's degree in Finance or related field. - Prior experience in banking or financial services industry is preferred. - Strong communication and interpersonal skills.,

Job Summary: The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products. Key Functional Responsibilities: Client Acquisition & Relationship Management Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments. Conduct in-depth financial profiling to understand client needs and goals. Maintain high levels of client satisfaction through proactive engagem...

Design Leadership & Concept Creation Lead the end-to-end creation of high-end interior spaces, including experiential ateliers, international flagship stores, trade show booths, and exclusive events. Develop multiple design concepts that reflect the brands heritage, craftsmanship, and ultra-luxury aesthetic. Present concepts and design directions to senior leadership and cross-functional teams. Project Planning & Execution Oversee the complete design lifecycle—from ideation, technical drawings, and material selection to final installation. Manage multiple projects simultaneously with strong control on timelines, quality, and budgets. Ensure seamless coordination with architects, contractors,...

We are looking for Manager Sales 1. Drive end-to-end sales of ultra-luxury residences to HNI, UHNI, and NRI clients with a strong focus on closures. 2. Build and nurture relationships with premium clients, private bankers, wealth managers, and luxury channel partners. 3. Deliver high-quality presentations, curated site experiences, and personalized customer engagement. 4. Develop and manage a strong sales pipeline while achieving monthly and quarterly revenue targets. 5. Track market trends and competitor offerings to position the project effectively and support pricing strategies. 6. Collaborate with marketing and CRM teams to ensure lead quality, timely follow-ups, and seamless documentati...

Role & responsibilities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell. - Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio. - Easily establish relationship with customers and build a rapport. - Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank. EDUCATION Essential requi...

Role & responsibilities To be responsible for managing Key Clients NRIs 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 Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from NRIs and Ultra HNI clients Ensure regular engageme...

Job Description: Sales Manager Luxury Real Estate Location: Delhi, Ghaziabad Employment Type: Full-Time Experience: 2- 8 Years (Real Estate / Luxury Sales Preferred) Company: Rathi Global Realty Service Pvt. Ltd. Step into a World of Distinction. Rathi Global Realty Pvt. Ltd. is not only a premier consulting firm in the luxury and ultra-luxury real estate segment ,we also Curate Lifestyles catering exclusively to HNIs & UHNIs. We partner with India’s most reputed developers including DLF, Godrej, Adani, Lodha, Emaar, and Sobha , delivering bespoke property solutions with excellence, trust, and integrity. Role Overview : Luxury Real Estate Sales Manager Key Responsibilities: Engage and consul...

Role Overview: The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust. Key Responsibilities: • This role is responsible for onboarding new clients and managing relationships with high-net-worth families • Anticipate client needs and provide tailored solutions aligned wit...

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

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...

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 ,Kolkata , Chennai Week off - Sunday

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 ,Kolkata , Chennai Week off - Sunday

Relationship Manager – Private Wealth to manage and grow relationships with Ultra High Net-Worth Individuals should have a deep understanding of wealth management products, strong client-engagement skills,&a proven ability to handle large portfolios. Required Candidate profile Acquire, nurture, and deepen relationships with UHNI clients, .Manage and grow a personal book of 100 Cr+ AUM across PMS, AIF, structured products, fixed-income instruments, and mutual funds. Perks and benefits Attractive Incentive Structure

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy. Event Management: Plan and coord...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Brokerage company Job Title : Relationship Manager (BDRM) - Mutual funds Sales Staring 3 to 6 Months Leads company will provide - Flied Work. Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book(Mutual Funds). 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 Competenci...