170 Uhni Jobs

Senior Interior Designer Client Facing (High Priority Role) Location: Kanjurmarg Industry: Luxury Residential Interiors Experience: Preferred: 6+ years handling end-to-end residential projects Exception: 3-4 years acceptable if strong international exposure / reputed firms About the Role We are seeking a highly polished and creative Senior Interior Designer to manage luxury residential projects end-to-end. This is a client-facing role , handling premium / HNI clients, with full responsibility for concept development, material selection, onsite coordination, and delivery. Drafting and rendering support teams are available this role focuses on design leadership, client interaction, and project...

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

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 Coimbatore Week off - Sunday

Responsible for recruitment of Agents through various sources to ensure achievement of business targets for insurance products. For commodity/Equity Advisor.Commodity/Equity Role advising & dealing trading cross selling. whatsapp resume 9819832570 Required Candidate profile Advising & Dealing Exp- on equity, derivatives commoditY Client Handling Experience/Acquisition – HNI/UHNI/Large Client Financial product knowledge/Third party product PMS, IAP, Insurance, PE, MF AIF

As Client Coverage at CorpCare, your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and providing customized financial solutions to our diverse clientele. Key Responsibilities: - Serve as the primary contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. - Lead efforts in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. - Ensure targets for growth, revenue generation, and client satisfaction are achieved. - Build ...

Role & responsibilities Building Relationship and driving sales along with increasing market share. Driving sales through different lead generation techniques and helping team members to achieve the sales Established and maintained strong relationships with key stakeholders, including UHNIs, HNIs, and Corporate clients. Analyzed client requirements and delivered personalized nancial planning solutions, resulting in increased client satisfaction and retention. Cross selling of a wide range of nancial products and services which includes Mutual Funds, Portfolio Management Services (PMS), Fixed Income Products, Alternative Investment Funds (AIFs), Structured Products and Stock Baskets to UHNIs,...

Role & responsibilities Achieve personal and business unit goals by implementing a variety of Relationship deepening technique and new business acquisition activities Acquiring and managing HNI UHNI clients Collaboration with product specialists to ensure engagement of clients with superior and tailored Banking & Wealth management solutions Work in close coordination with Service Delivery Ambassadors to deliver superior service to clients Cross-sell Trade & Fx, Wealth, Insurance products to clients Portfolio allocations, reviews & financial check-ups for each client according at defined frequency Ensuring adherence to Compliance processes and guidelines Preferred candidate profile Education ...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

Role & responsibilities Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...

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 & responsibilities NRI Relationship Manager | Bank | Tamluk / Asansol | Upto 10L Acquire, and onboard new HNI, UHNI and NRI clients through various channels. Maintain and deepen relationships with existing HNI, UHNI and NRI clients. Generate the revenue with all banking products Preferred candidate profile A graduate with minimum 4yrs of experience in Banking vertical. Handling HNI,UHNI and NRI clients. No Employment Gap. Two Wheeler must. Regards, Sandipa 7980475998

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)/Wealth RM - 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 ...

Role & responsibilities Manage and grow relationships with existing HNI and UHNI clients by providin Mutual Funds, PMS, AIFs, and alternate asset strategies . Acquire new clients through referrals, networking, and market engagement. Drive revenue growth by optimizing product mix and increasing client asset size. Preferred candidate profile A Graduate with minimum 3 years of experience in Corporate / business banking.

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...

* To up sell products to 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 ...

Responsibilities: * Develop growth strategies for HNIs & investment advisory services * Manage relationships with existing clients * Lead wealth management initiatives * Acquire new HNI clients through Uhni sales

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

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. 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...

Acquire, manage, and deepen relationships with UHNI clients. Upsell and cross-sell Mutual Fund products as per assigned targets. Generate new business through referrals and networking. Analyse client portfolios and recommend suitable investment strategies. Conduct regular client reviews to ensure portfolio performance and satisfaction. Maintain strong compliance and adhere to internal and regulatory guidelines. Serve as the single point of contact for all client queries and investment needs. Achieve business and AUM (Assets Under Management) growth targets across product mix. Share your resume to Koushik.k@experis.com or whatsapp : 9080189216

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 & responsibilities NRI Relationship Manager | Bank | Overal l ROTN Region | Upto 10L Acquire, and onboard new HNI, UHNI and NRI clients through various channels. Maintain and deepen relationships with existing HNI, UHNI and NRI clients. Generate the revenue with all banking products Preferred candidate profile A graduate with minimum 4yrs of experience in Banking vertical. Handling HNI,UHNI and NRI clients. No Employment Gap. Two Wheeler must.

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep knowledge of capital market and all financial products, so as to tender right advices to the clients. 7) Build AUM and client base as per the target defined by the company. 8) Send news and market related inputs & reports to the clients. 9) Minimum 7 Years of experience 10) Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity 11) Existing...

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