171 Uhni Jobs - Page 2

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 Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth (Banking products, LI, GI, MF, Gold) 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. Preferred candidate profile

*Acquire new clients through leads, referrals, family / group accounts, etc. *Grow the banks liability base (e.g., CASA, fixed deposits) by deepening relationships with existing premium customers. *Crosssell bank and thirdparty products including investment, insurance, credit cards, loans, wealth & asset management etc. *Regularly service the mapped client base: handle enquiries, conduct regular reviews, address client needs, maintain relationships. *Meet sales / liability / revenue targets for assigned portfolio. *Participate in bank / branch campaigns for product launches, liability growth, etc. Ensure compliance with bank’s policies, KYC/AML regulations, regulatory norms.

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...

Fund Raising Head / Lead- AIF Present Role Fund Raising Head / Lead- AIF Reporting Managing Director Key Responsibilities: Develop and execute the fund-raising strategy for the AIF by establishing and maintaining strong relationships with family offices, corporate offices, HNIs, UHNIs, institutions, and distribution partners Establish and maintain relationship with various intermediaries for fund investment for investment in the fund Presenting various reports to the investors, potential investors and intermediaries Ensuring closure of the fund as per the timelines Communicating with investors for Subscriptions and Redemptions along with fund manager/fund analyst Any other related ancillary ...

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 ...

Lead a team of RM's and RH's & State Head Developing and implementing strategies to acquire new UHNI/NRI Affluent clients Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Affluent Banking Wealth Banking UHNI & HNI / NRI Clients Sourcing PMS & AIF Management Team Leading Perks and benefits Best in Industry (BFSI)*

Develop and Expand Existing HNI Relationships along with new acquisitions. Generate business across liabilities, Assets & Fee products etc Use investment expertise to conduct client portfolio reviews and showcase products as per client requirements.

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

We are hiring Banking Partner - Pioneer Banking Location- Jaipur, Chandigarh, Ludhiana 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 d...

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

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 ...

Work Location: Anywhere in India Base Job Location : Gujarat Experience: 2 - 8 years Employment Type: Full-time About Client Our client is a fast-growing investment advisory firm helping clients build wealth through strategic financial planning. Theyre expanding our team and looking for dynamic Sales Executives who are passionate about finance, client success, and high-performance growth. Role Overview As a Sales Executive, youll be the face of Rising Capital Group—engaging with potential clients, understanding their financial goals, and offering tailored investment solutions. This is a consultative sales role with strong growth potential and performance-based incentives. Key Responsibilitie...

**Job Description:** As an Acquisition Manager in Private Banking/ UHNi, you will be part of a fast-paced organization that values and rewards high performance. Your role will involve: - Identifying and acquiring high-net-worth clients for private banking services - Building and maintaining strong relationships with clients to understand their financial needs - Developing customized financial solutions and presenting them to clients - Collaborating with internal teams to ensure seamless delivery of services to clients **Qualifications Required:** - Bachelor's degree in Finance, Business Administration, or related field - Proven experience in sales or client acquisition in the banking or fina...

Exciting Opportunity in Mutual Fund Industry! We are hiring for the role of Relationship Manager HNI Sales with a leading Mutual Fund Company. Location: Mumbai CTC: Up to 17 LPA Experience: Minimum 4 years in handling HNI clients for Mutual Fund Sales If you have a proven track record of building strong relationships with HNI clients and driving mutual fund sales, we’d love to connect with you. Interested candidates can share resume at sweety.kaushik@upgrad.com or call at 8826983696

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 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 Its open market sales and self sourcing AUM Should be more than 35 CR fo...

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

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

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

Leading Asset management company is hiring for Wealth RM Role for PAN India Location 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 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 bui...

Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing ...

Head of Marketing Minimum 10-12 plus years of experience in marketing, within the luxury brands Proven track record in marketing to HNIs and managing significant budgets. Experience in developing and executing integrated marketing campaigns, including digital, social media, and traditional channels. Strong understanding of the interior design industry or similar luxury industry is highly preferred. Exceptional creative vision and a keen eye for detail Deep understanding of luxury branding and marketing strategies and consumer preferences. Exceptional leadership, communication, and collaboration skills. Strong grasp of social media platforms and digital marketing strategies. Strong analytical...

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 requiredCandidates 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 Graduate / Post graduate Experience in direct selling of financial products like...

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

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