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8.0 - 13.0 years

35 - 100 Lacs

Kolkata, Chandigarh, Hyderabad

Work from Office

• 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

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6.0 - 11.0 years

10 - 20 Lacs

Mumbai

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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.

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6.0 - 11.0 years

10 - 20 Lacs

Pune

Work from Office

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.

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5.0 - 10.0 years

15 - 30 Lacs

Hyderabad, Pune, Mumbai (All Areas)

Work from Office

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 a portfolio of UHNI and Family Office clients. The role requires strong understanding of capital markets, equity advisory, and wealth management products, along with an entrepreneurial mindset to build and deepen client relationships. Key Responsibilities Acquire new UHNI, Family Office, and Corporate clients (minimum 1 Cr+ per account) Manage end-to-end client onboarding and relationship lifecycle Deliver advisory-led services across Equity, Derivatives, Currency, and Alternative Investments Cross-sell a wide range of products including PMS, AIFs, Mutual Funds, Bonds, and Structured Products Achieve wallet share growth, revenue targets, and client retention KPIs Ensure client satisfaction through proactive servicing and consistent engagement Liaise with internal teams (Risk, Operations, Compliance) for smooth execution and governance Maintain adherence to corporate policies, risk, and regulatory frameworks Candidate Profile 5+ years of experience in Broking or Wealth Management Proven track record in servicing UHNI or Family Office clients Deep knowledge of Equity (Cash, F&O), Wealth Products (MFs, PMS, AIFs), and Structured Solutions Existing client book and relationships preferred Excellent interpersonal and communication skills Highly driven, client-obsessed, and performance-oriented Why Join Nuvama PCG Uncapped incentive structure with payouts among the best in the industry Work with one of India’s most respected names in wealth management Freedom to drive your own book with robust product and platform support Regards, HR Team

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8.0 - 13.0 years

15 - 30 Lacs

Mumbai, Ahmedabad, Surat

Work from Office

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

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10.0 - 15.0 years

40 - 55 Lacs

Kolkata

Work from Office

Job Summary: We are looking for a seasoned professional to lead our Private Banking (Wealth) business in East India. The Market Head will be responsible for driving business growth, managing a team of Relationship Managers, and ensuring high levels of client satisfaction and compliance. Key Responsibilities: Team Leadership: Lead and manage a team of Relationship Managers to drive performance, business growth, and client engagement. Business Development: Drive acquisition and deepening of high-net-worth (HNW) client relationships in the region. Client Management: Ensure delivery of high-quality wealth management solutions and services to clients. Strategy Execution: Implement regional business strategies aligned with overall Private Banking objectives. Revenue & Targets: Achieve financial and non-financial targets for the region, including AUM growth, revenue, and client retention. Risk & Compliance: Ensure adherence to internal policies and regulatory guidelines across all client and team interactions. Collaboration: Work closely with product, investment, risk, operations, and compliance teams to deliver seamless client solutions.

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2.0 - 5.0 years

14 - 15 Lacs

Bengaluru

Work from Office

Acquire and advise HNI clients, build sales funnel, manage portfolios over 1 crore, grow AUM, deepen relationships, and coordinate with research and product teams for investment decisions .Mandatory certification NISM XA & XB.

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13.0 - 16.0 years

45 - 55 Lacs

Mumbai

Work from Office

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.

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2.0 - 6.0 years

4 - 7 Lacs

Kalol, Patan, Himatnagar

Work from Office

Role & responsibilities Acquire new UHNI clients and affluent customers for CASA products through direct sales, referrals, and lead generation. Build and maintain strong relationships with existing clients to increase wallet share and ensure customer retention. Understand and assess clients' financial needs to offer tailored banking solutions, including deposits, insurance, investment, and digital banking. Ensure high levels of customer satisfaction through prompt service, issue resolution, and proactive engagement. Meet monthly sales targets for CASA and other banking products. Ensure full compliance with internal and regulatory guidelines. Coordinate with branch operations and service teams to ensure seamless onboarding and servicing.

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4.0 - 9.0 years

8 - 14 Lacs

Mumbai, Mumbai Suburban, Mumbai (All Areas)

Work from Office

Role & responsibilities Managing the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients - Financial Planning and Investment Advisory to HNI clients Preferred Candidate Profile- *** Need Relevant Experience of 4-5 Years into Wealth Asset Management, Investment Advisory, HNI Client Relationship, Forex, Trading Location- South Mumbai / Across all region Interested candidates directly reach out at soniya.gupta@v-konnect.com Call / WhatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

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6.0 - 11.0 years

10 - 20 Lacs

Hyderabad

Work from Office

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.

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7.0 - 12.0 years

35 - 95 Lacs

Bengaluru, Delhi / NCR, Mumbai (All Areas)

Work from Office

Job Opportunity: Relationship Manager Private Client Group (On-site) Looking for a dynamic professional to manage and grow HNI portfolios. Role includes financial advisory, customized investment strategies, portfolio reviews, and market analysis. Strong relationship management, communication skills, and ethical conduct required. Budget:Open for Discussion

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8.0 - 13.0 years

35 - 50 Lacs

Mumbai

Work from Office

Meet clients to understand their financial goals and risk tolerance Recommend suitable investment products based on client objectives Establish, grow, and oversee investment relationships Act as the primary client contact and trusted investment advisor Provide timely market updates and house views to clients Drive sales by offering tailored solutions to client portfolios Enhance client experience through strong relationship management. Key Skills Required: In-depth understanding of Markets and Products Proficiency in various asset classes Experience in offering investment advice and solutions Excellent interpersonal and communication skills Strong analytical abilities Digital proficiency.

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10.0 - 15.0 years

50 - 55 Lacs

Gurugram

Work from Office

10 to 15 years of experience required in Business Development for AIF/PMS business Gurgaon Location As the Head of Business Development, you will play a pivotal role in driving revenue growth by strategically offering AIF/PMS products to HNI, UHNI, and corporate clients. The primary responsibilities will include developing and executing comprehensive business development strategies, establishing and nurturing client relationships, and achieving sales targets. Key Responsibilities: Strategic Planning: Develop and implement a robust business development strategy for AIF/PMS products. Identify and prioritize target markets and segments to maximize revenue opportunities. Client Acquisition: Cultivate and expand relationships with HNI, UHNI, and corporate clients. Proactively identify new business opportunities and partnerships. Leverage existing networks and establish a strong presence in the market. Sales Execution: Lead the end-to-end sales process, from prospecting to deal closure. Conduct product presentations, workshops, and engage in consultative selling. Collaborate with the product and investment teams to tailor solutions to client needs. Market Information: Stay abreast of industry trends, competitor activities, and market dynamics. Provide timely and insightful feedback to enhance product offerings and marketing strategies. Cross-functional Collaboration: Work closely with internal teams, including marketing, legal, and operations, to ensure seamless execution of business initiatives. Collaborate with senior leadership to align business development goals with overall company objectives. Qualifications: Bachelor's degree in Business, Finance, or related field (MBA preferred). Proven track record of successfully working with AIF/PMS products to HNI, UHNI, and corporate clients. Extensive experience in financial services, with a deep understanding of investment products and markets. Strong network within the financial industry and the ability to build and maintain relationships. Exceptional communication and presentation skills. Leadership experience and the ability to lead a high- -performing business development team.

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8.0 - 13.0 years

15 - 30 Lacs

Mumbai, Pune, Ahmedabad

Work from Office

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisition skills Strong Analytical Skills Knowledge of Finance and Communication skills Experience in Wealth Management - Third party products on the distribution side Excellent interpersonal and client relationship management skills Bachelor's degree in Finance, Economics, Business, or related field Industry Financial Services Employment Type Full-time

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3.0 - 8.0 years

8 - 10 Lacs

Chennai, Coimbatore, Bengaluru

Work from Office

Here is the job description Title: Business Channel Manager Locations: Bengaluru, Chennai and Coimbatore Full-Time Responsibilities: Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices. Introduce MF / PMS / AIF solutions products basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactively sharing market updates, trends and other information. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Essential Skills: Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. Good knowledge of financial products. Consistently exceed the clients expectations by being dedicated and passionate. Excellent communication skills and a strong executive presence Education: MBA Finance (Full Time) or CA or CFA or CFP

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7.0 - 11.0 years

20 - 35 Lacs

Mumbai

Work from Office

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 Relationship Manager - Wealth Management/ Pvt Banker Location: Chandigarh,New Mumbai

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5.0 - 10.0 years

25 - 30 Lacs

Gurugram

Hybrid

Job Title : Private Banker HNI Segment Work Location : Gurgaon (Hybrid) Experience : 5 to 10 years Industry : Financial Services / WealthTech Function : Private Banking / Wealth Management / Financial Advisory 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 and early joiners (up to 30 days) will be considered.

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8.0 - 13.0 years

10 - 20 Lacs

Gurugram, Delhi / NCR

Work from Office

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.

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5.0 - 10.0 years

5 - 15 Lacs

Goregaon

Work from Office

Globe Capital is hiring for AVP / VP - PMS. Industry : Broking Functional Area : Financial Services Salary : No Bar for the right Candidate. Location : Mumbai(Goregaon) Job Description:- AVP / VP - PMS 1. PMS product sales experience should have of 3-5 years with the minimum book size of 20-25 crore. 2. Building a strong relationships with the clients: 3. Focus on cultivating and maintaining strong relationships with existing HNI/UHNI/ family offices and potential clients. 4. Meeting or exceeding sales targets 5. Achieving agreed sales and revenue targets.

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6.0 - 11.0 years

9 - 18 Lacs

Mumbai, Thane, Mumbai (All Areas)

Work from Office

.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organisational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in handholding the transactions with the new and existing clients 10.Adhering to compliance norms of the organisation and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maitain the data on market share and review it on regular basis For more details call or what's app at -9917283370 Or send your updated resume at- aanchal@avaniconsulting.com

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9.0 - 14.0 years

15 - 30 Lacs

Kolkata, Delhi / NCR, Mumbai (All Areas)

Work from Office

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

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1.0 - 6.0 years

3 - 8 Lacs

Hyderabad

Work from Office

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Hyderabad region (including areas like Jubilee Hills, Banjara Hills, Gachibowli, etc.). Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Hyderabad wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

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1.0 - 5.0 years

3 - 7 Lacs

Chennai

Work from Office

Responsibilities: Client Acquisition & Business Development: Identify, prospect, and acquire new HNI, UHNI, and institutional clients for PMS products within the Chennai metropolitan area and surrounding regions. Leverage existing networks, referrals, and strategic outreach to generate new leads and build a robust sales pipeline. Present compelling investment proposals and PMS solutions to prospective clients, clearly articulating the benefits, strategies, and historical performance. Achieve and exceed assigned sales targets and revenue goals for PMS AUM (Assets Under Management). Relationship Management & Client Servicing: Cultivate and maintain strong, long-lasting relationships with existing PMS clients, acting as their primary point of contact and trusted advisor. Conduct regular, in-depth portfolio reviews with clients, providing updates on market performance, investment strategy, and portfolio rebalancing. Understand clients' evolving financial goals, risk appetite, and investment horizons to offer personalized advice and suitable PMS solutions. Address client queries, concerns, and service issues promptly and efficiently, ensuring high levels of client satisfaction and retention. Cross-sell and upsell other relevant financial products (e.g., AIFs, mutual funds, alternative investments, other wealth management solutions) where appropriate, based on comprehensive client needs analysis. Product Expertise & Market Intelligence: Develop and maintain an in-depth knowledge of our PMS products, including their underlying investment philosophies, strategies, and historical performance. Stay updated on global and Indian financial market trends, economic indicators, geopolitical events, and regulatory changes (specifically SEBI guidelines for PMS). Monitor competitor offerings and market dynamics in the Chennai wealth management and PMS space to identify competitive advantages and opportunities. Provide clients with well-researched market insights and investment intelligence to empower them to make informed decisions.

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5.0 - 10.0 years

4 - 9 Lacs

Kochi, Thiruvananthapuram

Work from Office

Urgent Requirement - Leading bank RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute

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