171 Uhni Jobs - Page 3

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 ...

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

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

Please call 94125 01851//88597 66816 . 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. Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. 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 ...

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

Experience in High-end / Luxury Direct Leisure Sales Acquires sales through the generation and follow-up of leads Meets and handling HNI/UHNI client requirements Required Candidate profile DO NOT CONTACT RECRUITERS DIRECTLY ,APPLY ON NAUKRI AND RECRUITERS WILL GET BACK TO YOU

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSM...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of ...

Experience in High-end / Luxury Direct Leisure Sales Acquires sales through the generation and follow-up of leads Meets and handling HNI/UHNI client requirements Required Candidate profile Interacts with Product Development team to meet client requirements & team to create renew materials for the HNI market Strong communication & interpersonal skills, to build excellent rapport

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: 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...

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) Han...

Key Responsibilities Strategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. Product Advisory: Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. Revenue & P\&L Ownership: Drive revenue growth, profitability, and cost efficiency for the vertical. Market Positionin...

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service level...

• Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy. • Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service level...

Portfolio Management with CASA Acquisition. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Required Candidate profile 2yrs Banking Experience in CASA Sales with Portfolio Management / Book Manage He/ She should be working in Banking industry in Current Organization

As an Investment Advisory Expert, your primary responsibility will be to provide expert investment advice to potential clients and drive capital-raising efforts. You will be expected to proactively manage both existing and new leads, maintaining consistent communication and developing the pipeline effectively. Collaboration with stakeholders is essential to ensure a seamless and high-quality client experience throughout the engagement process. Your role will also involve strategically building and nurturing investor relationships, with a focus on long-term success and satisfaction. By monitoring market trends and identifying investment opportunities, you will be able to offer clients timely ...

We are hiring Banking Partner - Pioneer Banking Location- Kota, Udaipur 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 deepen relations...

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid) Experience : 5 to 15 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-te...

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 ou...

Criteria for high chances of selection is : Good in English communication, May check for RM-Wealth/HNI from Axis, ICICI, HDFC with vintage in role, or BM with vintage of 2 years atleast and good rater handling a branch size of min. 30-35 crore Role & responsibilities The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as d...

Job Title: Royale Relationship Manager (HNI Clients) Location : Mumbai Company : AU Small Finance Bank Department : Liabilities Sales | Branch Banking Experience : 4 to 8 Years Qualification : Graduate / Postgraduate 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 sa...

Key Responsibilities: - Build and maintain strong relationships with high-net-worth clients through regular communication and meetings - Understand clients' financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up to date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumb...