171 Uhni Jobs - Page 4

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

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

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.

• 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

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

Role & responsibilities The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and also inhouse products launched by Sharekhan from time to time Servicing to existing/ new acquired HNI clients of Sharekhan One Segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time. Min 5 years of work experience...

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 & 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...

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.

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 Job Requirements Role/Job Title: Branch Relationship Manager-Rural Function/Department: Rural Banking Job Purpose: The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. Responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. Must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. Roles & Responsibilities: Contribute to penetration of liabilities business in Rural markets through lead gene...

Role & responsibilities Job Requirements Role/Job Title: Branch Relationship Manager-Rural Function/Department: Rural Banking Job Purpose: The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. Responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. Must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. Roles & Responsibilities: Contribute to penetration of liabilities business in Rural markets through lead gene...

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 - 5 to 7 years Salary 10 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Urgent Vacancy with Leading NBFC Role - Wealth Relationship Manager Location - Hyderabad Job Description Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product ...

Relationship Manager will be responsible for acquiring engaging and advising clients on their investment portfolios will act as trusted advisor understanding their goals risk profile & financial background to recommend suitable investment strategies

Role & responsibilities Lead the Luxury business in Kolkata for NKlusive. Responsible for P&L of mandated residential projects. Develop and execute the sales strategy for mandated residential projects to achieve and exceed sales targets. Build and maintain strong, long-term relationships with developers & investors. Lead and manage the residential sales team, providing guidance, training, and motivation to ensure optimal . performance and achievement of goals. Property Marketing and Promotion: Market Research and Expertise: Negotiation and Sales: Administrative Duties: Institutional Duties: Preferred candidate profile Work Experience: Minimum 10 Years of team management. Prior Experience in ...

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Investment Associate . ...

Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products

* To up sell products to Retail/HNI 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 reven...

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...

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communicatio...

Advisor-PCG Min 3 years Mumbai Advisor PCG Candidate should have experience into Trading and Order Punching Candidate should have exp handling the HNI and UHNI Clients Candidate should have exp of client acquisition and client servicing Candidate will have target of cross selling post completion of 2 yrs in MO Candidate should have knowledge of derivatives , options, cash and trading.

Job Title : Private Banker HNI Segment Work Location : Gurgaon, Jaipur, Chandigarh (Hybrid) Experience : 5 to 12 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-term client relationships throug...