170 Uhni Jobs - Page 6

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

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.

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: Cult...

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 acquisit...

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 proactivel...

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...

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 performan...

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 enga...

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.

.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 ha...

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.

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 stro...

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 exist...

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

*Position:* Relationship Manager CEC *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

Develop and implement personalized wealth management plans aligned with clients' financial goals and risk profiles. Offer a comprehensive suite of products, including Mutual Funds, PMS/AIFs, Structured Products, Alternate Assets, Direct Equity, and Loans. Collaborate with internal product and research teams to deliver tailored investment solutions. Conduct regular portfolio reviews and recommend adjustments based on market trends and client needs. Educate clients on financial products and risks. Identify and onboard new high-net-worth individuals (HNIs), fostering long-term relationships. Consistently achieve or surpass revenue targets while providing exceptional service and financial guidan...

Who are we Looking ForGA Wealth Management is seeking an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will play a pivotal part in guiding and supporting our clients to achieve their financial aspirations. This includes developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management. We are looking for a driven individual who excels in offering tailored, customized financial solutions, building lasting client relationships, and driving business growth. And passionate in Sal...

Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Job Title Relationship Manager Location: Bangalore, M.G. Road Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self driven professionals who have prior experience working with HNIs/Entrepreneurs and large promoter families of the country. You should have ample experience in the Wealth Management space or should have strong connects and relationships with the relevant client pool. You will be working with a highly motivated and productive team which has been a trendsetter in the MNC Wealth Management...

Relationship Manager – Premium Accounts Handles premium clients, offers tailored banking solutions, ensures top-tier service, and drives product sales. Focuses on relationship building, portfolio growth, and client retention.

Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To Enhance & Retain custome...

Role & responsibilities Key Accountabilities 1.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 Organizational 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 bu...

Location: Mumbai (Any of the 15 branches across Western, Central, or Harbour Line) Age Limit: Max 4041 years Experience: Team handling experience mandatory (managing 810 RMs) Reports to: Regional Head Job Summary: Lead a team of Relationship Managers focused on acquiring, servicing, and growing HNI/UHNI client relationships. Drive sales of Mutual Fund (MF), AIF, and PMS products, ensure target achievement, provide investment advisory, and maintain high service standards. Oversee client acquisition strategy, team performance, and compliance adherence. Note: Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing...

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *CTC:* 915 LPA (Fixed) + 25–35% Annual Bonus *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.