432 Ultra Hni Jobs

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

About the Role: Virtual relationship managers act as the single point of contact for customers banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience Key Responsibilities: Manage HNI / Ultra HNI Customer relationships, enhance portfolio value and cross-sell banking products. Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them. Provide premium customer service delivery to their mapped Burgundy portfolio. Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services Responsible for up selling, cross- selling, providing regular market information and updates to the customers Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Effectively utilize all applications, tools, and databases used to process transparent end to- end client support. Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 5 - 10 years relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply'

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri : 7796426785

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Responsibilities: * Manage HNIs and NRI clients * Oversee residential sales portfolio * Lead luxury sales strategy -Mandatory * Close ultra HNI deals * Handle premier client relationships *Excellent Communication skills *Great negotiation skills.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Interested candidates can share CV to vinith.yadav@branch.sharekehan.com or Whatsapp-7338112258

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut :7796426971

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Job Title: CFP & Sr. Relationship Manager / Investment Advisor Experience: 4-8 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice. Key Responsibilities: Client Relationship Management: Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firms client base. Financial Planning: Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. Develop and present comprehensive financial plans tailored to clients goals, risk tolerance, and financial circumstances. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan. Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM). Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. Requirements: Qualifications: Bachelors degree in Finance, Economics, Business Administration, or a related field. Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus. Experience: Minimum of 4 years of experience in financial planning and wealth management in India. At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM). Skills: Strong knowledge of Indian financial products, tax laws, and investment vehicles. (e.g. mutual funds, ULIPs, PMS, REITs) Expertise in financial planning tools and software. Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. Proven ability to build and maintain client trust, with a client-centric approach to service delivery. About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

Role & responsibilities • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • 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 revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers .• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Preferred candidate profile Need minimum 3Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact ANUSHA HR-9003875895 Mail-anusha@avaniconsulting.com

Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Delhi NCR . The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk. Role & responsibilities Client Acquisition & Relationship Management Acquire new HNI/Ultra HNI clients through direct relationships, referrals, and business development initiatives. Develop, nurture, and strengthen long-term client relationships by offering customized investment solutions. Act as a trusted financial advisor , ensuring client portfolios are aligned with their goals, risk appetite, and market opportunities. Regularly review portfolios, provide market updates, and suggest rebalancing strategies to maximize ROI. Business Development & Revenue Growth Drive revenue growth through broking activities across Equity, Commodity & Currency markets . Identify and execute cross-selling opportunities in Mutual Funds, PMS, Insurance, Structured Products, Bonds, and Alternate Investments . Contribute to the overall profitability by achieving individual as well as team-based business & P&L targets . Monitor market trends, competitor activities, and new business opportunities to stay ahead in the industry. Team Leadership & Development Recruit, train, mentor, and lead a team of Relationship Managers & Advisors. Provide guidance and motivation to ensure team members achieve their acquisition, revenue, and retention targets. Conduct regular performance reviews and implement strategies for skill development & productivity enhancement. Foster a performance-driven culture while ensuring high standards of client servicing and compliance. Portfolio Advisory & Strategy Conduct detailed portfolio analysis for clients and provide tailored investment strategies. Stay updated with market research, global economic trends, and product knowledge to provide proactive advisory. Ensure risk management frameworks are followed while delivering returns-driven solutions. Support clients in achieving long-term wealth creation and financial security . Compliance & Process Adherence Ensure strict adherence to regulatory requirements, company policies, and compliance frameworks. Maintain accurate documentation of client interactions, investment recommendations, and transactions. Implement industry best practices to maintain client trust, transparency, and governance standards. Preferred candidate profile 9 15 years of experience in Broking, Wealth Management, or Financial Services . Proven expertise in acquiring and managing HNI/Ultra HNI clients with ticket sizes ranging from 25 lakhs to multi-crores. Strong leadership qualities with experience in managing teams of RMs/Advisors . Sound knowledge of Equity, Commodity & Currency markets , wealth products (MF, PMS, Insurance, Structured Products, Bonds). Strong analytical, advisory, and portfolio management skills. Excellent communication, presentation, and relationship-building abilities . Entrepreneurial mindset with the ability to drive P&L growth . Location- Delhi & Jaipur Interested Candidates can Share resume -anjalisharma1@rathi.com What's App- 9783801300

Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company Candidate Requirements Experience: Minimum 2 years in financial services, preferably in wealth management, broking, or investment advisory. Product Knowledge: Portfolio Management Services (PMS) Mutual Funds Equity & Capital Markets Strong communication, interpersonal, and client management skills. Ability to understand and assess client risk profiles and investment goals. Certifications such as NISM VA / NISM XA & XB / CFP / CFA (preferred but not mandatory). For better reach - harpreet.kaur@nlbtech.in

Role & responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank. Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements and internal policies. Implement effective risk management practices to mitigate potential risks associated with client relationships and transactions. Performance Monitoring: Monitor key performance indicators (KPIs) and financial metrics to assess the performance of relationship banking activities. Take proactive measures to address any deviations from targets. Market Intelligence: Stay updated on market trends, competitor activities, and industry developments. Leverage market insights to identify opportunities for business expansion and strategic partnerships. Cross-functional Collaboration: Collaborate with internal stakeholders, including product managers, credit risk analysts, and operations teams, to streamline processes and deliver seamless banking experiences to clients. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 2 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Dhanashri:7796426785

Career Comeback Opportunities for Women Banking Roles | Mumbai & Navi Mumbai Hiring Across Virtual, Retail, Wealth & Operations Roles Experience Range : 1 to 10+ Years | CTC : Up to 23 LPA Open Positions: Virtual Relationship Manager Airoli, Mumbai Experience: 13 years | CTC: 4 LPA Skills: Relationship Management, Telecalling, Sales Associate Virtual Relationship Manager Airoli, Mumbai Experience: 810 years | CTC: 4 LPA Skills: KYC Analysis, Document Verification Branch Service Partner Pan Mumbai Experience: 16 years | CTC: 11.5 LPA Skills: Trade Desk Handling, Trade Servicing, Operations Relationship Manager Yes First & Yes Premia Pan Mumbai Experience: 2+ years CTC: Yes First 14 LPA | Yes Premia – 9 LPA Skills: Wealth Management, HNI/NRI Portfolio Advisory Relationship Manager – Yes Private – Pan Mumbai Experience: 6–8 years | CTC: 23 LPA Skills: UHNI/NRI Wealth Management, Portfolio Advisory Why Join Us? Diverse roles across Retail, Private, and Virtual Banking Inclusive hiring for women returnees and experienced professionals Competitive compensation and career growth Locations across Mumbai and Chennai Supportive onboarding and training Why Join Us? Dedicated Women Returnee Program Flexible work environment (including virtual roles) Inclusive culture and structured onboarding Opportunities across Retail, Private, and Virtual Banking Ready to restart your career with confidence? Apply now and be part of a team that values your experience and empowers your comeback! Mandatory to Mention Kalpana Roy on your cv/7021234831 interested candidate can share there resume on given number.

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 CR. Preferable Candidates with profile name as (Privi RM, Burgundy RM, Wealth Manager, Imperia RM, Preferred RM). Interested Candidates can share their CV's at priyal@topgearconsultants.com

Hi We are looking for ASM for a leading mutual fund industry for Pune location Responsibility : Generate a business through HNI/ UHNI Maintain a relationship with partners candidate with strong communication skill and HNI/UHNI experience can apply Please apply or share your resume at aparna@aceconsultants.in

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales professionals will be responsible for business development, investor acquisition, and promoting portfolio management services to high-net-worth individuals and institutional clients. If you're passionate about wealth management and investment sales, we’d love to connect! Send your updated resume to prashant@intellectualcapital.co.in , and we will reach out with the most suitable opportunity based on your experience and location. #WealthManagement #PMS #Hiring #FinanceJobs #InvestmentBanking #AssetManagement #RelationshipManager #CareerGrowth #BangaloreJobs #MumbaiJobs #DelhiJobs #FinanceCareers

Key Responsibilities: Client Acquisition and Relationship Management: Source new clients through personal efforts and acquisition channels, while also nurturing and expanding relationships with existing HNW customers. Product Cross-Selling: Promote and sell various bank products, including loans (like loans against property/housing loans), liabilities, and other financial services such as insurance and mutual funds. Customer Service: Provide a high level of personalized customer service, maintain complete relationship records, and address customer complaints and queries to ensure satisfaction. Business Development: Plan and execute sales initiatives, coordinate with other group companies for comprehensive solutions, and identify new business opportunities. Internal Coordination: Collaborate with internal departments like Credit, Legal, and Operations to process client cases end-to-end.

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs & TGS Alternative Investment Funds (AIFs) Bonds, FDs, Unlisted Shares Investment Advisory Platforms (IAP) Client Relationship Management : Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service. Qualifications & Skills : Graduate in Finance or related field (MBA/CFP/NISM preferred) 1 years of experience in trading or wealth management Strong market knowledge, communication, and client advisory skills How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

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 Northern India market. Activation of Channel Partners across Delhi-NCR to ensure walk-ins drive and sales closures as per assigned targets. Training of CP Team, Lead registration, Lead Follow Ups, Support in campaign Activation Implement the Sales strategy, channel sales planning & execution, new market development Generating sales through the Existing HNI, UHNI and COX Level Clients, Events, new Launches and Campaigns. Handling in-depth Competition analysis in the Residential, Group Housing, Commercial Real estate segment on a regular basis and work out appropriate strategies to tackle competition. Interfacing with Channel Partners / financial institutions for organizing events and other sales promotional activities. Should be able to work in a fast-paced environment and has an ability to handle multiple tasks simultaneously and prioritize, organize, follow through on and meet deadlines Excellent communicator, both verbal and written, and ability to build strong productive partnerships throughout all levels and across cultures & conflict management skills Strong team leader, team player, people, organizational & culture savvy Sound analytical skills, commercially savvy and solution focused to solving problems with proven ability to identify issues and projects Key Essentials and Attributes: Core Experience in Luxury, Ultra Luxury Goods and Services , Ability to handle and Showcase the Project Presentation to HNI, UHNII and CXO Level Clientele. Pre Sales, Channel Sales and Life Cycle of Project Sales. Excellent Communication, Inter-personal and Team Handling & Team Development skills RERA guidelines / Knowledge about local bye laws Should be proactive to gauge the market trends and opportunities Competition mapping through secondary and primary research Design, Develop & implement Sales & Marketing Strategy inline and consultation with Management Product Configuration, Amenities, Pricing and Project positioning. Corporate Sales, Institutional Sales & organizing for Property Expos & Fests

Job Title: Wealth Manager Experience: 2-6 Years Job Location: Chennai CTC: 4 - 9 LPA Job Type: Full Time Must have Key Skills Wealth Management, PMS, HNI Acquisition Responsibilities Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Key Responsibilities & Accountabilities 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 Required Education,Skill Set & Knowledge Graduate / Post graduate 2yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills. Thanks & Regards, Vaishnavi, vaishnavi@ipsgroup.co.in

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent communication & relationship-building skills. Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Strong knowledge of banking products (CASA, investments, loans, insurance, Commercial Assets like CC, OD, TL, Export Finance etc.). Ability to handle clients with discretion & professionalism . Sales orientation with a customer-first approach. Eligibility & Experience Graduate / MBA preferred. Typically 4 - 10 years of banking / wealth management experience . Prior experience in handling affluent / HNI customers is a must. Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Understanding of Mutual Funds and Insurance is an added advantage. Interview Details Contact Person : Ankit Jain (Area Head) Venue : Kotak Mahindra Bank, 179, Scheme No.1 University Road, Mangal Pandey, Meerut, UP - 250004 Date & Time : 10th Sept Wednesday - 11:00 AM - 2:00 PM Note : Candidates should carry updated CV and be in formal attire. Looking forward to meet You! Thanking You! Team HR Kotak Mahindra Bank