759 Ultra Hni Jobs

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note:We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized inves...

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to 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 of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Role & responsibilities Building campaign strategy for Top of the mind awareness among customers. Campaigns for Program/Benefit re-iteration, cross-sell, program nudge and feature led communication Strategize and deploy Customer Life cycle Management communication Creation of product collateral's, sales enablement tools and content to help increaseproduct/offer promotion Liability mobilization and lead generation. Drive engagement, lead generation for ETB through Social media, digital channels, campaigns, physical collaterals and merchandize. Preferred candidate profile Strategize and deploy Customer Lifecycle Management communication Creation of product collaterals, sales enablement tools a...

Role & responsibilities : Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and nurturing long-term relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement PCG Advisory Dealer Must hav...

Providing clients with comprehensive product/service consultations and guide their decision-making process. Upselling and cross-selling products/services to clients.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach ...

Job Role: Investment Counsellor Location: New Delhi, Mumbai, Kolkata, Chennai Experience: 5-7 years in Wealth Management (preferably in IC function) Roles & Responsibilities Act as the bridge between the central product team and on-ground Wealth RMs/Advisors. Regularly engage with local RMs, Advisors, Clients, and Family Offices to enhance awareness and knowledge of investment products. Interact with investment managers and fund managers to stay updated on product performance, strategy, and outlook. Disseminate regular product updates, market insights, and investment strategies to the Wealth RMs/Advisors. Gather constant on-ground feedback and share actionable insights with the central produ...

Role & responsibilities Develop and deepen relationships with Burgundy RMs mapped to him/her. Ensure daily interaction with the Burgundy RM base to facilitate top on the mind recall for Broking business. Ensure growth in client referrals, account opening, on-boarding, margin collection, brokerage generation and NDPMS conversions from the RM base assigned. Single point of contact for all sales and service related queries for the assigned Burgundy RM base. Open market acquisition of HNI Broking, NDPMS and TPD clients. Interested candidates please share your resume @palak.gupta@axissecurities.in

Hiring Alert!! Job Description: Relationship Manager Wealth / Investment Position: Relationship Manager Wealth / Investment Experience Required: 5+ years Industry: Wealth Management / Investment Advisory Client Segment: High-Net-Worth Individuals (HNI) Location: Mumbai, Pune, Indore Role Overview The Relationship Manager – Wealth/Investment is responsible for managing and growing a portfolio of High-Net-Worth (HNI) clients by offering tailored investment solutions and wealth management services. The role involves understanding client financial goals, managing their investment portfolios, cross-selling wealth products, and ensuring high levels of client satisfaction while adhering to organiza...

Role & responsibilities To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Establish, manage, and grow the TRV ofPrivate Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. T...

Hiring Relationship Manager – Bangalore . Looking for candidates with strong CASA sales experience (mandatory). Share CV to sangeetha.m@sprohr.com . Please share and refer. Immediate joiners preferred. Attractive CTC.

1) Responsible for Sales Mutual Fund products to Retail Clients as per the assigned database 2) Should be completely updated on the various products and markets situation 3) Ensuring the highest levels of service to the clients Required Candidate profile Need 3 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with Bajaj Finserve Asset Management

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. Relationship Management of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet s...

We are Hiring for India's Leading Bank Profile: Imperia Relationship Manager (Individual Role) Location: Kolkata CTC Offered : Upto 14 LPA Min Exp. : 8 Yrs. For getting faster response don't just apply share your CV to 9599384032 (Whatsapp) and on preeti.pacehr@gmail.com Role & responsibilities : 1. HNW Portfolio Management(Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene pa...

We Are Hiring: Closing Managers Ultra-Luxury Real Estate (South Mumbai) We are seeking high-performing Closing Managers for an exclusive ultra-luxury residential project catering to Ultra High Net-Worth Individuals (Ultra HNIs) in South Mumbai . Position: Closing Manager Location: South Mumbai Segment: Ultra-Luxury Real Estate Key Responsibilities: Lead and close high-value transactions with Ultra HNI clientele Handle exclusive site visits and personalized client engagements Build strong relationships with premium buyers and channel partners Drive negotiations and ensure smooth deal closures Maintain accurate client data and sales reporting Ideal Candidate Profile Minimum 4+ years of proven ...

Role & responsibilities Key Responsibilities: Execute equity and derivatives trades on behalf of Ultra HNI/HNI clients with precision and speed Provide end-to-end servicing to existing clients pre-trade preparation, trade execution, post-trade confirmations, and follow-ups Ensure flawless trade execution across BSE/NSE platforms during market hours Coordinate with RM/Advisory teams to implement client portfolio strategies efficiently Proactively monitor client portfolios, track corporate actions, and inform clients accordingly Assist in margin requirements, fund management, and compliance with internal risk parameters Ensure regulatory compliance and proper documentation for all executed tra...

Position : Wealth Manager Job description: Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners. Will be responsible for Training and educate the sales team, DSA, AP and business associates. Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and B2C channel. Will be responsible for acquiring NRI and FPI clients for trading in GIFT city exchanges. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and u...

Role & responsibilities The Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients' investment portfolios within the equity market, which involves buying and selling stocks and other equity-related securities. To provide assistance to the Wealth RM To service the clients To preparing reports to be shared with clients To coordinate with the AMCs for processing the transactions To business development b Generating leads Fac...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones. Identify opportunities for cross-selling and upselling various financial products such as MF, PMS, AIF, Financial Advisory, Broking etc. Develop a deep understanding of client needs and provide tailored solutions to achieve their financial goals. Collaborate with internal teams to ensure seamless delivery of services and resolve any issues that may arise. Stay up-to-date with market trends and regulatory changes to maintain expertise in wealth management.

Work Level : Individual Core : Communication Skills Leadership : Building Work Relationships Industry Type : Banking Function : Retail Banking Sales Key Skills : Wealth,Wealth Management,Ultra HNI,Ntb,Portfolio Handling,Branch Banking Education : Graduate Note: This is a requirement for one of the Workassist Hiring Partner. Roles and Responsibility The Relationship Manager is responsible for managing and deepening relationships with premium clients . The role focuses on delivering customized wealth advisory, driving portfolio growth, and ensuring exceptional service experience for high-net-worth customers. Manage a portfolio of HNI/Ultra-HNI clients and serve as a single point of contact. Bu...

-Provide customized financial solutions and investment advisory to HNI/UHNI clients. -Achieve targets related to client acquisition, AUM growth, and revenue generation -maj. product: Mutual Funds, PMS, AIF, Equity, Bonds, Direct Equity, LI, etc

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Roles and Responsibilities. (To understand better about this profile, appropriate candidates can WhatsApp message @ 8178095895/ 9891971500) Manage relationships with high-net-worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions. Identify new business opportunities through networking, referrals, and market research to expand the client base. Develop and maintain strong relationships with existing clients to increase wallet share and product penetration. Analyze client needs using financial planning tools like goal-based investing, retirement planning, etc. Desired Candidate Profile (Only Candidates from the Banking or Wealth Management Companies are pref...

Sourcing Sales Manager - Thane,Central & Western Market Role Objective: The incumbent is responsible for implementation of sales strategy and business development towards growth of the Direct Sales segment. The primary focus is on prospecting new accounts for the assigned projects and geographies, towards meeting revenue goals. The role requires consistently identifying leads, seeking business opportunities and developing strong client relationships towards effective sales. A significant responsibility is to develop, nurture channel partner networks and deliver significant throughput from the same. The incumbent is expected to be a brand representative and support the team in all client inte...