568 Ultra Hni Jobs - Page 11

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product an...

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 upd...

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 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 engagement with mapped relations...

Role & responsibilities Manage a portfolio of high-net-worth customers. Build and deepen relationships through proactive engagement and financial advisory. Achieve sales and revenue targets for banking and wealth products including CASA, FD, Mutual Funds, Insurance, and Loan products. Conduct regular reviews with clients to ensure their banking needs are being met. Ensure seamless onboarding and servicing of customers, coordinating with internal teams as needed. Monitor and control attrition of the portfolio and ensure customer stickiness. Stay updated on market trends, competitor offerings, and regulatory changes affecting wealth customers.

Role & responsibilities Acquire and manage HNI clients. Provide personalised banking solutions across assets, liabilities, and wealth products Cross-sell investment, insurance, and loan products. Ensure high levels of customer service and relationship retention Conduct regular portfolio reviews and financial planning discussions Coordinate with product and operations teams to ensure smooth customer on boarding and transaction execution Maintain compliance with regulatory and internal audit standards Meet monthly and quarterly sales and service targets

Roles and 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/ Promoters/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 arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Increase the penetration and market share of PMS products in the respective geographies. Liaise with distributors and build rapport to increase penetration of PMS products, activating dormant channels/distributors and solving PMS queries.

Urgent Hiring for Relationship Manager-Signature Banking Position Purpose: To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Responsibilities: 1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients. 5. Increase product pene...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Designation: Team Leader/ Vertical Manager Lead and manage a team of Equity advisory & dealing professionals Execute trades behalf of clients, aligning with their investment strategies & preferences, and acquire new clients, promote & cross-sell TPP Required Candidate profile Qualification: Graduation Overall exp: 8-9 years, with 3yrs in team leadership investment products, including Insurance, MF, PMS, SIP, AIF, Bonds,FD Shares, IAP Rui 9113961458 hr@2srinnovations.com

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowle...

Roles and 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/ Promoters/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 arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Roles and Responsibilities 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/ Promoters/Directors of organisations. 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 me...

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 Senior Investment Manag...

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 . ...

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai / Navi Mumbai / Central Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies...

Urgent Hiring for !!! Platinum Relationship Manager!!! for one of the leading pvt sector bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNI) customer relationships for liabilities (SA-driven) and commercial assets . Source new clients through personal efforts and acquisition channels. Deliver excellent customer service while adhering to bank policies. Cross-sell bank products to mapped customers and promote new offerings. Organize sales initiatives and events to attract and engage clients. Collaborate with group companies for cross-product access. Maintain detailed relationship records and resolve customer issues promptly. Desired Candidate Profile: Proven ability to bui...

.Role & responsibilities Preferred candidate profile

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Key Responsibilities: Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive increase in shared of wallet of existing relationships. Supportmarketinginitiatives e.g. special campaigns, events, presentati...

Affluent RM / Wealth RM : PVT sector leading Bank - Across Mumbai Job Title: Affluent Relationship Manager (RM) LOCATION : Mumbai / CENTRAL LINE CTC : 25LAC MAX Role Overview: Build and manage relationships with High Net-Worth Individual (HNI) clients. Identify business opportunities and match them to products and solutions offered by BANK Drive growth in liabilities, assets, and fee-based products. Develop and implement sales strategies to acquire new HNI clients. Conduct portfolio reviews and recommend products based on client needs. Maintain regular contact with clients to ensure high service levels and satisfaction. Resolve client queries within defined timelines. Promote new products an...

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experienc...

Head Market- Private Banking About the Role The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Responsibilities Lead a team of Partners/Relationship Leaders at the location. Manage key clients HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range...