568 Ultra Hni Jobs - Page 13

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Job Title: Wealth Manager HNI Acquisition Experience: 2-6 Years Job Location: Chennai CTC: 4 - 8 Lac ( Salary + Variables + Perks) Job Type: Full Time Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Location: Pune, Mumbai, Hyderabad, Bangalore, Ahmedabad, Delhi, Kolkata, Nagpur, Kolhapur, Nashik, Aurangabad. Key Responsibilities & Accountabilities PMS exp. is must. 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 ...

Key Responsibilities : Client Acquisition : Identify, approach, and acquire HNI, UHNI, and affluent individuals for mutual fund investments. Build strategic partnerships with IFA channels, chartered accountants, and wealth advisors. Portfolio Management : Understand client risk profiles, investment objectives, and offer customized mutual fund solutions. Conduct periodic reviews and suggest portfolio rebalancing as needed. Relationship Management : Maintain strong, long-term client relationships through regular follow-ups and engagement. Act as a trusted advisor and ensure superior client experience at all touchpoints. Product Knowledge and Advisory : Stay updated on market trends, new mutual...

RM's required, with a min. of 50-100 Cr. book (AUA- Assets Under Advisement) Communication should be good Managing portfolios Negotiate

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 @ 9790306948

Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. Profiling Customers and provide financial products to meet customer needs. Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client ...

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients’ financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Part...

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Role & responsibilities Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, and other structured roducts Acquire quality base HNI clients through networking, data base, and market intelligence Should have a maximum number of own clients relationships. Preferred candidate profile A graduate with 5+ years of experience in banking and broking industries and managing bank AUM of HNI Clients.

*Client Engagement and Relationship Management: Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. *Profiling Customers and provide financial products to meet customer needs. *Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. *Market Research and Analysis: *Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance cl...

• 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

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones through effective sales strategies. Identify potential HNI prospects, conduct research on their financial goals and objectives, and develop tailored solutions to meet their needs. Provide wealth management services such as portfolio management, private banking, real estate marketing, relationship management, and ultra-high net worth client handling. Develop strong relationships with HNIs by understanding their preferences, providing exceptional customer service, and offering personalized investment advice. Collaborate with internal teams to ensure seamless deli...

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

Job description Role & responsibilities Exp. in Private Banking is must . 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 Portfolio Handling more Than 100cr. 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 req...

1-Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI clients. 2-Cross Selling of other financial products like MF and Structured products. 3-Meet the required AUM.

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com

To engage regularly with the Imperia customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. JOB TIME - Rotational shift MINIMUM CRITERIA: 1. Graduate 2. English, Hindi and Telugu Languages Fluency Mandate, 3. Phone Banking, Virtual Care and Virtual Sales Process Knowledge, 4. Banking domain knowledge, 5. Age less 30 Years Original Documents to be carried. Identity Proof(PAN Card/ Aadhar Card/ Driving License/Passport or Voter ID) 2 Sets of resumes which includes your address Please fallow grooming standard...

Role & responsibilities Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segmen...

Role & responsibilities Role- Relationship Management JD - Portfolio Handling Role * Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. •Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment.. •Identifies current and potential relationship with additional revenue potential and grow business. •Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. •Proactively sell the full range of consumer and commercial product to current and...

Role & responsibilities Job Description - Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc. Secondary Responsibilities : Eva...

Role & responsibilities Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segmen...

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher prod...

Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more e...