568 Ultra Hni Jobs - Page 15

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading broking firm. Responsibilities: Build and maintain strong client relationships. Analyze sales data and refine strategies to meet targets. Conduct product consultations and presentations to close deals. Identify and pursue new sales opportunities. Resolve client issues promptly for high satisfaction. Coordinate with internal teams for smooth operations. Generate reports and forecasts to support business growth. Ensure compliance with internal policies. Requirements: Minimum 1 year of experience in sales/distribution. Proficient in MS tools, CRM, BI, SQL. Strong communication, negotiation, and problem-solving skills. ...

Job Description: Zonal Sales Head North/West/South Department: Sales & Business Development Location: Sector 75, Gurugram (Corporate Office) Experience Required: 10-15 years (Experience with luxury products and high-net-worth clientele preferred) Education Required: MBA/PGDM Reports To: Director / CEO Industry: Premium Wood Fenestration Systems and Engineered Timber Construction About Artius Interior Products Pvt. Ltd. Founded in 2011, Artius Interior Products Pvt. Ltd. is Indias foremost authority in engineered wood, specialising in the design and manufacturing of high-end wood-based architectural products including premium doors, windows, timber houses, and glued laminated timber (Glulam) ...

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment team...

Job Description : Service Relationship Manager - Affluent Banking Location- Jaipur Interested candidates can send their resumes to nidhi.kundra@indusind.com. Detailed Job Description Provide Exceptional service to mapped clients of Affluent channel for cluster of branches Manage affluent desk & become one point of contact for mapped customers for their service related queries/requests & complaints Handle & Process all financial & Non- Financial transactions pertaining to mapped affluent clients Upgrade customers maintaining high balances to Exclusive/Pioneer program as per the eligibility Monitor Daily account Balances and maintain book stability through immediate client intervention on acco...

JOB DESCRIPTION Investment Manager Location Mumbai Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securitie...

Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

- 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

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Locations : Hyderabad Interested Candidates can send their CV to mamatha.krishna@indusind.com Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at t...

Role & responsibilities : Meeting Clients & developing trust & relationship Customer interactive role with Portfolio Management experience Portfolio/Investment engineers, who can help in designing portfolios Advice and suggesting different investment avenues to HNI Clients Acquiring and catering to new HNI Clients Growing the existing AUM book size Products- Mutual Funds/ PMS/ AIF Job Requirements: Knowledge of personal finance (Taxation, Deductions & Benefits) Knowledge of financial products (Fixed income and equity products) Updated on current affairs Excellent communication skills Team Player Open to learn Should have knowledge of MS office Educational Qualifications and Certifications: G...

Equity Advisory Manager HNI | Reputed Broking Company Location - Jaipur CTC - Based on current Role & responsibilities Acquisition of HNI & Ultra HNI clients and generate broking revenue through Equity / Commodity / Currency market segments. Handle Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk Managing new and existing HNI client relationships with efforts on revenue generation through Equity and other channels Monitor clients portfolio and render advisory services. Execute Cross Sell Preferred candidate profile A graduate / post grad ( pref ) with 8 - 10 years in relevant experience with min 4 years in team handling.

Job Title: Priority Banking Relationship Manager (PBRM) Location: Nagpur, Pune Experience: Minimum 4 years in banking relationship management Industry: Banking & Financial Services Job Responsibilities: Manage relationships with HNI clients and provide wealth management solutions. Achieve sales and revenue targets by cross-selling banking products. Ensure excellent customer service and satisfaction. Develop and maintain strong client relationships. Requirements: Graduation/Post-Graduation in Finance, Business, or a related field. Strong knowledge of investment products, mutual funds, and insurance. Excellent communication and interpersonal skills. Job Title: NRI Relationship Manager (NRI RM)...

Location: Mumbai Department: PCG Key Responsibilities: Client Acquisition and On-boarding: Identify, prospect, and on-board new clients through networking, referrals, and market research. Conduct meetings with potential clients to understand their financial objectives and introduce suitable financial products. Ensure a seamless on-boarding process for new clients, including KYC compliance and account activation. Sales and Revenue Generation: Achieve quarterly targets for client acquisition and revenue generation. Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income products, and insurance. Actively promote brokerage services to increase trading vol...

Manage and grow a portfolio of HNI and Ultra HNI clients by offering personalized wealth management. Those who worked in startup investment, Handled 30-40 Cr AUM, conduct in-depth portfolio reviews. Build long-term relationships with clients.

Role & responsibilities 1. Leads Management : Proper follow ups of lead & subsequent processing in co-ordination of the respective teams. Framing quotations & Finally converting it to business 2. Client Management Acquisition : Targeted New Client Acquisition, through referencing, Cross Selling Servicing : Interacting with ultra HNIs / HNI’s client. Understand their requirement & co-ordinate with team to set the required deliverables Feddback : post sales & service feedback. 3. Leads :Trade Partners Managing the current parners Add new ones from boutique &high end travel agencies & partners. Tieup with most premium hotels Create offers for them in a pattern where they give more business 4. M...

- 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

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 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 ...

* Min 4+yr exp in Broking sector Handling PMS, wealth management. *Identifying and developing new market segment for revenue generation *Looking a driven Sales Manager to lead regional business expansion, strengthen client relationships. Required Candidate profile *Explore and grow new market segments *Develop high-value client relationships with strategic pricing *Drive regional sales strategy and promotional plans *Advise clients using market research.

Senior Wealth Relationship Manager : Leading Company : PUNE, Mumbai Location : Mumbai / Pune / Baroda / Surat / Hyderabad / Chennai Experience : 4+ years Budget : Up to 30 - 45 lpa Age : 44 max About the Role: We are looking for dynamic professionals for the role of Senior Wealth Relationship Manager to join our Private Wealth Management team. You will be responsible for offering tailored financial solutions to HNI/UHNI clients through a wide range of investment products. Key Responsibilities: - Understand client needs, financial goals & risk appetite - Offer customized solutions across Mutual Funds, PMS, AIFs, PEs, Bonds, Structured Products, Direct Equity, Insurance, etc. - Grow AUM/book s...

Role & responsibilities 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 segment fitment, balan...

Should have high clarity over various financial concepts and terminologies pertaining to capital markets and products like Equity, Mutual Funds, Debt securities, AIF, Structured products, etc

Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG. Must have experience into acquisition of Corporates and Private wealth clients. Must have own self built AUM. Must have good communication skills. Required Candidate profile Must have experience into Client acquisition, UHNI/HNI Acquisition, investment products, PCG. Must have experience into acquisition of Corporates and Private wealth clients, self built AUM.

Hi, We are hiring - L - CTC - upto 10 lpa & : 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 , & 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 adv...

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.

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . 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 ...