768 Ultra Hni Jobs - Page 2

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...

Role & responsibilities 1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers 2. Sources new bank customers through external individual efforts and acquisition channel 3. Ensures high levels of customer service orientation and application of bank policy 4. Cross sells bank products to existing set of Customers 5. Informs customers of new products or product enhancements to further expand the banking relationship 6. Plans and conducts special sales initiatives and events for prospective and existing clients 7. Coordinates with other group companies to provide seamless access to other products 8. Maintains complete ...

Position: Sales Manager Channel: Banca CTC: Up to 8.5 LPA Experience: 2-6 years (BFSI preferred) Job Description We are hiring an experienced and driven Sales Manager for our Banca channel in Bangalore. The ideal candidate should have strong exposure to BFSI sales, the ability to manage partner bank relationships, and experience handling HNI and NRI clients . The role focuses on driving business growth while ensuring a seamless customer experience. Key Responsibilities: Build and maintain strong working relationships with partner bank branches to drive Life Insurance business. Engage, acquire, and manage HNI and NRI clients through the bancassurance network. Achieve monthly and quarterly tar...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profile Critical Skills Required: Relationship Management, minimum 5+ years(Mandatory) Sales and Relationship Building HNI / UHNI Client Acquisition

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI 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* HR Nkita 8359895366

Position: Senior Relationship Manager / Wealth Manager Pune Experience: 5–8 years (Wealth Management / Financial Advisory) Role Overview: We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. The role requires strong investment knowledge across MF, PMS, AIF, Bonds, and Equity products. Key Responsibilities Manage & grow relationships with HNI / mass-affluent clients in Pune • Conduct goal-based planning, asset allocation & periodic portfolio reviews • Recommend investment solutions across MF, PMS, AIF, Bonds, Equity • Selective new client acquisition through...

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 1 Years of Mutual Fund Sales Experience NISM 5A Certified Intrested candidate share resume on my whatsapp (7990449328) Perks and benefits On roll with ICICI Prudential Asset Management

We have an opening with one of the leading AMC. Designation: Relationship Manager- Customer Engagement Grade: AM/ DM/Manager (Individual Contributor) Experience: 3 to 7 years Responsibilities:- To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling company 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...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...