574 Ultra Hni Jobs - Page 23

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 7 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for dev...

About Company: Bajaj Capital Limited ("Bajaj Capital Ltd") is India's premier "Investment Services" Company, with over 58 years of experience in helping people protect and grow their wealth. We've helped to create more millionaires than any other firm in India. But it's our deep personal relationships with clients that truly sets us apart. Bajaj Capital holds the Certificate of Registration [INM000010544] to act as Merchant Banker (Cat-I), Underwriter, Depository Participant [IN-DP-NSDL-267-2006] of NSDL, granted by the SEBI. Further, Bajaj Capital is an AMFI Registered ARN [0010] holder and has also been granted the COR [Regn.No.03310] to act as Point of Presence by the PFRDA for the NPS Sc...

Meeting the HNI Clients & developing Trust & relationship. • Portfolio/Investment Engineers, who can help in designing portfolios. • Acquiring and catering to new HNI clients. • Growing the existing AUM book size. • Products- Mutual Fund/ PMS/AIF. Required Candidate profile Share cv to hrd@onemarchindia.com Department Sales Channel HNI Direct Channel Location – Mumbai (BKC) -4 vacancies Location – Gurgaon -5 vacancies Location – Bangalore (Malleshwaram)-4 vacancies

Pioneer RM / Sr.Wealth RM : PVT sector leading Bank - Across Mumbai Job Title: Banking Partner / Sr. Banking Partner Pioneer Banking LOCATION : Mumbai / CENTRAL LINE CTC : 23LAC MAX Key Responsibilities Acquire and manage relationships with HNI clients to meet financial and business goals. Cross-sell the banks Wealth Management and Liability Products to premium asset clients. Drive new business generation and meet defined sales and cross-sell targets . Deepen wallet share of existing clients and ensure high levels of client satisfaction and retention . Understand client profiles in detail – including demographics, psychographics, and banking behavior. Deliver seamless customer onboarding and...

Relationship Management-client acquisition, Portfolio Handling and retention strategies, focusing on expanding the portfolio of high-net-worth individuals (HNI). Successfully manage a book size, ensuring exceptional client service and satisfaction.

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA bala...

ROLES & RESPONSIBILITIES: - • Advising Clients for Commodities and Currency products. • Punching orders on behalf of clients after their consent. • Generating Brokerage. • Passing on research calls and engaging clients to trade. • Activating clients for Commodities. • Handling important clients and servicing them. Job Requirements: Qualification: Graduate/MBA (Finance/Marketing preferred). Skills: Market knowledge, communication, client handling. Traits: Positive, persistent, result-oriented, hardworking. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut: 7796426971

About Guardian Guardian Capital has been awarded The best investment advisory firm across India by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Position: B2B Wealth Sales – Senior Manager Job Description : We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. T...

About Guardian Guardian Capital has been awarded The best investment advisory firm across India by CNBCTV18 We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs. Position: B2B Wealth Sales – Senior Manager Job Description : We are looking for a dynamic B2B Sales Manager specializing in Partner and Client Acquisition. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. T...

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 penetration and exit barriers, by cross- selling more number o...

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund ,PMS,AIF Etc 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...

Role & responsibilities Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain 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/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promot...

Role & responsibilities Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain 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/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promot...

Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

RM with minimum 5 -10yrs of relevant experience in handling HNI/ NRI / Wealth portfolio from Banks, NBFC Firms can apply. Provide financial solutions to the NRI customers while maintaining high service standards. Required Candidate profile NISM and IRDA Certificate is Mandatory Must have handled portfolio before Graduation/ Post graduation from a recognized institute

Description: About the Role: To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc. Key Responsibilities: Supporting Actions To follow the Deal Desk Process Branch Compliance To operate the Trading software for BSE, NSE, MCX, NCDEX, (Equity-F&O Segment, Commodity and Currency), handle trading accounts of clients and execute orders as per client request. • To ensure documentation formalities like KYC, profiling of new clients with all the necessary details •To ensure efficient and prompt manag...

Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.

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...

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.

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all o...

Instrumental in augmenting sales target of casa per month To drive the front line employees towards achieving monthly target Profile involving acquiring, growing, deepening HNI customer relationships To handle customer complaints to take action

Role - Private Wealth Experience Required: 5+ Years Job Description: We are looking for an experienced and highly motivated Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management products, client acquisition, and relationship management with HNI and UHNI clients. Key Responsibilities: Acquire, manage, and grow a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Offer tailored investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and other wealth products. Maintain and grow AUM (Assets Under Management), with a strong focus on Mutual Funds. Ensure high levels of client satisfaction t...