768 Ultra Hni Jobs - Page 3

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile

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 ...

LARGEST WEALTH MANAGEMENT COMPANY IS HIRING send CV on utkarsh@contactxindia.com 8755187878 Role & responsibilities Wealth Manager HNI Acquisition Experience : 2 - 5 Years Location : Chennai, Kolkata, Hyderabad, Pune, Bangalore Key Responsibilities & Accountabilities : • 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. Required Education, Skill Set & Knowledge : Graduate / Post graduate • Exper...

Job description Role: Relationship Executive / Relationship Manager CEC Education Background: Graduate/Post-Graduate/MBA with a minimum of 2years of experience in the BFS sector. Work Experience: 1 to 3 years of sales experience .Preference will be given to NISM5A &21A certified candidates with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds. Candidate willing to relocate can also apply Critical Skills Required: Relationship Management Influencing Skills Technical/Product Knowledge Presentation Skills Interpersonal Skills Effective Communication Result-orientation with strong adherence to compliance Role Purpose To maximize sales by planning and implementing ...

Hiring for reputed bank Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management To drive the front line employees towards achieving monthly target

Role & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekh...

Role & responsibilities Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of across MF / PMS / AIF. Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactively sharing market updates, trends and other information....

Role & Responsibilities - Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of across MF / PMS / AIF . Introduce MF / PMS / AIF solutions from product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximize client experience by proactively sharing market updates, trends and other informati...

Role & responsibilities Client Acquisition and Relationship Management: • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. • Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. • Profiling Customers and providing financial products to meet customer needs. • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. • To ...

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 nagalatha.s@axissecurities.in

Overall Job Description : • To grow the liability base of the bank by deepening relationships of mapped customer base. • To service clients covering all their banking needs including bank/3rd party products. • To enhance product penetration in the mapped customer base. • To activate clients on Non branch delivery channels including Net banking, Mobile Banking, Video Branch, ATM, Point of Sale etc. • To sell bank and third party products with a view to enhance revenue per client. To conform to processes of the bank and have a high focus on compliance. Any specific requirements : • AMFI Certified (Mandatory) • IRDA certification (Mandatory) • Relevant work experience in the banking industry is...

Hi Greetings, I would like to offer you a job opportunity The position is with Mutual Fund company and they are looking for Specialist - Affluent Client Segment 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 deep expertise in mutual funds and alternative investment products Present and explain product features, benefits, and associated risks to clients effectively • Dr...

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications: 1-7 years of work experience with mutual funds and PMS Compensation : 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Sales incentives Performance bonus Referral bonus Mobile bill reimbursements Leave encashment Health insurance Life insurance

Job Title: Affluent Relationship Manager Customer Engagement Channel / TL Location: Mumbai / Bangalore / Pune Industry: Banking / Financial Services / Investment Advisory Experience Required: 6- 15 years Employment Type: Full Time Education: Graduate/Postgraduate (NISM certification preferred) Job Description: We are looking for a highly motivated Affluent Relationship Manager to join our Customer Engagement Channel. The ideal candidate will have experience in managing and growing High Net Worth (HNI/UHNI) client relationships, providing personalized financial solutions, and driving sales across a diverse product mix. Key Responsibilities: Client Relationship Management: Act as a one-point c...

-Ensure timely communication & updates on key portfolio actions -Understand client goals,risk profiles to provide personalized advice -Regularly review & recommend portfolio rebalancing, new strategies -Collaborate-internal teams to meet client needs

Locations: Bengaluru / Chennai / Hyderabad /Mumbai Experience: 15+ years in Wealth Management CTC: Up to 65 LPA (Based on current CTC and interview) Employment Type: Full-time, Permanent About the Role We are hiring an experienced Private Wealth Manager to partner with UHNI clients and manage large investment portfolios. The role focuses on relationship ownership, portfolio advisory, and delivering long-term wealth growth through products such as PMS and AIF. If you have a strong UHNI network and a track record of growing AUM independently, this role offers significant visibility and growth. Key Responsibilities Build and manage UHNI relationships (net worth above 5 crore) with customised in...

Good relationship management and service focus to HNI Clients Responsible for gathering asset for investment products such as mutual funds, PMS, Bonds Increase the AUM & Revenue from the mapped book info.aspiringmantra@gmail.com Call 9318431991 Required Candidate profile Graduate/ PG With 4-6 Years Exp in Wealth Management Good knowledge in stock broking Meet with HNI Clients in daily basis for there portfolio Experience in managing HNIs and Ultra HNI Segment

Manage & increase book size of the HNI clients Increasing the liability book & investment AUM portfolio size Advice clients on their product requirement to maximize their investments Strong client relationships through regular communication & service Required Candidate profile 4+ yrs of experience in HNI Sales -Direct Channel Stock broking co or banking Good understanding of capital markets Excellent Communication and interpersonal skills. resume.aspiringmantra@gmail.com

Job Title: Relationship Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time Minimum 7-11 years of experience in Sales and Business Development Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd & 4th Saturdays are working (9 to 5 pm) Role Overview This is a high-impact B2B and HNIs client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with Companies , UHNIs, and Family Offices. The individual will play a crucial role in expanding IFA Global's Treasury and Wealth Management client base while working closely with top-level managemen...

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS) info.aspiringmantra@gmail.com Call 9318431991

Gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, SGB, Achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Acquire new clients & activate them with asset collection Required Candidate profile Graduate with knowledge of financial markets across different product Ensure 2-3 client meetings are done per day NISM VA ( Mutual Funds), NISM XXI A(PMS),XIII A (SIF) info.aspiringmantra@gmail.com

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Instrumental in augmenting sales target of casa per month

We're Hiring Relationship Manager- HNI Acquisition for Hyderabad & Vizag ( Visakhapatnam )- Key Responsibilities: Acquire and manage HNI clients through proactive engagement and relationship building. Drive sales of investment products, primarily Mutual Funds, while ensuring high customer satisfaction. Conduct portfolio reviews, understand customer needs, and recommend suitable investment solutions. Ensure compliance with regulatory requirements; NISM certification is mandatory. If this aligns with your professional strengths, let's connect Interested professionals can DM for more details or share their resume. Apply Now: gursimar.kaur@lavyaassociates.com 7717204567

Tax Professionals - US TAX (HNI/Private Client Focused) Location: Mumbai / Hyderabad / Ahmedabad / Bangalore Qualification: Commerce Graduate / EA / CA / CPA Experience: 2 to 12 years working with Private Client Services (PCS), HNI and U.S. tax forms such as 1040, 1065, 1120, 1120S Roles & Responsibilities Build and maintain strong relationships with clients, internal leadership, and global stakeholders. Manage end-to-end tax engagements, including planning, execution, review, and timely delivery of tax projects within set timelines and budgets. Prepare and review U.S. tax returns (Forms 1040, 1065, 1120, 1120S, and 1041) ensuring accuracy, compliance with tax laws, and identification of tax...

Role & responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client Preferred candidate profile