568 Ultra Hni Jobs - Page 3

Urgent Hiring Relationship Manager (Yes Premia / Retail Banking) Department: Relationship Management Retail Banking Grade: Assistant Manager / Deputy Manager Location: Pune Experience: 17 years (BFSI preferred) Qualification: Graduate Key Responsibilities: Manage & grow Retail Liabilities and Investment relationships. Acquire new high-value customers and cross-sell CASA, Insurance, MF, Loans, etc. Ensure customer satisfaction and retention through proactive engagement. Generate leads & coordinate with internal teams to meet business targets. Follow internal control, compliance, and risk management processes. --- Desired Profile: Minimum 1 year of experience in Relationship Management / Sales...

Preferred candidate profile Required 3+ years Experience of HNI Client handling or Portfolio Management in CASA

Role & responsibilities Build and maintain strong relationships with high net worth clients through regular communication and meetings - Understand clients' financial goals and risk appetite and provide them with customized investment solutions - Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products - Meet and exceed sales targets by acquiring new clients and increasing business from existing clients - Keep up-to-date with market trends and changes in investment products and services - Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience - Ensure...

Role & responsibilities 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. Preferred candidate profile Graduate/ Post Graduate 4-10 years of experience in Wealth Product like PMS Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Greetings from Avani consulting Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC 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 mix One point contact for the assigned customer Acquisition & Se...

Greetings from Avani consulting reference Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC 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 mix One point contact for the assigned customer Acquis...

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 interactions and negotiation process. Key Responsibilities: ...

Sourcing Sales Manager - Ultra Luxury Projects (Sewri / Versova) 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 cl...

Gathering assets for investment products such as Mutual Funds, PMS, AIF Corporate FD & other products launched from time Achieving New Business development targets by reactivating /activating new clients Ensure all clients are met on a regular basis Required Candidate profile Graduate in any stream with basic knowledge of financial markets across different product lines 1.NISM VA (for Mutual Funds) 2.NISM XXI A(for PMS) info.aspiringmantra@gmail.com What's up 9318431991

Greetings from Avani consulting reference Job description Role & responsibilities Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC 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 mix One point contact for the assigned customer Acquis...

As the Sales Head in Mumbai, you will be responsible for overseeing the overall Sales across all divisions, including Bathroom Wellness, Wooden Flooring & Kitchens and reporting into Director Sales- Mumbai. Your role will involve building and maintaining strong relationships with influential architects, interior decorators, and high-net-worth individuals, ensuring exceptional customer service and satisfaction. You will also lead a sales team, set and achieve targets, and contribute to the growth and success of the company. Key Responsibilities • Develop and execute strategic plans to achieve business growth targets for the Mumbai region. • Build and nurture relationships with architects, int...

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...

Lead a team of RM's and RH's & State Head Developing and implementing strategies to acquire new UHNI/NRI Affluent clients Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Affluent Banking Wealth Banking UHNI & HNI / NRI Clients Sourcing PMS & AIF Management Team Leading Perks and benefits Best in Industry (BFSI)*

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

HNI/UHNI and Corporate client acquisition; Build and increase client base by developing, maintaining and deepening client relationship; Provide financial planning and advise investment products in alignment to financial goals; Annual bonus Provident fund

Role & responsibilities 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. Preferred candidate profile Graduate/ Post Graduate 2-5 years of experience in Wealth Product Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity Perks and benefits Flexible Working Health and Life Insurance Incentive based in class incentive structure Work Life Balance

Job Description is below- Role/Job Title: Relationship Manager Function/Department: Branch Banking Job Purpose: The role entails deepening relationships with Banking CASA accounts and ensuring best in-class service to the customers. The role bearer is responsible for understanding the client needs and working with customers to help them make the right decisions with their accounts. The role bearer must maintain updated knowledge on all bank products and services to ensure high quality assistance in resolving customer queries as well as developing new relationships with prospective clients. This is a critical role which leverages business generation opportunities to help achieve larger organi...

Responsibilities: * Manage client relationships through wealth management strategies * Acquire new HNIs through cold calling and sales efforts * Oversee portfolio management services for ultra-high net worth clients

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Sayali : 9158043197

If you are eligible and interested in this role, please share your CV at resume@erconsultants.in or WhatsApp your CV at 8178095895 . Key Responsibilities Client Acquisition & Relationship Management: Identify and attract new HNI clients through strategic efforts and referrals. Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships. Ensure high levels of client engagement and satisfaction. Financial Planning & Solutions: Understand clients' unique financial goals and aspirations. Provide customized financial planning, portfolio management, and wealth management services. Develop strategies that align with clients' risk appetites and return expec...

Experience- 7 to 13 Job location Pune/ Mumbai all Annual offered salary 9 L acs to 19.0Lac Job description Role & responsibilities Affluent Relationship Manager Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC 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 prod...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Key Responsibilities: Job Role- Equity Advisor/ Dealer Job Description- Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL 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 through va...