564 Ultra Hni Jobs - Page 4

Job Purpose As a Regional Head, the objective is to provide leadership that drives our Wealth Management operations. Through collaborative leadership, innovative strategies, and an unwavering commitment to client satisfaction and compliance, aim is to create an environment of growth, foster enduring relationships, and contribute to the broader success of our organization. You will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics. Main Accountabilities Business Development To Develop the strategic plan for Wealth Management to meet business objectives Monitor and analyze performance metrics including...

The Playing Captain role in Private Banking combines leadership and client coverage responsibilities. The individual will lead, mentor, and manage a team of Relationship Managers, while also maintaining and growing their own book of Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This dual responsibility ensures the leader remains actively engaged in business development, client servicing, and revenue generation while setting an example for the team. Key Responsibilities: Lead a team of Relationship Managers, providing strategic direction, coaching, and performance management. Drive the teams overall revenue, client acquisition, and asset under management (AUM) targets. Foster ...

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients Seek references from customers/prospects Preferred candidate profile Graduation is a must Decent oral and written communication Min 2 years into similar role Willing to visit clients Location - Navi Mumbai Interested candidates can share resumes on lakshmi.veliath@sharekhan.com

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

Role & responsibilities Acquiring customers as per business plan Revenue Generation as per assigned Targets Acquire and upgrade knowledge on filling up KYC/new products/processes Update status of leads on Lead management system regularly Conduct sales promotion activities regularly Activation of clients and cross sell (MF SIP) Seek references from customers/prospects Preferred candidate profile 2 Years with sales experience in BFSI/NBFC Willing to visit clients Graduate/ Post graduate is must Decent communication skills Location - Navi Mumbai Interested candidates can share resumes on swapnali.mendonca@sharekhan.com

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. -Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Financial Responsibilities & Non-Financial Responsibility The HNI (High Net worth individuals) relationship manager is accountable for a portfolio of High Net worth Clients, i

This Opportunity is with a leading Asset Management company for their office in Mumbai location Role: Customer Engagement Channel - Deputy Manager/ Manager Experience: 3 - 9 Years Job Description: Roles & Responsibilities: To up sell company's 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's 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 r...

Roles and Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services. It also includes use of applications actively for designing product suitability matrix, financial planning for the customers. Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet. Ensuring compliance with branch SOP and control in sales and service. Deepen the relationship by cross selling Banks Products. Secondary Responsibilities: Maintain excelle...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

Job Description: - Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboar...

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

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 &...

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 &...

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 &...

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 &...

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High Net Worth customers of the Bank Role & responsibilities

Advice and suggesting different investment avenues to HNI clients.Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual Fund/ PMS/AIF. Required Candidate profile Proactively cultivate new business and uncover sales opportunities within the geographic territory. Updating Distributors of financial markets, Mutual Fund product & services.

Responsibilities: * Lead residential & commercial sales strategy (3+ years) * Manage and create luxury property portfolio * Maximize direct sales revenue * Handle HNI clients * Oversee B2C real estate projects & handle sales Location: Mohali/kpt.

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

JOB OVERVIEW ROLE Wealth Manager DEPARTMENT Sales LOCATION Hyderabad, Telangana Who we are? GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform enables clients to explore and select from a diverse basket of wealth products, customized to align with their individual preferences and financial goals. Our platform empowers cli...

Dear Candidate, Paisa bazaar is hiring !! Role :- Team Leader - Investment (Deposits & Bonds) Location - Gurgaon Sector 44 What We Can Offer You:- Young and fast-growing company with a healthy work-life balance Great culture based on the following core values- Courage Transparency Ownership Commitment Celebration Lean structure and no micromanaging. You get to own your work The company just turned one so you get a seat on a rocket ship that's just taking off! High focus on Learning & Development and monetary support for relevant upskilling Competitive compensation along with equity ownership for wealth creation What You'll Do:- Build, own, and manage relationships with investors looking to i...