768 Ultra Hni Jobs - Page 4

Role: Senior Manager/ DGM Luxury Sales Exp :10+ Years Location : Central Delhi/ South Delhi Domain/ Industry: Ultra Luxury Real Estate Development Job Role and Key Deliverables Core expertise in End-to-End Sales & Marketing of Luxury/ Ultra Luxury Residential-Group Housing Projects. Planning & Business development of Residential-Ultra Luxury Group Housing Projects in Central Delhi and South-West Delhi. Management of the overall spectrum of Sales, Channel Sales, Marketing, Business Developments, Branding- Promotions and Revenue Generations. Design, Develop and Execute Business Plan, Sales Pipeline Development. Develop and nurture Strong Channel Partnerships across geographies of Delhi-NCR and...

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...

Job - To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients • Ensure regular engagement wit...

Role & responsibilities Partner/Senior Partner - NR Private To be responsible for managing Key Clients NRIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from NRIs and ...

Job Description: Partner/Senior Partner - Private Banking • To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI...

Job Description: To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement ...

- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@gmail.com

Role & responsibilities Relationship Manager - Wealth | Gurgaon, Delhi | Upto 12L To up sell Mutual Fund products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele Acquisition of HNI clients - Mutual Funds, PMS, AIFs, and alternate asset strategies Preferred candidate profile Min 3 years of experience in Corporate / business banking

Key Responsibilities: Client Acquisition & Business Development: Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs. Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products. Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs. Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence. Manage the sales process for...

Role Summary: The BOP Sales Business Head leads sales growth for affordable housing and low-income real estate projects. The role focuses on driving bookings, expanding outreach in emerging markets, and building strong community-level sales channels to boost project occupancy and revenue. Key Responsibilities Oversee daily operations of residential/commercial properties. Develop and execute real estate strategies to maximize revenue and portfolio value. Lead leasing, sales, and tenant management activities. Manage new development projects from planning to handover. Monitor financial performance, budgets, and P&L. Ensure compliance with real estate regulations and contractual obligations. Bui...

Urgent hiring for Relationship manager for one of the leading pvt sector bank. Job title: Key Account Manager Reports to: Branch Manager, Branch Banking Role Summary: Responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers. The KAM is supposed to service all banking needs of mapped clients 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 Ba...

Role & 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. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , 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 In...

Role & 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. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling Achieving the business targets assigned in terms of up selling , 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 In...

Manage client relationships & conduct regular portfolio reviews Align investment strategy with client goals Ensure smooth onboarding of new client Drive higher share of wallet through trust-based servicing Maintain deep knowledge of MF, PMS Required Candidate profile 2–10 yrs in wealth/financial services Strong understanding of financial products Ability to conduct portfolio discussions confidently Strong communication & client-handling capability Perks and benefits Attractive compensation 5-day workweek

Role & responsibilities Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Provide feedback on ...

Walk-In Interview Multiple Openings Date: 25th November 2025 (Tuesday) Time: 10:00 AM 2:00 PM Venue: Shop No. 18, Satra Plaza, Palm Beach Road, APMC, Sector 19D, Vashi – 400703 Positions Available: Sales Officer – CASA (SO-CASA) Sales Officer – Current Account (SO-CA) Sales Manager – EXIM (SM-EXIM) Sales Manager – PA (SMPA) Job Description: Responsible for acquisition and servicing of customers for respective products. Achieve assigned sales targets and ensure customer satisfaction. Build and maintain strong client relationships. Eligibility: Graduate / Post Graduate in any discipline. Freshers and experienced candidates are welcome. Good communication and interpersonal skills. Perks & Benef...

The Elite Relationship Manager will be responsible for acquiring and managing High Net-Worth Individuals (HNI) and Ultra HNI customers, driving CASA growth, deepening portfolio relationships, cross-selling banking products, and ensuring superior customer experience. The role includes end-to-end portfolio handling, wealth advisory, and maintaining long-term profitable customer relationships. Key Responsibilities: Acquire new HNI clients and drive CASA business through relationship-based sourcing, referrals, and market intelligence. Manage the portfolio of existing HNI customers and ensure consistent engagement, retention, and wallet share enhancement. Understand customer banking and financial...

Key responsibilities Acquire new HNI clients: Actively source and onboard high-value clients, including those in the HNI, Trusts, and Institutions categories. Manage existing relationships: Cultivate and maintain strong relationships with a mapped portfolio of existing HNI clients to increase their business with the bank. Grow the liability book: Build and manage the deposit base for the bank through new and existing clients. Sales and cross-selling: Achieve targets for both acquisition and business growth by selling banking products and services. Client service and support: Provide excellent service, understand client needs through regular visits, and ensure seamless delivery of products an...

Roles and Responsibilities : Manage relationships with high net worth individuals (HNIs) and ultra HNI clients, providing personalized financial planning and investment advice. Develop and implement customized wealth management solutions for clients, including portfolio management services, mutual fund products, and private banking offerings. Identify new business opportunities through networking, referrals, and market research to expand the client base. Collaborate with internal teams to ensure seamless delivery of services to clients. Job Requirements : 8-20 years of experience in relationship management or wealth management in the banking industry. Strong understanding of financial market...

Proactively identify, acquire & onboard new HNI & Ultra-HNIs with a relationship size of 1 crore and above. Build, nurture & deepen long-term relationships with existing HNI clients to enhance retention & increase share of wallet. Required Candidate profile Ability to engage confidently and professionally with UHNI clients to build trust and credibility. Proven track record in HNI acquisition, Ability to independently manage HNI client relationships. Perks and benefits Very high performance-based incentives

- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry - Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products - Excellent communication and interpersonal skills - Proven track record of meeting and exceeding sales targets - Ability to build and maintain strong relationships with clients - Knowledge of local market and customer preferences - Bachelor's degree in finance, business, or related field - Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage Job Summary: As a wealth Relationship Manager you will be responsible for ...

Job Description: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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 to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job R...

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 resume.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

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