279 Ultra Hni Jobs - Page 4

Responsibilities: * Manage ultra HNIs' wealth through mutual funds & investment products * Oversee portfolio management services (PMS) for clients * Collaborate with sales team on new business opportunities Provident fund

Client Relationship Management Investment Advisory, Research and Market Analysis, Sales and Business Development Strong knowledge of financial markets and investment products.

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Roles and Responsibilities Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes 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 Bank NRI Relationships Deepens relationship to increase CASA balance in allocated portfolio Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products Drives revenue business to generate fee income through products like mutual funds, investments and insurance Ensures all sales activity is recorded online as per the organizational process Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Job description Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Role & responsibilities Manages the banking and investments relationship of bank clients and responsible for overall growth of Liabilities & Investment business from HNI/NRI/UHNI segment. • Develops, manages, and expands bank customer relationships by providing service level which exceeds client expectations of most important customer segment.. • Identifies current and potential relationship with additional revenue potential and grow business. • Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc. • Proactively sell the full range of consumer and commercial product to current and potential bank HNI/NRI Relationships. • Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank. • Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. • Financial Planning and Investment Advisory to HNI/NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products. • Drives revenue business to generate fee income through products like mutual funds, investments and insurance. Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024

Dear Candidate, Greetings from Mirae Asset Sharekhan !! Please find below JD for the role of Advisory Manager PCG Direct Responsibilities : The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue Cross selling third party products and inhouse products launched by Sharekhan from time to time Servicing existing/ newly acquired clients of Sharekhan One segment. Generate Interest Income by using LAS/EMF/IPO funding. To ensure the highest level of service to customers in terms of advisory and operational issues and give timely solutions for the same which will play a differentiator for this segment. To achieve Revenue target through broking and cross selling products launched by the Sharekhan from time to time Generate interest income Understanding of clients profile and suggest Portfolio/ Asset Allocation Contributing Responsibilities : Brokerage Revenue / Asset gathering/Interest Income as per the target set for Sharekhan One Segment To handle the assigned clients in a very effective and seamless manner To improve and maintain the client activity ratio by activating clients across the segments Thanks & Regards Swapnil Nikhade - HR Interested candidate can connect on below contact 8286896629 | swapnil.nikhade@branch.sharekhan.com

Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products.

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products. What is the roles objective? Establish, grow, and manage investment relationships with clients Be the primary client contact and trusted investment advisor Deepen existing client relationships by providing appropriate investment advice and solutions Acquire new clients through market intelligence & engagements Share market updates and house views to clients on a timely basis Update clients on their investments and its performance Leverage existing client relationships and other sources to acquire new clients Recognize changes in clients/ market environment which may present opportunities Enhance client experience through strong relationship management What skills do you need to possess? Superior understanding of Markets and Products Strong knowledge of different asset classes Experience of providing investment advice and solutions Strong interpersonal and communication skills Good Analytics Skills Digital mindset What is the prior experience needed? 8 to 14+ Years of experience What qualification/s you should have? Master’s in business administration or any equivalent degree Interested Candidates pls send resume on bhuvaneswari.hcconsulting@gmail.com

Responsibilities: * Manage $10 million+ portfolio of high net worth clients * Collaborate with investment teams on mutual fund & AIF strategies * Provide exceptional client service through regular meetings & reporting Health insurance

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - • Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. • Experience of advising clients across all asset classes. • Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - • The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. • Maintaining client relationships and generate AUM from preferred clients. • Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED: Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: • Ability to inspire trust and confidence in clients. • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial wellbeing. • A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market. • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients • Good oral and written communication skills with clarity of thought, speech and expression • Good interpersonal skills • Good Analytical Skills General Competencies: • Positive attitude, socially effective, high level of perseverance and patience • Assertive & hard working • Result oriented • Strong analytical skills and ability to work in teams. MOST Important: Do and Don’t: HNI- Relationship Managers 1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years 2. From the same Geography – Candidate should be from the same location 3. Candidate who has earned incentives 4. Hands on experience in HNI relationships – no retail, no franchisee network, no online / telecalling sales. 5. Ability and willingness to manage clients – not dependent on assignment clients by organization. 6. Has passion and willingness for field work and relationship management 7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships 8. Willing to work in individually capacity 9. Candidates already interviewed and rejected in the past should not be considered

Responsibilities: * Provide investment advice & analysis * Handle HNI and ultra HNIs. * Collaborate with internal team on new business opportunities. * Oversee client relationships Recommending suitable investment products. Thanks RIGHTCHOICE

Job description About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Purvi Axis Bank-HR 9867078228 purvi.pacharne@axisbank.com

Manage client relationships through regular client visits & meetings Recommend appropriate financial products to meet client needs and achieve business target Identify and acquire new clients, especially HNI & Wealth segment customers Call 9318431991 Required Candidate profile Graduate/PG with Minimum 3-4 years of experience in Wealth Product Sales In-depth knowledge of investment products, manage & acquire HNI client Strong relationship management & client servicing skills

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Acquiring preferred clients (HNI/Ultra HNI) Maintain client relationships & generate AUM from preferred clients Portfolio Management, Mutual Funds, Bonds, Trading Equity, Commodities & Currency info.aspiringmantra@gmail.com What's up 9318431991 Required Candidate profile Graduate / Post Graduate 2- 10 years of Sales exp in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Ability to manage and acquire HNI clients

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . 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 various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

Candidate with excellent Communications Skills & wealth management Skills, experience in Cross Sales All Banking Product LI GI, PMS, AIF, MF N HNI Client Handing. Trade Forex N Term Loans experience added advantage. Positing across western line

1. The handling & acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients. Well acquanited with Bonds, AIF, PMS

1. The handling & managing RM's, will be responsible for acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients

Urgent Hiring for !!! Senior Relationship Manager !!! for one of the leading broking firm. Responsibilities: Build and maintain strong client relationships. Analyze sales data and refine strategies to meet targets. Conduct product consultations and presentations to close deals. Identify and pursue new sales opportunities. Resolve client issues promptly for high satisfaction. Coordinate with internal teams for smooth operations. Generate reports and forecasts to support business growth. Ensure compliance with internal policies. Requirements: Minimum 1 year of experience in sales/distribution. Proficient in MS tools, CRM, BI, SQL. Strong communication, negotiation, and problem-solving skills. Ability to prioritize, work under pressure, and meet deadlines. Experience in financial services and treasury products is a plus. Skilled in identifying opportunities and driving sales team performance. Familiar with sales forecasting and execution. Experience - 8 TO 15 Years NISM V should be completed. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com