768 Ultra Hni Jobs - Page 5

- 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

This is an individual contributor role. A premium banking proposition designed to cater for the financial planning, banking and investment needs of the fast growing affluent consumer segment. Required Candidate profile NISM/IRDA/AMFI will be preferred. Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. communication & quick grasping power.

Role Overview: We are looking for a motivated and skilled Wealth Manager / RM Pune with 4–5 years of experience in wealth management or financial advisory. The ideal candidate must have strong client acquisition capabilities , experience in managing investment portfolios, and deep knowledge of Mutual Funds, PMS, AIF , and other wealth products. This role focuses on helping clients achieve their financial goals while growing the client base for the organisation. Key Responsibilities 1. Client Acquisition & Relationship Management Independently acquire new HNI / mass-affluent clients. Build and maintain a high-quality client book with strong relationships. Assist clients with investment planni...

Job Title: Relationship Manager (Wealth and Treasury Solutions) Location: Mumbai Job Type: Full-time Minimum 3-5 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 management...

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate st...

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 @palak.gupta@axissecurities.in

Location: Chennai Industry: Wealth Management Experience Required: 4 to 8 years Team Size to Manage: 4 - 10 RMs Role Overview The Wealth Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI & UHNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies. Key Responsibilities Manage and mentor a team of RMs to acquire and service HNI & UHNI clients Grow AUM through new client acquisition and deepening existing relationships Support the team in portfolio reviews and investment advisory Track the local Affluent and Super Affluent market for new business Keep the team up...

Manage and grow premium customer portfolios. Experience in CASA, TPP, insurance & mutual funds is must. Minimum 5–7 years in banking sales / RM roles. CTC up to 8 LPA | Locations: Multiple. Share CV: sangeetha.m@sprohr.com

Role & responsibilities Acquire and manage HNI / affluent clients Understand client risk profile & investment needs Cross-sell equity, mutual funds, bonds, PMS and other wealth products Provide regular portfolio reviews & superior client servicing Achieve revenue & AUM targets through an advisory-based approach Preferred candidate profile

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business. 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 Yes FIRST HNI /NRI Relatio...

Role & responsibilities Portfolio Handling Role Relationship Management : - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment - Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc - Proactively sell the full range of consumer ...

Required 2+ year Experience of HNI client handling in any Bank

Responsibilities: * Develop growth strategies * Manage ultra HNIs & portfolios * Acquire new customers * Optimize customer journeys * Maximize ROI through data analysis

Role & responsibilities Acquire and manage HNI clients, provide tailored investment advice across equity, derivatives, and wealth products, and ensure consistent revenue generation. Maintain strong client relationships, execute trades, manage portfolios, and ensure compliance with broking guidelines. Preferred candidate profile Candidates with 8+ years of broking/wealth experience, strong leadership and team-handling skills, solid equity/derivatives knowledge, and a proven track record in managing HNI relationships and driving business targets. Interested candidate can send the profile to shabnam.chandel@adityabirlacapital.com

Highlights: Criteria: 12+ years experience into Wealth Management. Preferably from Private Banking background. Candidate should be managing 100+ Cr. AUM. Location: Guwahati, Kochi, Ludhiana Job Summary: As our Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Us: We serves more than 11 million clients in many of the worlds fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including h...

Role & responsibilities Team Leadership: Lead, mentor, and coach the relationship banking team to achieve individual and team targets. Provide guidance on relationship management techniques and customer service standards. Client Relationship Management: Develop and maintain strong relationships with high-value clients. Understand their financial needs and objectives to offer tailored banking solutions and maximize revenue opportunities. Business Development: Drive business growth by acquiring new customers and expanding the bank's market share. Collaborate with product teams to introduce innovative banking products and services. Risk Management: Ensure compliance with regulatory requirements...

Roles and 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. • Drive...

Advise & acquire Ultra HNI/Super HNI/NRI clients, manage portfolios, offer Arbitrage, PMS, AIF, SIP, Bonds & Structured Products, achieve targets, build lasting relationships & deliver tailored investment solutions. Perks and benefits Attractive incentives Annual performance bonus

Role & responsibilities Responsibilities: To promote all the product line of the Company To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients ...

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com What's up 9318431991

Build & maintain strong relationships with high net worth clients Manage clients' portfolios, including making investment , monitoring performance Prepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profile Graduate or PG with at least 5 years of experience in wealth management in Stock Broking Co Knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com What's up 9318431991

Position: Group Leader:Equity Dealer/Advisor Key Job Responsibilities - -Advising Super HNI clients on Equity, Derivatives & Markets -Handling clients with book size 25 lacs & abv -Creation of revenue & Activation of clients through effective Advisory -Cross-selling of other products like Mutual fund, PMS, and Insurance. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. NISM 8 Certificate is Mandatory How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhu...

Roles and 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. • Drive...

Mega Walk-in Drive Wealth Manager Roles | Chennai You are invited to attend our Walk-in Drive and explore exciting opportunities with our Wealth Management team! Key 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. Skills & Qualifications: Graduate / Postgraduate in Finance, Business, or related field. Experience in selling financial products such as Equity, Mutual Funds, Commoditie...

Roles and 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. • Drive...