768 Ultra Hni Jobs - Page 6

• You will be responsible for prospecting and selling AIF products to High-Net-worth Individuals and Institutional sales.

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...

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...

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...

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 Depth knowledge of the Mutual Fund ,Capital Market ,PMS, Bonds info.aspiringmantra@gmail.com

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 Depth knowledge of the Mutual Fund , Capital Market , PMS, Bonds info.aspiringmantra@gmail.com

Responsibilities: * Manage high net worth clients' financial goals & objectives * Collaborate with cross-functional teams on strategic planning * Oversee investment portfolio performance monitoring Health insurance Provident fund

Mega Walk-in Drive Wealth Manager Roles | Bangalore 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, Commodit...

Role & responsibilities Were Hiring | Regional Passive Sales Manager – Mutual Fund Industry Location: Delhi | Mumbai | Pune | Ahmedabad | Kolkata | Bangalore | Chennai | Hyderabad Experience: 8–10 years of core AMC Sales Designation: Sr. AVP / VP Qualification: Postgraduate (CFA/CFP preferred) | NISM 5A mandatory We’re looking for passionate professionals to drive growth of Passive Funds (ETFs & Index Funds) across zones. The role involves developing business through National & Regional Distributors, Banks, RIAs, Wealth Managers, PMS, PFs, Broking Platforms, and Family Offices . Key Responsibilities: Achieve Passive Fund sales targets (Net Sales, SIPs, Distributor Activation). Drive zonal st...

Manage & review existing client investment portfolios Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Insurance Planning & Tax Planning Cross-sell financial instruments based on client needs Required Candidate profile Graduate or PG degree With Minimum 5+ years of exp in Wealth Manager Depth knowledge of the Mutual Fund , Capital Market & profitability drivers info.aspiringmantra@gmail.com What's up 9318431991

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258

To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer on boarding. Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents t...

Role & responsibilities Customer Relationship Management Business Development Portfolio Management Branch Coordination Reporting & MIS

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide face of the Bank to high net worth customers of the Bank. Detailed Summary: Relationship mgt of the most elite customer segment of the bank. Generate new business to achieve defined sales targets through meeting with customers. Build and deepen relationships with existing Ultra HNI Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of custom...

Job Description Conduct market research to identify and target high-profile corporate clients that serve HNIs, and uHNIs. Focus on sectors such as premium real estate, corporate offices, hospitality, educational institutes, fitness and wellness centers, art galleries, and similar spaces that prioritize exclusivity and high-end design Conduct outreach via cold-call, whatsapp campaigns, LinkedIn, references, in-person visits, and generate pipeline of qualified leads Establish strong relationships with senior decision-makers, architects, developers, and executives. Offer tailored consultations to demonstrate how HIVEs products align with their specific needs and elevate their spaces or operatio...

The job of an IndusInd Bank Pioneer RM involves managing relationships with High Net Worth Individuals (HNIs) by acquiring new clients, growing existing ones, and serving as the primary point of contact for their banking and investment needs . Key responsibilities include generating new business to meet sales targets, developing and implementing sales strategies, and collaborating with internal teams to provide exceptional service and resolve issues for clients. This role requires a focus on deepening client relationships to increase revenue and share of wallet. Key responsibilities Client Relationship Management: Build and maintain relationships with HNI clients, acting as the face of the b...

Dear Candidate, We are looking for Banking Partner/Sr Banking Partner - Pioneer Banking . Location: Across Mumbai,Navi Mumbai Roles and Responsibilities Detailed Job Responsibilities Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge ...

Role & responsibilities Acquire new clients for Sharekhan ONE through reference, events and Hidden Gems and other modes Achieve healthy broking revenues without compromising on clients profitability. Responsible for cross selling products like Mutual Fund, PMS, SIPs, AIF, Insurance etc. to the existing set of customers (FD/SGB and any other product introduced) Responsible for handling Clients and their queries . Staying updated with market trends Preferred candidate profile Experience of minimum 2 yrs in Securities background in Sales or RM.

Dear Candidate, We are hiring for the role of Relationship Manager (Business Banking & Small Business Banking) for IndusInd Bank. (Individual Role) Sourcing of NTBs from branch, open market/Direct sourcing/references. Should have prior experience in lending of working capital ( Fund based & Non fund based) Meeting set productivity parameters, income generation from the existing client base to promote additional banking products and services Build and maintain strong relationships with existing SME clients, serving as their primary point of contact for all banking-related needs. Understand clients' business objectives, financial goals, and challenges to offer customized banking solutions and ...

A Pioneer RM (Relationship Manager) at IndusInd Bank is a sales role responsible for managing and acquiring high-net-worth individual (HNWI) clients for the bank's premium "Pioneer" segment. The job involves building relationships, meeting sales targets, growing the client's asset base, and cross-selling a variety of banking and wealth management products, such as deposits and other financial services. Key skills include strong relationship management, sales, and wealth management knowledge. Key responsibilities Client acquisition: Aggressively acquire new prospective customers through referrals and other sales activities to build the customer base. Relationship management: Build and deepen ...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Acc...

Wealth Manager Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management) from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate and update themselves on available investment. T...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...

*Were Hiring! Private Wealth Managers* Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you! * Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore * Experience:* 8+ years in wealth management * Industry:* Private Wealth, PMS, AIF At *GetWork, we are the **authorized hiring partners of top broking companies*, helping them find the best talent in the wealth management industry. *What Youll Do:* Acquire and manage *HNI & UHNI* clients Offer expert investment solutions in *PMS, AIFs, and structured...