564 Ultra Hni Jobs - Page 7

Hi We are looking for ASM for a leading mutual fund industry for Pune location Responsibility : Generate a business through HNI/ UHNI Maintain a relationship with partners candidate with strong communication skill and HNI/UHNI experience can apply Please apply or share your resume at aparna@aceconsultants.in

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

Key Responsibilities: Client Acquisition and Relationship Management: Source new clients through personal efforts and acquisition channels, while also nurturing and expanding relationships with existing HNW customers. Product Cross-Selling: Promote and sell various bank products, including loans (like loans against property/housing loans), liabilities, and other financial services such as insurance and mutual funds. Customer Service: Provide a high level of personalized customer service, maintain complete relationship records, and address customer complaints and queries to ensure satisfaction. Business Development: Plan and execute sales initiatives, coordinate with other group companies for...

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 &...

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...

Job Title: Wealth Manager Experience: 2-6 Years Job Location: Chennai CTC: 4 - 9 LPA Job Type: Full Time Must have Key Skills Wealth Management, PMS, HNI Acquisition Responsibilities Industry: Financial Services, Capital Markets, and Banking Employment Type: Full-time Job Function: Business Development. Key Responsibilities & Accountabilities 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 Required E...

Platinum Relationship Manager Key Responsibilities : Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage). Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans, etc. Service & Retention: Ensure smooth banking experience, provide priority service, and resolve escalations for high-value clients. Business Development: Acquire new HNI clients through referrals, cold calls, and networking. Revenue Focus: Deliver on asset, liability, and investment revenue targets . Key Skills Needed Excellent commun...

Acquire HNI/UHNI clients & conduct discovery meetings Pitch & onboard Mutual Funds, PMS, AIFs, Bonds, Insurance Conduct seminars, webinars, networking & referrals Maintain CRM & ensure compliance Achieve revenue & lead conversion targets Health insurance

As a Relationship Manager in Retail Branch Banking, your primary responsibility will be to manage and nurture relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNs). You will be providing personalized banking and financial solutions tailored to meet the unique needs of clients. Your key responsibilities will include developing and maintaining strong, long-term relationships with HNI and UHN clients, offering financial advisory services such as investment strategies, wealth management, and estate planning, staying updated on the bank's products and services to effectively cross-sell and up-sell, managing clients" portfolios, identifying and pursuing n...

Provide outstanding client experiences. Organised follow-up leads, complete and record appointments, can lose customer requests Support our clients to meet their financial needs as they progress through their career and life stages.

for driving sales, building strong client relationships, and achieving revenue targets. The role involves identifying new business opportunities, presenting products/services to prospective clients, negotiating contrct

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...

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...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Account Manager Pune Account Manager responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards. Key Responsibilities 1. Financial Planning & Portfolio Strategy Assist Relationship Managers (RMs) in creating financial plans tailored to client requirements. Monitor and report portfolio performance, highlighting asset allocation and IRR. Identify deviations between actual client portfolios and strategic plans, and suggest actionable steps to realign. 2. Portfolio Opportunities & Research Identify opportunities within client portfolios base...

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take st...

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...

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...

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...

You are a self-motivated and result-driven individual with a strong leadership quality of delegation. As a Wealth Manager in the Banking industry, your role will involve tasks related to financial planning, investment management, investments, finance, and insurance. This full-time on-site position is located in Delhi and requires expertise in Wealth Management, Ultra HNI, Relationship Management, Private Wealth, and Portfolio Management. To excel in this role, you must possess a PG/Master's degree in Finance, Economics, or a related field. Your qualifications should include financial planning and investment management skills, experience in investments and finance, knowledge of insurance prac...

Meeting the HNI Clients & developing Trust & relationship. • Portfolio/Investment Engineers, who can help in designing portfolios. • Acquiring and catering to new HNI clients. • Growing the existing AUM book size. • Products- Mutual Fund/ PMS/AIF. Required Candidate profile Share cv to hrd@onemarchindia.com Department Sales Channel HNI Direct Channel Location – Mumbai (BKC) -4 vacancies Location – Gurgaon -5 vacancies Location – Bangalore (Malleshwaram)-4 vacancies

Key Responsibilities: Client Acquisition: Identify and onboard new HNI clients through networking and referrals. Relationship Management: Build and maintain strong relationships with existing clients to ensure satisfaction and retention. Financial Advisory: Provide tailored financial solutions, including investment advice and banking products suited to HNI needs. Portfolio Management: Monitor client portfolios and recommend adjustments based on market trends and client goals. Cross-Selling: Promote various bank products and services to enhance client engagement and increase revenue.

Hello, PFB details: The Manager / Sr. Manager Premier will be responsible for driving wealth management business growth through client acquisition, portfolio management, and delivering superior financial solutions. This role focuses on business development, client servicing, and achievement of revenue targets without team management responsibilities. Key Responsibilities 1. Business Development & Sales • Achieve assigned sales and revenue targets for wealth management products and services. • Identify and onboard High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). • Explore cross-selling and up-selling opportunities across investment and wealth solutions. 2. Clien...

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...

Role & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekh...