768 Ultra Hni Jobs - Page 8

1.Relationship Management - Portifolio of Ultra HNI and HNI customers. 2.Primary focus on Investment Advisory - PMS, MF & Other related products Required Candidate profile 1.Should be working with top Foreign MNC & Indian Banks. 2.Should be currently in a very Sr. Relationship Mgmt. role. 3.Excellent Comm. Skills. 4.Thorough knowledge of all Banking & Investment Prods.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

Greetings From ManpowerGroup Role Description Job Specification A. Position Details Position Title: Relationship Manager Salary : Best In The Market B. Demographics Role Relationship Manager - CEC Education Background MBA Work Experience 8+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing UHNI Clients, with in depth knowledge of Mutual Funds Market. Critical Skills Required Relationship Management Influencing Skills Technical - Product Knowledge Presentation skills Interpersonal skills Effective Communication Result oriented with proper adherence to compliance C. Role Purpose Role is to maximize sales by planning 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...

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...

LARGEST WEALTH MANAGEMENT COMPANY HIRING IN LARGE NUMBERS FOR BELOW ROLE send cv on rm@contactxindia.com Email- karan@contactxindia.com Contact- 8859766816 / 9412501851 /8789151182 / 983353449 Key Responsibilities: Acquiring high value relationships into the HNI Broking vertical (EQUITY). Managing Large Trader Clients/Big Ticket size Client Acquisition & service. Managing relationship of super HNI clients, retaining & enhancing advisory relationship Managing relationships of HNI clients, retaining & enhancing advisory relationships. To generate revenue from existing customers mapped and from new clients. To execute cross sell efforts as per focus of the organization at any given point in tim...

Role & responsibilities To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, 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 Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certifie...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

As an immigration consultant at Abhinav Immigration Services, your role will involve handling and managing visa petitions, providing consulting services on immigration issues, and offering guidance on global immigration laws. You will be based in Bengaluru and will be responsible for meeting with clients, preparing visa applications, ensuring compliance with immigration regulations, and building strong client relationships to support their immigration needs. Key Responsibilities: - Handling and managing visa petitions - Providing consulting services on immigration issues - Offering guidance on global immigration laws - Meeting with clients - Preparing visa applications - Ensuring compliance ...

Wealth Manager / Investment Advisor Private Wealth Location: Mumbai, Hyderabad, Ahmedabad Experience: 5+ years in Private Wealth / Investment Advisory About the Role: Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong relationship-building skills, market awareness, and the ability to craft personalized investment strategies aligned with client goals and risk profiles. Key Responsibilities: Develop and manage long-term relationships with affluent clients. Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, ...

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...

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones through various channels such as Priority Banking, Preferred Banking, and Wealth Management. Identify opportunities for cross-selling of retail liabilities products like CASA deposits to increase revenue growth. Develop and maintain strong relationships with HNI clients by providing exceptional service quality standards. Collaborate with internal teams to resolve client issues promptly and efficiently. Analyze market trends and competitor activity to stay ahead in the competition. Desired Candidate Profile 9-14 years of experience in Retail Branch Banking or ...

Job Purpose Responsible for including HNI customers into the Imperia 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, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which

- 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

Dear Candidate, Kindly send your updated CV at softpathc2@gmail.com or Whatsapp- 8750040317 Role & responsibilities The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Preferred candidate profile Must have AMFI and IRDA certifications . Candidates should be based in Noida only. Good communication skills and presentable. Minimum 4 years of experience in the same domain . Regards...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry* HR Nkita 8359895366

Role & 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...

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & 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: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund

Closing Manager 2 openings Sourcing Manager – 1 opening Role Objective: The incumbent is responsible for implementation of sales strategy and business development towards growth of the Direct Sales segment. The primary focus is on prospecting new accounts for the assigned projects and geographies, towards meeting revenue goals. The role requires consistently identifying leads, seeking business opportunities and developing strong client relationships towards effective sales. A significant responsibility is to develop, nurture channel partner networks and deliver significant throughput from the same. The incumbent is expected to be a brand representative and support the team in all client inte...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...