564 Ultra Hni Jobs - Page 8

Job Title RM - Insignia Preferred Banking Department Retail Business Bankers Grade Manager/SM/AVP Team size Job Location Reporting To A) Position Purpose To generate revenue, from sourcing new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners B) Position Purpose ities Sr. Key Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients....

Client : AXIS Bank for the post of Burgundy relationship manager Experience : 5- 12 Years KRA : 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 conti...

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 &...

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

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 &...

Position: NRI Relationship Manager Location: Nagpur Company: Axis Bank Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of and NRI Relationship Manager at its Affluent Business (Burgundy) vertical in Pune Main Branch . These positions are responsible for managing high-value client portfolios (NRI), providing tailored banking and investment solutions, and delivering best-in-class servic...

- 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

Role & responsibilities Job Description Relationship Management : Managing the banking and wealth/ investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment o Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. o Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business o Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. o Proactively sell the full range of consumer and commercial product to current and poten...

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 &...

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

We are hiring experienced Wealth Managers to manage and grow high-value client portfolios. The role involves selling investment products, generating new business, and leveraging your own portfolio to drive revenue. Key Responsibilities Drive sales of Investment Products (IP), including equities, mutual funds, bonds, PMS, structured products, and other wealth solutions. Build strong long-term relationships with clients by offering tailored financial solutions. Generate new business opportunities through networking, referrals, and leveraging your own portfolio. Achieve revenue and business growth targets as per company goals. Stay updated on financial markets, investment trends, and product of...

We are one the fastest growing Private Banking firms in the country with AUM of over 24,000crs and growing exponentially. Key USPs: Banking * 7.25% on Savings account interest with monthly interest credit. * Zero Fee Banking * Lowest Forex Remittance Rates * Metal Debit & Credit Card (by Invitation First Private Card) with 0% Forex Markup on all International spends * GIFT City accounts for NRIs - with 5.25% on USD Savings Account * Host of other Banking Privileges * Invite to exclusive events on networking, concerts, seminars, art exhibitions Wealth Management * Propriety model on portfolio with excellent track record of constantly generating alpha over the benchmark * Widest range of inves...

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. Required Candidate profile Experience with NBFC / Broking companies compulsory Minimum 8-10 years exp in wealth management Perks and benefits plus company benefits Incentives

Core Responsibilities Relationship Management: Managing the banking and investments relationship of banks clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand bank 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 bank HNI Relationsh...

Mega Walk-in Drive Sales & Business Development Roles Date: Saturday, 06th Sep'25 Time: [10:00 AM 5:00 PM] Venue: [Artius Interior Products (P) Ltd (Unit 1)-Hasanpur Darbaripur Road, Vill: Kherki Daula, Gurugram, Haryana 122012] We are excited to announce a Mega Walk-in Interview Drive for our Sales & Business Development Team at Artius Interior , a leading name in the Ultra HNI interior solutions segment . This is a golden opportunity for freshers who have the zeal to start their career in sales as well as experienced professionals ready to take on managerial roles . Why Join Us? Attractive fixed salary + performance-based incentives Fast-track career growth opportunities Exposure to dynami...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

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 &...

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 &...

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for Relationship Manager Wealth for A Private bank. Role & responsibilities Acquisition of HNI/Ultra HNI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into Wealth Banking , HNI/Ultra HNI , investment products Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

We are hiring for NRI Relationship Manager for A Private bank. Role & responsibilities Acquisition of NRI clients to the bank. Maintaining existing clients and Serving & Maintaining Good relationship Generating the revenue to the bank Preferred candidate profile Minimum 3+ Years sales experience into NRI Banking Interviews are going on !!! Interested candidates share their profiles to Mail id Vijayakumar.avula@gmail.com or call to 9959342908.

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

LGT Wealth is seeking highly experienced and result-oriented Relationship Managers in the Private Wealth Management space. The ideal candidate will have a deep understanding of financial products, a strong track record of client acquisition and retention, and a current book size exceeding INR 400 Cr. This role involves providing strategic wealth solutions, deepening existing relationships, and acquiring HNI/UHNI clients. Key Responsibilities: Manage and grow a portfolio of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. Provide customized investment advice across asset classes: equity, debt, real estate, alternative investments, PMS, AIFs, and structured products. Deepen wallet...

Hi, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore , Chennai Min 6+ 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 steps for deve...