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10.0 - 20.0 years
30 - 45 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
About Our Client The client is a Indian NBFC company with multiple offices Job Description Private Wealth - /AVP / VP / Sr VP /Partner / Drector Experience - 10 to 25+ yrs Location - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,Kolkata ,Hyderabad Education - Graduate /PG ROLES & RESPONSIBILITIES: - Wealth Professionals with prior experience working in a Private Bank/Private Wealth Management Selling of products : Mutual Funds, PMS, Structured Products etc Handle and manage clients. Experience of advising clients across asset classes To prospect, acquire and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To ...
Posted Date not available
2.0 - 6.0 years
3 - 8 Lacs
guwahati, kolkata, patna
Work from Office
Proactively acquire new Retail and HNI clients through direct outreach, referrals, networking, and market mapping • Identify and pursue business development opportunities to grow the client base and AUM (Assets Under Management) • Required Candidate profile Understand prospective clients’ financial goals, risk appetite, and investment preferences to offer tailored solutions • Conduct effective presentations and pitch investment offerings, equities, MF
Posted Date not available
3.0 - 8.0 years
8 - 14 Lacs
navi mumbai, pune, mumbai (all areas)
Work from Office
1.Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets 2.Sources new bank customers through external individual efforts and acquisition channel. 3.Must have handled portfolio. Required Candidate profile 1.Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. 2.Very good understanding of Trade and Forex & CA.
Posted Date not available
0.0 - 2.0 years
1 - 4 Lacs
gurugram
Work from Office
About the job: We are seeking a seasoned Relationship Manager with strong expertise in the stock market and derivatives segment. Were looking for a candidate who can confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth. Location: Sikanderpur,Gurgaon | Full-time | Experience: 6 Months - 2 Years Key Responsibilities: The role involves managing a portfolio of clients, offering tailored investment advice, and promoting equity and derivative products. You will be responsible for understanding client needs, recommending suitable trading and investment strategies, and ensuring high levels of client satisfaction. Staying updated on market mo...
Posted Date not available
4.0 - 9.0 years
6 - 13 Lacs
kota, lucknow, delhi / ncr
Work from Office
We are looking for passionate and experienced professionals with 4 to 9 years of relevant experience in sales, marketing, and client acquisition within the BFSI or broking industry , particularly those who have worked with HNI clients and structured financial products . Position : Sales & Marketing Financial Products (HNI Focus) Location : New Delhi / NCR, Gurugram, Noida, Agra, Lucknow, Kanpur, Kota, Udaipur, Bhilwara ,Jalandhar CTC : 10 -13 LPA Experience : 4 to 9 years Qualification : Graduate with NISM certification (MBA preferred) Key Responsibilities : Acquire and manage HNI clients and grow AUM Promote third-party financial products such as MF, PMS, AIFs, Bonds, etc. Leverage digital ...
Posted Date not available
4.0 - 9.0 years
4 - 9 Lacs
hyderabad
Work from Office
Building new relationships, increasing depth in existing & new relationships Acquire & manage HNI/UHNI clients through tailored investment strategies Drive revenue generation across MF, PMS, AIF, and other asset classes info.aspiringmantra@gmail.com Required Candidate profile 4 yrs +exp with Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills.
Posted Date not available
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