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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 movements, delivering regular insights, and meeting revenue targets will be essential parts of the role. Candidate Requirements The ideal candidate will have a minimum of 6 Months - 2 years of experience in capital markets, with deep knowledge of equities, futures, options,Insurance & mutual funds. A strong understanding of market dynamics and trading strategies is essential. You should have proven experience managing HNI or institutional clients, along with excellent communication and advisory skills. Relevant financial certifications such as NISM will be considered an added advantage. To apply, please send your resume to: shivangi08052025@gmail.com For inquiries, contact us at 9355164442 Job location: Sikanderpur,Gurgaon Working days: 06 Shift time: 9:00am -6:00pm. Experience needed: 6 months - 2 years. Salary range: Post Interview we can decide basis of skills,past experiences.
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 marketing tools for product visibility Develop marketing strategies in line with business goals Conduct market research and prepare performance reports Ideal Candidate Should Have : Strong communication and interpersonal skills A proven track record in financial product sales Familiarity with digital marketing tools and strategies Mandatory NISM certification If this sounds like the right fit for you or someone you know, wed love to connect. Thanks & Regards Aakansha
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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