Wealth Manager – HNI Acquisition - Pune, Maharashtra

We are hiring a high-performing Wealth Manager with strong HNI acquisition capability in Pune. This is NOT a pure servicing role. The candidate must have proven experience in independent client acquisition and fresh AUM mobilization. · 5+ years in Private Wealth / Wealth Manageme ...

Manage HNI/Ultra-HNI portfolios by offering wealth, investment, insurance, and CASA solutions. · Drive acquisition, · ...

· Job Description: · Client Acquisition and Relationship Management: · Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals vi ...

11100 · Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management · Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless servi ...

This is a job opening for a Relationship Manager. · <li-Advise clients on market insights & financial products<li-Provide service to maintain existing portfolio · ...

The Wealth Manager will acquire new clients with open market skills to effectively communicate interact and work with individuals and groups. · The role involves acquiring HNI and Ultra HNI clients ready to accept a challenging role requiring interpersonal skills pre-offer letter ...

This role involves acquiring new CASA accounts through field sales and referrals, managing and growing HNI/Premium customer portfolios, achieving monthly targets, cross-selling banking & financial products. · Acquire new CASA accounts through field sales and referrals · , · Achie ...

The purpose of the job is to build and nurture strong relationships with high-net-worth clients. · ...

We are hiring a senior Wealth Manager for Pune to manage HNI & mass-affluent clients, drive advisory-led relationships, and selectively acquire new clients through referrals and warm leads. · ...

Description · As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking experience through personalized engagement and product offerings. This rol ...

Job Description · Achieve revenue targets · Achieving revenue targets is crucial for this role achieve them through building strong relationships with clients communicating effectively about available services utilizing data insights to personalize customer engagement leading tea ...

Job summary · Client Acquisition and Relationship Management: address HNI clients for investment requirements through exclusive product bouquet and superior service delivery. · ResponsibilitiesAddress HNI clients for investment requirements. · ...

+Acquire and onboard HNI and UHNI clients through direct sourcing and referrals. · ++Manage client portfolios and drive AUM growth through suitable investment solutions. · + Cross-sell PCG products including equity advisory, mutual funds, PMS, AIF and bonds. · + Build long-term c ...

The Relationship Manager will assist HNI clients in achieving their short-term and long-term investment goals through proper profiling and offering of debt products. · They will also assist in developing marketing plans for acquiring new customers in the corporate space.Address H ...

Business Development and Portfolio Performance Analysis for High Net Worth Clients. · ...

We are hiring for the role of Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking. · ...

Manage a team of Relationship Managers to achieve targets in acquiring Retail and HNI customers. · To up sell MF products to mapped Retail and HNI Clients and generation of fresh leads through reference to shore up the clientele. · ...

Weare hiring stock market professionals in Pune for equity advisory dealing and leadership roles offering hands-on exposure to live markets client portfolios. · ...

+The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients. · +Address HNI clients for investment requirements. · Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. · ...

We are looking for a dedicated and qualified professional to join our organization in the role outlined below. This position offers an opportunity to contribute to our mission while developing your skills in a collaborative environment. · Achieving sales targets through direct ef ...