HNI Acquisition Job Vacancies in Ahmedabad

Sales

Job Title: B2C Relationship ManagerCompany: Arham SharesLocations: Surat Ahmedabad Rajkot MumbaiJob Type: Full-timeExperience: 13 yearsSalary: 12,000 25,000 per month + Incentives (Negotiable)________________________________________About Arham SharesArham Shares is a leading financial services company specializing in stock broking, investment advisory, and wealth management. We empower retail investors with reliable tools, expert guidance, and personalized services to make smarter financial decisions.________________________________________Job SummaryWe are hiring enthusiastic and customer-focused B2C Relationship Managers to engage with retail clients, assist them with investments, and build long-term financial relationships. The role involves educating clients, promoting investment products, and ensuring excellent post-sales service.________________________________________Key Responsibilities Acquire new retail clients for equity trading and investment products. Understand client needs and recommend suitable financial solutions (Equity, F&O, Mutual Funds, SIPs, etc.). Guide clients through account opening, KYC, and trading activation. Provide regular follow-up, portfolio reviews, and service support. Achieve monthly sales and activation targets. Maintain client records and ensure high client satisfaction.________________________________________Requirements Graduate in any stream (Finance/Commerce preferred). Passion for stock markets and retail financial services. Strong communication, persuasion, and relationship-building skills. Prior experience in B2C financial sales or client servicing is a plus. Freshers with good communication and learning attitude are welcome.________________________________________Perks & Benefits Performance-based incentives and bonuses. Training and mentorship in financial markets. Career growth and leadership opportunities. Supportive, dynamic team environment.________________________________________To Apply:Send your resume to hr@anvtech.co / hr@arhamshare.com or call on +91 7046020729 / 7433006722.

Job Title: Wealth Manager (HNI) Financial Services - Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWe are seeking an experienced and accomplished Wealth Manager to lead our HNI and Ultra HNI client segment. The Wealth Manager will be responsible for managing a portfolio of high-value clients, providing comprehensive wealth management solutions, and delivering exceptional service to ensure client satisfaction and loyalty. and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFs.Job Responsibilities: Client Relationship Management. Investment Advisory. Wealth Planning and Financial Advisory. Portfolio Management Product Expertise Client Education and Communication Compliance and Regulatory Oversight Performance Tracking and Reporting Team Leadership and CollaborationKey Skills: Mandatory: Proven track record as a Wealth Manager or similar role within the financial services industry managing HNI clients, Ultra HNI clients, Institutional Sales, Managing Family accountsIndustry: Financial ServicesGender: OpenExperience: 2 to 5 yearsJob Location: Ahmedabad/Hyderabad/Chennai/Vishakhapatnam/Kolkata/Vadodara/Nagpur/PuneWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

If interested and strictly meet below criteria then please send your updated CV on whatsapp- Catering to the investment needs of clients by providing them research based advice inEquity, MF, Insurance, PMS & Structured products offerings.- Manage clients through client visits, suggest financial products to the clients and achievebusiness target.- Responsible for product penetration and increasing clients wallet share.- Identifying prospective clients & acquiring new clients.- Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile- Should have at least 3 Years of experience handling Wealth Product Sales.- Any Graduate / Post Graduate with relevant Experience.- Good relationship management and service focus skills.- Good communication and presentation skills.- Investment Product knowledge is mandatory.*Perks & Benefits:*- Bi-annual appraisal program.- Growth in fixed CTC twice in a year with attractive quarterly incentives.