HNI Acquisition Job Vacancies in Mumbai

Key ResponsibilitiesClient Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.Conflict Resolution: Addressing client complaints and concerns promptly and professionally.Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.Required Skills and QualificationsCommunication: Strong verbal and written communication skills for client interaction and negotiation.Interpersonal Skills: Empathy and a customer-centric mindset to build trust.Problem-Solving: Ability to resolve complex customer issues efficiently.Technical Skills: Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office/Google Workspace.Education/Experience: Usually requires a bachelor

Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory

Job Description:We are seeking an experienced and client-focused Investment Advisor to join our team. The ideal candidate will manage a portfolio of Retail and HNI clients, offering customized investment and financial planning solutions.Key Responsibilities: Develop and manage relationships with Retail & High-Net-Worth Individuals (HNIs) Provide personalized financial planning and investment advice Recommend and sell financial products (MFs, PMS, bonds, Insurance, etc.) Monitor market trends and update clients accordingly Achieve revenue and client acquisition targetsQualifications: AMFI/NISM certification is a plus Strong knowledge of financial markets and wealth products Excellent communication and relationship-building skills

Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Job Title: Equity Dealer Stock Broking Locations: Surat, Ahmedabad, Rajkot, Mumbai Job Description: We are seeking a skilled and proactive Equity Dealer to join our team. The ideal candidate will be responsible for executing trades, providing investment recommendations, and ensuring seamless trading experiences for clients. This role demands strong market knowledge, client interaction skills, and the ability to perform under pressure. Key Responsibilities: Execute buy/sell orders for clients with accuracy and speed. Communicate trading calls and investment ideas effectively to clients. Achieve brokerage revenue targets and promote cross-selling of financial products. Maintain strong relationships with clients and provide ongoing support. Monitor market trends, stock movements, and trading activities to advise clients. Ensure compliance with regulatory guidelines and company policies. Required Candidate Profile: Must hold NISM Series 8 (Equity Derivatives) Certification. Minimum 1 year of experience as an Equity Dealer in the Stock Market. Ability to work efficiently in a high-pressure, fast-paced trading environment. Strong analytical skills and knowledge of financial markets. Excellent communication and client-handling abilities. Please Note Targets: 5 KYC (Know Your Customer): Acquire 5 new clients. Each client should have a trading margin (funds available for trading) of 50,000 to 1,00,000. 3x Revenue of Salary: Generate revenue that is three times your current salary. TPP (Third Party Products): Focus on selling the following Third Party Products: o Insurance, Term Plan, IAP (Investment Advisory Platform), PMS (Portfolio Management Services)

Key Responsibilities: Assist in identifying new business opportunities within the bond/debt market, including corporate issuers, institutional investors, and intermediaries. Support senior team members in client acquisition, deal pipeline tracking, and relationship management. Prepare and customize pitch decks, market research reports, and presentations for potential clients. Conduct preliminary market analysis and help monitor developments in the fixed income space (interest rates, yields, credit spreads, regulatory news, etc.). Coordinate meetings, demos, and follow-ups with prospective clients. Maintain and update CRM systems and track engagement metrics. Assist in organizing events, webinars, and conferences to promote services and engage with industry stakeholders.________________________________________Requirements: Bachelor's degree in finance, Economics, Business, or a related field. 03 years of experience in a business development, sales support, financial research, or capital markets role (internships count!). Basic understanding of debt instruments, such as corporate bonds, sovereign bonds, and other fixed income products. Strong communication and interpersonal skills able to speak confidently with clients and internal stakeholders. Good analytical and problem-solving skills; proficiency in Excel and PowerPoint. Willingness to learn, take initiative, and grow within a fast-paced, client-facing environment.________________________________________Preferred Qualities: Interest in building a career in capital markets, especially in debt/fixed income. Entrepreneurial mindset with a passion for client interaction. Team player with strong organizational skills and attention to detail.

Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation.Location- Across Mumbai, Maharashtra

Accountability Supporting ActionsBusiness Management and achieving the set target oDrive the business by targeting HNI Clients.oBuild a strong connect with target audience for maximizing the mind share and market share.oSynergize with all relevant verticals for achieving the desired objective.oWork on customized solution by offering Combo products.Build strong Client Relationship oMaintain excellent relationship with existing clients and expansion of key clientsoEnsuring high volume of business in the given location/segment to achieve the desired gross sales.oDevelop and maintain key new client base.Compliance on all regulatory rules oProvide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirementsoEnsure all SEBI/AMFI rules and regulations are strictly complied.Create a Strong mind Recall for ABSLAMC oOrganize meetings with Fund manager/CEOs and Head of Sales.oDisseminates updates and other product related information in timely manneroPush for reference of their relatives and social circle.oBe the wealth one stop solution for investor for all investment relatedNeeds.

Equity Advisor Manager who provide a solution to the customers, acquires new businessKnowledge of financial products like Equity, Derivatives, Commodities, Fixed Income, Mutual Funds ,Insurance Forex, etc. requiredConnect & develop relationships with key stake holders in the capital market like FPIs, HNIs, HFTs ,Fund Houses, Affluent customer & retail customer. Accountable for achieving monthly revenue targets and bringing new relationships to the organization Represent the company at both international and local trade fair ,marketing stalls, exhibitions and support the organization in such marketing events Work closely with our Channel Partners like IBs, Custodians & other distributors to formulate strategies and campaigns to increase business revenue. Work closely with other internal departments including compliance, back office and top management

Responsibilities:* Manage client relationships through regular communication and proactive service delivery.* individuals (HNIs) and expand existing portfolios.Candidate must be Western line Mumbai , Vasail Nallasopra Most welcome

Role & responsibilities SALESInbound/Outbound calling on leads generated from various sources to offer full range of Jarvis products/subscriptions.Upsell/Cross-sell - Approach existing customers and explore the possibility of offering add-ons or alternative subscriptions to boost salesRenewals - Calling Customers before the end of their tenure to understand their journey and ensure maximum retention.Follow calling scripts and probe to understand and target the needs and interests of customersMaintain call logs, MIS and reporting details regarding calls.SERVICEAddressing the customer queries with timely responses, and collecting reviews and ratings for the service.Coordinating with the back-end team and making any necessary developments on the app or portal and also help identifying the bugs.Preferred candidate profileRM should excel in having good conversations with clients, exhibit mastery in our product, and have a positive outlook that is not put down by a bad customer interaction.Proficient with Ms-OfficeHighly organized and proficient at managing multiple tasks at the same timeStrong communication skills written and oralCreative, innovative, and always think outside the boxMetric driven and have the ability to draw insight from complex dataConfident with a dynamic personalitySales DrivenPerks and benefitsCompetitive CompensationFlexible working hours2nd and 4th Saturdays weekly offsAll Sundays weekly offsMentorship & Growth

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction

About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer

Graduate / Postgraduate 5-10 years of Sales experience in managing partners / distributors / franchisee network of financial products from financial services industry (e.g. Mutual Funds.Manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).Lead or Team Handler with Team Management skills.Candidates having AUM (Asset under Management) and connect with Mutual Fund Distributors / Wealth Management companies / IFA / IRA is must.To prospect, acquire and drive business through partners.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.To achieve budgeted targets in terms of amount of clients/volume of business & assets.To research, investigate and update themselves on available investment opportunities / financial market trend.To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.To provide various investment performance reports and summaries to the clients.To conduct and assist in organizing seminars, workshops and other business development activities.To prepare the MIS reports in the specified formats.

Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years

SALES1.Inbound/Outbound calling on leads generated from various sources to offer full range of Jarvis products/subscriptions.2.Upsell/Cross-sell - Approach existing customers and explore the possibility of offering add-ons or alternative subscriptions to boost sales3.Renewals - Calling Customers before the end of their tenure to understand their journey and ensure maximum retention.4.Follow calling scripts and probe to understand and target the needs and interests of customers5.Maintain call logs, MIS and reporting details regarding calls.SERVICE1.Addressing the customer queries with timely responses, and collecting reviews and ratings for the service.2.Coordinating with the back-end team and making any necessary developments on the app or portal and also help identifying the bugs.Preferred candidate profileRM should excel in having good conversations with clients, exhibit mastery in our product, and have a positive outlook that is not put down by a bad customer interaction.Proficient with Ms-OfficeHighly organized and proficient at managing multiple tasks at the same timeStrong communication skills written and oralCreative, innovative, and always think outside the boxMetric driven and have the ability to draw insight from complex dataConfident with a dynamic personalitySales DrivenPerks and benefitsCompetitive CompensationFlexible working hours2nd and 4th Saturdays weekly offsAll Sundays weekly offsMentorship & Growth