Array ( [0] => hni-client-handling [1] => mumbai ) HNI Client Handling Jobs in Mumbai,HNI Client Handling Job Vacancies in Mumbai Maharashtra
7

HNI Client Handling Job Vacancies in Mumbai

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Equity Advisor

Boyen Haddin

  • 4 - 10 yrs
  • 14.0 Lac/Yr
  • Mumbai +1 Pune
Equity Dealer Equity Trader HNI Acquisition HNI Client Handling Equity Broking
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.
View all details
Apply

Opening For Insignia Relationship Manager

Boyen Haddin

  • 5 - 11 yrs
  • 16.0 Lac/Yr
  • Mumbai
HNI Client Handling HNI Sales Casa Manager Retail Liabilities HNI Relationship Manager
Position: Insignia Relationship ManagerLocation: MumbaiRole OverviewThe Insignia RM is responsible for managing ultra-high-net-worth (UHNW) clients/HNI, offering personalized wealth and banking solutions to grow wallet share, deepen relationships, and deliver exceptional service.Key Responsibilities:Manage a portfolio of elite UHNW /HNI clients.Offer customized investment and banking solutions (MFs, AIFs, PMS, Bonds, Insurance, etc.).Ensure high levels of client engagement, retention, and satisfaction.Acquire new high-value clients through referrals and networks.Achieve revenue and product penetration targets.Maintain strict compliance with regulatory and internal policies.Candidate Profile:Graduate/Postgraduate with 5+ years in wealth/private banking.Intrested Canidates can directly apply by sharing cv on 9270077453
View all details
Apply

Looking For Relationship Manager

Korporate Ladders

Customer Relationship HNI Acquisition Interpersonal Skills HNI Sales HNI Client Handling HNI Relationship Manager
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.
View all details
Apply

Opening For Relationship Manager

Bwise Solutions

HNI Acquisition Portfolio Management HNI Client Handling Mutual Funds
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
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Relationship Manager (1-7 Years)

MID Consultancy

Mutual Funds Sales HNI Client Handling Third Party Products Equity Dealer Brokerage Walk in
Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.
View all details
Apply

Key Accounts Manager

HIyamee

Corporate Banking Sales Insurance Wealth Manager HNI Sales HNI Client Handling Key Accounts Manager
Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the Bank branch teams and customers to explain the products and promote the brand Sales and support to all branches assigned complete documentation, medicals, close pending documentation. Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain good relationship with Bank Branch manager - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technology
View all details
Apply

Sales Manager

F5 Recruitment

  • 1 - 4 yrs
  • Mumbai
Sales B2C Sales HNI Client Handling Sales Manager
Job Openings for 22 Sales Manager Jobs with minimum 1 Year Experience in Mumbai, Maharashtra,Sales,B2C Sales,HNI Client Handling, having Educational qualification of : M.B.A/PGDM with Good knowledge in Sales,B2C Sales,HNI Client Handling etc.
View all details
Apply