HNI Sales Job Vacancies in Mumbai

We are a one-stop financial services shop, widely known for the quality of our advice, personalized service, and cutting-edge technology. We started our journey in 2008. Currently, we are serving more than 50,000 investors with a team of 200 members. Our core product offering is mutual fund, FD, and Govt. Bonds, Debentures, etc.Role & Responsibilities: Engage with investors through calls and digital platforms to share updates on Mutual Funds, Fixed Deposits, Bonds, and Debentures. Offer personalized investment solutions aligned with clients short-, medium-, and long-term financial goals. Maintain strong client relationships to ensure satisfaction, retention, and loyalty while managing regular communication across multiple channels. Stay informed about market trends, financial products, and investment opportunities to deliver timely and relevant guidance. Drive business growth by tracking leads, following up on prospects, and acquiring new clients through referrals, networking, and community outreach.Qualification : Minimum Graduate from any stream.Experience: Freshers can apply.Remuneration : As per company norms Working days : Monday to Saturday (first 6months) Post 6months alternate Saturday off.Contact: Email : hr.mumbai@moneyhoney.co.in Mobile : 8655867034

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

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.

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.

Must have in casa , mutual fund, portfolio

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

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

Job Title: Wealth Manager Financial Services - MumbaiJob Description: We are seeking a dynamic and experienced B2B Sub-Broker Management and Wealth Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with sub-brokers, acquisition of Sub-brokers, driving sales of wealth management products, and providing expert guidance to clients on investment opportunities, including mutual funds, bonds, market-linked debentures, PMS, and AIFsJob Title: Wealth Manager Financial Services - Mumbai1. Sub-Broker Management2. Sub-Broker Acquisition.3. Sales Strategy and Execution4. Wealth Relationship Management5. Product Expertise6. Client Education and Communication7. Compliance and Regulatory Oversight8. Performance Tracking and ReportingKey Skills: Mandatory: B2B sales and relationship managementTarget Industry: wealth management, investment advisory, or financial servicesGender: OpenExperience: Minimum of 2 to 3 years of experienceJob Location: MumbaiWorking Days: 6 daysQualification: Bachelor's degree in Finance, Economics, or related fieldNotice Period: Immediate to 30 daysRelocation candidates: No

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.

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

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

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.

Position: International Real Estate & Sales ManagerLocation: Worli, MumbaiExperience: 5+ yearsJob Description:The International Real Estate & Immigration Sales Manager will be responsible for developing sales strategies and managing the sales team in order to achieve sales goals. The successful candidate will have deep knowledge of international real estate markets and immigration laws, as well as excellent sales and customer service skills.Responsibilities: Develop and implement sales strategies to generate sales of international real estate and immigration services. Identify potential clients and develop relationships with them. Negotiate sale and purchase agreements, form contracts, and maintain client records. Monitor and report on sales performance. Maintain current knowledge of international real estate markets and immigration laws. Provide excellent customer service to clients. Supervise sales team and provide guidance, coaching, and training. Coordinate with marketing team to develop promotional materials and campaigns. Meet or exceed sales goals.Skills and Qualifications: Bachelors degree in Business, Real Estate, or related field. Proven track record of successful sales management

Responsibilities:-Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans.Establishing strong relationships with staff and clients.Ensuring all staff exercise good time management.Obeying agency regulations, guidelines, and policies, and ensuring staff does the same.Researching current industry/market trends and using knowledge for business improvement.Requirement:-1 year any sales experienceGood communication skillAny graduateRegard,Prince VSr HR Manager

Responsible for primarily selling Equity based investment products Responsible for identifying customer needs, assessing their risk appetite and providing them investment options Responsible for achieving targets as assigned by the organization on a monthly basis Provide regular updates to the immediate superior as an when required Responsible for managing HNI clients and acquiring new customers through referrals, meetups, camps, and client calls Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have 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 clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

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.