HNI Sales Jobs

As an Investment Advisor based in Indore, you will help clients make informed decisions about their investments. You will guide individuals and businesses in achieving their financial goals by selecting appropriate investment strategies. Key Responsibilities:1. **Client Consultation:** Meet with clients to understand their financial goals and risk tolerance, helping tailor investment strategies to meet their needs.2. **Investment Analysis:** Conduct thorough research on various investment opportunities such as stocks, bonds, mutual funds, and real estate to provide expert recommendations.3. **Portfolio Management:** Assist clients in building and managing their investment portfolios, ensuring they align with their financial objectives and market conditions.4. **Market Updates:** Keep clients informed about market trends, economic developments, and changes in investment options, enabling them to make timely decisions.5. **Compliance and Reporting:** Ensure all investment activities meet regulatory requirements and prepare reports on client portfolios for transparency and tracking performance.Required Skills and Expectations:A successful candidate should be a graduate with strong analytical and communication skills. You must have a keen interest in finance and investment, along with the ability to explain complex concepts clearly. Fresh graduates are encouraged to apply, as training and support will be provided. A knack for building relationships and a customer-oriented mindset will help you succeed in this role. Proficiency in using financial software and tools for analysis will be beneficial.

As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.

Hiring: Insurance Manager Proprietary ChannelWe are looking for a dynamic Insurance Manager to work closely with the Wealth Management team and provide insurance solutions to Finsherpas existing HNI & Ultra HNI clients (Professionals, Business Owners, CXOs, NRIs).Role: Partner with Wealth Management RMs to identify insurance opportunities Offer suitable insurance solutions to high-value clients Build and maintain strong client relationshipsEligibility: 34 years experience in insurance / financial services / channel sales Strong communication and relationship management skillsCompensation:* Salary: 4 4.5 LPA (Fixed) + Attractive Incentives + Benefits* Location: Alwarpet, Chennai* Contact: 98414 46161

Job Description:We are seeking a dynamic and experienced Sr. Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions. The ideal candidate will offer tailored advice based on factors such as facial features, age, profession, personality, and individual expectations.This role offers an exciting opportunity to engage with clients on a personal level, providing tailored guidance and solutions while contributing to the growth and success of the studio.Key Responsibilities: Individual will be responsible for new client sales along with upsell & cross selling. Responsible to generate opportunities apart from what is provided by central marketing team via multiple channels (BD, MOU sign-ups, BTL activities, out station events etc.). Play a role of SPOC for the clients who are brought on board. Set daily consultation and revenue targets, regularly evaluating performance against objectives. Achieve monthly revenue targets, driving the studio's financial growth utilizing all revenue points. Demonstrate an entrepreneurial mindset and work closely as a business partner to achieve shared goals.Qualifications and Skills: Bachelors degree required. Minimum of 7+ years of experience in sales. Results-oriented approach with a strong focus on meeting and exceeding monthly revenue targets. Excellent verbal and written communication skills. Strong organizational skills with the ability to prioritize and manage multiple tasks effectively. Consultative, one-on-one selling approach. Experience in working directly with high-net-worth clients (HNI) in face-to-face consultations.

Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

- Responsibilities:1. Develop and implement recruitment strategies: Design and execute innovative recruitment strategies to attract top talent to the organization.2. Build and maintain relationships with stakeholders: Establish strong relationships with hiring managers, internal teams, and external partners to understand recruitment needs and collaborate effectively.3. Source and screen candidates: Utilize various sourcing methods to identify potential candidates, screen resumes, and conduct initial interviews to assess candidate fit.4. Manage recruitment process: Oversee the entire recruitment process from job posting to offer acceptance, ensuring a seamless and positive experience for both candidates and hiring managers.5. Analyze recruitment data: Collect and analyze recruitment data to identify trends, evaluate the effectiveness of recruitment strategies, and make data-driven decisions.- Required Skills and Expectations:1. Bachelor's degree in HR or related field: A degree in HR or a related field is essential to have a solid foundation in recruitment principles.2. 2-4 years of experience in recruitment: Previous experience in recruitment is required to effectively manage the entire recruitment process.3. Strong communication skills: Excellent communication skills, both written and verbal, are necessary to effectively engage with stakeholders and candidates.4. Attention to detail: The ability to pay close attention to detail is crucial to ensure accurate candidate assessments and smooth recruitment processes.5. Problem-solving skills: Strong problem-solving skills are needed to address recruitment challenges and find creative solutions to attract top talent.

1. Drive lead generation through personal PR networks, including corporate houses, HNIs, NRIs, and institutional clients.2. Identify potential new markets, customer segments, and bulk investors for company projects.3. Recruit, Onboard and train IBAs, maintain strong relationship with high-performing IBAs.4. Define and implement monthly/quarterly sales plans and ensure team adherence. Take ownership of achieving revenue targets across projects.5. Lead complex negotiations and finalize deals in coordination with Sales Head/Management. Ensure extraordinary customer experience pre- and post-booking.6. Consolidate daily/weekly reports from reportees and prepare analytical insights. Track performance metrics like lead-to-sale ratio, agent contribution, and campaign ROI. Present periodic reports to Sales Head with recommendations for improvements.

As a Relationship Officer in Anand, you will be responsible for building and maintaining relationships with clients to ensure customer satisfaction and loyalty. Your key responsibilities will include conducting client meetings to understand their needs and preferences, providing personalized service to address their concerns, and offering solutions to enhance their experience. You will also be tasked with promoting products or services to increase sales and customer retention. To excel in this role, you should possess excellent communication and interpersonal skills to effectively engage with clients. Attention to detail and strong problem-solving abilities are crucial for identifying and resolving issues promptly. Additionally, a proactive and customer-focused attitude will help you succeed in meeting client expectations and fostering positive relationships. A degree as a Graduate is required, with 0-2 years of experience in a similar role preferred. This position is available for male candidates for a full-time, work-from-office job in Anand.

Opening for Direct Sales ManagerJob Responsibilities: The candidate would be provided leads to reach out to existing customers and understand their requirement, pitch & sell them the financial products which we have to offer. 100% of the leads would be provided by the branch. He/she would be responsible to call customers, check their availability and would have to travel to their respective homes to explain the policy, collect documents and issue a policy. Candidates should be ok with field sales. Candidate must have at least 1 year of Life Insurance sales experience.You would have a strong chance of getting selected if you have - Minimum 6 months of Insurance Sales Experience. Qualification: Minimum GraduateMandatory: Should own a 2 wheeler as there will be extensive traveling involved in this profile.

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

Company: Anarock Property Consultants Pvt. Ltd.Location: Baner, PuneExperience Required: 3-6 Years (Core Channel Partner Sourcing in Pune West)Qualification: Minimum GraduateIndustry: Real Estate Luxury Residential ProjectsAbout the RoleAnarock Property Consultants Pvt. Ltd. is seeking a highly polished and dynamic Channel Partner (CP) Sourcing Manager to drive channel development for an upcoming luxury residential project in Baner. The ideal candidate must have strong relationships with Channel Partners in Pune West and a proven track record of CP acquisition, engagement, and business generation within the luxury real estate segment.Key ResponsibilitiesChannel Partner Sourcing & OnboardingIdentify, source, and onboard active and high-performing Channel Partners across Pune West with a strong focus on Baner, Balewadi, Aundh, Wakad, and nearby micro-markets.Build and maintain a robust CP network aligned with luxury project requirements.Conduct CP evaluations to ensure quality, capability, and alignment with brand standards.Relationship ManagementStrengthen long-term relationships with existing CPs to drive consistent lead flow and bookings.Conduct regular CP meetings, trainings, and project briefings to enable strong market engagement.Act as the primary point of contact for all CP queries, escalations, and support.Business Development & Performance ManagementDrive CP-generated business for the luxury project and deliver monthly/quarterly sales targets.Monitor Channel Partner performance and implement strategies to maximize productivity.Track market trends, competition activities, and CP ecosystem movements across Pune West.Project Promotion & EngagementPlan and execute CP outreach initiatives such as events, site visits, roadshows, and engagement drives.Ensure high-quality representation of Anarock and the luxury project at all CP interactions.Required Skills & Qualifications36 years of core Channel Partner sourcing experience specifically in Pune West.Strong existing CP network across Baner, Balewadi, Wakad, Aundh, and surrounding areas.Minimum graduate; MBA preferred but not mandatory.Demonstrated experience in luxury or premium residential real estate.Excellent communication, presentation, and interpersonal skills.Polished, professional demeanor with the ability to influence high-value partners.Strong negotiation and relationship-building capabilities.High level of market understanding and CP ecosystem familiarity.Key AttributesSelf-driven and target-orientedStrong networking abilityHigh integrity and professionalismAbility to thrive in a fast-paced, competitive real estate environment

-Visit and onboard local retailers by explaining company's platform and its benefits.-Train retailers on using the app for product listing, pricing, and order management.-Build and maintain strong relationships with retailers and distributors.-Provide ongoing field and remote support for retailer queries and issues.-Collect feedback to improve retailer experience and platform performance.- Coordinate with internal teams to ensure smooth retailer operations.-Meet assigned on boarding and activity targets; submit daily reports.

Job Openings for 1 Sr. Closing Manager Job with minimum 5 Years Experience in Moshi, Pune, Pimpri Chinchwad, Pune, having Educational qualification of : B.B.A, B.Com, BDS, M.B.A/PGDM, M.Com with Good knowledge in 5 years of experience in premium/luxury real estate closing Hands-on expertise in documentation, registration, RERA, and disbursement procedures Proficient in CRM tools, MS Excel etc.

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

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.

Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking

We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree

ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

We are hiring a Business Development Executive (BDE) for our financial advisory firm. The role involves generating leads, explaining our investment research and advisory services to potential clients, converting prospects into active clients, and maintaining strong long-term relationships. The candidate should have excellent communication and convincing skills, basic knowledge of the stock market, and a target-oriented approach. Fixed salary plus attractive incentives will be offered based on performance.

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