2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 22.00 LPA
This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other products to Private Banking clients to generate fee income
Key role:
Nurture and manage end to end customer relationship by fulfilling all their banking needs ...
3 Opening(s)
10.0 Year(s) To 15.0 Year(s)
12.00 LPA TO 15.00 LPA
Job Title: AM/DM/Manager – Branch Business
Department: Branch Business
Reports to: (Direct) Group Head
People Management Responsibility- Yes
Position Purpose :
Driving business thru Team of RM/AM/SE/IS and helping the branch to achieve advisory product targets .
Responsibilities
• Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee.• Will be responsible for achieving surplus through ...
5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
5 Opening(s)
7.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 20.00 LPA
Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
Provide comprehensive wealth management solutions across investment products
Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
Build long-term client relationships and ensure high levels of client satisfaction
Drive revenue through client acquisition, cross-selling, and portfolio expansion
Conduct regular portfolio reviews ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
2.40 LPA TO 3.00 LPA
🔹 Key Responsibilities:
Execute high-volume equity trades, especially for HNI clients
Monitor market trends and analyze financial data
Manage HNI accounts and client portfolios
Ensure regulatory compliance during trades
Collaborate with internal teams for investment strategies
✅ Required Qualifications:
Bachelor’s degree (any field)
NISM Series VIII certification – Mandatory
Experience in equity dealing or trading preferred
Proficient in trading platforms ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
1 Opening(s)
10.0 Year(s) To 17.0 Year(s)
19.00 LPA TO 24.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
2 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...
10 Opening(s)
5.0 Year(s) To 12.0 Year(s)
8.50 LPA TO 14.00 LPA
JD For RM- WealthClient Acquisition and Relationship Management:
Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate ...