3 Opening(s)
2.0 Year(s) To 10.0 Year(s)
3.00 LPA TO 9.00 LPA
The primary responsibility of this role is to acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team. Additionally, the role involves actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.
Key Result Areas Supporting Actions
HNI / ...
2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
1 Opening(s)
5.0 Year(s) To 8.0 Year(s)
6.00 LPA TO 8.00 LPA
Key Responsibilities:
Product Sales: Drive the sales of companie's’s API products to traders, developers, fund managers, and fintechs.
Client Engagement: Engage with HNI clients to promote structured trading products managed by fund managers.
Order Management: Facilitate API-based order management and account opening for trading members.
Client Base Management: Leverage your existing client base to ...
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 ...
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
30.00 LPA TO 40.00 LPA
Strategy
Analytical Skills
Regulatory Approvals
Market Research
Sales Strategy
Investing
Management Companies
Regulatory Requirements
Key Responsibilities:
Lead the end-to-end lifecycle of mutual fund products including ideation, design, regulatory approvals, launch, and performance tracking.
Conduct in-depth market research, competitor benchmarking, and investor behavior analysis to identify product gaps and innovation opportunities.
Ensure product alignment with investment philosophy, regulatory requirements, and investor suitability ...
7 Opening(s)
4.0 Year(s) To 8.0 Year(s)
8.00 LPA TO 12.00 LPA
Role & responsibilities
Job description for branch Manager
Role & responsibilities
1. Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch.
2. Responsible to manage a team of Relationship Managers and drive client acquisition target primarily through the sale of equity-based ...
1 Opening(s)
3.0 Year(s) To 4.0 Year(s)
5.00 LPA TO 6.00 LPA
Job Title: Business Development Executive – HNI & Corporate Insurance Advisory
Location: [Ahmedabad, India] |
Full-time
About Us:We offer specialized insurance solutions for High Net-Worth Individuals and Large Businesses, covering Trade Credit, Surety Bonds, Global Health, and Personal Asset Protection.
Role:Acquire and manage HNI and corporate clients by delivering customized insurance solutions.
Key Responsibilities:
Identify and ...
6 Opening(s)
2.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 8.00 LPA
Products: Secondary Bonds / Fixed Deposit / Mutual funds / Capital Gain Bonds / RBI Bonds / Debt Primary Issues
Desired Experience: MBA / PGDBM / Graduate candidates with 2+ years of relevant experienceLocations: Mumbai/Kolkata/Bangalore/Hyderabad/ChennaiPosition: Sr. Relationship Manager/ Relationship ManagerKey Skills:- Prior Experience of handling B2B Channel- Excellent Communication- Market & ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
5.00 LPA TO 8.00 LPA
Job Description
About the role
In charge of acquiring new clients and establishing and nurturing relationships with Ultra High Net Worth Individuals, Wealth Managers, Family offices and Financial Institutions.
Responsible for creating and executing comprehensive plans that encompass wealth generation, wealth safeguarding, and wealth augmentation. This involves conducting a thorough analysis of the ...