20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities:
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial ...
1 Opening(s)
0.5 Year(s) To 5.0 Year(s)
0.00 LPA TO 3.00 LPA
Company Name :- VENTURA RESEARCHCompany Website :- http://venturareseach.in
Job description
Promote Mutual Fund and Corporate FD product lines to Retail and HNI clients.Generate leads and acquire clients through referrals to expand clientele.Achieve sales and revenue targets by upselling Mutual Fund products and enhancing client relationships.Provide personalized investment plans and financial advice to ...
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Urgently required - Senior Relationship Manager – Wealth & Stock Broking
Key Responsibilities1. Client Acquisition & Revenue Building
Acquire and onboard HNI, UHNI, and active trading clientsBuild a strong personal book through references, networking, and market outreachDrive broking revenue, margin funding, and trading activity2. Wealth Product Cross-Selling
Identify opportunities and advise clients on:Mutual ...
1 Opening(s)
4.0 Year(s) To 8.0 Year(s)
5.00 LPA TO 7.00 LPA
Role: Admin Executive Job Location: Marine Drive, occasionally Kanjurmarg Head Office: Marine Drive, South Mumbai Operational Office: Kanjurmarg, Central Mumbai
Role Overview: We are looking for a smart, polished, and proactive Admin Executive to manage daily operations and maintain a luxury environment at our Experience Centre. The role involves coordinating with ...
10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management:
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals ...
1 Opening(s)
5.0 Year(s) To 20.0 Year(s)
50.00 LPA TO 75.00 LPA
1. Business Development & Revenue Growth:
Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets.
Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business.
Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance.
2. Team Management & Leadership:
Lead, mentor, and ...