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)
5.0 Year(s) To 16.0 Year(s)
12.00 LPA TO 25.00 LPA
Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral.
Achieving the Annual AUM / Net Sales Target of Location/ Regions
Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank ...
1 Opening(s)
10.0 Year(s) To 25.0 Year(s)
Not Disclosed by Recruiter
About the Role:
We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales & Advisory vertical in Mumbai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...
1 Opening(s)
15.0 Year(s) To 25.0 Year(s)
90.00 LPA TO 100.00 LPA
About the Role:
We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales & Advisory vertical in Dubai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...
3 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 40.00 LPA
About the Role
The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated ...
2 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 13.00 LPA
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the ...
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 ...
20 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.00 LPA
Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company. Its shares are listed on the BSE and NSE since 2008. ABML is currently engaged in the business of securities broking and is registered as a stock broker with SEBI. It is a member ...
20 Opening(s)
1.0 Year(s) To 5.0 Year(s)
2.50 LPA TO 5.00 LPA
Aditya Birla Money Limited ("ABML"), a subsidiary of Aditya Birla Capital Limited, is a listed company. Its shares are listed on the BSE and NSE since 2008. ABML is currently engaged in the business of securities broking and is registered as a stock broker with SEBI. It is a member ...
2 Opening(s)
4.0 Year(s) To 15.0 Year(s)
45.00 LPA TO 65.00 LPA
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs ...