HNI Client Acquisition Officer/Manager

Wealth Manager will be responsible for acquiring & managing HNI Clients for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients. Required Candidate profile Hands on experience in HNI Clients Acquisition and client handling, with a strong network...

Responsibilities: * Manage CRM software & Microsoft Office Suite proficiently * Handle HNI clients with expertise in wealth management * Acquire new HNIs through strategic sales efforts Performance bonus

Job DescriptionAnand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.Client Engagement:- Build and maintain strong, long-lasting...

Job Description Company Description HIDECOR is a young, dynamic interior design firm known for its innovative and holistic approach to office space design. Leveraging advanced technologies such as AR, VR, AI-powered tools, CAD, and 3D visualization, HIDECOR excels in creating energy-efficient and functional spaces. Established in 2015, HIDECOR has...

Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role...

Role & responsibilities Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. Understanding of Derivative Strategies. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective...

Wealth Manager will be responsible for acquiring and managing HNIs for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients.

Business Development Manager Key Responsibilities: Identify, generate, and qualify leads through various social media platforms (LinkedIn, Instagram, Facebook, Google, etc.) Conduct outbound calls, emails, and follow-ups to pitch the company's products and services. Schedule and attend client meetings (virtual or in-person) to present solutions and close...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

HIGreetingsOpenings for HNI Semi-Qualified - IPCC Qualified and Articleship completed or Final 1 Group completedDiscontinued CABudget : 25000 to 35000· Strong working knowledge of accounting principles and practices, with hands-on experience using Tally accounting software.· Proficient in recording and managing various financial and non-financial...