HNI Client Acquisition Manger/ Officer

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 existing clients' wealth through financial planning & investment strategies * Identify new HNIs & acquire them as clients using CRM tools & communication skills 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...

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...

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...

Job DescriptionAnand Rathi share and stock brokers limited is looking for HNI Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.- Trade Execution: Executing buy and sell orders for clients in...

Role Description:The Sourcing Manager/Associate will be responsible for bringing in direct clients and expanding the broker/channel partner network to drive sales across luxury apartment, retail, and commercial projects in the MMR region. The role requires a deep local network, strong relationship-building skills, and a go-getter attitude to build and...

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...

Financial Portfolio Manager Job OverviewWe are seeking an experienced and dynamic portfolio manager to join our wealth management team. The portfolio manager will focus on acquiring, managing, and advising high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs), ensuring their financial portfolios are strategically managed to achieve...

Job Title: Client Acquisition Strategist Location: Bangalore Duration: Full-time (Permanent Role) Working Days : Mon–Fri (9:30am–6:30pm) (Sat – Half day, review meeting) Company: CAASDI GLOBAL Type: Full-time Package : ₹4L – ₹12L (Based on experience and performance) Probation Period 6 Months ( It can be reduced according to performance) About...