Urgent Search: Relationship Manager HNI Sales, Stock Broking
5 days ago
Job Description - Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships - Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF - Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. - Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from HNI UHNI clients. - Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. - To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. - To coordinate with product and research team for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. - An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in - Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
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Surat, Ahmedabad, Mumbai, India Quick Turtle Full timeJob Description - Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships - Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF - Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice - Handle and manage clients...
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Equity Advisor
1 week ago
Surat, India Softpath consulting Full time**Urgent #hiring for #leading #Stock Broking company** **Exp: 1 yr experience in similar industry** **Profile: Equity Dealer/ Equity Advisor** **Salary : Upto 6 lacs** **Industry : Broking Industry** **Qualification: Any Graduate** **Location: Pune, Ahmedabad, Mumbai, Rajkot, Nashik** - **Role description -**_ - Reactivation of clients & acquisition of new...
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Ahmedabad, Rajkot, Surat, India Quick Turtle Full timeJob Description 1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The...
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Equity Dealer
2 weeks ago
Athwalines, Surat, Gujarat, India Minds Mapper Full time**Job Title: Equity Dealer - Stock Broking** **Locations**: Surat, Ahmedabad, Rajkot, Mumbai **Key Responsibilities**: - Execute buy/sell orders for clients with accuracy and speed. - Communicate trading calls and investment ideas effectively to clients. - Achieve brokerage revenue targets and promote cross-selling of financial products. - Maintain strong...
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Relationship Manager
17 hours ago
Surat, India Anvtech Full timejob title: b2c relationship managercompany: arham shareslocations: surat ahmedabad rajkot mumbaijob type: full-timeexperience: 13 yearssalary: 12,000 25,000 per month + incentives (negotiable)________________________________________about arham sharesarham shares is a leading financial services company specializing in stock broking, investment advisory, and...
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Service Relationship Manager
22 hours ago
Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearService Relationship Manager-Affluent-Priority-Regional sales Role:Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. Generate business actions across liabilities, assets and...
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Private Banking Relationship Manager HNI Vertical
20 hours ago
Bhubaneswar, Nagpur, Surat, India Executive Resource Consultants Full time ₹ 20,00,000 - ₹ 40,00,000 per yearIf you are eligible and interested in this role, please share your CV at or WhatsApp your CV at Key ResponsibilitiesClient Acquisition & Relationship Management:Identify and attract new HNI clients through strategic efforts and referrals.Serve as the main point of contact for existing HNI clients, fostering strong, long-term relationships.Ensure high levels...
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Hiring- Hni acquisition RM
6 days ago
Pune, Rajkot, Surat, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole & responsibilities• 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 Products, enhancing and upgrading the Client Net worth relationships.• Profiling customers and provide financial...
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Relationship Manager Banca Channel
6 days ago
Ahmedabad, Surat, Vadodara, India Fructuous Biz Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAs a Relationship Manager you will be responsible for Acquisition and establishing a strong relationship with clients, ensuring their investment needs are met, and delivering outstanding customer service. you have to focus on Revenue generation too. Required Candidate profileExperience of New client acquisition with any Stock Broking Company and revenue...
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Leading Bank_ Relationship Manager
5 days ago
Ahmedabad, Jaipur, Surat, India V Konnect Full timeJob Description Role & Responsibilities: Relationship Management - Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business - Develop, retain, and expand customer relationships by delivering superior service to exceed client expectations - Identify current and potential...