Only 24h Left: Relationship Manager HNI Sales, Stock Broking

4 weeks ago

Ahmedabad Rajkot Surat, India Quick Turtle Full time

Job 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 Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. 7) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 8) To coordinate with product and research team for taking investment decision for the clients. 9) To conduct and assist in organizing seminars, workshops and other business development activities.

  • ▷ [3 Days Left] Relationship Manager – HNI Sales, Stock Broking & Investments

    4 weeks ago

    Surat, Ahmedabad, Mumbai, India Quick Turtle Full time

    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...

  • Urgent Search: Relationship Manager HNI Sales, Stock Broking

    4 weeks ago

    Surat, India Quick Turtle Full time

    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...

  • Relationship Executive

    3 days ago

    Sadar, Rajkot, Gujarat, India J V Equities Private Limited Full time

    Key Responsibilities - Build and manage strong relationships with clients. - Provide client servicing including account opening, KYC updates, modifications, and closure requests. - Share reports with clients such as **PNL reports, invoices, ledgers, and statements** as required. - Generate new leads, explain stock broking services, and facilitate **account...

  • Relationship Manager

    4 weeks ago

    Vadodara, Ahmedabad, Kolkata, India Quick Turtle Full time

    Job Description 1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs...

  • Sales Executive

    3 days ago

    Ahmedabad, India Relitrade Stock Broking Full time

    **Department**: Sales **Job Type**: Full Time **Location**: Ahmedabad **Experience**: 2-3 Years. **Responsibilities**: Lead generation from Open Market. Client Visits to open Trading/Demat account and to collect documents. Seeking cross selling opportunity (Insurance and Mutual Fund) Open to travel at PAN India. **Eligibility**: Excellent communication...

  • Branch Head

    6 days ago

    Ahmedabad, India Workassist Full time

    Description:Role: Branch Head - BrokingJob SummaryWe are seeking an accomplished Branch Head - Broking with 9-15 years of experience to assume full operational and revenue responsibility for our branch in Ahmedabad.This senior leadership role is pivotal in driving significant revenue generation across HNIs, Retail clients, and the Franchisee network.The Head...

  • Relationship Manager

    1 week ago

    Surat, Gujarat, India Jainam Broking Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionJainam Broking Limited is a comprehensive financial services provider offering a wide array of solutions, including equity trading, commodity trading, research and analysis, and wealth management advisory. The company also specializes in E-broking, E-KYC, and tailored financial services for non-resident Indians. Jainam excels in delivering...

  • Cluster Manager PCG Sales

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...

  • Cluster Manager PCG Sales

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...

  • Cluster Manager PCG Sales

    2 weeks ago

    Ahmedabad, India KG Engineering & Consultancy Full time

    Job Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...