HNI Manager

Greetings From Scorelabs Inc We Are Hiring HNI Sales Manager PCG Must have stability throughout their career with no frequent job changes and no gaps. Exclude candidates from retail broking or branch banking roles Call Hr Suvarna Required Candidate profileExp In Managing HNI & PCG Clients Candidates Should have 4+ Years Of Exp In Client Facing roles...

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies.Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications,...

Wealth Management: Work Location: Delhi- Karol Bagh & Mumbai- Goregaon East Profile: Private Wealth (Manager / Sr. Wealth Manager) Wealth Manager Roles and Responsibilities: Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the...

Acquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.

Designation:Assistant Manager / Manager / Senior ManagerExperience:2 to 5 YearsLocations:Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiRole OverviewThe Wealth Manager – HNI Acquisition will be responsible for acquiring and managing High Net Worth Individual (HNI) clients and advising them on Equity-based investment products. The...

- 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 Advisor.- Generate...

HNI Sales TraderLocation:IndiaExperience:5–6 yearsAbout the RoleWe are looking for an accomplishedHNI Sales Traderwith 5–6 years of front-end trading experience to join our fast-paced and client-focused team. The role calls for a professional who can seamlessly manage relationships withHigh-Net-Worth Individuals (HNIs), execute trades across asset...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice4) Handle and manage clients with a minimum...

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profileCritical Skills Required: Relationship Management, minimum 5+ years(Mandatory)Sales...

Job Description:1. Communicating with clients via phone calls, emails2. Identifying and resolving client queries3. Maintaining a detailed and accurate record of all client details and communications4. Building and maintaining long-lasting business relationships with clients5. Ensuring to respond to client queries in a professional and timely manner6....