HNI Relationship Specialist

Job DescriptionRelationship Manager-Business Banking-Affluent-Priority-Regional salesPune, Maharashtra, IndiaBe the First to ApplyJob DescriptionRole:- Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided...

Name of the organization - Getfive Advisors Pvt Ltd.About the organization -Getfive opportunity fund is a SEBI-registered, SME focused CAT-1 Fund, that invests into late-stage companies. The group also has its own Merchant Banking arm and with offices in Mumbai and Ahmedabad where the firm specializes in IPOs and pre-IPO private equity fund-raising....

Job Opportunity">Ikashi Wealth is a premier end-to-end wealth advisory firm dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies. Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions.">Job Description">We are expanding our Relationships...

About the organization :Getfive opportunity fund is a SEBI-registered, SME focused CAT-1 Fund, that invests into late-stage companies. The group also has its own Merchant Banking arm and with offices in Mumbai and Ahmedabad where the firm specializes in IPOs and pre-IPO private equity fund-raising.Ahmedabad Address:502, Abhishree Avenue, Opp. Hanauman...

Job DescriptionJob role:- Manage sales and distribution through the cross channel and open market channels- Ensure unilateral growth by adding new DSAs / Branches- Manage and grow the Direct Sales team and focus on increased Productivity- Marketing and encashing catchment areas- Meeting HNI clients and explaining various products related to Loan against...

Strategic Relationship Development SpecialistKey Objectives:Foster and nurture key relationships with distributors, including IFAs, RIAs, National Distributors, private wealth platforms, family offices, and other crucial stakeholders to drive business growth.Develop and execute strategies to enhance revenue streams and increase market presence through...

Acquire, onboard and nurture relationships with distributors such as IFAs, RIAs, National Distributors, private wealth platforms, family offices, and bank channels for AIF and mutual fund distribution.Meet and exceed AUM and revenue targets across mutual funds and AIF products.Train and enable distributor partners via regular workshops, client calls, and...

Job TitleA seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the...

Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Withum empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management...

Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...