High-Net-Worth Client Acquisition Specialist

1 week ago


Lucknow, Uttar Pradesh, India Jobopenning Full time
About the Role

We are seeking a skilled and experienced Relationship Manager to join our team at Jobopening.

As a Relationship Manager, you will play a crucial role in acquiring and retaining high-net-worth clients. You will build and maintain strong relationships with clients, understand their financial needs, and provide tailored investment solutions.

Key Responsibilities
  • Client Acquisition:
    • You will identify, prospect, and acquire high-net-worth individuals and corporate clients.
    • Leverage your networking, referrals, and cold calling skills to generate leads.
    • Conduct effective sales presentations and product demonstrations.
  • Client Relationship Management:
    • You will build and maintain strong relationships with clients through regular communication and personalized service.
    • Understand clients' financial goals, risk tolerance, and investment preferences.
    • Provide timely and accurate financial advice and recommendations.
    • Address client queries and concerns promptly and professionally.
  • Product Consultation:
    • Educate clients on a range of investment products, including equities, derivatives, mutual funds, and fixed income instruments.
    • Provide expert advice on portfolio management, asset allocation, and risk management.
    • Help clients make informed investment decisions.
  • Business Development:
    • Identify cross-selling and upselling opportunities to increase revenue.
    • Participate in industry events and conferences to network with potential clients.
    • Collaborate with other departments to ensure seamless client experience.
  • Compliance and Risk Management:
    • You will adhere to regulatory guidelines and compliance standards.
    • Monitor market trends and regulatory changes to mitigate risks.
    • Maintain accurate and up-to-date client records.
Requirements

To be successful in this role, you will need:

  • Strong understanding of financial markets, investment products, and economic trends.
  • Excellent communication and interpersonal skills.
  • Proven sales and relationship-building abilities.
  • Strong analytical and problem-solving skills.
  • A minimum educational background.
  • NISM certification (Series 8, 10, 11) is mandatory.
  • Experience in the stock broking industry is preferred.
  • Proficiency in financial analysis tools and software.
  • Ability to work under pressure and meet deadlines.
  • A self-starter with a strong work ethic.
Benefits

The salary for this position is estimated to be around ₹1,200,000 - ₹2,500,000 per annum, depending on experience, plus incentive.



  • Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

    About the Role: We are seeking an experienced Strategic Client Relationship Manager to join our Alternate Channel team at Kotak Mahindra Bank. As a key member of our team, you will be responsible for deepening relationships with our existing High Net worth(HNI) customer base and selling Equity based investment products to this exclusive set of Privy League...


  • Lucknow, Uttar Pradesh, India STAFFIAA Full time

    Job DescriptionWe are seeking a highly skilled Chief Talent Acquisition Specialist to join our team in the BFSI sector. As a key member of our HR department, you will be responsible for identifying and recruiting top talent to drive business growth.About Us:Staffiaa is a leading recruitment partner in the BFSI sector, with a strong track record of delivering...


  • Lucknow, Uttar Pradesh, India Medhaj Techno Concept Pvt. Ltd. Full time

    Job OverviewMedhaj Techno Concept Pvt. Ltd. is a leading company in the industry, seeking a skilled Talent Acquisition Specialist to join our team.


  • Lucknow, Uttar Pradesh, India Jobopenning Full time

    About the RoleWe are seeking a highly skilled Senior Financial Relationship Advisor to join our team at Jobopenning. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with high-net-worth clients, understanding their financial needs, and providing tailored investment solutions.Key...


  • Lucknow, Uttar Pradesh, India Jobopenning Full time

    About the RoleWe are seeking a Business Development Manager to join our team at Jobopenning. In this role, you will be responsible for acquiring and retaining high-net-worth clients.As a Business Development Manager, you will build and maintain strong relationships with clients, understand their financial needs, and provide tailored investment solutions. You...


  • Lucknow, Uttar Pradesh, India Karyarth Full time

    Karyarth, a leading recruitment firm in India, is seeking a seasoned Leadership Talent Acquisition Specialist to join its team.Job Summary:We are looking for a highly motivated and experienced professional to lead our leadership recruitment efforts. The ideal candidate will have a proven track record of successfully sourcing and hiring top talent for...


  • Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

    Key Responsibilities:    • Sourcing and deepening relationships with existing High Net worth (HNI) customer base of Kotak Bank Privy League customers.    • Selling Equity based investment products to Privy customer base.    • Developing business, maximizing revenue generation, and achieving sales targets.    • Working in close...


  • Lucknow, Uttar Pradesh, India Medhaj Techno Concept Pvt. Ltd. Full time

    Company Overview:Medhaj Techno Concept Pvt. Ltd. is a dynamic organization that seeks an experienced Corporate Talent Acquisitions Specialist to join our team.We are a leading provider of innovative technology solutions, and we are committed to building a diverse and talented workforce that drives our success.Salary: ₹15,00,000 - ₹20,00,000 per annumJob...


  • Lucknow, Uttar Pradesh, India Kotak Mahindra Bank Full time

    About the Role:At Kotak Mahindra Bank, we are seeking a skilled Strategic Relationship Developer to join our Alternate Channel team. As a Key Account Manager, you will play a crucial role in building and deepening relationships with our High Net worth (HNI) customer base.Main Responsibilities:Sourcing and developing existing HNI customer relationships from...


  • Lucknow, Uttar Pradesh, India Actio Service Provider Pvt Ltd Full time

    Job Overview:">We are seeking a skilled Ecommerce Acquisition Specialist to join our team at Actio Service Provider Pvt Ltd. This role will be responsible for acquiring sellers from specific cities, including Bangalore, Kolkata, and Tirupur.">About the Role:">In this position, you will work on the Feet on Street (FoS) model, where you will visit markets,...


  • Lucknow, Uttar Pradesh, India BHARTI HR Full time

    About Our CompanyBHARTI HR is a leading provider of human resources services, dedicated to helping businesses succeed in today's fast-paced market.Job Title: Enterprise Growth SpecialistWe are seeking an experienced Business Development Executive to join our team as an Enterprise Growth Specialist. In this role, you will be responsible for expanding our...


  • Lucknow, Uttar Pradesh, India Karyarth Full time

    About the JobWe are seeking a highly skilled and experienced Recruitment Manager Lead to join our team at Karyarth, a leading recruitment firm based in Lucknow, India.Location: Lucknow, IndiaThis is a full-time hybrid role that involves handling the entire recruitment cycle, including sourcing, screening, shortlisting, and scheduling interviews. The ideal...


  • Lucknow, Uttar Pradesh, India vipcourier Full time

    Job Title: Business Development ManagerAbout Us: VipCourier is a leading logistics and courier service provider in Uttar Pradesh.Job Summary:We are seeking a highly motivated and experienced Business Development Manager to join our team in Faizabad, Gonda, Banda, Barabanki, Moradabad, Bareilly, Agra, Aligarh and Saharanpur. The successful candidate will be...


  • Lucknow, Uttar Pradesh, India Facxo Technologies Pvt. Ltd. Full time

    Job Summary:We are seeking a highly motivated Digital Transformation Specialist to join our team at Facxo Technologies Pvt. Ltd. as a BMS and IBMS Sales Engineer.The ideal candidate should have experience in sales and marketing of Building Management Systems (BMS) and Integrated Building Management Systems (IBMS) in the industry.Strong technical skills and...


  • Lucknow, Uttar Pradesh, India HCLTech Full time

    Company OverviewHCLTech is a leading technology company that offers a wide range of services and solutions to its clients. We are committed to delivering high-quality solutions that meet the evolving needs of our customers.SalaryThe estimated salary for this position is between $120,000 and $180,000 per annum, depending on location and experience.Job...


  • Lucknow, Uttar Pradesh, India WISMAD Consulting Pvt. Ltd. Full time

    Welcome to WISMAD Consulting Pvt. Ltd., a renowned company that offers innovative IT services.OverviewWe are seeking an exceptional Key Account Growth Specialist who can drive sales growth, build lasting relationships with clients, and navigate complex projects with ease.Salary InformationThe estimated annual salary for this role is between ₹10-15...


  • Lucknow, Uttar Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

    Key Responsibilities:Client Acquisition: Identify and acquire high-quality clients through strategic networking, market intelligence, and referrals from existing clients.Revenue Generation: Leverage Financial Planning to generate cross-sell revenue.Product Promotion: Promote the Focus Product of the month to drive business growth.Record Keeping: Maintain...


  • Lucknow, Uttar Pradesh, India BHARTI HR Full time

    At BHARTI HR, we are seeking a skilled Mental Health Specialist to join our team.About the RoleWe are looking for an experienced professional to provide high-quality counseling services to individuals, couples, families, or groups.Key Responsibilities:Conduct thorough assessments and evaluations to determine clients' needs, concerns, and goals.Develop...


  • Lucknow, Uttar Pradesh, India Escalent Full time

    Role OverviewWe are seeking a highly skilled Biotechnology Regulatory Compliance Specialist to support one of our Pharmaceutical clients. The primary objective is to assist the client in meeting their mandatory regulatory compliance requirements.ResponsibilitiesGather and integrate data from multiple sources, including medicinal product information reports...


  • Lucknow, Uttar Pradesh, India Carnation Infotech Pvt Ltd Full time

    About Carnation Infotech Pvt LtdWe are a leading provider of recruitment solutions, seeking an experienced professional to join our team as a BDM for US geography staffing sales.Estimated Salary: $100,000 - $120,000 per annumJob Description:The successful candidate will assume responsibility for getting us empanelled with clients from their existing lead...