High Net Worth Client Liaison

Unlock New Career OpportunitiesAre you looking for a challenging role that will help you grow professionally? Look no further. We are seeking a highly skilled and experienced Relationship Manager to join our team.Job Description:The successful candidate will be responsible for growing and nurturing relationships with high net worth clients, achieving...

Dear Applicants, We are seeking skilled professionals to lead our sales team.As a key member of our team, you will be responsible for:Upselling financial products to high net worth individuals (HNIs)Acquiring new HNI clients and maintaining regular contact through callsProviding personalized investment advice to investors, analyzing their asset allocation...

Family Office Director PositionThis strategic advisory role involves serving as a trusted advisor to ultra-high net worth individuals on investment, wealth preservation, and succession planning.Main ResponsibilitiesDevelop and implement customized investment strategies aligned with clients' goals and valuesManage relationships with key stakeholders to...

Job OverviewThe role of the Relationship Manager involves building and maintaining strong relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI) clients.As a key member of our team, you will play a crucial part in expanding business through strategic relationship-building and up-selling MF products to UHNI...

Asset Management ProfessionalThis role demands a deep understanding of equity markets, macro trends, and investment products.You will drive assets under management (AUM) growth by offering tailored solutions backed by strong research and client-centric philosophy while upholding the highest standards of ethics and service excellence.Key...

Opportunities exist for experienced individuals to take on the role of Customer Engagement Managers.The position is based in Delhi and Gurgaon, with a focus on managing high net worth and ultra high net worth clients.Key responsibilities include:Upselling mutual fund products to ultra high net worth clients based on assigned databasesGenerating new leads...

Key ResponsibilitiesBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth ManagementAddress high net worth clients for investment requirements, through exclusive product offerings and superior service delivery to assist clients in achieving their short-term and...

High Net Worth Client Acquisition and Relationship ManagementThis role is instrumental in acquiring High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, building lasting relationships with the bank, and ensuring seamless banking experiences.Key Responsibilities:Nurture end-to-end customer relationships, fulfilling all their...

Post:Net Metering Executive / Liaisoning ExecutiveQualification:GraduationExperience:2 Years (Minimum)Salary:22,000 – 25,000 per monthOffice Location:Netaji Subhash Place & Naya Bazar, DelhiShift Timings:10 A.M – 6 P.MWeek Off:SundayIndustry:Solar EnergyNo. of Openings:1Skills:-Excellent communication and negotiation skills with DISCOM...

We are seeking a key individual to fill the role of Relationship Manager. This position involves building and maintaining strong relationships with high net worth individuals (HNI) and ultra-high net worth individuals (UHNI).Key Responsibilities:Bespoke sales approach for UHNI clients as per assigned databaseGenerate fresh leads through referrals to enhance...