Hni Sales

2 weeks ago


Delhi, India Cloudare Technologies Private Limited Full time

**We are hiring for HNI Sales
- Wealth position for Delhi location. Below is the details for the same-**

**ROLES & RESPONSIBILITIES: -**
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.

**Benefits**:

- Health insurance

Shift:

- Day shift

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Please Provide the AUM/Portfolio Management Details?
- What is your Highest Qualification?

**Experience**:

- AUM/Portfolio Management (required)



  • Delhi, Gurugram, NCR, New Delhi, India Avani Consulting Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...


  • Delhi, NCR, New Delhi, India AnandRathi Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    HiringLooking for- HNI Relationship Manager:-It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence.Promote Focus Product of the...

  • PCG Sales- HNI

    4 days ago


    Delhi, Delhi, India Aditya Birla Capital (ABCL) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Purpose:To meet and understand customer needs and execute trades seamlessly. Disseminate the research calls to customers and sell/ advise for Broking, structured products as well as third party products eg -Mutual Funds, Loans, Health insurance, Life Insurance etc.Key Result Areas:To follow the Deal Desk Process Branch ComplianceKey Result...


  • Nehru Place, New Delhi, India Contactx Resource Management Pvt. Ltd. Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Qualifications:Any GraduateExperience in Dealing with HNI Clients Acquire quality clients through networking, database, and local market intelligence.Build and maintain strong relationships with clients; must have an existing client base.Actively promote the focus product of the month as per business requirements.Handle sales of financial products such as...


  • Delhi, Delhi, India Child Rights and You Full time

    Your Role: - CRY has always been a pioneer in fundraising in India; this role is therefore tailor made for someone who enjoys challenges and likes to find new ways of doing things. - The fundraising sector in India has seen a real boom over the past decade and the tools and techniques used for fundraising in CRY today are as cutting edge as those used...

  • HNI - Equity Dealer

    3 days ago


    Nehru Place, New Delhi, India Contactx Resource Management Pvt. Ltd. Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Relationship ManagerExperience in Dealing with HNI Clients as dealerExecute the orders on behalf of clientsConfirmations of trade done by EODEnsure the volumes of trade are higher & clients trade frequentlyCross promoting of third party products of Anand Rathi to the same Clientele.Accurate & timely execution of orders on terminal (Sauda Punching on...


  • Delhi, NCR, Pune, Surat, India QuickTurtle Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.3) The Cluster Manager will be responsible for handling team thereby helping and...

  • Head of Sales

    4 days ago


    Delhi, Delhi, India TCM SERVICE MART Full time ₹ 1,00,000 - ₹ 10,00,000 per year

    Requirement:- Head Of Sales Organization:- Om Kalyanam Santhigiri Wellness Resort Job Location:- Gurgaon Sector 67 (Head Office)Exp:- 7 to 12 years. (Experienced in Luxury wellness sales, HNI client handling, Resort membership sales, VVIP client coordination, Spiritual luxury hospitality will be preferred Salary:- Upto 10LPAWe are looking for an experienced...


  • Delhi, Delhi, India Kotak Mahindra Bank Limited Full time

    Job DescriptionThis is a Public document. Relationship Manager-Affluent-Priority-Regional sales JOB DESCRIPTION Relationship Manager-Affluent-Priority-Regional sales Job Description Role: 1. 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these...


  • Delhi, Delhi, India beBeeAifsalesmanager Full time ₹ 15,00,000 - ₹ 25,00,000

    Role OverviewWe are seeking a dynamic and result-driven AIF Sales Manager to lead the distribution and sales of Alternative Investment Funds (AIFs) to High Net-Worth Individuals, Ultra-HNIs, Family Offices, and Institutional Clients.The ideal candidate will have a strong background in financial product sales, an established network in the HNI segment, and a...