Hni Sales

2 weeks ago


Mumbai Maharashtra, India Serving Skill Full time

Sourcing of HNI clients for Investment Products like Portfolio

Management Services (PMS), AIFs, Mutual Funds, Fixed Income,

Insurance and Broking A/Cs. Achieving the Business targets

assigned for AUM and Revenue, by upscaling and deepening the High

Net Worth relationships.

Key Deliverables

1. Client sourcing for Investment Products - PMS/AIF/MFs ,

Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly

and quarterly basis.

3. 2 New to Firm relationships to be sourced on monthly basis

with min tick size of 25 lacs

4. Daily meetings to be done with existing clients and new

prospects for business.

Role Requirements
- Educational Qualifications: Graduate
- Experience: 3+ Years in Equity / MF / PMS / Broking
- Domain Knowledge: Equity
- IT Skills: MS Office

**Job Types**: Full-time, Permanent

Pay: ₹500,000.00 - ₹800,000.00 per month

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


  • Hni Sales Manager

    6 days ago


    Mumbai, Maharashtra, India Scoresoftlabsopc Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...

  • Hni Sales Manager

    7 days ago


    Mumbai, India Scoresoftlabsopc Full time

    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 profile Exp In Managing HNI & PCG Clients Candidates Should have 4+ Years Of Exp In Client Facing...

  • Hni Broking

    3 days ago


    Mumbai, Maharashtra, India Serving Skill Full time

    **Advising HNI/UHNI clients on equity, derivatives.** **Cross selling of third party products like MF, AIF ,PMS, Insurance.** **Acquiring clients.** **Managed portfolio.** **Job Types**: Full-time, Permanent Pay: ₹1,000,000.00 - ₹1,500,000.00 per year Schedule: - Day shift **Experience**: - Portfolio management: 5 years (preferred) - advising...

  • HNI Service

    7 days ago


    Navi Mumbai, India Dhani Loans and Services (DLSL) Full time

    Key Responsibilities: Act as the dedicated point of contact for High Net Worth Individual (HNI) clients. Build and nurture strong client relationships by providing personalized services in regional languages (Kannada, Tamil, Malayalam, Telugu). Drive revenue growth by identifying cross-sell and up-sell opportunities across equities, derivatives, MFs, and...

  • Assistant Manager

    7 days ago


    Mumbai, Maharashtra, India HRhelpdesk Full time

    About the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain Position Assistant Manager Manager - PCG - HNI Sales Location Andheri E Years of work exp 4 years Industry Broking only Age up to 40 years only Role The primary responsibility of this role...


  • Mumbai, Maharashtra, India MoneyCare Financial Planning Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About UsFounded in 2002,MoneyCare Financial Planningis one of India's pioneering financial planning practices. We are a boutique wealth management firm, known for our fiduciary approach, transparency and holistic strategies for investors.Role OverviewWe are seeking aMarketing & Sales Managerwith expertise inMutual Funds (HNIs)andSocial Media Marketing. This...

  • VRM|| HNI

    2 weeks ago


    Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 19,000 - ₹ 6,48,000 per year

    Job Opportunities Thane (BFSI Sector | Multiple Openings)We are hiring for various roles in Customer Support & Relationship Management.Great opportunity for Freshers & Experienced candidates to build a long-term career in the BFSI sector.Salary Range: 19,000 Inhand 6 LPA + Incentives & AllowancesConsolidated Roles AvailableDigital Journey Assistance...

  • Hni Experiences

    3 days ago


    Mumbai, Maharashtra, India Dream Sports Group Full time

    **About DreamSetGo**: DreamSetGo is a sports travel & experiences platform, from the house of Dream Sports which is a sports technology company with brands such as Dream11, and FanCode in its portfolio. DreamSetGo offers sporting events and player-interaction packages to die-hard fans. From match tickets to stadium tours, from flights to hotels, from VIP...

  • Hni Group

    3 weeks ago


    Mumbai, Maharashtra, India Dream Sports Group Full time

    DreamSetGo is a sports travel experiences platform from the house of Dream Sports which is a sports technology company with brands such as Dream11 and FanCode in its portfolio offers sporting events and player-interaction packages to die-hard fans From match tickets to stadium tours from flights to hotels from VIP hospitality to city tours from...

  • Luxury Sales

    2 weeks ago


    Mumbai, Maharashtra, India Design Qandy Full time

    **Job Description: Sales Executive** **Who are we?** Design Qandy is a luxury home décor brand. It’s nothing less than a revolution in the home décor industry - where technology enables world-class home interior design. We are a lean team of high-performing go-getters who take ownership of their roles in the organisation. Debates and discussions are...