Hni Acquisition

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...

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

Relationship Manager Experience 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...

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...

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 Compliance Key Result Areas...

**Roles and Responsibilities** a) Identify & touch base with existing & Acquisition of new client ,to get business from them, to increase net sales & AUM. Ensuring the overall wealth solutions to HNI customers by show casing all investment vehicles MF, PMS debt and equity, RE etc. **Perks and Benefits** - Role:_Retail Sales - Salary:_ 4.5-9.5 Lacs P.A. -...

**About** **Red Kite Consulting** is a renowned multi-faceted consulting company and a trusted partner and counsel for Global Corporations, Institutions, High Net Worth Individual’s (HNI’s), professionals and students. We drive change, innovation, excellence and transformation across all our practices to ensure extraordinary results. Through our...

Job Title: Sr. Wealth Management AdvisorKey Responsibilities:Develop and maintain strong, long-term relationships with high-net-worth individuals (HNIs) to deliver exceptional client service and ensure portfolio profitability and growth.Provide expert financial advice and personalized wealth management solutions tailored to clients' investment requirements...

Job DescriptionJob Description10281Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management. Managing PL of the Region and Building up Market Share. Owning and Establishing Tata Capital Wealth Management Brand for the regions. Recruitment, Nurturing talent,Hand...

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.Track the HNI/Ultra HNI segment in the market...