HNI Client Acquisition Officer/Manager

Wealth Manager will be responsible for acquiring & managing HNI Clients for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients. Required Candidate profileHands on experience in HNI Clients Acquisition and client handling, with a strong network and...

Responsibilities:* Manage CRM software & Microsoft Office Suite proficiently* Handle HNI clients with expertise in wealth management* Acquire new HNIs through strategic sales effortsPerformance bonus

Job DescriptionAnand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.Client Engagement:- Build and maintain strong, long-lasting...

Company DescriptionHIDECOR is a young, dynamic interior design firm known for its innovative and holistic approach to office space design. Leveraging advanced technologies such as AR, VR, AI-powered tools, CAD, and 3D visualization, HIDECOR excels in creating energy-efficient and functional spaces. Established in 2015, HIDECOR has collaborated with prominent...

Job DescriptionWe are seeking a highly skilled Senior Client Onboarding Specialist to drive client acquisition and ensure seamless onboarding for ultra-HNW and family office clients.This high-ownership role involves direct client engagement to understand complex financial needs and position integrated solutions.Drive the end-to-end onboarding process of...

Premier Acquisition ManagerJob Overview:We are seeking a seasoned Premier Acquisition Professional to drive business growth by acquiring High Net Worth (HNI) customers and generating revenue through the sale of products and services.Main Responsibilities:Spearhead HNI customer acquisition across various channelsFoster strong relationships with existing...

Role & responsibilitiesUnderstanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.Understanding of Derivative Strategies.To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective...

Wealth Manager will be responsible for acquiring and managing HNIs for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients.

Job DescriptionAs a senior client onboarding specialist, you will be responsible for driving business growth and ensuring a seamless client experience. This is a high-ownership role where you will directly engage with clients, understand their complex financial needs, and position our integrated solutions to build long-term relationships.Client Acquisition &...

Job DescriptionAnand Rathi share and stock brokers limited is looking for HNI Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.- Trade Execution: Executing buy and sell orders for clients in...