HNI Service

HNI Service Team (Kannada, Tamil, Malayalam, Telugu)Experience:3–6 yearsKey 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...

Role & responsibilitiesTrade Execution: Placing equity and derivative orders on behalf of clients.Providing end-to-end advisory services with a focus on AUM product penetration.Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)Preferred candidate...

About the Company:We are a SEBI-registered Portfolio Management Services (PMS) firm managing 5,500+ crores across 1,900+ clients. With a strong value-investing philosophy, we focus on long-term wealth creation for HNI and UHNI clients. As we grow, we seek a strategic leader to elevate client experience, optimize CRM, and lead client engagement and sales.Role...

Location: Andheri East, Marol, MumbaiShift Timing: Night Shift (11:00 PM – 8:00 AM IST)Company: – India's No.1 Matchmaking & Matrimony PlatformAbout is the world's largest and most trusted matchmaking platform, serving millions of members worldwide. We specialize in offering premium services to VIP, NRI, and High Net Worth Individuals (HNI) clients,...

Role: VIP Consultant VIP ShaadiAbout the Team: Personalised ServiceThink of us as the voice of our customers and their biggest champions. The Personalised Serviceteam handles calls, chats, and emails with one mission — making every customer feel heard, valued& special. For our VIP Shaadi members, we go the extra mile (& then some). Whether it's finding...

Job Opening: Advisor (RCAD) Wealth Advisory Location: Malad, Mumbai Shift: 8:30 AM 5:30 PM | Mon–Sat (2nd & 4th Sat Off + Sunday Fixed Off) CTC: Up to 8 LPA Education: Graduate (55% & above) Experience: 2+ Years in HNI Broking / Trading / Wealth Advisory. About the RoleFirm is hiring an Advisor – RCAD for its Wealth Advisory team. The role involves...

This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Sr. PCG AdvisorExperience: YearsJob Description:Roles & Responsibilities:Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs.Recommend suitable investment products such as mutual funds, equities, bonds, insurance,...

Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...

Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8- 9 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...

Roles and ResponsibilitiesProvide investment advisory services to high net worth individuals (HNIs) on various financial products such as mutual funds, insurance, and other investment instruments.Identify new business opportunities through networking, referrals, and market research to acquire new HNI clients.Develop and maintain strong relationships with...