Relationship Manager – HNI Sales, Stock Broking

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...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

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 wealth...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products 6) Deep...

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention).2) Generate Revenue by promoting Mutual Funds (MF), PMS, AIF, Equity.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and Knowledge of Products6) Deep knowledge...

Job Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing.Achieve Business Objectives of sales numbers, revenue and product mix.Improve business generation from new and existing clients.Cement existing relationships, develop new ones; strong service attitude.Identify the customer requirement and need gaps and work...

1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM. 2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm. 4) Prospect new client relationships by engaging in multiple activities like...

Key Responsibilities: • Will be responsible for HNI client acquisition, equity advisory and dealing. • Achieve Business Objectives of sales numbers, revenue and product mix. • Improve business generation from new and existing clients. • Cement existing relationships, develop new ones; strong service attitude. • Identify the customer requirement and...

We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...

Job Description:About EquirusEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best...