Relationship Manager – HNI Sales, Stock Broking

Roles and Responsibilities:We are seeking a seasoned broking professional to drive HNI/UHNI client acquisition with strong focus on brokerage revenue and TPP sales. The role involves leading and scaling a high-performing team of Relationship Managers and Dealers, backed by strong portfolio advisory capabilities. Candidates must bring proven stability (3+...

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...

Role & responsibilitiesWe are seeking a seasoned broking professional to drive HNI/UHNI client acquisition with strong focus on brokerage revenue and TPP sales.2.The role involves leading and scaling a high-performing team of Relationship Managers and Dealers, backed by strong portfolio advisory capabilities. Candidates must bring proven stability (3+ years...

Company DescriptionNBFC ClientRole DescriptionThis is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region. The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a...

Job DescriptionAbout the Company:PhillipCapital (India) Pvt. Ltd.[])PhillipCapital India is part of the PhillipCapital Group, a leading financial services firm headquartered in Singapore with a global presence in 15 countries. In India, we provide a full spectrum of financial products and services including equity broking, commodity trading, currency...

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) 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...

Role with a leading CP Firm, so looking for candidates from Broking side , someone with experience in managing B2C Sales in South Mumbai market.Good Communication SkillsGood PersonalityWell connected with HNI Clients

Job description:· Will be responsible for acquiring clients for US stocks trading through existing sales team and business partners.· Will be responsible for Training and educate the sales team, DSA, AP and business associates.· Will be responsible for acquiring HNI/Ultra HNI clients through sale of AIF, PMS, advisory account and insurance through B2B and...

Location : MumbaiQualification : UG: B.Tech/B.E. in Any SpecializationExperience in Years : 1–3 years (Broking / Fintech preferred)Scope and Responsibilities :About the RoleWe are seeking a proactive and tech-savvy professional to manage client experience, platform operations, and cross-functional coordination in our broking business.This role combines...