HNI Desk Head
2 days ago
```html
About the Company
About the Role
The Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.
Responsibilities
- The Desk Head will be responsible for Individual and Team Target
- AUM Building & Revenue Generation
- Recruitment and managing a team of HNI Dealers & HNI Relationship Managers.
- Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
- Focus Products: Mutual Funds, PMS, Structured Products. (*No Insurance & Retail Broking)
Qualifications
- Graduate or Post Graduate
Required Skills
- Candidate should have overall experience of around 7-15 years in the desired role with team management experience of min 3-4 years
Preferred Skills
- Team managing/handling in the current experience is a must
Pay range and compensation package
CTC range: Competitive
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Recruiter Details
shabanakhanam
```
-
Cluster Head – Private Wealth
1 week ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 20,00,000 - ₹ 40,00,000 per yearPosition: Cluster Head – Private Wealth (Individual Contributor)Location: KolkataFunction / Department / Vertical: Private Wealth Group / Wealth Management SalesBook Size: ₹40 Cr and aboveExperience Required: 5–10 yearsEducational Qualification: MBA / Post GraduateRole OverviewThe Cluster Head (Individual Contributor) will be responsible for acquiring,...
-
Tour Department Head
2 weeks ago
Kolkata, West Bengal, India PEOPLE POWER Full time ₹ 72,00,000 - ₹ 84,00,000 per yearRole: Tour Department Operations HeadIndustry Type: Travel & TourismDepartment: Tour Department (Domestic & International)Are you a travel visionary ready to lead a team and craft extraordinary experiences?We're looking for a Tour Head with 10+ years of experience in luxury and international travel operations.Key Responsibilities:Lead and mentor the FIT...
-
Cluster Head
1 week ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearBusiness 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 Holding• Reviewing...
-
Regional Business Head
1 week ago
Kolkata, West Bengal, India Swastika Investmart Full time ₹ 20,00,000 - ₹ 25,00,000 per yearKEY RESPONSIBILITIESDrive the revenue growth across all branches in the region through effective product penetration (Equity, Derivatives, Mutual Funds, Insurance, PMS, wealth etc.).Lead business development initiatives to expand the client base retail, affluent, and HNI segments.Own the P&L for the region, ensuring profitability through effective cost...
-
Regional Sales Head-Branch Banking
2 weeks ago
Kolkata, West Bengal, India Ujjivan Small Finance Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearI.ROLE PURPOSE & OBJECTIVEThe Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level.This is a high-impact, performance-driven leadership role...
-
TATA Capital Limited
1 week ago
Kolkata, West Bengal, India Acura Solution Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description:Client Acquisition and Relationship Management:Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and...
-
Sr. Relationship Manager
1 week ago
Kolkata, West Bengal, India Tata Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearDescriptionJob Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to...
-
equity dealer
1 week ago
Kolkata, West Bengal, India AVM FINSERVE Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout AVM FINSERVEAVM FINSERVE is a Kolkata-based financial services firm with over 10 years of experience in wealth management and trading solutions. We serve corporates, HNIs, and retail investors with a client-first approach and in-depth market insights.We proudly operate as an authorized franchise (business partner) of Motilal Oswal Financial Services,...
-
Vice President and Branch Head
1 hour ago
Kolkata, West Bengal, India HSBC Full time ₹ 8,00,000 - ₹ 24,00,000 per yearSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.International Wealth and...
-
Account Manager
2 weeks ago
Kolkata, West Bengal, India THE FERN RESIDENCY KOLKATA Full time ₹ 36,00,000 - ₹ 42,00,000 per yearLeading and managing revenues received and dispersed including accounts receivable, accounts payable, payroll, audit, General Ledger reporting.Cash handling functions for the hotel and reconcile all cash dropped at the front desk.Analyzing financial statements on a monthly basis and report any variances to the concerned department heads.Financial and tax...