HNI Client Servicing

23 hours ago


Bengaluru, Karnataka, India Aedium Design Full time ₹ 9,00,000 - ₹ 12,00,000 per year

At Aedium Design, we are a dynamic team of creative and entrepreneurial designers who

collaborate to provide innovative design solutions for the real estate industry. As one of the only

firm offering a comprehensive 360-degree design service, we specialize in Architectural, MEPF,

Structural, Master Planning, Corporate Interiors, Landscape, and Infrastructure Design. We deliver

integrated solutions across a variety of sectors, including Commercial, Residential, Healthcare,

Pharma, Hospitality, Industrial/Warehousing, Data Centers/Labs, and Mixed-Use Township

Projects. Our headquarters are based in Bengaluru, with additional offices in Hyderabad, Delhi, Mumbai and Pune.

Job Summary:

Responsible to drive business development efforts to acquire new HNI clients, enhance brand visibility and achieve business targets to meet company business objectives.

Key Responsibilities:


• Responsible to drive business development efforts and strategies to screen potential business opportunities, acquire new clients, increase market share and maximize client retention.


• Attending business meetings with potential clients to convert leads to opportunities.


• Preparation of business proposals, Submissions, attending tender and bid meetings.


• Market trend and competition analysis


• Improve and implement BD processes, structures, and best practices.


• Reporting on success and areas of improvement by preparing reports on a regular basis.


• Represent the Aedium Design in the market and the key networking events to enhance brand visibility.


• Provide feedback and market requirements to the management to improve market competitiveness.


• Partner with Studio directors, take part in project pitches and presentations to meet client needs and expectations.

Desired Candidate Profile:


• Graduate degree in Architecture/Engineering (preferred).


• 5+ years of Business development/sales experience with HNI clients.


• Ability to convert client relationships into opportunities for the business.


• He/She with entrepreneurial mind-set and ability to bring in a structure where missing.


• Exceptional leadership skills and an approachable individual.



  • Bengaluru, Karnataka, India AnandRathi Full time

    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...


  • Bengaluru, Karnataka, India Fabconnect Full time ₹ 4,00,000 - ₹ 12,00,000 per year

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


  • Bengaluru, Karnataka, India Fabconnect Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Responsibilities:* Manage existing clients' wealth through financial planning & investment strategies* Identify new HNIs & acquire them as clients using CRM tools & communication skillsPerformance bonus


  • Bengaluru, Karnataka, India Bwise Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...


  • Bengaluru, Karnataka, India AnandRathi Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    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...

  • HNI Dealer

    4 weeks ago


    Bengaluru, Karnataka, India AnandRathi Full time

    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...


  • Bengaluru, Karnataka, India Informica Technoservices Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Minimum 1 year of sales experience preferably in real estate.Experience in North Bangalore and familiarity with real estate projects in this region is a strong advantage.Candidates from other industries can be considered if they possess excellent communication skills, are based in Bangalore, and have a strong inclination to work in real estate.Excellent...


  • Bengaluru, Karnataka, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above.2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them.3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate...


  • Bengaluru, Karnataka, India i4 Consulting Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Build and manage a high-quality HNI/UHNI client base Deliver bespoke financial solutions aligned with client goals Drive regional AUM growth and client retention Continuously review and diversify client portfolios Provide proactive market insights and strategic advice What we expect:10 years of experience in wealth management, AMCs, or financial advisory...


  • Bengaluru, Karnataka, India Stellar Capital Management Full time

    Company Description At Stellar ( we're building AI-powered wealth management for modern Indians. Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve their financial goals. The company focuses on true risk diversification that complements a holistic financial picture. Clients...