hni

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...

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 profile Hands on experience in HNI Clients Acquisition and client handling, with a strong network...

Role & responsibilities Understanding 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...

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

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...

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

Job Description As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized...

Job Category KMBL Degree Level Bachelor s Degree Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible...

Increase CASA balances through deepening existing relationships or acquiring new-to-bank (NTB) customers. - Drive growth in liabilities and retail asset products. - Identify potential problem accounts proactively and implement risk mitigation strategies. - Manage transitions of customers between various segments, sub-segments, and HNI business groups to...

Key Responsibilities 1 Direct sales profile so candidate should be able to acquire quality base HNI clients through networking database and market intelligence 2 He she should have a maximum number of own clients relationship and he she should be aware of local market intelligence 3 Promote Focus Product of the month 4 Candidate should be able to...