...function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported... ...quality research.
Position : Private Client Group - HNI Wealth Manager
Locations : Kolkata
Responsibilities
Accountable for...
...Roles & Responsibilities : - The Client Relationship Manager will be tasked with cultivating relationships with their current clientele (... ...development. Candidate profile : - Minimum 6 months experience in handling HNI Relationships, Sales & Financial Planning of HNI. - Clients from...
...Relationship Manager - Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account... ...and revenue generation. - Candidate having good relationship with HNI Clients. - Ensuring the highest levels of service & relationship...
...Job Description:
We are looking at someone who can be the Manager for our Private Client Services Group and manage day to day compliance... ...with regards to US Federal & State Individual tax returns for HNI clients (1040), Trusts & Estate Tax Returns (1041s, 706, 709 etc....
...profile so the candidate should be able to acquire quality base HNI clients through networking data base and market intelligence. And... ...Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.
This position reports to AVP/VP...
...Position: Relationship Manager High Net Worth Individuals (HNI)
Location: Delhi
Shian HR a leading recruitment agency is currently seeking a talented Relationship Manager specializing in High Net Worth Individuals (HNIs) for our esteemed client. This role presents...
Rs 3.6 - 8 lakhs p.a.
..., guests, and employees as they arrive at the office or facility in a friendly and professional manner.
# Answering Phone Calls : Managing incoming calls, screening and transferring calls to the appropriate person or department, and taking messages when necessary.
# Managing...
...Roles & Responsibilities
Handling the HNI client portfolio & Acquiring new Client ,Generating revenue from them.
Suggest the Investment... ...LI exp Must
HNI/NRI exp manadatory
Age: 38 max
Job Requirements: SALES, INSURANCE, BANCASSURANCE, HNI, NRI, WEALTH MANAGENT
Rs 15 - 16 lakhs p.a.
...clients with relevant information on the products and services offered by the company
7. Responsible to acquire new HNI Partner or Clients
8. Responsible to manage different offline events
HNI Clients,Client servicing,Client Queris,Broking
Designation: HNI Partners - TL...
Key Deliverables : 1. Client sourcing for Investment Products - PMS/AIF/MFs , Insurance and Broking Accounts. 2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis. 3. New to Firm relationships to be sourced on monthly basis with min tick size of...
...Relationship KPIs : - This role will focus on managing relationships with our high-value clients, providing them with exceptional service, understanding their financial needs, ensuring their satisfaction and growing our current business with the client. Roles & Responsibilities...
...Technical & Fundamental Stock market reports and advising the same to HNI / UHNI
clients mapped to the Desk or to respective Advisor.... ...of around 5 years from banking and broking industries and managing
bank AUM of HNI Clients.
This position reports to AVP...
...function understanding and enjoy empowerment. We cater to Retail, HNI, UHNI & Institutional investors across asset classes. Supported... ...Locations : Bangalore, Hyderabad, Chennai
Responsibilities
Managing financial portfolios of and on boarding High net-worth...
...- Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI) and family offices and introduce products of... ...Essential Skills : - Expert relationship building and relationship management skills with experience in managing the sophisticated needs of...
...Title - Derivative Sales Specialist - UHNI/HNI Client Acquisition
Job Summary:
We are seeking a highly motivated and experienced... ...our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth...
Rs 4 - 10 lakhs p.a.
...customer engagement virtually to increase customer
sickiness on managed clients. They will drive mobile banking adoption & usage,... ...Inbound,Outbound
Designation: Standard Chartered Bank / VRM-NRI-HNI / Mumbai
Vacancies: 5
Experience: 3.0 Year(s) - 10.0 Year(s)...
...empowers clients and our professional staff with innovative tools and solutions to address their accounting, tax and overall business management and operational needs. As a US nationally ranked Top 25 firm, Withum is a place where talent thrives. We recruit only the best and...
...join us for an in-person meeting if you have 3-10 years of experience in the following skill sets:
1065 Federal
1120 Federal
1040 HNI
1065 SALT
1120 SALT
1040 Expat
Come meet the team at -
BDO RISE Pvt Ltd. Office 704 to 708, 7th floor Shapath 5, S.G. Road...
...Role Description
This is a full-time hybrid role for a Wealth Manager at ALPHA SQUARE WEALTH. Through understanding of financial markets, investment and wealth products, ability to analyse HNI clients, financials portfolios and provide solutions accordingly. Direct...
...clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Should have managed & have a book of HNI & UHNI clients.
You will do so by building a strong relationship with clients driving business for Retail Liabilities,...
...Description:
We are seeking a dynamic and experienced Marketing Managers to lead the marketing initiatives for our allotted division. The... ...country.
~ Prior experience in the BFSI segment or catering to HNI clients is an added advantage.
~ Direct experience in working...
Rs 10 lakh p.a.
...Life Insurance!
We have an excellent opportunity for Wealth Manager
Location : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata... ...with individual Clients
Experience in handling Ultra HNI Clients
Great communication & Interpersonal Skills
High Sales...
Rs 16 - 18 lakhs p.a.
...Role: Wealth Manager Qualification: Graduate ( M BA)
Location: Mumbai (Work from Office)
Experience: 5 Years Plus Experience in Wealth... ...The Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the...
...kavyapotluriofficial
Google : Kavya Potluri
We are looking for a boutique manager and sales executives to handle our high end store in Hyderabad. Passion to work in fashion industry and handle HNI clients is of prime importance. Functions include sales and customer service...
...Job Role:
Provide financial solutions to the HNI customers while maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through customer...
...We are recruiting for a Business Development Manager having flare in Architecture & Interior designing who will be responsible for acquisition of HHNI & HNI clientele for commercial, Residential (Luxury apartments), Independent Villas, Hospitality & Public Amenities projects...
Rs 3 lakh p.a.
...candidates you're keen to hire 2. We provide ongoing, outsourced HR management services tailored to your specific needs in a way that helps... ...#Recruiter#Zecruiter#Placements#Employee#Employer#Job#Job Portal# The Role
Will be responsible for HNI client acquisition, equity advisory and dealing
Achieve...
...Role Overview: We are seeking a dynamic and strategic Marketing Manager to join our team at Neo Group. The Marketing Manager will be responsible... ...marketing strategies and campaigns, targeting our potential HNI clients, as well as for reaching out to potential investment...
...opportunity with a fast growing SEBI registered fintech in the wealth management domain. The company is growing exponentially in their journey to... ...1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the...
...Designation:- Relationship Manager Industry:- Life Insurance Channel:- Agency, Direct and Bancassurance Location:- Mumbai, Pune, Delhi... ...experience in selling multiple financial products to affluent and HNI customers
~ Competence required: Good Communication (Verbal...