270 Ultra Hni Jobs

Relationship Manager/Senior Relationship Manager - GIFT CITY AHMEDABAD Experience required : 5 Years + Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. Advising to client as per our research and sell any other products listed on IFSC Ready to learn new products and processes Minimum of 3 years of relevant experience in dealing (operating terminal OWS/TWS) as RM Required Criteria: 1. Graduation (preferably in finance specialization). 2. NISM 8 certification (Equity & derivatives) 3. Stock Market knowledge is mandatory. 4. Should possess good communication skills. Interested candidates can share their resume on Harjeetkaur.jude@hdfcsec.com. Thanks and Regards, Harjeet Kaur.

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular engagement with mapped relationships and maintain quality ofportfolio by ensuring profitability at each client level. Showcase full range of consumer and commercial banking products to existing andpotential Key Clients of the Bank and harness incremental business opportunitiesacross all products. Contributing to the development of new products and services, by channelizing selfand customer feedback to the respective Program Teams. Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML)requirements in all dealings with existing and potential customers. Participate in cross-functional activities that help promote and nurture collectiveresponsibility to the bigger objectives of the institution. Desired Candidate Profile 8-10 years of experience in priority banking, wealth management, or related fields.

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients. Besides leading a small team, the position shall also manage key clients personally. Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products Contributing to the development of new products and services, by channelising self and customer feedback to the respective Program Teams Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution. Desired Candidate Profile 12-20 years of experience in Wealth Management or related field with expertise in HNI Sales, HNI Acquisition, HNI Client Handling, Investment Advisory Services. Proven track record of achieving revenue targets through effective relationship management skills.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Senior Investment Manager . In this role, you will act as our Brand Ambassador , creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

Company Description: BRAND REALTY Investors Group is a group of investors, with over 20 years of experience in Investment Advisory, Land Investment Real Estate transactions and Real Estate development. The group is now focused on investing in lands suitable for Real Estate projects. Such investments in the form of groups of likeminded investors with BRAND REALTY holding the role of management along with being the lead investor in the group. Skills, Knowledge, and Ethics are the hallmarks of the group. Website: https://brandrealty.in/ Overview: We are seeking a dynamic and experienced professional with strong networking and relationship-building skills to join us as an Investment Associate . In this role, creating awareness, building goodwill, and promoting our investment philosophy to High-Net-Worth Individuals (HNIs). This position offers a unique opportunity to develop long-term relationships, grow your network, and achieve success through a collaborative and performance-based business model. Key Responsibilities: 1. Brand Representation : Act as the face of the company, fostering trust and credibility among potential investors. Build awareness of our company, investment ideas, and long-term value proposition. 2. Investment Advocacy : Understand our investment philosophy, proposals, and strategies in depth. Develop a strong conviction in our investment approach to effectively communicate its value to potential investors. 3. Business Development : Leverage your network to identify, approach, and onboard HNIs as investors. Market our investment ideas to your network with professionalism and transparency. Develop and nurture long-term relationships with investors, ensuring consistent engagement and satisfaction. 4. Revenue Generation : Drive investments through your network to meet agreed targets. Partner with the company to build a sustainable, long-term pool of investors that generate continuous profits and mutual growth. Remuneration and Benefits: Performance-based remuneration directly linked to the amount of investments brought in through your network. Opportunity to build a long-term revenue stream through ongoing investor relationships. A collaborative environment that values transparency and growth.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Implement integrated plan for wealth enhancement for HNI / UHNI clients Deliver solutions & showcase products to existing clients to grow assets across MF, PMS/AIF, Equity etc. Identify potential new clients, build relationship Ensure compliance Required Candidate profile Self-starter, proactive & target oriented. Strong networking & relationship building skills. Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.

Managing HNI desk, ensuring client satisfaction, retention, growth of HNI portfolio. Acquire new PCG/HNI clients, Ensure smooth transition to dealing team Building new relationships, increasing depth in existing relationships Cross Sell of MF, SIPs. Required Candidate profile Good knowledge of equity markets, trading platforms & financial instruments. Business updates, new clients, brokerages & revenues Good communication and interpersonal skills. High attention to detail Perks and benefits Plus Incentive & other benefits

Dear Candidate, Urgent opening with leading bank for Platinum Relationship Manager. Exp - 8-10 yrs CTC : upto 8 - 12 LPA Location : Across Mumbai / Navi Mumbai / Central Mumbai JOB ROLE: Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT: Graduate - 6 -8 years of experience Post Graduate - 4-6 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred Apply Now! URGENT HIRING IN Leading PVT Sector BANK Send your resume to [people1qc@gmail.com] OR Can contact on given number . We look forward to hearing from you! Thanks & Regards Shraddha Bamne HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692

Urgent Hiring for !!! Platinum Relationship Manager!!! for one of the leading pvt sector bank. Key Responsibilities (KRAs): Acquire and grow High Net Worth (HNI) customer relationships for liabilities (SA-driven) and commercial assets . Source new clients through personal efforts and acquisition channels. Deliver excellent customer service while adhering to bank policies. Cross-sell bank products to mapped customers and promote new offerings. Organize sales initiatives and events to attract and engage clients. Collaborate with group companies for cross-product access. Maintain detailed relationship records and resolve customer issues promptly. Desired Candidate Profile: Proven ability to build and manage HNI relationships with personalized service . Strong knowledge of commercial assets : CC, OD, Term Loans, Export Finance. Familiarity with Mutual Funds and Insurance is a plus. Graduates with 6-8 years or Postgraduates with 46 years of experience. Customer-focused , energetic, and result-driven. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

.Role & responsibilities Preferred candidate profile

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Key Responsibilities: Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive increase in shared of wallet of existing relationships. Supportmarketinginitiatives e.g. special campaigns, events, presentations etc. Client Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition. Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines. Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times. Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model. Should you be interested in knowing more, Please connect to Avinash Bandla at +91-8919140400 (whatsapp available) or avinash.bandla@wowjobs.biz

Affluent RM / Wealth RM : PVT sector leading Bank - Across Mumbai Job Title: Affluent Relationship Manager (RM) LOCATION : Mumbai / CENTRAL LINE CTC : 25LAC MAX Role Overview: Build and manage relationships with High Net-Worth Individual (HNI) clients. Identify business opportunities and match them to products and solutions offered by BANK Drive growth in liabilities, assets, and fee-based products. Develop and implement sales strategies to acquire new HNI clients. Conduct portfolio reviews and recommend products based on client needs. Maintain regular contact with clients to ensure high service levels and satisfaction. Resolve client queries within defined timelines. Promote new products and enhance the banking relationship. Organize special sales events and initiatives for clients. Adhere to all banking policies and regulatory processes. Requirements: Excellent interpersonal and customer service skills. Preferred certifications: NISM, IRDA, AMFI. Strong communication and decision-making skills. Proven experience in portfolio management for HNI clients. 7-8 years of experience in relationship and portfolio management (Banking/NBFC preferred). Graduate (MBA preferred). NOTE : INTERESTED FOR PROFILE PLEASE SHARE RESUME TO EMAIL ID - people1qc@gmail.com OR CAN CONTACT ON GIVEN NUMBER Thanks & Regards Shraddha Bamne. HR Executive QuotientConsultancyTM Tel : +91-22-40697704 / 9324700692 EMAIL ID : people1qc@gmail.com

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experience Proven experience in wealth management or private banking. Strong understanding of financial markets and investment products. Demonstrated ability to acquire and manage HNI/UHNI client portfolios. (For team handling roles) Leadership and mentoring experience. Should you be interested in knowing more, Please connect to Pooja Saini at +91-9758911444(whatsapp available) or pooja.saini@wowjobs.biz

Head Market- Private Banking About the Role The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Responsibilities Lead a team of Partners/Relationship Leaders at the location. Manage key clients HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range of consumer and commercial banking products to existing and potential Key Clients. Contribute to the development of new products and services by channeling self and customer feedback to the respective Program Teams. Ensure compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements. Participate in cross-functional activities that promote collective responsibility towards the institution's objectives. The position shall be evaluated based on self-revenue generated from mapped clients and revenue generated from the te

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Multiple private banks are hiring Wealth Managers/Private Wealth Managers/Affluent RMs/Branch Managers/ BBG RMs/RM Working Capital, etc for Maharashtra, Gujarat, Rajasthan, Delhi-NCR, Karnataka, Andhra Pradesh, Haryana, Chattisgarh, Goa, Tamil Nadu Required Candidate profile Local candidates with a minimum of 3 years relevant experiance working in any Private Bank in HNI/Business Banking sales and portfolio management or acquisition are most welcome

Urgent Hiring for !!! PCG Relationship Manager!!! for one of the leading broking firm. Candidate should have exp handling HNI and UHNI Clients Candidate should move a minimum book size of 20 cr Look for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM) Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Job Description : We are looking for a highly experienced professional to lead our HNI Desk with a focus on HNI & Ultra-HNI client acquisition , revenue generation, and team leadership across the Equity, Commodity, and Currency markets . Key Responsibilities : Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues Manage the complete P&L of the HNI Desk Recruit, train & lead a team of HNI RMs and Advisors Monitor client portfolios and offer advisory services for high ROI Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products Drive revenues across online & offline platforms Work closely with research & advisory teams to deliver investment recommendations Ensure timely MIS reporting and performance tracking Desired Candidate Profile : 10+ years of experience in Equity Broking / Capital Markets / Wealth Management Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record Proven leadership in managing and scaling teams Deep understanding of financial products across asset classes Strong communication, networking, and relationship-building skills Existing client relationships and team-building capabilities are a plus Education : UG: Any Graduate PG: MBA/PGDM Finance (preferred), or equivalent

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Life & General Insurance, and Tax Planning. Deliver personalized investment advisory based on risk profiling and financial goals of clients. Onboard and migrate a minimum book size of 20 Crores within a defined timeline. Cross-sell a wide range of financial products and services. Maintain high levels of client servicing standards to ensure long-term relationship and client satisfaction. Regular portfolio reviews and market updates to clients. Coordinate with internal teams (Research, Product, Operations) for seamless service delivery. Desired Candidate Profile: Current Role: Privi RM, Burgundy RM, Wealth Manager, Imperia RM, or Preferred RM (mandatory). Experience: 5-15 years in wealth management or private banking domain. Must have strong understanding of financial instruments and market dynamics. Proven track record of managing and growing HNI/UHNI client base. Excellent communication, interpersonal, and relationship-building skills. Strong compliance and risk awareness. Ability to transition a minimum book size of 20 Cr. Preferred Background: Candidates from top-tier banks, NBFCs, and wealth management firms. Certified Wealth Managers (CWM), CFPs, or those with AMFI/NISM certifications will be given preference. Perks and Benefits: Attractive incentive structures Opportunity to work with a leading name in private wealth management Career growth in high-performing team environment Access to premium investment products and global investment opportunities for clients

CTC RANGE-6 LPA to 40LPA PCG AdvisorWe are looking for experienced professionals for the Advisor / Team Lead PCG role to manage and grow our Private Client Group (PCG) business. The ideal candidate should have strong expertise in trading, order punching, and handling HNI/UHNI clients, with a proven track record in client acquisition and servicing. Key Responsibilities: Execute trades and perform order punching across asset classes including derivatives, options, and cash market. Manage and service a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Drive client acquisition and maintain strong long-term relationships. Cross-sell financial products after completing 2 years within the organization. Ensure compliance with all regulatory and organizational requirements. For Team Lead Profile (Playing Captain Role): Lead a team of 45 members, with both individual and team performance targets. Be responsible for the team's overall revenue and client acquisition goals. Motivate, guide, and manage team members to achieve business objectives. Candidates applying for this role should preferably bring their team along. Requirements: Proven experience in trading and order execution. Strong knowledge of capital markets, including derivatives, options, and cash segment. Prior experience in handling HNI and UHNI clients. Demonstrated ability in client acquisition and relationship management. Leadership and team management skills (for TL role).

Urgent Hiring for !!! Elite Relationship Manager !!! for one of the leading pvt sector bank. Key Responsibilities: Acquire high-value new-to-bank customers monthly. Promote family banking to increase relationship value. Manage assigned client relationships to grow wallet share. Drive cross-sell of: Digital banking and wealth products Investments, insurance, and loan products Meet personal book and fee income targets. Ensure prompt and proactive customer service. Provide feedback for better customer experience. Eligible for quarterly incentives based on target achievement. Desired Experience: Experience: 34 years in banking (private, PSU, co-operative, or rural banks). Background: Customer-facing branch role with ops & regulatory knowledge. Skills: Fluent in English & regional language, MS Office, banking software. Extra Advantage: Additional language fluency. Interested candidates can connect GIRIJA : 022-40697703 / 9321557930 OR Email id : qcnaukri9@gmail.com

Role & responsibilities : Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments. Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk. Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel). Analyzing & monitoring the clients portfolio and render advisory services for securing high ROI. Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others). Promote the organizations research and advisory suggestions to the clients being generated from time to time. • Submission of periodic MIS reports as per requirements of the business. Preferred candidate profile : Good Knowledge of capital market Should have team leading skills HNI Client Advisory Skills.

Urgent Hiring for !!! Platinum Relationship