We are seeking an experienced and dynamic leader to drive strategic sales enablement initiatives across HNI, NRI, and Business Insurance segments, while anchoring high-impact programs for top-performing frontline managers and advisors across prop channels. Designation- Pan-India Lead – Strategic Sal...
Role : Assistant Manager/Senior Executive - HNI. ...
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals.For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings a...
It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banki...
Role : Assistant Manager/Senior Executive - HNI. ...
As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. Build and manage relationships with a portfolio of HNIs, under...
We are seeking an experienced and dynamic leader to drive strategic sales enablement initiatives across HNI, NRI, and Business Insurance segments, while anchoring high-impact programs for top-performing frontline managers and advisors across prop channels. Designation- Pan-India Lead – Strategic Sal...
Job Description:We are seeking an experienced and dynamic leader to drive strategic sales enablement initiatives across HNI, NRI, and Business Insurance segments, while anchoring high-impact programs for top-performing frontline managers and advisors across prop channels. Location- Mumbai -BKC (HO)D...
Location- Mumbai -BKC (HO)Designation- Pan-India Lead – Strategic Sales Enablement (HNI/NRI/Business Insurance)Key Responsibilities:✅ Segment Leadership – HNI, NRI, Business Insurance:Develop and implement go-to-market strategies. Job Description:We are seeking an experienced and dynamic leader to ...
Role Objective:Product Officer - HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The product officer shall be responsibl...
Product Officer - HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The product officer shall be responsible for developin...
Any other Background with exp in HNI fundraising desirable. ...
Product DevelopmentProduct PlanningProduct Innovationproduct portfolio....
It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banki...
Product Officer - HNI shall be primarily responsible for developing various products and proposition for the high net-worth individual segment. The HNI proposition would cover liabilities (SA and Deposits), mortgages and third-party proposition. The product officer shall be responsible for developin...
Job Overview:As an HNI Relationship Manager, you will be responsible for managing and building relationships with high-net-worth individuals (HNIs), understanding their financial needs, and offering them customized insurance and investment solutions. Build and manage relationships with a portfolio o...
Looking for Relationship Managers role (HNI/ UHNI’s) for HNI Broking/PCG Desk in Equity Segment (Managing large trader clients). Experience: - Minimum 3 to 8 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from BFSI or any other sector with good business / market knowledge....
Build and deepen relationships with existing HNI Customers to achieve increase in. ...
Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Be part of a growing channel- Networking opportunities with UHNI- Gain in depth knowledge of various Asset classes. ...
Job Title: RM - HNI, NRI . Garner low cost diversified deposits from individuals, HNI, NRI , SME/ Corporate clients and source Current and savings a/c. ...
Through offerings such as Bitcoin ETFs, Ethereum ETFs, and customized<br/>investment solutions, we aim to empower HNI/UHNI clients with future-ready wealth<br/>strategies. The ideal candidate will have a strong network in the<br/>HNI/UHNI segment, with experience in private wealth ...
Candidates with an existing client base in the HNI/UHNI segment. Drive the acquisition of HNI clients by building and maintaining relationships with new and existing clients. Specialize in selling Investment Products (IP) such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF...
We are seeking a seasoned professional with deep investor connections to help us raise equity from HNIs, NRIs, and Family Offices. Key Responsibilities</b><br/><br/>- Build and nurture relationships with High Net-Worth Individuals, NRIs, Family Offices, and Investment Firms<br/&...
Channel Strategy and Development:.Develop and execute a robust strategy for acquiring and managing affluent clients ensuring a strong pipeline of highnetworth individuals (HNWIs).Collaborate with the product development team to design exclusive financial products and services for the affluent segmen...
Ensure timely advice to customers for Equity and Derivative markets.Portfolio Review to be done monthly with clients for deepening the Client relationship.Ensure adherence to Compliance process for advice given.New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for...