Wealth Advisor & HNI Acquisition Professional
Ave Promagne Mumbai
Job Description
Key Responsibilities
Client Relationship Management- Build and strengthen long-term relationships with senior and C-level stakeholders in banks and NBFCs
- Act as the primary point of contact for strategic accounts, ensuring high client satisfaction and loyalty
- Handle escalations and proactively resolve client issues to maintain trust
- Identify opportunities to expand services and increase revenue within existing accounts
- Lead complex commercial and contractual negotiations for high-value deals
- Collaborate with internal teams to deliver tailored solutions aligned to client needs
- Develop and execute account-specific sales plans to meet and exceed revenue targets
- Monitor account performance and pipeline metrics to ensure achievement of monthly and quarterly goals
- Promote organizational thought leadership and strategic offerings to clients
Axis BankMumbai
investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients
About the Role:
The Partner manages the UHNI relationships of Bank's customers, their family and business entities and provide wealth management advisory...
PLEXOMumbai
inflows onto the platform through referrals and strategic introductions
Backgrounds That Typically Succeed in This Role
• Private bankers from leading banks or wealth platforms
• Relationship managers covering HNI / UHNI clients
• Advisors from multi...
Finnovate ResearchMumbai
Job Description
Job Title: Equity Dealer
Reporting To: Department Head
About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are
passionate about transforming the way Indians get personal finance advice. Our...