📑 Investment Banking - Sell SidePlanify is hiring private wealth consultants/managers to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Some ...
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📑 Job Description Canvassing assigned territories to present company products to potential customers. Assisting management in identifying viable marketing and pricing strategies. Demonstrating product features to customers. Contacting leads and setting up appointments to present company produ ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job Description Job Title : RELATIONSHIP MANAGER AREA OF RESPONSIBILITY: · Bring self referred client/relation · Advisory and Order placement Support to mapped clients · Maximize investment from investor clients · Customized/High end support to trader clientsRequirements PRIMARY RESPONSIB ...
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📑 Job DescriptionJOB SUMMARY-Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers’ financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth c ...
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📑 Job DescriptionTo Handle portfolio of HNI customers of bank and cross sell various products according to clients need.Liability Product selling, education on product featuresAcquire new customers through referrals from existing customers who meet product criteriaRegular interaction with the customer to build rapport to understand and update the pro ...
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📑 <p>Job role:</p> <ul> <li>Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients.</li> <li>Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.</li> <li>Should be accustomed to acquiring, developing and man ...
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📑 JOB DETAILS 1 Responsible For Providing Sales And Services To The Walk-In Customers (Customer Interaction), Majorly Hni Clients Only 2 Responsible For Stock Management / Merchandising / Replenishment. 3 Arranging Goods In Their Respective Places Accordingly. 4 Cash Management & Stock Management. ...
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📑 Must-Have Qualifications:Thorough good knowledge of Schedule K1, K2, and K3 (Someone who has experience in and out every day on footnotes- - tax transaction installment's sale, btp sale, foreign-related transactions, transactions in k1, foreign transactions in k1)Minimum 10 + years of experience in PCS 1040 Individual Tax (1040, 1041 HNI). Worked o ...
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📑 The OfferOpportunity within a company with a solid track record of performanceWork alongside & learn from best in class talentFlexible working optionsThe JobYour responsibilities will include:SEO Strategy Development:Devise and execute SEO strategies in ...
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📑 The Company MyDigital Crown based in Mumbai As Top Digital Marketing Company providing a full-service digital marketing agency that have been excelling in the digital space for over 3 years. We make sure each element of your marketing campaign is set up to drive traffic to your ultimate target, whether your target is a website or a social network ...
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📑 The Company MyDigital Crown based in Mumbai As Top Digital Marketing Company providing a full-service digital marketing agency that have been excelling in the digital space for over 3 years. We make sure each element of your marketing campaign is set up to drive traffic to your ultimate target, whether your target is a website or a social netwo ...
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📑 The OfferOpportunity within a company with a solid track record of performanceWork alongside & learn from best in class talentFlexible working optionsThe JobYour responsibilities will include:SEO Strategy Development:Devise and execute SEO strategies in line with client objectives, ensuring optimal visibility in search engine results.Keyword Resear ...
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📑 Job DescriptionAbout the Organization Swaniti Initiative aims to strengthen public service delivery by working with state and local governments across South Asia with a strong focus on India. Our interventions have included strengthening scheme implementation by identifying current gaps and limitations, providing research support to Hon’ble Member ...
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📑 Job DescriptionAbout the Organization <span class=font st ...
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📑 Roles and Responsibilities 5+ years experience in future and options, MTF trading, Equity marketing, sales Should handle HNI clients Should be from stock broking or banking. Desired Candidate Profile Perks and Benefits ...
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📑 Roles and Responsibilities Certified Financial Planner doing Financial Planning for HNI clients in their current role. Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment Desired Candidate Profile Perks and Benefits ...
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📑 Roles and Responsibilities Tasks include greeting HNI clients, answering phone calls, and taking messages. Assist with invoicing, updating client files, and ordering office supplies. Desired Candidate Profile Perks and Benefits ...
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📑 To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needs ...
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📑 Roles and Responsibilities 5+ years experience in future and options, MTF trading, Equity marketing, sales Should handle HNI clients Should be from stock broking or banking. Desired Candidate Profile Perks and Benefits ...
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📑 Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Candidate shall be responsible for:• Onboarding, Handling and Managing HNI / Ultra HNI clien ...
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📑 Job DescriptionJob Objective: Responsible for managing key client accounts, driving sales,and building strong, lasting relationships with clients. This role involves both sales and account management functions. Plays a pivotal role in maintaining and growing. HNI and Corporate client base, gen ...
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📑 Roles and Responsibilities Certified Financial Planner doing Financial Planning for HNI clients in their current role. Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment Desired Candidate Profile ...
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📑 To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. Liability Product selling, education on product features Acquire new customers through referrals from existing customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhanc ...
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📑 Must-Have Qualifications: Thorough good knowledge of Schedule K1, K2, and K3 (Someone who has experience in and out every day on footnotes- - tax transaction installment's sale, btp sale, foreign-related transactions, transactions in k1, foreign transactions in k1) Minimum 10 + years of experience in PCS 10 ...
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📑 Must-Have Qualifications: Thorough good knowledge of Schedule K1, K2, and K3 (Someone who has experience in and out every day on footnotes- - tax transaction installment's sale, btp sale, foreign-related transactions, transactions in k1, foreign transactions in k1) Minimum 10 + years of experience in PCS 10 ...
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📑 Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise ...
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📑 Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise ...
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📑 Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile Experienced Wealth Advisor. Expertise ...
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📑 Job description The Head will be responsible for acquiring Preferred clients (HNI/Ultra HNI). -Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients</li ...
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📑 We are hiring US taxation professionals with experience in 1040 HNI (High Net Worth Individuals).Job Description:3-10 years of prior relevant experience of working on Form 1040 (High Net Worth Individuals)Prior experience in Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications, sale of PTP K-1’s and Hedge Fund K-1’sPrio ...
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📑 We are hiring US taxation professionals with experience in 1040 HNI (High Net Worth Individuals).Job Description:3-10 years of prior relevant experience of working on Form 1040 (High Net Worth Individuals)Prior experience in Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications, sale of PTP K-1’s and Hedge Fund K-1’sPrio ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job role: Post-graduate having 5 to 15 years of total work experience in sales to HNI, Ultra- HNI and NRI clients. Must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa. Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients. Ca ...
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📑 Job DescriptionRoles and Responsibilities:About Client: Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Roles and Responsibilities: · Acquire new clients, generate revenue, and ma ...
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📑 Title - Derivative Sales Specialist - UHNI/HNI Client AcquisitionJob Summary:We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives pr ...
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📑 Title - Derivative Sales Specialist - UHNI/HNI Client AcquisitionJob Summary:We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives pr ...
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📑 We are hiring US taxation professionals with experience in 1040 HNI (High Net Worth Individuals).Job Description:3-10 years of prior relevant experience of working on Form 1040 (High Net Worth Individuals)Prior experience in Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications, sale of PTP K-1’s and Hedg ...
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📑 About the roleWe are seeking a highly motivated and experienced HNI Sales Executive with a proven success in selling International Luxury Holiday packages within the travel and tourism industry. The ideal candidate will be responsible for driving business development efforts, exceeding sales targets, and delivering exceptional service to high-net-w ...
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📑 About the roleWe are seeking a highly motivated and experienced HNI Sales Executive with a proven success in selling International Luxury Holiday packages within the travel and tourism industry. The ideal candidate will be responsible for driving business development efforts, exceeding sales targets, and delivering exceptional service to high-net-w ...
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📑 We are hiring US taxation professionals with experience in 1040 HNI (High Net Worth Individuals).Job Description:3-10 years of prior relevant experience of working on Form 1040 (High Net Worth Individuals)Prior experience in Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications, sale of PTP K-1’s and Hedg ...
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📑 We are hiring US taxation professionals with experience in 1040 HNI (High Net Worth Individuals).Job Description:3-10 years of prior relevant experience of working on Form 1040 (High Net Worth Individuals)Prior experience in Form 1040 (HNI), 1041, Gift Tax Return, 990 PFProficient in K-1 reclassifications, sale of PTP K-1’s and Hedg ...
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📑 The key expectations are - Network with HNI individuals ( Corporate and Business) including SME, Senior Management Professionals and Celebrities ( Bollywood, OTT, Sports)Plan the exclusive visits of the above to the stores of GANT & TRBook Home Shopping slots with these individuals to give them an exclusive at home shopping experience.Create a comm ...
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📑 About the Organization Swaniti Initiative aims to strengthen public service delivery by working with state and local governments across South Asia with a strong focus on India. Our interventions have included strengthening scheme implementation by identifying current gaps and limitations, providing research support to Honble Members of Parliament a ...
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📑 Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile </p ...
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📑 Roles and Responsibilities Drive HNI client acquisition by targeting Affluent & Super Affluent segments. Cultivate relationships, grow AUM, advise on investments & enhance portfolios. Research markets, collaborate with product teams & organize events to fuel business growth. Desired Candidate Profile </p ...
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