HNI Relationship Manager

Job DescriptionJob Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be...

1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. Daily meetings with clients.4. Getting productivity from HNI clients in Portfolio Management Services (PMS),...

Job Role:Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

- 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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships.- Profiling customers and provide financial products to meet customer needs.- Ensuring the...

Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Department: Sales - Investment Products Function: Sales **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Relationship Manager (WealthManagement)Location : Lower parel Mumbai(Onsite)Experience required: 2year( Work FromOffice)Budget : upto10LPAJobDescriptionThis role is only for those whoeat breathe & sleep advisory business. There& rsquos nothing in this world that makes you happier than closing theclients with best results and highest value addition in the...

Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...

Hiring For Leading AMC Company - ON Role 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 AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide...

We are hiring for our client for across Mumbai locations.The ideal candidate will be responsible for gaining a deep understanding of the 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...

Roles and Responsibilities   FOR A REPUTED NGO IN HEALTHCAREFundraisingDeveloping high level relationships with CEOs, CFOs, COOs and senior executivesDeveloping high level relationshipUpselling Desired Candidate Profile   MBA FRESHERS CAN APPLYCandidate from Banking/NGO. Any other Background with exp in HNI fundraising desirable Perks and...

Roles and Responsibilities   FOR A REPUTED NGO IN HEALTHCAREFundraising Developing high level relationships with CEOs, CFOs, COOs and senior executives Developing high level relationship Upselling Desired Candidate Profile   MBA FRESHERS CAN APPLYCandidate from Banking/NGO. Any other Background with exp in HNI fundraising desirable Perks and...

Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

Position Relationship Manager Private Banking JobPurpose Toenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniques Role &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products. Ensure Customer level...

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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needs.Ensuring the highest...

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 Mutual Fund Products, enhancing and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needs.Ensuring the highest...