HNI Relationship Manager

2 months ago


Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full time

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. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.


  • 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.


Functional / Technical Skills

1. Good Knowledge of capital market

2. Portfolio Management

3. Financial Planning

4. Customer Satisfaction.



  • Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time

    Anand Rathi Share and Stock Brokers Ltd is a leading financial services company seeking a skilled High Net Worth Client Relationship Strategist to join our team. This role offers an exciting opportunity to work with high net worth individuals, providing them with expert advice and guidance on their investment portfolios.As a High Net Worth Client...


  • Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job Title: Senior Relationship Manager - WealthLocation: IDFC FIRST Bank BranchAbout the Role:We are seeking a highly motivated and experienced Senior Relationship Manager to join our team at IDFC FIRST Bank. As a Senior Relationship Manager, you will be responsible for leading a team of Elite Bankers in achieving sales targets and delivering exceptional...

  • Relationship Manager

    2 months ago


    hyderabad, India GA Capital Management Full time

    Who we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Relationship manager

    1 month ago


    Hyderabad, India GA Capital Management Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Relationship Manager

    2 months ago


    Hyderabad, India GA Capital Management Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Relationship Manager

    2 months ago


    Hyderabad, India GA Capital Management Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...


  • Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Description"> We are seeking a highly skilled and experienced individual to join our team as a Strategic Business Development Manager. This role is responsible for building and maintaining strong relationships with high net worth individuals (HNI) and ultra HNI clients."> The ideal candidate will have a deep understanding of the capital markets,...

  • Sales Manager

    1 month ago


    Hyderabad, India Vaishnaoi Group Full time

    Responsibilities:Sales Strategy & Execution :Develop and implement effective sales strategies to achieve project sales targets.Drive sales for luxury villa and residential projectsTeam Management :Lead, train, and mentor a team of sales executives.Monitor team performance and provide actionable feedback for improvement.Client Relationship Management :Build...


  • hyderabad, India GA Capital Management Full time

    Who we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...


  • hyderabad, India GA Capital Management Full time

    Who we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Sales manager

    4 weeks ago


    Hyderabad, India Vaishnaoi Group Full time

    Responsibilities:Sales Strategy & Execution:- Develop and implement effective sales strategies to achieve project sales targets.- Drive sales for luxury villa and residential projectsTeam Management:- Lead, train, and mentor a team of sales executives.- Monitor team performance and provide actionable feedback for improvement.Client Relationship Management:-...

  • Financial Manager

    2 weeks ago


    Hyderabad, Telangana, India Arin Consultancy Full time

    Financial ManagerJob SummaryWe are seeking an experienced Financial Manager to join our team at Arin Consultancy. The ideal candidate will have a strong background in sales and business development, with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients.Key Responsibilities:Proactively reach out to...

  • Executive Director

    1 month ago


    Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time

    About the Role We are seeking an experienced Executive Director to lead our Wealth Management team at Anand Rathi Share and Stock Brokers Ltd. This is a challenging opportunity for a seasoned professional with a proven track record in driving sales through advisory approaches. Key Responsibilities Recruit, manage, and motivate a team of Relationship...


  • Hyderabad, Telangana, India Arin Consultancy Full time

    Overview:At Arin Consultancy, we are seeking a Head of Partner Acquisition and Client Relationships to join our team. This is a critical role that requires a strong sales background, excellent communication skills, and a proven ability to build strategic partnerships.Key Responsibilities:Develop and execute a partner acquisition strategy to drive business...


  • Hyderabad, Telangana, India Arin Consultancy Full time

    Wealth Acquisition SpecialistAbout the RoleThe Wealth Acquisition Specialist role is responsible for acquiring new wealth management clients and expanding existing relationships with high net worth individuals (HNI). This role requires a strong entrepreneurial mindset, proactive approach, and excellent communication skills.Key Responsibilities:Foster new...


  • hyderabad, India Vaishnaoi Group Full time

    Responsibilities:Sales Strategy & Execution :Develop and implement effective sales strategies to achieve project sales targets.Drive sales for luxury villa and residential projectsTeam Management :Lead, train, and mentor a team of sales executives.Monitor team performance and provide actionable feedback for improvement.Client Relationship Management :Build...

  • Sales Manager

    1 month ago


    Hyderabad, India Vaishnaoi Group Full time

    Responsibilities: Sales Strategy & Execution : Develop and implement effective sales strategies to achieve project sales targets. Drive sales for luxury villa and residential projects Team Management : Lead, train, and mentor a team of sales executives. Monitor team performance and provide actionable feedback for improvement. Client Relationship...


  • Hyderabad, India Avani Consulting Full time

    **Roles and Responsibilities** **Responsibilities**: - To up sell AMC's 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's Products, enhancing and upgrading the Client Net worth relationships. Profiling...

  • Vice President

    2 months ago


    Hyderabad, India Arin Consultancy Full time

    Vice President - Wealth Manager (Sales):- We are looking for a dynamic Wealth Manager specializing in Partner and Client Acquisition.- The ideal candidate will have a strong sales and business development background with a proven trackrecord of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients. - This role requires an...


  • Hyderabad, Telangana, India KYC solutions Full time

    Hiring Key Account Manager for one of the leading NBFC in Hyderabad. KAM is the face of organization, presentable, must have knowledge and exposure towards financial markets and products, abreast with the development, market news, financial trends, and current affairs. List of Products : Broking, Dmat accounts, Equities, AUM based products, PMS, AIF, Bonds,...