Relationship Manager – HNI

6 days ago

Gurugram, India Nityo Infotech Full time

🌟 Hiring Now | Relationship Manager – HNI / UHNI Wealth 🌟📍 Location: Gurgaon / Noida🕒 Experience: 5–15 YearsWe are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio management, and cross-selling while maintaining the highest compliance standards.🔑 Key Responsibilities✔️ Manage and expand HNI/UHNI relationships to achieve AUM, IPH, and revenue targets✔️ Deliver end-to-end wealth advisory across MF, LI, GI, PMS, AIF, Fixed Income & Structured Products✔️ Perform financial planning, asset allocation, and regular portfolio reviews✔️ Lead and mentor a team of Relationship Managers to achieve business benchmarks (where applicable)✔️ Supervise daily operations of Priority & NR Banking teams to enhance customer engagement and profitability✔️ Drive cross-sell initiatives and improve Income Product Holding (IPH) across client portfolios✔️ Monitor performance, provide coaching, and motivate teams to meet organizational goals✔️ Ensure strict adherence to KYC, AML, and regulatory compliance✔️ Support smooth client onboarding, documentation, and service delivery🎯 Core Competencies🔹 HNI / UHNI Relationship Management🔹 Wealth Advisory & Portfolio Management🔹 AUM & Revenue Growth🔹 Team Leadership & People Management🔹 Cross-Selling & Client Experience Excellence✨ What We’re Looking For • Strong experience in Wealth Management / Private Banking / Broking / NBFC • Proven ability to build long-term client relationships and drive business growth • Excellent communication, advisory, and leadership skills📨 Interested or know someone perfect for this role? Let’s connect📧 naresha.r@nityo.com📞 8746012727 | 💬 WhatsApp: 8746012727🔖 Hashtags: #Hiring #RelationshipManager #WealthManagement #HNI #UHNI #PrivateBanking #AUM #GurgaonJobs #NoidaJobs

  • Relationship Manager – HNI

    6 days ago

    gurugram, India Nityo Infotech Full time

    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 YearsWe are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

  • Relationship Manager – HNI

    6 days ago

    Gurugram, India Nityo Infotech Full time

    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

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    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

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