HNI Relationship Manager

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...

Job Description - Relationship Manager – HNI Sales SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

1.Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. 2. Understanding of Derivative Strategies. 3. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. 4. Generate...

Job Description - Relationship Manager – HNI SalesLocation : HyderabadSUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best...

Relationship Manager - Privy League-PRIORITY-Regional sales Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions...

Responsibilities:* Manage NRI client relationships* Drive HNI acquisitions & sales* Oversee wealth management strategies* Ensure exceptional customer service* Lead HNI portfolio growth

Job Specifications Role Designation: Relationship Manager Investment Products Department: Sales-Investment Products Function: Sales Reporting to: Cluster Manager Investment Products / Regional Head Investment Products Location: HyderabadJob Purpose The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point...

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. Generate business actions across liabilities, asset Required Candidate profileAptitude to deliver high quality customer service by using organization and...

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given.Sales targets for bank and investment products.Going beyond the...

Job SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...