Rathi - Relationship Manager - HNI

Client Acquisition & Relationship Management- Acquire a quality base of HNI clients through personal network, referrals, database, and market intelligence.- Maintain and grow a portfolio of own client relationships.- Leverage knowledge of local market intelligence to identify and target potential clients.- Promote the Focus Product of the Month to drive...

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 DescriptionThe 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...

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 DescriptionCompany DescriptionAnand Rathi Insurance Brokers Ltd (ARIBL), a part of Anand Rathi Financial Services Group, provides comprehensive insurance, risk consultancy, and employee benefits advice. Headquartered in Mumbai, ARIBL has a nationwide presence with 16 offices across India. Our firm offers end-to-end risk management solutions, focusing on...

Job Role •Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies,...

Job OverviewWe are seeking an experienced professional to fill the role of Relationship Manager in our company. This is a challenging and rewarding position that requires strong relationship-building skills, business acumen, and a passion for delivering exceptional results.About the RoleThe primary responsibility of this role is to develop and maintain...

Job Description:Role DescriptionReporting ToPurpose of the role: Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to offer them best financial planning solution through Insurance and Investment solutions. Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits Penetrate on Mapped...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...