360 ONE - Relationship Manager - HNI

2 weeks ago


Mumbai, India 360 ONE Asset Full time

Job Description : Relationship Manager - HNIPosition : Relationship Manager - HNIExperience : 5-7 YearsAbout the Company:At 360 ONE, we go beyond managing money - we help India's most distinguished families grow, preserve, and protect their wealth. Recognized globally as India's Best Wealth Manager by Euromoney and other prestigious organizations, we are trusted advisors to some of the country's leading individuals and families. Our mission is to deliver a seamless, insightful, and human wealth management experience that endures across generations.About the Role:We are seeking an experienced and dynamic Relationship Manager - HNI to manage and grow relationships with High-Net-Worth Individuals (HNWIs). The role involves client acquisition, financial advisory, and delivering personalized investment solutions across asset classes through a hybrid (phygital) Acquire and manage relationships with High-Net-Worth Individuals (HNIs) through networking, referrals, and market intelligence.- Understand client financial goals, risk profiles, and investment preferences to provide customized wealth management solutions.- Offer advisory across investment products such as Mutual Funds, PMS, AIFs, Bonds, Equities, and LAS.- Facilitate digital onboarding and ensure clients are guided seamlessly through digital investment journeys.- Maintain high levels of client satisfaction through proactive engagement and responsive service.- Deepen existing client relationships to increase wallet share and product penetration.- Collaborate with internal research, product, and operations teams to deliver holistic wealth solutions.- Ensure adherence to all regulatory, compliance, and documentation standards.- Track portfolio performance and provide periodic reviews and rebalancing recommendations.- Stay updated on market trends, investment products, and financial regulations to offer relevant insights to clients.Skillsets & Competencies:- Strong understanding of wealth management and investment products (MF, PMS, AIF, Bonds, LAS, etc.).- Proven ability in client acquisition, portfolio management, and relationship building.- Excellent advisory and consultative selling skills.- Strong communication, interpersonal, and presentation skills.- Analytical mindset with the ability to interpret financial data and market trends.- High level of integrity, confidentiality, and client-centric approach.- Proficiency in digital wealth platforms and CRM tools.- In-depth understanding of regulatory guidelines and compliance frameworks.- Bachelor's or Master's degree in Finance, Business Administration, or related field (CFP/CFA certification preferred). (ref:iimjobs.com)



  • Mumbai, India 360 ONE Asset Full time

    About the jobRole Overview: We are seeking a high-caliber Treasury Service Relationship Manager to join our Client Relations team at the AVP/VP level. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine strong technical expertise,...


  • Mumbai, India 360 ONE Asset Full time

    Description:About the jobWe are seeking a driven and proactive Business Development Executive to support client acquisition efforts for our wealth management business. The role focuses on identifying potential clients, building relationships, and supporting the sales team in converting leads into long-term clients. The ideal candidate should be...

  • Hni Rm

    8 hours ago


    Mumbai, India A2Tech Consultants Full time

    Designation : HNI Relationship Manager Salary Range : 4:50LPA UPTO + Incentive + Other Benefits Qualification : Graduation **Roles and Responsibilities** - Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. - Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory /...


  • Mumbai, India 360 ONE Asset Full time

    Key Responsibilities:- Design, develop, and deploy scalable RPA solutions using Automation Anywhere (AA360).- Identify automation opportunities through process analysis and stakeholder collaboration.- Integrate AI components (e.g., OCR, ML, NLP) to enhance automation capabilities.- Develop, test, and maintain automation workflows, bots, and reusable...


  • Mumbai, India 360 ONE Asset Full time

    About the job :We are seeking a highly skilled and proactive Server Management Lead to oversee end-to-end operations of data center infrastructure. This role involves ensuring high availability, optimal performance, cost efficiency, and adherence to security standards across our server ecosystem. The candidate will also lead a team of six Level 1 and Level 2...


  • Delhi, Mumbai, NCR, Pune, India Mintskill Hr Solution Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profileCritical Skills Required: Relationship Management, minimum 5+ years(Mandatory)Sales...


  • Delhi, Mumbai, NCR, India AnandRathi Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    Job SpecificationsProfileHNI-RMDesignationDeputy Manager & above PRIMARY JOBRESPONSIBILITIESIt is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence.2.And he/she should have a maximum number of own clients relationships and he/she should be aware of local market...


  • Mumbai, India 360 ONE Asset Full time

    Key Responsibilities : - Technical Support : Provide support for software applications, including troubleshooting and resolving application and core technical issues including application infrastructure.- Incident Management : Manage and document all support requests and incidents, ensuring timely resolution and communication with users.- Change Management :...


  • Mumbai, India 360 ONE Asset Full time

    Location: MumbaiKey Responsibilities:- Evaluating various Real Asset product offerings - from residential, commercial to infra funds and standalone assets + REITs/InvITs.- Fund raise: Working closely with sales team to equip them with the right data to help support the fund raise.- Stakeholder management: Cross functional collaboration with the product...


  • Mumbai, India 360 ONE Asset Full time

    Description : Role Overview : As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. Youll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational...