HNI Relationship Manager

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

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...

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...

Job Description Position Title:  Relationship ManagerCTC: 5LPAExp: 2-4 Yrs of Sales experienceLocation: Delhi NCRWorking Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual FundsGood to have: Presentation skillsQualification: Any Graduate/Post Graduate/MBARoles and Responsibilities:- Role is to increase client base and...

Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required

Retail Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. Responsible for deepening the...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients' banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to be...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

**Why Work With **EaseMyTrip?** Started in the year 2008, EaseMyTrip is one of the largest online travel platforms and a trusted name in the Indian travel and tourism space. Millions of Indians rely on our platform daily for their travel needs ranging from flight tickets to hotels, bus, cabs, train, holiday packages and more. Despite winning several awards...

Roles and Responsibilities   5+ years experience in future and options, MTF trading, Equity marketing, salesShould handle HNI clientsShould be from stock broking or banking. Desired Candidate Profile   Perks and Benefits  

Roles and Responsibilities   5+ years experience in future and options, MTF trading, Equity marketing, salesShould handle HNI clientsShould be from stock broking or banking. Desired Candidate Profile   Perks and Benefits  

Responsibilities: Below are some of the responsibilities a Client Relationship Manager is expected to assume in their position: Clear understanding of Brand and HNI Clients Analytical to gaze at customer requirements and presentations as per client’s choice or preferences. Also skilled in having interactive sessions to educate about the company's brand...

Company: A leading Private Sector Bank Job Location: All across Bangalore Job Description 1. Relationship Management: a. Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment b. Develop, manage, and expand customer relationships by providing service level...

Job Title – Relationship Manager Location- Chennai (Details of the Role and how it fits into the team) Wealth Management India works with the Ultra High/High Networth clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth, Lending and Banking requirements. We are looking at self...

Job Description Responsible for managing key client accounts, driving sales, and building strong, lasting relationships with clients. This role involves both sales and account management functions. Plays a pivotal role in maintaining and growing Wakanow. HNI and Corporate client base, generating revenue, and ensuring high client satisfaction.1. Client...

Job Description Responsible for managing key client accounts, driving sales, and building strong, lasting relationships with clients. This role involves both sales and account management functions. Plays a pivotal role in maintaining and growing Wakanow. HNI and Corporate client base, generating revenue, and ensuring high client satisfaction.1.    Client...

• Conduct Events and activities to enable lead generation to assist NTB acquisition • Implement “needs-based strategy” to attract New to Bank (NTB) Treasures clients in the assigned location/areas and actively engage them in new business opportunities. • Drive incremental NNM leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and...

To up sell 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 MF Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs...

To up-sell 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 Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs...