Hni Relationship Manager
5 days ago
Job Title HNI Wealth Relationship Manager AMFI SP Certification mandatory Location Kolkata IndiaExperience Required 4 Years - We are seeking an experienced and client-focused HNI Wealth Relationship Manager to join our prestigious banking team in Kolkata - The ideal candidate will be responsible for managing and growing a portfolio of High Net-Worth Individual HNI clients by providing comprehensive financial advisory investment solutions and wealth management services Key Responsibilities - Build and maintain strong relationships with HNI clients to achieve business growth and client satisfaction - Offer personalized investment and wealth management solutions based on client profiles and financial goals - Cross-sell banking and investment products including mutual funds insurance loans and other wealth solutions - Ensure compliance with regulatory and internal guidelines while maintaining the highest standards of client confidentiality and service - Achieve revenue and business targets through client acquisition and portfolio enhancement Qualifications Skills - Graduate Postgraduate in Finance Business or a related field - Minimum 4 years of experience in wealth management or relationship management in a bank or financial institution - Strong understanding of financial markets investment products and HNI client needs - Excellent communication interpersonal and client-servicing skills ref updazz com
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HNI Relationship Manager
3 days ago
Kolkata, India Peoplemint Consultants LLP Full timeJob Title: HNI Wealth Relationship Manager (AMFI & SP Certification mandatory) Location: Kolkata, India Experience Required: 4 Years Job Description: - We are seeking an experienced and client-focused HNI Wealth Relationship Manager to join our prestigious banking team in Kolkata. - The ideal candidate will be responsible for managing and growing a portfolio...
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HNI Desk Head
2 weeks ago
west bengal, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Companyhttps://anandrathi.com/ About the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by...
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Equity Dealer-hni
2 weeks ago
Lake Town, Kolkata, West Bengal, India Wealthcrop Securities Private Limited Full timeIndividuals possessing a robust existing HNI client base and the capability to nurture enduring relationships are strongly encouraged to apply. - _Any Graduate having NISM-Series VIII certification;_ - _At least 3 consecutive years of experience in handling HNI clients' equity portfolio in the professional manner and capacity._ ** Fixed Salary + Incentive...
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Hni Sales Manager
2 days ago
Kolkata, Mumbai, India Bwise Solutions Full timeRoles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing portfolios through effective sales strategies.Identify potential investment opportunities for HNI clients, providing personalized solutions using various financial products such as mutual funds, PMS, AIFs, MF, NISM certifications,...
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HNI Desk Head
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the...
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HNI Desk Head
3 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```htmlAbout the Company the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the...
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Hni desk head
3 weeks ago
Kolkata, India Anand Rathi Share And Stock Brokers Ltd Full time```htmlAbout the Companythe RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the...
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HNI Desk Head
2 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timehtml About the Company About the Role The Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on...
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HNI Desk Head
4 weeks ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full time```html About the Company About the Role The Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on...
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HNI Desk Head
2 weeks ago
Kolkata, West Bengal, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 30,00,000 per year```htmlAbout the CompanyAbout the RoleThe Desk Head would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on...