HNI Relationship Manager

15 hours ago

Bengaluru, Karnataka, India AnandRathi Full time
Job Description

Anand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.

Client Engagement:

- Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives.

Comprehensive Assessment:

- Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies.

Financial Advisory:

- Investment Planning: Provide expert advice on investment opportunities, portfolio management, and asset allocation, aligning strategies with client goals and risk tolerance.
- Estate Planning: Assist clients in estate planning, wealth transfer, and legacy preservation strategies.
- Product and Service Promotion:
- Product Knowledge: Maintain a deep understanding of financial products and services, including exclusive offerings tailored for HNI clients.
- Cross-selling: Identify opportunities to cross-sell banking and investment products, insurance, and other financial solutions.
- Documentation and Compliance:
- Documentation: Facilitate the completion of documentation for account opening, investments, and transactions for HNI clients.
- Regulatory Compliance: Ensure strict adherence to financial regulations, tax laws, and reporting requirements applicable to HNI clients.

Market Research:

- Market Trends: Stay updated on global and local market trends, economic conditions, and investment opportunities relevant to high net worth individuals.

  • Wealth Manager- HNI Acquisition

    2 days ago

    Bengaluru, Karnataka, India Bwise Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Wealth Manager will be responsible for acquiring & managing HNI Clients for life insurance business. The role requires strong client relationship skills, prior HNI acquisition experience, and an active network/database of affluent clients. Required Candidate profileHands on experience in HNI Clients Acquisition and client handling, with a strong network and...

  • Relationship Manager

    4 weeks ago

    Bengaluru, Karnataka, India Avani Consulting Full time

    Job DescriptionThis role is for a Relationship Manager at a leading AMC company, specializing in Mutual Funds, PMS, and AIF. The ideal candidate will have extensive experience in B2C sales to HNI and UHNI clients and will be responsible for providing investment advice, generating new business, and ensuring the highest level of client service.Key...

  • Relationship Manager

    2 days ago

    Bengaluru, Karnataka, India Indusind Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients and expand existing ones.Identify business opportunities through networking, referrals, and market research to drive revenue growth.Provide personalized banking solutions to meet the financial needs of HNI/NRI clients,...

  • HNI Dealer

    2 days ago

    Bengaluru, Karnataka, India AnandRathi Full time

    Job DescriptionAnand Rathi share and stock brokers limited is looking for HNI Dealer to join our dynamic team and embark on a rewarding career journey.Client Advisory: Providing investment advice and recommendations to clients based on their financial goals, risk tolerance, and market conditions.- Trade Execution: Executing buy and sell orders for clients in...

  • Associate - HNI & Individual Giving Fundraising

    6 days ago

    Bengaluru, Karnataka, India The Madras Seva Sadan Full time

    About The Madras Seva SadanWith a rich history of over 90 years, The Madras Seva Sadan is a prestigious institution in Chennai, dedicated to the holistic development of individuals aimed at producing self-supporting and self-reliant members of society. Its comprehensive approach includes a strong emphasis on education, sports and social welfare. The...

  • Strategic Relationship Manager

    4 days ago

    Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Title: Strategic Relationship ManagerKey Responsibilities:Manage banking and investments relationships for high net worth individuals (HNI) and non-resident Indians (NRI)Develop and expand customer relationships by providing exceptional service and exceeding client expectationsIdentify current and potential relationships with additional revenue potential...

  • Elite Relationship Manager

    4 weeks ago

    Bengaluru, Karnataka, India Kotak Securities Full time

    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, Structures,...

  • HNI Client Acquisition Officer/Manager

    3 days ago

    Bengaluru, Karnataka, India Fabconnect Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Manage existing clients' wealth through financial planning & investment strategies* Identify new HNIs & acquire them as clients using CRM tools & communication skillsPerformance bonus

  • HNI Client Acquisition Manger/ Officer

    2 days ago

    Bengaluru, Karnataka, India Fabconnect Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Responsibilities:* Manage CRM software & Microsoft Office Suite proficiently* Handle HNI clients with expertise in wealth management* Acquire new HNIs through strategic sales effortsPerformance bonus

  • Branch Relationship Manager-CASA-Jayanagara-Koramangala

    3 days ago

    Bengaluru, Karnataka, India Hiring Street Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Building and maintaining strong relationships with high-net-worth individuals (HNIs) and ultra HNIs, understanding their financial goals and Maintain portfolio, Actively engage in acquiring new customers for CASA accounts.