HNI Relationship Manager
4 days ago
Job 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 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.
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Hni Sales Manager
3 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 Relationship Manager
6 days ago
Kolkata, West Bengal, India Peoplemint Consultants LLP Full timeJob 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...
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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
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
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...
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HNI Desk Head
4 days ago
Kolkata, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description ```html About the Company https://anandrathi.com/ 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...
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Relationship Manager
1 week ago
Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 6,00,000 - ₹ 25,00,000 per yearJob Title: Senior Relationship Manager / Wealth Manager – Private WealthLocations: Bhubaneswar, Ranchi, Jamshedpur, KolkataJob Type: Full-timeDepartment: Private Wealth / Wealth ManagementExperience Required: 3 to 10 yearsEducation: MBA / Post Graduate (Preferred)About the RoleWe are hiring experienced professionals for the role of Senior Relationship...
