Relationship Manager – HNI

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual...

HNI Sales Head Location: India Experience: 5–6 years About the Role We are looking for an accomplished HNI Sales Head with 5–6 years of front-end trading experience to join a fast-paced and client-focused team. The role calls for a professional who can seamlessly manage relationships with High-Net-Worth Individuals (HNIs) , execute trades across asset...

About the role We are seeking a highly motivated and experienced HNI Sales Executive with a proven success in selling International Luxury Holiday packages within the travel and tourism industry. The ideal candidate will be responsible for driving business development efforts, exceeding sales targets, and delivering exceptional service to high-net-worth...

About the role We are seeking a highly motivated and experienced HNI Sales Executive with a proven success in selling International Luxury Holiday packages within the travel and tourism industry. The ideal candidate will be responsible for driving business development efforts, exceeding sales targets, and delivering exceptional service to high-net-worth...

```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...

Job Category KMBL Degree Level Bachelor s Degree Job Role Data Acquisition Using publicly available resources like internet and directories Using existing social professional network to generate references Area mapping for generation of Databases for ultra HNIs and mid sized corporate Data Mining Study existing databases to figure out possible prospects...

Bajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel....

Position: Channel Manager - Direct HNI Experience: 10 - 16 years About the Role: We are looking for an experienced professional to drive HNI client acquisition, relationship management, and business growth . The role involves directly sourcing clients, offering tailored investment solutions, and ensuring high-quality client engagement. Key Responsibilities:...

We are seeking a highly accomplished, client-focused individual to join our Private Wealth team as a Private Banker or Senior Private Banker. The ideal candidate will be a true entrepreneur within the firm, responsible for managing and significantly growing a portfolio of HNI/UHNW client relationships, delivering customized, 360-degree wealth solutions. Key...

Client Engagement SpecialistThe Client Engagement Specialist establishes and fosters strong relationships with clients through virtual interactions, ensuring seamless experiences.Develops and expands existing high-net-worth individual (HNI) client relationships by maintaining quality portfolios.Engages HNI portfolio clients regularly, accurately capturing...