High Net Worth Relationship Manager

3 days ago

Delhi Delhi NCR, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Key Responsibilities:

  • Manage banking and investment relationships with high net worth, non-resident Indian, and ultra-high net worth clients
  • Develop and expand customer relationships by delivering exceptional service and exceeding client expectations
  • Foster current and potential relationships with additional revenue potential to drive growth

Sales and Business Development:

  • Achieve sales targets across a range of consumer and commercial banking products
  • Proactively sell the full spectrum of banking products to mapped and potential clients
  • Increase product penetration to deepen client relationships and increase wallet share

Portfolio Quality and Engagement:

  • Maintain and improve portfolio quality through regular engagement and relationship monitoring
  • Ensure relationships align with desired value parameters and bank objectives

Investment Advisory:

  • Conduct financial planning and offer investment advisory services to high net worth and non-resident Indian clients
  • Analyze client needs and recommend suitable investment products
  • Drive fee-based income through products like mutual funds, investments, and insurance

Requirements:

  • Strong business development skills and ability to identify new business opportunities
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets

Benefits:

  • Opportunity to work with a leading bank and contribute to its growth
  • Competitive salary and benefits package
  • Ongoing training and development opportunities

  • High Net Worth Relationship Manager

    5 days ago

    Thiruvananthapuram / Trivandrum, Delhi, Indore, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    Senior Relationship ManagerThe ideal candidate will be responsible for handling a portfolio of high net worth clients and achieving revenue growth through effective relationship management, product sales, and cross-selling.About the RoleWe are seeking an experienced Senior Relationship Manager to join our team in Dubai. The successful candidate will be...

  • Business Development Manager

    2 days ago

    Delhi, Delhi, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000

    Unlock New Career OpportunitiesAre you looking for a challenging role that will help you grow professionally? Look no further. We are seeking a highly skilled and experienced Relationship Manager to join our team.Job Description:The successful candidate will be responsible for growing and nurturing relationships with high net worth clients, achieving...

  • High Net Worth Investment Strategist

    5 days ago

    Delhi NCR, Delhi, India beBeeInvestment Full time

    This is a highly specialized role for an experienced professional who will be working closely with high net worth individuals and families to provide bespoke investment solutions. The ideal candidate will have extensive experience in the BFSI sector, focusing on strategic wealth planning, portfolio management, and alternative investments.Key...

  • High Net Worth Acquisitions Specialist

    3 days ago

    Chennai, Delhi, Kolkata, India beBeeAcquirer Full time ₹ 8,00,000 - ₹ 12,00,000

    Join a dynamic team as a seasoned Acquirer and Trader. We are seeking an experienced professional to drive business growth by leveraging their expertise in acquiring and trading for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNI's).The ideal candidate will possess a strong track record of acquiring Big Ticket margins, with a...

  • Senior Client Relationship Manager

    22 hours ago

    Delhi, Delhi NCR, India beBeeClientRelationshipManager Full time ₹ 15,00,000 - ₹ 20,00,000

    Client Relationship Manager - Private BankingDevelop and implement strategic plans to acquire, deepen and retain High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) clients.Identify and pursue revenue-generating opportunities through the promotion of mutual funds, portfolio management services, alternate investment firms, and equity...

  • High Net Worth Investor Specialist

    5 days ago

    Kolkata, Chennai, Delhi, India beBeeInvestor Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Description:We are seeking experienced professionals to acquire and trade for high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI's). The ideal candidate will have a proven track record of acquiring big ticket margins, with a minimum of 1 lac margin.Required Skills and Qualifications:Experienced in acquiring and trading...

  • High Net Worth Client Portfolio Manager

    5 days ago

    Delhi, Vadodara, India beBeePortfolio Full time US$ 6,00,000 - US$ 12,00,000

    Objective: To acquire, enhance, deepen and retain HNI/UHNI portfolios.Key Responsibilities:Generate revenue through the promotion of Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF) and Equity products.Nurture and cultivate strong relationships with clients.Demonstrate expertise in equity and debt-based financial...

  • Branch Relationship Manager

    4 weeks ago

    Delhi, Delhi NCR, India Skillventory Full time

    Job DescriptionWe are seeking a Branch Relationship Manager to manage relationships with high-net-worth individuals (HNIs) and drive business growth. You will be responsible for acquiring new clients, identifying opportunities to cross-sell wealth products, and collaborating with internal teams to resolve customer queries. This role requires a strong...

  • Dynamic Cluster Leader for High-Net-Worth Sales

    5 days ago

    Rajkot, Kolkata, Delhi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title:">Cluster Leader, HNI Sales and Equity Broking">About the Role:">We are seeking an accomplished Cluster Manager/Team Leader to spearhead our high-net-worth sales team in Stock/Equity Broking.">Key Responsibilities:">">Acquire High Net Worth (HNI) relationships and effectively manage a dynamic team of Relationship Managers.">Establish strong ties...

  • Private Wealth Manager

    1 day ago

    Delhi, Delhi, India beBeeFamilyOffice Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    Family Office Director PositionThis strategic advisory role involves serving as a trusted advisor to ultra-high net worth individuals on investment, wealth preservation, and succession planning.Main ResponsibilitiesDevelop and implement customized investment strategies aligned with clients' goals and valuesManage relationships with key stakeholders to...