Senior Manager for High Net Worth Customer Relationships

4 weeks ago


Mumbai, Maharashtra, India Prov HR Solutions Private Limited Full time

**Job Role Summary**

As a Senior Manager for High Net Worth Customer Relationships at Prov HR Solutions Private Limited, you will be responsible for developing and expanding our existing relationships with high net worth customers for liabilities and commercial assets.

Key Responsibilities:

  • Develop personalized banking relationships with high net worth customers through exceptional customer service and tailored solutions.
  • Cross-sell existing bank products to customers to enhance their overall banking experience.
  • Stay up-to-date with market trends and competitor activity to provide informed advice and solutions to customers.
  • Collaborate with internal teams to provide seamless access to other products and services.
  • Maintain accurate and detailed records of customer relationships and interactions.

Requirements:**

  • Proven track record of developing and maintaining successful relationships with high net worth customers.
  • Excellent understanding of trade and forex markets, as well as commercial assets such as credit cards, overdrafts, and term loans.
  • Strong customer orientation and high energy levels.
  • Self-motivated with a passion for achieving results.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


  • Mumbai, Maharashtra, India Ground Zero Full time

    Job Title: Senior Manager/General Manager - High Net Worth IndividualsJob Summary:We are seeking a highly skilled Senior Manager/General Manager to lead our High Net Worth Individual (HNI) fundraising efforts. The successful candidate will be responsible for developing and implementing strategies to secure funding from high net worth individuals for Swades...


  • Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

    Job SummaryWe are seeking an experienced High Net Worth Banker to join our team at Deutsche Bank Aktiengesellschaft, Filiale Mumbai. In this role, you will be responsible for acquiring and managing high net worth clients, providing them with world-class banking and investment services.


  • Mumbai, Maharashtra, India i-Qode Digital Solutions Private Limited Full time

    Job Title: Wealth Manager for High Net Worth IndividualsJob Summary: We are seeking a skilled Wealth Manager to join our team at i-Qode Digital Solutions Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs) and providing them with comprehensive financial...


  • Mumbai, Maharashtra, India i-Qode Digital Solutions Private Limited Full time

    Overviewi-Qode Digital Solutions Private Limited is a forward-thinking organization that prides itself on delivering innovative solutions to its esteemed clientele.Job DescriptionWe are seeking an exceptional Wealth Strategist to join our team and play a pivotal role in building and maintaining long-term relationships with high net worth individuals.As a...


  • Mumbai, Maharashtra, India Team Geek Solutions Private Limited Full time

    Wealth Management OpportunitiesAs a seasoned wealth management professional, you will be responsible for managing the financial portfolios of high net worth individuals, providing them with tailored investment advice and exceptional client service. Your expertise in portfolio management and ability to interpret complex financial data will be invaluable in...


  • Mumbai, Maharashtra, India Karyarth Full time

    About KaryarthKaryarth is a leading provider of wealth management services, committed to helping high net worth individuals achieve their financial goals.


  • Mumbai, Maharashtra, India ICICIDirect Full time

    Job DescriptionWe are currently seeking a highly skilled High Net Worth Equity Relationship Specialist to join our team at ICICIDirect. This is an exciting opportunity for someone who is passionate about equity and derivatives products and has a strong understanding of the equities markets.In this role, you will be responsible for acquiring, advising, and...


  • Mumbai, Maharashtra, India Axis Bank Full time

    About the RoleAxis Bank is seeking an experienced Outbound Channel Banking Expert to join our team. As a key member of our affluent banking team, you will be responsible for building and maintaining relationships with high net worth individuals.ResponsibilitiesClient Acquisition: Identify and acquire new affluent banking clients through proactive outreach...


  • Mumbai, Maharashtra, India i-Qode Digital Solutions Private Limited Full time

    Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs).Key Responsibilities:• Acquiring new clients and managing their investment portfolios• Providing high-quality customer service and achieving sales...


  • Mumbai, Maharashtra, India Axis Bank Full time

    Portfolio Activation ManagerAt Axis Bank, we are seeking a skilled Portfolio Activation Manager to join our Affluent Business team. The successful candidate will be responsible for activating high net worth client portfolios, leveraging their skills in analytics and cross-sell to drive business growth.Key Responsibilities:• Activating high net worth client...


  • Mumbai, Maharashtra, India Zeal Hind Groups Full time

    **Job Title:** Senior Investment Relationship ManagerJoin Zeal Hind Groups as a Senior Investment Relationship Manager and take on the exciting challenge of managing high net worth clients. With a strong focus on relationship building and investment advice, this role is perfect for professionals looking to make a meaningful impact in the world of wealth...


  • Mumbai, Maharashtra, India Kritech Technologies Full time

    We are seeking a Senior Client Relationship Specialist to join our team at Kritech Technologies. As a key member of our sales team, you will be responsible for acquiring, growing, and deepening high net worth customer relationships through effective relationship management.Focusing on the analysis and satisfaction of HNI customers' financial, banking,...


  • Mumbai, Maharashtra, India Axis Bank Full time

    The Burgundy Private proposition caters to ultra-high net worth clients of Axis Bank. As a Program Manager, you will be responsible for managing this proposition, its features, and benefits to continuously improve it and increase customer acquisition, satisfaction, and engagement.Key Responsibilities:Manage the Burgundy Private proposition, its features, and...


  • Mumbai, Maharashtra, India ConsultBae India Private limited Full time

    Job Purpose:The Senior Relationship Manager is responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering...


  • Mumbai, Maharashtra, India Axis Bank Full time

    Axis Bank is seeking a seasoned Senior Program Manager to lead the development and execution of the Burgundy Private proposition, catering to ultra-high net worth clients.The successful candidate will be responsible for managing the proposition's features and benefits, collaborating with the Cards Product Team, and identifying innovative solutions to enhance...


  • Mumbai, Maharashtra, India Prov HR Solutions Private Limited Full time

    Job SummaryWe are seeking a highly skilled Relationship Development Specialist for High Net Worth Customers to join our team at Prov HR Solutions Private Limited.About the RoleThe ideal candidate will be responsible for developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.Key...


  • Mumbai, Maharashtra, India Zeal Hind Groups Full time

    Are you passionate about building long-term relationships with high net worth individuals? Do you have a strong background in finance and a desire to help clients achieve their financial goals?We are seeking an experienced Senior Client Relationship Manager to join our team at Zeal Hind Groups. As a key member of our private banking team, you will be...


  • Mumbai, Maharashtra, India Prov HR Solutions Private Limited Full time

    **Job Summary**We are seeking a highly skilled and motivated professional to join our team as an Elite Banking Relationship Manager. As a key member of our sales team, you will be responsible for developing and maintaining banking relationships with a select group of high net worth customers.Main Responsibilities:Develop and expand existing high net worth...


  • Mumbai, Maharashtra, India Prov HR Solutions Private Limited Full time

    Job SummaryAs a Strategic Banking Relationship Manager with Prov HR Solutions Private Limited, you will be responsible for developing and maintaining relationships with high net worth customers. This role requires excellent customer service orientation, a strong understanding of trade and forex, and the ability to cross-sell existing bank products. The ideal...


  • Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

    Job Summary:At Deutsche Bank, we are seeking a highly skilled and experienced Relationship Manager to join our PCC team. The successful candidate will be responsible for acquiring and retaining high net worth clients across private and personal banking segments.Key Responsibilities:Acquire new clients through referrals, companies, and existing networks, and...