High Net Worth Client Relationship Manager

Job DescriptionWe are seeking a skilled professional to manage high net worth relationships, providing expert financial planning and advice.The ideal candidate will have excellent communication skills, be able to build strong ties with HNIs/ UHNIs, and possess a deep understanding of financial markets and trends.This is a unique opportunity to work with...

High Net Worth Client Services SpecialistDeliver personalized investment solutions to high net worth clients, understanding their unique financial goals and objectives.Responsibilities include:Catering to the investment needs of mass affluent clients by recommending a range of products such as mutual funds, alternative investments, and direct equity.Meeting...

Key ResponsibilitiesThis role involves acquiring and managing high net worth relationships, establishing strong ties with affluent individuals by designing and implementing their financial plans.The relationship manager will handle and manage clients with a minimum investment amount of Rs 25 lakhs and above, bringing existing clients and building a strong...

Client Relationship ManagerJoin our team of professionals and take on the exciting role of a Client Relationship Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high net worth clients.">Manage and develop existing client relationships to increase revenue growth and expand our client...

Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...

Strategic Wealth Manager PositionThis is a senior leadership role that requires expertise in guiding, mentoring, and managing high-performing teams to drive significant growth in assets under management (AUM) and assets under advice (AUA). The successful candidate will be responsible for acquiring and managing high net worth individual (HNI)/ultra HNI (UHNI)...

Acquiring and Trading ExpertWe are seeking a seasoned Acquiring and Trading professional to join our team.Job DescriptionAs an Acquiring and Trading expert, you will be responsible for acquiring big-ticket margins, servicing and leveraging relationships with high net worth individual (HNI) clients, and providing in-depth knowledge about trading in...

Job DescriptionWe are seeking a highly skilled and experienced professional to manage the banking and investments relationships of high net worth individuals and ultra high net worth individuals.The successful candidate will be responsible for developing, managing, and expanding customer relationships by providing exceptional service that exceeds client...

Key Investment ManagerHigh-net-worth clients rely on experienced professionals like you to provide tailored investment advice and achieve significant growth targets.You will cater to the complex investment needs of affluent clients by recommending a range of products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment...

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he 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...