High Net Worth Client Partner

16 hours ago

Hyderabad, Telangana, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

The HNI Relationship Manager is a pivotal role in building strong client relationships, analyzing data and creating strategic recommendations to drive revenue growth through various market segments.

Key Responsibilities:
  • Acquiring high net worth clients to generate broking revenue
  • Recruiting, training and retaining team members for the HNI desk
  • Managing new and existing client relationships to drive revenue generation
  • Analyzing and monitoring clients' portfolios to provide advisory services
  • Executing cross-sell efforts on focused products promoted by the organization
  • Promoting research and advisory suggestions to clients
  • Providing periodic MIS reports as required
Functional/Technical Skills:
  • Knowledge of capital markets and portfolio management
  • Financial planning and customer satisfaction

As a successful HNI Relationship Manager, you will be responsible for building strong relationships with clients, analyzing their data and creating strategic recommendations to drive revenue growth. You will work closely with the team to achieve business objectives and ensure seamless delivery of services to clients.

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