High Net Worth Customer Relationship Manager

Acquiring High Net Worth RelationshipsThe Relationship Manager-Wealth is the ultimate face of our business, serving as the final point of contact with clients. This key position requires a professional who can deliver exceptional standards of service, acquire high net worth relationships, and retain existing ones by providing tailored financial solutions.Key...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to lead our wealth management team in Hyderabad. As a key member of our team, you will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.The successful...

We are seeking a seasoned High Net Worth Relationship Specialist to join our team. This is a key role in driving business growth and delivering exceptional client experiences.About the Role:We are looking for an experienced professional with a proven track record of managing high-value relationships, particularly in the equity broking space.The ideal...

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 revenueRecruiting, training and retaining team members for the HNI deskManaging new and...

Job Description:To build and maintain strong relationships with high-net-worth individuals to comprehend their financial goals and objectives.Provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.Conduct regular portfolio reviews and performance updates with clients to ensure alignment with...

Job DescriptionRole: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to...

Senior Priority Relationship Manager RoleWe are seeking a senior professional to join our organization as a priority relationship manager in Hyderabad, India. This key role is responsible for building and deepening relationships with existing priority customers to achieve increased market share and revenue growth.Key ResponsibilitiesManage a portfolio of...

Financial Advisor OpportunityWe are seeking a skilled and experienced professional to join our team as a Financial Advisor. This role involves providing expert advice and guidance to high net worth individuals (HNIs) on their investment portfolios.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of...

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. Generate business actions across liabilities, asset Required Candidate profileAptitude to deliver high quality customer service by using organization and...

Wealth Management ProfessionalThis is a challenging role that requires exceptional communication and interpersonal skills to manage complex client relationships.The successful candidate will be responsible for:Building and maintaining strong relationships with affluent clientsUnderstanding client needs and providing tailored solutionsManaging client...