HNI Relationship Manager

1 month ago


Mumbai, Maharashtra, India A2Tech Full time

We are seeking an experienced HNI Relationship Manager to join our team at A2Tech.

As an HNI Relationship Manager, you will be responsible for managing and retaining our high net worth client relationships, while also enhancing advisory services.

Key responsibilities include managing trading and monitoring top clients, handling HNI advisory and AUM, and partnering with clients to achieve business targets.

Additionally, you will assist channel partners in transacting digitally and coordinate with partners for product and sales support.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and partners.

Responsibilities at a Glance:

  • Manage HNI/Ultra/Super HNI Clients and enhance advisory relationships
  • Manage Trading and Monitoring the top clients and their needs from 360-degree solutions
  • Handle HNI Advisory / AUM
  • Partners activation
  • Assist channel partners to transact digitally
  • Single point of contact for Partners relationships virtually
  • Strive to achieve business targets as per assigned portfolio
  • Cross sell all financial products through Partners
  • Coordinate with Partners for product and sales support
  • Interact with partners for product training, advisory to keep channel partners active & increase revenue

A2Tech is a leading integrated financial services group with diverse operating businesses, mainly, Non Banking and Housing Finance, Wealth and Asset Management, Financial Advisory and Broking, Mutual Funds and Financial Product Distribution, Investment Banking, Institutional Equities, Realty Broking and Advisory Services.



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