High Net Worth Relationship Manager

Job RoleWe are seeking an experienced High Net Worth Client Relationship Manager to develop and expand existing relationships with high net worth customers for liabilities and commercial assets. This role requires a high level of customer service orientation, application of bank policy, and cross-selling of existing bank products to customers.The successful...

Job Title: High Net Worth Client ManagerAbout the Role:The ultimate face of our business, serving as the primary point of contact with affluent clients.This role requires a seasoned professional with prior experience in private banking or wealth management to acquire and manage high-net-worth relationships. Key responsibilities include:Designing and...

Job Title: Wealth Management ProfessionalAbout the Role:This is a dynamic and challenging position that requires an experienced professional to manage high net worth relationships with clients.The ideal candidate will be responsible for designing and implementing financial plans tailored to clients' needs.They will also provide expert advice on investments...

Job Title: HNI Business DeveloperDepartment: Wealth Management DivisionLocation: Kolkata, IndiaJob Type: Full-time PositionReports to: HNI Team LeadKey ResponsibilitiesIdentify and acquire high net worth individual clients through effective networking and market intelligence.Promote the Focus Product of the month to high net worth individual clients.Maintain...

Senior Relationship ManagerKey Responsibilities:Establish and maintain relationships with family offices and ultra-high net worth individuals.Provide expert advisory services on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a ₹5 Cr - ₹50 Cr ticket size...

Job OverviewAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success.Key Responsibilities:1. Develop & manage client relationships to enhance...

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

Job DescriptionDevelop and expand relationships with high net worth clients for liabilities and commercial assets. Ensure exceptional customer service and bank policy application.Cross-sell existing products to customers, inform them of new offerings to grow the banking relationship. Plan and execute special sales initiatives and events for prospective and...

**Job Summary:**We are seeking a skilled Relationship Manager to build and maintain relationships with high net worth individuals.The ideal candidate will be responsible for identifying and acquiring new business opportunities, developing comprehensive financial plans, and providing exceptional client service and support.Key Responsibilities:Establish strong...

Job DescriptionJob DescriptionJob PurposeThe purpose of the job is to be 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. The role requires a deep understanding of financial markets, investment products, and a...