High Net Worth Relationship Manager

About Our RoleAs a seasoned professional, you will be responsible for managing High-Net-Worth Individuals and Ultra-HNIs. This role requires a deep understanding of financial markets and the ability to offer a wide range of wealth solutions.Key Responsibilities:Manage client relationships and provide tailored investment adviceDevelop and implement...

Financial Relationship StrategistThe role of the Financial Relationship Strategist involves serving as the primary point of contact with high net worth clients. This position entails acquiring and maintaining relationships by delivering exceptional services, including designing and implementing customized financial plans that meet clients' needs.Key...

Job OpportunityThis position involves driving sales and revenue growth for clients by delivering tailored financial solutions.Key Responsibilities:Upsell targeted financial products to high net worth individuals and corporate clients from assigned databases.Generate new business leads through referrals and strategic networking to expand client base.Achieve...

The Relationship Manager 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 with them by...

Job DescriptionThis role is for a Senior Relationship Manager to drive sales and revenue for ICICI Prudential Mutual Fund products. The ideal candidate will have extensive experience in managing Retail and HNI clients, focusing on client acquisition, upselling, and providing expert investment advice.Key Responsibilities- Upsell ICICI Prudential MF products...

The Relationship Manager 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 with them by...

The primary objective of this role is to establish and maintain strong relationships with high net worth individuals. As the ultimate face of our organization, you will serve as the final point of contact for clients, providing exceptional services and expertise.We are seeking a seasoned professional with a proven track record in acquiring and managing high...

Job Title: Client Relationship Specialist">The role of a Client Relationship Specialist is crucial in managing sales and distribution across various channels. This involves ensuring unilateral growth by expanding into new markets and adding Direct Sales Agents (DSAs). Key responsibilities include managing and growing the Direct Sales team, focusing on...

We are seeking a highly skilled Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing personalized financial planning, and delivering exceptional customer service.Develop and maintain relationships with high net worth...

Senior Relationship ManagerThis role involves driving sales and revenue growth by managing key client relationships. Key responsibilities include:Upselling products to existing clients from an assigned database.Generating new business opportunities through referrals.Achieving sales targets by providing expert investment advice.Providing customized financial...