High Net Worth Relationship Manager

Job SummaryThis role is responsible for managing a portfolio of high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). The ideal candidate will have exceptional selling skills, a deep understanding of financial products, and the ability to provide expert advice to clients.

**Job Description** The primary responsibility of this role is to cater to the complex financial and banking needs of high net worth individuals (HNI). It involves establishing a strong relationship with these clients, providing them with comprehensive solutions for their personal and business banking requirements. The incumbent will be responsible for...

High Net Worth Clients: HNI/UHNI Portfolio Management (acquiring, enhancing, deepening, and retention) is a critical aspect of our services.We generate revenue by promoting mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and equity-based products.Nurturing relationships with clients through effective networking and...

Career Opportunities in Investment Advisory ServicesOur organization is seeking an experienced and skilled investment advisor to cater to the needs of high net worth individuals.To provide customized wealth advisory services to HNI clients, meeting their financial objectives and risk tolerance.To recommend suitable investment products such as mutual funds,...

**Private Wealth Managers**: We are seeking experienced professionals to join our team and acquire, deepen, and retain high net worth client relationships.The ideal candidate will have a proven track record of generating revenue through diverse wealth products, providing expert financial advice, and building long-lasting relationships based on trust and...

Senior Relationship Manager - Wealth ManagementWe are seeking a seasoned Senior Relationship Manager to join our team. The ideal candidate will have a strong background in wealth management, relationship building, and client acquisition.Develop and implement strategies to acquire, deepen, and retain high net worth individuals (HNIs) and ultra high net worth...

Job Title: High Net Worth Customer Relationship ManagerPosition Overview:We are seeking an experienced High Net Worth Customer Relationship Manager to develop and maintain banking relationships with a select group of high net worth customers through individualized customer service.Main Responsibilities:Develop new and expand existing relationships for...

**Roles and Responsibilities**: - Responsible for client management, enhancing and upgrading the relationships and revenue generation - Business development through the acquisition of high net-worth clients and / or partners - Identifying client needs and assessing their risk appetite - Profiling clients and provide financial products to meet client needs -...

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.- Adequate knowledge of the equity market and the dynamics of the broking business.Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the...

Objective:To acquire, deepen and retain high net worth individuals (HNI) / ultra-high net worth individuals (UHNI) clients.Skill Set: Knowledge of Equity and Debt-based products, LoansExceptional Selling Skills, Soft Skills, and Knowledge of Financial ProductsDeep knowledge of the capital market and all financial products to provide expert advice to...