Senior HNI Relationship Manager

4 weeks ago


Mumbai, Maharashtra, India A2Tech Full time
HNI Relationship Manager Job Description

We are seeking an experienced HNI Relationship Manager to join our team at A2Tech. As a key member of our sales team, you will be responsible for managing and retaining high net worth individual clients, providing them with tailored financial solutions and exceptional customer service.

Key Responsibilities:

  1. Manage a portfolio of high net worth individual clients, providing them with investment advice and solutions.
  2. Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  3. Work closely with cross-functional teams to provide clients with comprehensive financial solutions.
  4. Stay up-to-date with market trends and economic developments to provide clients with informed investment advice.
  5. Meet or exceed sales targets and performance metrics.

Requirements:

  • Graduation degree in finance, business, or related field.
  • Minimum 2-3 years of experience in wealth management or a related field.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.

What We Offer:

  • Competitive salary and incentives.
  • Opportunities for career growth and development.
  • Collaborative and dynamic work environment.
  • Free company bus pick-up and drop facility.


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