High Net Worth Relationship Manager

Key ResponsibilitiesThis role involves acquiring and managing high net worth relationships, establishing strong ties with affluent individuals by designing and implementing their financial plans.The relationship manager will handle and manage clients with a minimum investment amount of Rs 25 lakhs and above, bringing existing clients and building a strong...

Customer Relationship ManagerJob Overview:This role is responsible for developing and expanding high net worth customer relationships to drive revenue growth.The ideal candidate will have excellent communication and interpersonal skills, as well as the ability to understand complex financial products.We are seeking a skilled professional who can build strong...

Key Responsibilities:To Acquire High-Net-Worth ClientsWe are seeking experienced professionals who can acquire new affluent and super affluent clients.Maintain Strong Relationships and Generate Portfolio GrowthOur ideal candidate will be able to maintain strong relationships with existing high-net-worth clients and generate growth from their financial...

The Wealth Management Unit Head is a senior leadership role that oversees a team of Wealth Managers. The primary responsibility is to drive business growth by acquiring and managing high net worth individuals (HNI) and ultra high net worth individuals (UHNI) relationships, delivering strategic investment solutions, and ensuring exceptional client...

Job Title:Fundraising Specialist for High-Net-Worth IndividualsAbout the Role:We are seeking a seasoned professional to join our team as a Fundraising Specialist focused on high-net-worth individuals and philanthropists. The ideal candidate will have a proven track record of securing large-ticket donations from this demographic.Key Responsibilities:Develop...

Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...

High Net Worth Client Services SpecialistDeliver personalized investment solutions to high net worth clients, understanding their unique financial goals and objectives.Responsibilities include:Catering to the investment needs of mass affluent clients by recommending a range of products such as mutual funds, alternative investments, and direct equity.Meeting...

Acquiring and Trading ExpertWe are seeking a seasoned Acquiring and Trading professional to join our team.Job DescriptionAs an Acquiring and Trading expert, you will be responsible for acquiring big-ticket margins, servicing and leveraging relationships with high net worth individual (HNI) clients, and providing in-depth knowledge about trading in...

Client Relationship ManagerJoin our team of professionals and take on the exciting role of a Client Relationship Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high net worth clients.">Manage and develop existing client relationships to increase revenue growth and expand our client...

Job Title:">Cluster Leader, HNI Sales and Equity Broking">About the Role:">We are seeking an accomplished Cluster Manager/Team Leader to spearhead our high-net-worth sales team in Stock/Equity Broking.">Key Responsibilities:">">Acquire High Net Worth (HNI) relationships and effectively manage a dynamic team of Relationship Managers.">Establish strong ties...