Relationship Manager – HNI

5 days ago

Gurugram, India Nityo Infotech Full time

Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio management, and cross-selling while maintaining the highest compliance standards. Key Responsibilities ✔️ Manage and expand HNI/UHNI relationships to achieve AUM, IPH, and revenue targets ✔️ Deliver end-to-end wealth advisory across MF, LI, GI, PMS, AIF, Fixed Income & Structured Products ✔️ Perform financial planning, asset allocation, and regular portfolio reviews ✔️ Lead and mentor a team of Relationship Managers to achieve business benchmarks (where applicable) ✔️ Supervise daily operations of Priority & NR Banking teams to enhance customer engagement and profitability ✔️ Drive cross-sell initiatives and improve Income Product Holding (IPH) across client portfolios ✔️ Monitor performance, provide coaching, and motivate teams to meet organizational goals ✔️ Ensure strict adherence to KYC, AML, and regulatory compliance ✔️ Support smooth client onboarding, documentation, and service delivery Core Competencies HNI / UHNI Relationship Management Wealth Advisory & Portfolio Management AUM & Revenue Growth Team Leadership & People Management Cross-Selling & Client Experience Excellence ✨ What We’re Looking For • Strong experience in Wealth Management / Private Banking / Broking / NBFC • Proven ability to build long-term client relationships and drive business growth • Excellent communication, advisory, and leadership skills Interested or know someone perfect for this role? Let’s connect | WhatsApp: Hashtags: #Hiring #RelationshipManager #WealthManagement #HNI #UHNI #PrivateBanking #AUM #GurgaonJobs #NoidaJobs

  • Relationship Manager – HNI

    5 days ago

    gurugram, India Nityo Infotech Full time

    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 YearsWe are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

  • Relationship Manager – HNI

    6 days ago

    Gurugram, India Nityo Infotech Full time

    Hiring Now | Relationship Manager – HNI / UHNI Wealth Location: Gurgaon / Noida Experience: 5–15 Years We are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement, portfolio...

  • Relationship Manager – HNI

    6 days ago

    Gurugram, India Nityo Infotech Full time

    🌟 Hiring Now | Relationship Manager – HNI / UHNI Wealth 🌟📍 Location: Gurgaon / Noida🕒 Experience: 5–15 YearsWe are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement,...

  • Relationship Manager – HNI

    6 days ago

    Gurugram, India Nityo Infotech Full time

    🌟 Hiring Now | Relationship Manager – HNI / UHNI Wealth 🌟📍 Location: Gurgaon / Noida🕒 Experience: 5–15 YearsWe are looking for a dynamic Relationship Manager to manage and grow HNI/UHNI client portfolios, drive AUM growth, and deliver comprehensive wealth advisory solutions. This role is ideal for professionals who excel in client engagement,...

  • Hni Relationship Manager

    1 day ago

    Ahmedabad, Gurugram, Jaipur, Pune, Rajkot, Vadodara, India Greenhill Consulting Full time

    MBA/PG/CA/CFA/CFP with 6–10 yrs experience. Build/manage HNI/UHNI relationships, offer MF/PMS/AIF solutions, acquire clients via referrals, deepen wallets, provide market updatesDeliver service, and follow regulatory and company standards.

  • Manager - Investor Acquisition & HNI Relations

    3 weeks ago

    Gurugram, India SÀWAI Full time

    Sàwai Capital is looking for Investor Acquisition & HNI Relations Professionals for its investment and real estate platform. We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices. This role is designed for individuals who have managed high value clients and can facilitate meaningful capital deployment into real...

  • Manager - Investor Acquisition & HNI Relations

    3 weeks ago

    Gurugram, India SÀWAI Full time

    Sàwai Capital is looking for Investor Acquisition & HNI Relations Professionals for its investment and real estate platform. We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices. This role is designed for individuals who have managed high value clients and can facilitate meaningful capital deployment into real...

  • Manager - Investor Acquisition & HNI Relations

    4 weeks ago

    Gurugram, India SÀWAI Full time

    Sàwai Capital is looking for Investor Acquisition & HNI Relations Professionals for its investment and real estate platform. We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices. This role is designed for individuals who have managed high value clients and can facilitate meaningful capital deployment into real...

  • Manager - Investor Acquisition & HNI Relations

    3 weeks ago

    Gurugram, India SÀWAI Full time

    Sàwai Capital is looking for Investor Acquisition & HNI Relations Professionals for its investment and real estate platform. We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices. This role is designed for individuals who have managed high value clients and can facilitate meaningful capital deployment into real...

  • Manager - Investor Acquisition & HNI Relations

    3 weeks ago

    Gurugram, India SÀWAI Full time

    Sàwai Capital is looking for Investor Acquisition & HNI Relations Professionals for its investment and real estate platform. We are seeking experienced professionals with strong access to HNIs, UHNIs, and Family Offices. This role is designed for individuals who have managed high value clients and can facilitate meaningful capital deployment into real...