Relationship Manager- HNI Sales

2 days ago

Chandigarh, India White Force Full time

Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} URGENT HIRING for Relationship Manager- HNI Email ID: rahulk.kanojia@white-force.in Contact: 9300955707 Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for achieving the desired objective ·Ensuring the overall wealth solutions to HNI customersby Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc ·To Increase the AUM with existing clients and strengthen the relationship with them in the given cut throat market situation. ·To build relationships with a newer target segment ·To upsell and cross sellproducts like real estate and PMS to existing direct UHNIs ·Daily Net sales target, Action Plan, Strategy to approach clients. ·Ensure adequate service to corporate clients & distributors. ·Discuss with fund managers / Product team on key corporate clients and also arrange concall for key clients with the fund managers/Product team. ·Discuss existing products, service and on new product launches Skills Required 1. Bachelor’s Degree 2. Should have minimum 3 years of experience in upselling and cross selling products like real estate and PMS to existing direct UHNIs 3. Knowledge of Using Google Sheets and Excels. 4. Should be able to discuss existing products, service and on new product launches Location: Chandigarh Interested candidates can apply along with their resume on the below mentioned email ID or whatsapp number Email ID: rahulk.kanojia@white-force.in Contact: 9300955707

  • Relationship Manager

    2 days ago

    Chandigarh, India White Force Full time

    Job description URGENT HIRING for Relationship Manager- HNI Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for...

  • Relationship Manager

    5 days ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager-Business Banking-Affluent-Priority-Regional sales Role:Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee...

  • Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time

    Sky Phygital - Relationship Manager-Sky Channel-Phygital As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank's Priority Banking segment. This role focuses on deepening customer relationships, enhancing engagement, and driving cross-sell opportunities across...

  • Relationship Manager/Sr Relationship Manager

    1 week ago

    Chandigarh, Chandigarh, India Corporate Stalwarts Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    • Market research on High Net-Worth Individuals (HNI) clients in the region of Chandigarh • Leverage deep product expertise across Mutual Funds, Bonds etc.• Acquire new business clients through targeted networking, referrals, market research. Required Candidate profile• Postgraduates with exp in financial services• Strong track record in HNI/Ultra...

  • Senior Relationship Manager

    3 days ago

    Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Senior Relationship OfficerExperience Required:2–5 YearsLocation:ChandigarhJob Type:Full-TimeIndustry:Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering...

  • ▷ (Urgent) Senior Relationship Manager

    2 days ago

    Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time

    Job Description Job Title: Senior Relationship Officer Experience Required: 25 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 25 years of experience in the financial services industry. You will be responsible for managing client...

  • Senior Relationship Officer

    4 weeks ago

    Chandigarh, India WealthVault Research and Analytics Pvt. Ltd Full time

    Job Title Senior Relationship Officer-Wealth Experience Required 2-5 Years Location Chandigarh Job Type Full-Time Industry Financial Services Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 2-5 years of experience in the financial services industry You will be responsible for managing client portfolios...

  • Sr. Relationship Manager-Wealth Management

    2 weeks ago

    Chandigarh, Chandigarh, India Wealthvault research and analytics private limited Full time ₹ 4,80,000 - ₹ 72,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Sr. Relationship Officer-Wealth Management

    1 week ago

    Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Title: Senior Relationship Officer-WealthExperience Required: 2–5 YearsLocation: ChandigarhJob Type: Full-TimeIndustry: Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios,...

  • Customer Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India Speshally NHS Pvt Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Description: Relationship ManagerPosition Summary:We are seeking dynamic and target-oriented Relationship Managers to promote and sell vacation ownership memberships. The ideal candidate will have a strong background in sales, excellent communication skills in English, Hindi, and Punjabi, and the ability to build strong client relationships through...