Hni Relationship Manager

The role is to increase the client base and maximize sales by planning and implementing organizational strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients Required Candidate profileCritical Skills Required: Relationship Management, minimum 5+ years(Mandatory)Sales...

Acquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.

Designation : HNI Relationship Manager Salary Range : 4:50LPA UPTO + Incentive + Other Benefits Qualification : Graduation **Roles and Responsibilities** - Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. - Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory /...

Designation : HNI Relationship Manager Salary Range : 4:50LPA UPTO + Incentive + Other Benefits Qualification : Graduation **Roles and Responsibilities** - Managing HNI/Ultra/ Super HNI Clients, retaining & enhancing advisory relationships. - Manage Trading and Monitoring the top clients and their needs from 360 degree solutions. Handling HNI Advisory /...

Virtual Relationship Manager – HNI Clients (On-Roll)Location: Thane | HyderabadCTC: 5–10 LPA + IncentivesExp: 2+ yrs (Banking/BFSI/Financial Sales)Handle HNI portfolios – grow & retain clientsCross-sell: Loans, Investments, Insurance, SIPs Required Candidate profilePayroll - Leading Private sector BankExcellent communication &...

SUMMARY for RM: - The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions...

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice4) Handle and manage clients with a minimum...

Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity...

Job DescriptionRole OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the...