Hni Relationship Manager
5 days ago
1.Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor. 2. Understanding of Derivative Strategies. 3. To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to Desk and the respective Advisor. 4. Generate direct brokerage revenues by advising various trading and stock ideas based on the market pulse to the clients. 5. Regular meetings with Active clients, converting the dormant clients into active. 6. Regular Regional visit for HNI client meetings, seminar/events. 7. Cross sell of Third party focussed products as suggested by the Anand Rathi group (includes MF, Insurance, PMS, Structure Products and others). 8. The person should be able to acquire HNI / UHNI Clients with reference from existing clients and other market references. 9. Maintaining and submission of periodic MIS as per the requirement of the Reporting Head. 10. Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities
-
HNI Relationship Manager
1 week ago
Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...
-
HNI Relationship Manager
3 weeks ago
Hyderabad, Telangana, India, Telangana Anand Rathi Share and Stock Brokers Ltd Full timeJOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...
-
HNI Sales Manager
2 days ago
Hyderabad, Telangana, India KG Engineering & Consultancy Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Description - Relationship Manager – HNI SalesLocation : HyderabadSUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best...
-
HNI Sales Manager
3 weeks ago
Hyderabad, Telangana, India, Telangana KG Engineering & Consultancy Full timeJob Description - Relationship Manager – HNI Sales SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 24,00,000 per yearRelationship Manager - Privy League-PRIORITY-Regional sales Affluent Relationship Manager JD Job Role- Develop new and existing HNI customer relationships for Priority Business by in - depth profiling of the client to identify opportunities and match these opportunities to products/solutions provided by the Kotak Group. Generate business actions...
-
Transactions Relationship Manager
1 day ago
Hyderabad, Telangana, India Wmgo Business Solutions Llp Full time ₹ 5,00,000 - ₹ 8,00,000 per yearResponsibilities:* Manage NRI client relationships* Drive HNI acquisitions & sales* Oversee wealth management strategies* Ensure exceptional customer service* Lead HNI portfolio growth
-
Affluent Relationship Manager
1 week ago
Hyderabad, Telangana, India BharatHire Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearDevelops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products. Generate business actions across liabilities, asset Required Candidate profileAptitude to deliver high quality customer service by using organization and...
-
Relationship Manager
1 week ago
Hyderabad, Telangana, India Kotak Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per yearTo handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given.Sales targets for bank and investment products.Going beyond the...
-
Relationship Manager
3 days ago
Hyderabad, Telangana, India KG Engineering & Consultancy Full time ₹ 5,00,000 - ₹ 20,00,000 per yearJob SpecificationsRole Designation: Relationship Manager Investment ProductsDepartment: Sales-Investment ProductsFunction: SalesReporting to: Cluster Manager Investment Products / Regional Head Investment ProductsLocation: HyderabadJob PurposeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India maxlifeins Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob DescriptionPosition RM/PRM/SPRM/EPRM No. of PositionsDepartment Direct Sales Force Function CAT-Elite Reporting to Cluster Manager Band 5/5A/5B/4 Location - Comp. Job Summary Is responsible for generating revenue by focussing on Service to sales through...