Relationship Manager HNI Sales

ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening...

Designation: Relationship Manager Customer EngagementResponsibilities:-To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.Profiling...

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

Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.The Cluster Manager will be responsible for handling team thereby helping and...

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

Role & responsibilitiesAs a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.Client Acquisition...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship...

1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice.3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.4) The Relationship...

Job Description 1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs...

Job Description – Cluster Manager/Team Leader – HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such...