Relationship Manager- HNI

Roles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...

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...

Job Description - Relationship Manager – HNI SalesSUMMARY: - 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...

**Work Location: Delhi - Karol Bagh & Mumbai - Goregaon Ea**st - **Profile**: Private Wealth (Manager / Sr. Wealth Manager) - **Compensation**: Best in Industry - **Other perks**: Gratuity+ Mobile Rem. + Conveyance+ Performance Bonus+ Huge Incentives+ Group Mediclaim+ Term Insuranc **Wealth Manager Roles and Responsibilities**: - Acquiring HNI/ UHNI...

Job Description As a Relationship Manager - HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...

Lead HNISOS Childrens Villages of India is looking for someone with high energy and passion for our mission. Someone having outstanding communication skills: an attentive listener, articulate speaker, and clear and persuasive writer a peoples person, with an ability to influence and engage a wide range of donors and build long-term relationships.A...

Role OverviewThe Relationship Manager will be responsible for managing and growing client relationships with HNIs/UHNIs, and corporates, while also engaging with IFAs/distributors to drive product penetration. This role combines direct client advisory with channel engagement, supporting both acquisition and retention.Key ResponsibilitiesAcquire and manage a...

HNI Sales HeadLocation: IndiaExperience: 5–6 yearsAbout the RoleWe are looking for an accomplished HNI Sales Head with 5–6 years of front-end trading experience to join a fast-paced and client-focused team. The role calls for a professional who can seamlessly manage relationships with High-Net-Worth Individuals (HNIs) , execute trades across asset...

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual...

Job Role Meeting the Clients & developing Trust & relationship. Customer interactive role with Portfolio Management experience. Portfolio/Investment Engineers, who can help in designing portfolios. Advice and suggesting different investment avenues to HNI clients. Acquiring and catering to new HNI clients. Growing the existing AUM book size. Products- Mutual...