HNI Relationship Manager

Job Specifications Profile HNI Desk Head Designation AVP & amp above PRIMARY JOB RESPONSIBILITIES  Acquisition of HNI & amp Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.  Recruit Train & amp Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI...

Greetings from avani Consultancy We are hiring for top AMC.Role & responsibilitiesCEC - customer engagement Channel - Relationship Manager (B2C)Responsibilities:-• 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...

Responsible for acquiring new clients, managing HNI relationships, and providing investment advice on mutual funds and insurance. Must hold NISM Series V-A certification and have strong communication and financial product knowledge.

CasaCasa salesHnadling HNI Ultra HNI clientRetail Branch BankingResponsibilitiesDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or...

Relationship Manager - Business Banking - Affluent-AFFLUENT-Relationship Manager As a Relationship Manager in the Affluent Priority segment of Business Banking, you will be responsible for acquiring and managing high-net-worth individual (HNI) clients. This role demands a deep understanding of client needs, strong financial acumen, and the ability to offer...

Roles and ResponsibilitiesManage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business.Identify new sales opportunities through portfolio management, third party products, and fixed deposits.Develop and maintain strong relationships with existing clients to increase retention rates.Collaborate with...

DescriptionKotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from...

Description11100 Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long...

PositionRelationship Manager - Global Indian BankingBusiness UnitBranch BankingSub UnitBranch Global Indian BankingReporting toBranch Business Leader (BBL)ResponsibilitiesCandidate should be managing around 60 to 80 HNI NRI customers and confident of growing the HNI NRI baseCandidate should have a clear focus on large value to grow the GIB book size for...

Key Roles & Responsibilities:Relationship Management :Managing the team of Liability RMs and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand HNI and UHNI customer relationships by providing service level which exceeds client expectations of most important customer segment.Identify current and...