Relationship Manager HNI

Hiring Looking for- HNI Relationship Manager:- It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. Promote Focus Product of the...

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...

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...

Qualifications:Any GraduateExperience in Dealing with HNI Clients Acquire quality clients through networking, database, and local market intelligence.Build and maintain strong relationships with clients; must have an existing client base.Actively promote the focus product of the month as per business requirements.Handle sales of financial products such as...

Responsibilities: * Manage high net worth clients' relationships & wealth growth * Acquire new HNIs through strategic networking & marketing efforts * Execute equity trades, provide investment advice & manage portfolios Sales incentives

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads*Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls*Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused...

About the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain Position Assistant Manager Manager - PCG - HNI Sales Years of work exp 4 years Industry Broking only Age up to 40 years only Role The primary responsibility of this role is to acquire PCG Private Client Group...

RM profile involving acquiring, growing and deepening HNI customer relationships Instrumental in augmenting sales target of casa per month Steered end-to-end process of customer transactions and managing the issues

Job Title: RM - Dealing | Relationship Manager | Advisor ProfileLocation - Delhi NCR/ IndoreExperience Required : 1- 7 Year ( Broking / Financial Services Preferred)Key Responsibilities:Acquire and manage client for Demate & Trading AccountsGenerate brokerage revenue through equity, derivatives, and other market instrumentsCross - sell and upsell third -...

Dear Connections, We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon . Role: RM-Customer Engagement (HNI/UHNI) Location: Delhi/ Gurgaon Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of...