Hni Relationship Manager

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 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...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice4) Handle and manage clients with a minimum...

Acquire PCG/HNI clients. Min 3 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.

Job Description : Relationship Manager - HNIPosition : Relationship Manager - HNIExperience : 5-7 YearsAbout the Company:At 360 ONE, we go beyond managing money - we help India's most distinguished families grow, preserve, and protect their wealth. Recognized globally as India's Best Wealth Manager by Euromoney and other prestigious organizations,...

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...

Acquire new HNI & manage portfolio of existing clients. Cross-selling of products like insurance, Deposits, commercial assets, PMS, & Mutual Funds. Regular client meetings to generate revenue, references & offer excellent customer service. Required Candidate profile5-15 Yrs. exp. in HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs.Excellent...

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...

Wealth Management: Work Location: Delhi- Karol Bagh & Mumbai- Goregaon East Profile: Private Wealth (Manager / Sr. Wealth Manager) Wealth Manager Roles and Responsibilities: Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the...