HNI Relationship Manager

Job Title: HNI Relationship ManagerJob Summary:We are seeking a highly skilled HNI Relationship Manager to join our team at A2Tech. As a HNI Relationship Manager, you will be responsible for managing our high net worth individual (HNI) clients, retaining and enhancing advisory relationships, and providing them with exceptional customer service.Key...

We are seeking an experienced HNI Relationship Manager to join our team at A2Tech.As an HNI Relationship Manager, you will be responsible for managing and retaining our high net worth client relationships, while also enhancing advisory services.Key responsibilities include managing trading and monitoring top clients, handling HNI advisory and AUM, and...

HNI Relationship Manager Job DescriptionWe are seeking an experienced HNI Relationship Manager to join our team at A2Tech. As a key member of our sales team, you will be responsible for managing and retaining high net worth individual clients, providing them with tailored financial solutions and exceptional customer service.Key Responsibilities:Manage a...

**Job Specifications** **Role Designation: HNI Sales Department: Sales - Investment Products** **Function: Sales Company** **Reporting to**: Cluster Manager - Investment Products Location**:Prabhadevi & Indore** **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution....

Job Title: Cluster ManagerJob Summary:We are seeking an experienced Cluster Manager to join our team at Max Life Insurance. The successful candidate will be responsible for maintaining customer relationships, tracking and supervising campaign calling, and supervising/service request calls.Key Responsibilities:Develop and maintain strong relationships with...

Key ResponsibilitiesWe are seeking a skilled HNI Fundraising Specialist to join our team at Talent Corner. The ideal candidate will have experience in developing high-level relationships with CEOs, CFOs, and senior executives, as well as a proven track record in fundraising and upselling.RequirementsCandidates should have an MBA and experience in HNI...

- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.- Experience of advising clients across all asset classes.- Candidates having good vintage in their present as well as previous companies.ROLES & RESPONSIBILITIES :-...

Department: Sales - Investment Products Function: Sales **Job Purpose** Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling...

Getting productivity from HNI clients in Portfolio Management Services (PMS), - Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned - in terms of cross selling, enhancing and upgrading the High Net Worth - relationships. He is also responsible for selling Insurance. - 1. Getting productivity from channel in Portfolio Management...

Job Title: Senior Manager/General Manager - HNI Fundraising LeadSwades Foundation is a non-profit organization dedicated to empowering rural India through best practices, modern technology, and values. We are seeking a highly skilled and experienced Senior Manager/General Manager to lead our High Net Worth Individual (HNI) Fundraising efforts.Job Summary:The...

We are looking for Relationship Managers i our Wealth Management Team:Location: Ahmedabad / Chennai / MumbaiRoles & Responsibilities:8 -12 yrs years of experience in Wealth Management spaceStrong leadership and team management skills.Must have completed MBA from a premier business school.Should have sound understanding of Wealth Management Products (MF,...

We are looking for Relationship Managers i our Wealth Management Team: Location: Ahmedabad / Chennai / Mumbai Roles & Responsibilities: - 8 -12 yrs years of experience in Wealth Management space - Strong leadership and team management skills. - Must have completed MBA from a premier business school. - Should have sound understanding of Wealth Management...

We are looking for Relationship Managers i our Wealth Management Team: Location: Ahmedabad / Chennai / Mumbai Roles & Responsibilities: 8 -12 yrs years of experience in Wealth Management space Strong leadership and team management skills. Must have completed MBA from a premier business school. Should have sound understanding of Wealth Management...

We are looking for Relationship Managers i our Wealth Management Team:Location:Ahmedabad / Chennai / MumbaiRoles & Responsibilities:8 -12 yrs years of experience in Wealth Management spaceStrong leadership and team management skills.Must have completed MBA from a premier business school.Should have sound understanding of Wealth Management Products (MF,...

We are looking for Relationship Managers i our Wealth Management Team:Location: Ahmedabad / Chennai / MumbaiRoles & Responsibilities:- 8 -12 yrs years of experience in Wealth Management space- Strong leadership and team management skills.- Must have completed MBA from a premier business school.- Should have sound understanding of Wealth Management Products...

We are looking for Relationship Managers i our Wealth Management Team:Location: Ahmedabad / Chennai / MumbaiRoles & Responsibilities:- 8 -12 yrs years of experience in Wealth Management space- Strong leadership and team management skills.- Must have completed MBA from a premier business school.- Should have sound understanding of Wealth Management Products...

Our client is looking for qualified Relationship Managers for acquiring, growing and deepening HNI customer relationships through effective relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and business needs and objectives. Provide the face of the Bank to...

Roles and Responsibilities   FOR A REPUTED NGO IN HEALTHCAREFundraising Developing high level relationships with CEOs, CFOs, COOs and senior executives Developing high level relationship Upselling Desired Candidate Profile   MBA FRESHERS CAN APPLYCandidate from Banking/NGO. Any other Background with exp in HNI fundraising desirable Perks and...

Job Title: Relationship Development ManagerAt Zeal Hind Groups, we are seeking a skilled Relationship Development Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our affluent and super affluent clients.Key Responsibilities:Maintain a strong client book by...

We are seeking a seasoned HNI Relationship Manager and Business Development Professional to manage our high-value client relationships and drive business growth.Key Responsibilities:Develop and maintain strong relationships with HNI clients, providing exceptional customer service and support.Identify opportunities to upsell and cross-sell financial products...