Opening For HNI Relationship Manager

  • icon job experience 3 - 8 Years
  • icon job opening 5 Openings
  • icon salary 4.5 - 6.0 Lac/Yr
  • icon job posting Posted today
  • Face-to-Face interview Face-to-Face interview
  • icon job location Gurgaon

Job Description

FINANCIAL RELATIONSHIP MANAGER: JD 3-4 Years of Experience in Financial Advisory and Wealth Management. - Should have worked in this domain and has a commerce background - Has experience of working with HNI and NRI - Should be thorough with calculations and presentations - On-site role with office at Golf course road, Gurgaon - Good communication skills (Verbal and written) - Females are preferred Roles & Responsibilities 1. Sales - Acquire HNI and NRI clients who have portfolio size of 25Cr + through referrals, networks and company provided leads. 2. Client Servicing - Manage Wealth of Clients in real estate assets. Built and maintain long-term relationships with high-value investors and ability to serve them in most professional manner 3. Reporting - Prepare Investment Advisory and Portfolio Performance reports with data-driven investment recommendations. Should Have interest in knowing about Real Estate as they have to advise clients about Real Estate. So Market research and good knowledge about asset will be required 4. Coordination with Experts - Coordinate with experts required for properties including Lawyers, Tax experts.
  • Experience

    3 - 8 Years

  • No. of Openings

    5

  • Education

    Graduate

  • Role

    HNI Relationship Manager

  • Industry Type

    Real Estate / Property

  • Gender

    [ Male / Female ]

  • Age Limit

    20 - 40 Yrs.

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Benefits include

    Flexible Working Hours, Weekly Payout, Overtime Pay, Joining Bonus, Annual Bonus, PF, Petrol Allowance, Mobile Allowance, Internet Allowance, Laptop, Health Insurance, ESI, Food/Meals, Accommodation, One-way Cab

  • Face Interview Location

    Gurgaon, Haryana

About Sitaram Consultancy Services

Sitaram Consultancy Services, founded by Yash Garg, is a leading Placement Consultant based in Ghaziabad, Uttar Pradesh. We specialize in providing tailored solutions in . Our mission is to bridge the gap between talented individuals and organizations, ensuring optimal placements and career growth. With a deep understanding of industry trends and client needs, we deliver customized services that foster long-term success for both employees and employers. At Sitaram Consultancy Services, we are committed to excellence, professionalism, and shaping future-ready careers.
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