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HNI Client Handling Jobs

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Hiring For Insurance Sales Manager

Finsherpa Investments Private Limited

  • 3 - 4 yrs
  • 4.5 Lac/Yr
  • Alwarpet Chennai
Insurance Sales Life Insurance General Insurance Sales Agency Sales HNI Client Handling HNI Relationship Manager
Hiring: Insurance Manager Proprietary ChannelWe are looking for a dynamic Insurance Manager to work closely with the Wealth Management team and provide insurance solutions to Finsherpas existing HNI & Ultra HNI clients (Professionals, Business Owners, CXOs, NRIs).Role: Partner with Wealth Management RMs to identify insurance opportunities Offer suitable insurance solutions to high-value clients Build and maintain strong client relationshipsEligibility: 34 years experience in insurance / financial services / channel sales Strong communication and relationship management skillsCompensation:* Salary: 4 4.5 LPA (Fixed) + Attractive Incentives + Benefits* Location: Alwarpet, Chennai* Contact: 98414 46161
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Urgent Requirement For SR Sales Consultant

AICS Consultancy Service Pvt. Ltd

  • 7 - 13 yrs
  • 6.5 Lac/Yr
  • Delhi NCR
Business Development Sales HNI Sales HNI Client Handling
Job Description:We are seeking a dynamic and experienced Sr. Sales Consultant to build strong relationships with clients seeking personalized hair loss treatment solutions. The ideal candidate will offer tailored advice based on factors such as facial features, age, profession, personality, and individual expectations.This role offers an exciting opportunity to engage with clients on a personal level, providing tailored guidance and solutions while contributing to the growth and success of the studio.Key Responsibilities: Individual will be responsible for new client sales along with upsell & cross selling. Responsible to generate opportunities apart from what is provided by central marketing team via multiple channels (BD, MOU sign-ups, BTL activities, out station events etc.). Play a role of SPOC for the clients who are brought on board. Set daily consultation and revenue targets, regularly evaluating performance against objectives. Achieve monthly revenue targets, driving the studio's financial growth utilizing all revenue points. Demonstrate an entrepreneurial mindset and work closely as a business partner to achieve shared goals.Qualifications and Skills: Bachelors degree required. Minimum of 7+ years of experience in sales. Results-oriented approach with a strong focus on meeting and exceeding monthly revenue targets. Excellent verbal and written communication skills. Strong organizational skills with the ability to prioritize and manage multiple tasks effectively. Consultative, one-on-one selling approach. Experience in working directly with high-net-worth clients (HNI) in face-to-face consultations.
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Wealth Manager - Full Time

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 10.0 Lac/Yr
  • Jaipur
Stock Broking Mutual Funds Sales HNI Sales HNI Client Handling PMS Handling Alternative Insurance Fund Manager AUM
Job Title Wealth ManagerExperience: +3years experience in Wealth SalesLocation: JaipurRole & Responsibilities1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).2) Maintain strong client relationships and generate AUM from the assigned portfolio.3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4) To coordinate with product and research team for taking investment decision for the clients.5) To conduct and assist in organizing seminars, workshops and other business development activities.6) To achieve budgeted targets in terms of number of clients/volume of business & assets.7) To research, investigate and update themselves on available investment.8) To contact clients periodically and determine if they are satisfied with the service and returns generated.9) To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.Qualification & Skills:1) CFP / CFA / MBA in Finance / Marketing2) Should be an individual performer3) Pleasant personality and good communication skills.4) Strong HNI client handling experience5) Ability to work as an individual performer6) Capability to manage a reasonable AUM book size7) Excellent communication and relationship management skills8) Target-driven and result-oriented personality
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Wealth Advisor - Full Time

Raina Infovision Pvt Ltd

  • 5 - 11 yrs
  • Chennai
HNI Client Handling HNI Relationship Manager Equity Broking Portfolio Manager Wealth Management
Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)
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SR. Sales Manager - Full Time

Cayana Infratech Pvt Ltd

  • 7 - 13 yrs
  • 12.0 Lac/Yr
  • Bhubaneswar
Closing Deals Revenue Growth Networking Sales Presentations Client Relationship HNI Acquisition HNI Client Handling Team Leadership Customer Retention
1. Drive lead generation through personal PR networks, including corporate houses, HNIs, NRIs, and institutional clients.2. Identify potential new markets, customer segments, and bulk investors for company projects.3. Recruit, Onboard and train IBAs, maintain strong relationship with high-performing IBAs.4. Define and implement monthly/quarterly sales plans and ensure team adherence. Take ownership of achieving revenue targets across projects.5. Lead complex negotiations and finalize deals in coordination with Sales Head/Management. Ensure extraordinary customer experience pre- and post-booking.6. Consolidate daily/weekly reports from reportees and prepare analytical insights. Track performance metrics like lead-to-sale ratio, agent contribution, and campaign ROI. Present periodic reports to Sales Head with recommendations for improvements.
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Relationship Officer

Anshri HR Solution

  • 2 - 5 yrs
  • 8.0 Lac/Yr
  • Chandigarh
Client Acquisition Portfolio Manager Client Relationship Financial Products PMS Insurance Insurance Marketing New Client Acquisition Business Development AUM Growth CRM Compliance Target Achievement MBA Communication Financial Planning HNI Client Handling
Job DetailsLocation: Sco- 59-60 1st Floor Sector 9D Madhya Marg, Chandigarh, Chandigarh, 160009Employment Type: Permanent Employment (Full-time)Work Type: on-siteNo of Openings: 1Created At: 21 August 2025Updated At: 25 September 2025Salary: ,INR 400000 - 800000 / monthlyApplication Deadline: Not specifiedDescription:Job Title: Senior Relationship OfficerExperience Required: 2-5 YearsLocation: Chandigarh (Candidates from Chandigarh Tricity, Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: 4-8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe are hiring a highly motivated and client-focused Senior Relationship Officer to join our growing wealth management team. The ideal candidate will have 2-5 years of experience in financial advisory or wealth management firms, with strong skills in client acquisition, portfolio management, and relationship building. This is a client-facing role requiring expertise in financial products such as Mutual Funds, PMS, AIF, Insurance, and Global Offerings. The candidate will play a crucial role in growing AUM (Assets Under Management), acquiring new clients, and delivering need-based wealth solutions.Key ResponsibilitiesClient Acquisition & Business DevelopmentActively acquire new clients for wealth management services including MF, PMS, AIF, Insurance, Stocks, and Global Offerings.Build and leverage a strong professional network to identify potential investors.Successfully onboard clients and drive fresh investments.AUM Growth & Portfolio ManagementManage client portfolios with a focus on AUM growth.Conduct regular portfolio reviews, diversification, and optimization aligned with client goals.Encourage new investments through updated strategies and market opportunities.Client Relationship ManagementMaintain long-term client relationships through proactive communication and quarterly review meetings.Ensure high-quality servicing and timely resolution of queries.Provide market insights, investment performance updates, and financial advice.Knowledge & ComplianceStay updated with financial products, regulatory requirements, and market trends.Ensure ethical sales practices and avoid mis-selling.Maintain confidentiality and protect client data.Target AchievementAchieve monthly and annual sales targets while focusing on client satisfaction.Cross-sell and upsell wealth products based on client needs.Contribute to overall business growth through effective revenue generation.RequirementsBachelors degree in Finance, Commerce, Economics (MBA/CFP/CWM preferred).NISM V-A certification is mandatory.2-5 years of experience in wealth management, banking, or financial advisory.Strong knowledge of financial instruments and wealth products.Excellent communication, interpersonal, and client-handling skills.Proficiency in MS Office, CRM tools, and financial planning software.What We OfferCompetitive fixed salary with attractive incentives.Exposure to HNI and Ultra-HNI clients.Professional mentorship and continuous learning.Fast-track growth opportunities within a client-centric organization.Skills:MS OfficeCRMAUM00Experience: 2 - 5 yearsQualification Requirements: Graduation (10 + 2 + 3)About the CompanyName: Wealthvault Research and Analytics Pvt.LtdAddress:Area: ChandigarhCity: ChandigarhPincode: 160009Street: Sco- 59-60 1st Floor Sector 9D Madhya MargLocation Link: View on MapHiring Need: Immediate
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BDM (Full Time)

BigCorp

  • 8 yrs
  • 9.0 Lac/Yr
  • Bangalore
Technology Architect HNI Client Handling Interior Designer Project Management Consultant
Drive business by identifying and selling prospects and maintaining relationships with clients. Closely keep an eye on competitor Market. Should have a strongrelation with Contractors, Architects, PMCs, Builders , Real Estate companies and CorporatesRequired Candidate profile :Should have experience with all category of consultants, like Project Management Consultants, Architects, Interior designers, HNI clients, government organisations, and corporates. Ideal candidate should have handled high volume commercial interior business. The ideal candidate should be able to cater to the existing clients and bring in new clients. The current percentage of repeat customer is about 90% and ideal candidate should be able to maintain the current percentage and make required strategies to increase it. He/she also should be able to make the required presentation for developing the market and achieve atleast 80% of what is presented.Prospect new markets and identify new interior fit out projects in the location of work.Should be able to manage a team and set required targets and support in achieving the same.Qualifications: Graduate or MBA in marketing with minimum 8-10 years in handling commercial interior projects of high value. Should be able to read the commercial design layouts atleast in 2D formatCandidates with lesser experience will be considered for the role of Business Development Executive.Candidates with lesser experience will be considered for Business Development Executives.Candidates should be only from the commercial interior fit out background having handled high value projects and from Residential projects back ground only may apply.
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SR. Closing Manager (female Candidates Required)

Vaze Placement Services

Real Estate Sales Closing Executive RERA CRM Tools MS Excel Excellent Communication Client Handling Skills HNIs
Job Openings for 1 Sr. Closing Manager Job with minimum 5 Years Experience in Moshi, Pune, Pimpri Chinchwad, Pune, having Educational qualification of : B.B.A, B.Com, BDS, M.B.A/PGDM, M.Com with Good knowledge in 5 years of experience in premium/luxury real estate closing Hands-on expertise in documentation, registration, RERA, and disbursement procedures Proficient in CRM tools, MS Excel etc.
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Equity Advisor

Boyen Haddin

  • 4 - 10 yrs
  • 14.0 Lac/Yr
  • Mumbai +1 Pune
Equity Dealer Equity Trader HNI Acquisition HNI Client Handling Equity Broking
Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory products, Investiger, IPO, ETF etc. Acquiring new clients & generate revenues from new clients. Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Help customers to Execute trade online and place orders on behalf of customers . Giving confirmation of orders and trades done during the day to clients. Advising clients with requisite information regarding the market condition. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
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Opening For Insignia Relationship Manager

Boyen Haddin

  • 5 - 11 yrs
  • 16.0 Lac/Yr
  • Mumbai
HNI Client Handling HNI Sales Casa Manager Retail Liabilities HNI Relationship Manager
Position: Insignia Relationship ManagerLocation: MumbaiRole OverviewThe Insignia RM is responsible for managing ultra-high-net-worth (UHNW) clients/HNI, offering personalized wealth and banking solutions to grow wallet share, deepen relationships, and deliver exceptional service.Key Responsibilities:Manage a portfolio of elite UHNW /HNI clients.Offer customized investment and banking solutions (MFs, AIFs, PMS, Bonds, Insurance, etc.).Ensure high levels of client engagement, retention, and satisfaction.Acquire new high-value clients through referrals and networks.Achieve revenue and product penetration targets.Maintain strict compliance with regulatory and internal policies.Candidate Profile:Graduate/Postgraduate with 5+ years in wealth/private banking.Intrested Canidates can directly apply by sharing cv on 9270077453
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025
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First Wealth Relationship Manager

Boyen Haddin

  • 2 - 8 yrs
  • 11.0 Lac/Yr
  • Noida
Sales Casa Sales Wealth Products HNI Client Handling Relationship Manager Relationship Manager Wealth Banking Sales
We are looking for 31 First Wealth Relationship Manager Posts in Noida, with deep knowledge in Sales, casa sales, wealth products, HNI Client Handling, Relationship Manager, Relationship Manager Wealth, Banking Sales and Required Educational Qualification is : B.A, B.Com, Other Bachelor Degree
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Opening For Wealth Manager

Multistrato Capital Advisor Pvt Ltd

  • 2 - 7 yrs
  • 8.0 Lac/Yr
  • Meerut
Financial Products Product Sales Finance Advisor HNI Acquisition HNI Client Handling Customer Care Assistant
Position: Wealth Manager (Certified: NISM XA & XB)Location: MeerutEmployment Type: Full TimeAbout the JobFydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our clients lives and financial well-being.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Our commitment and main objective are to deliver personalized, independent financial advice to each of our clients. As a Wealth Manager, you will have the opportunity to support several individual clients with financial management.Fydaa has obtained SEBIs license in investment advisory allowing holistic financial planning as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a clients wealth, taking a healthy interest in the well-being of your clients finances.You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.How You Will Fulfill Your Potential- Build and manage a B2C portfolio of clients- Plan and manage new account onboarding process, asset transfers and other account service requests- Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.- Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.- Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.- Proactively anticipate, determine and recommend solutions to meet client needs and/or resolve issues surrounding investment related transactions- Advise on a full range of products and services that can be offered. Providing individualized advice on personal wealth across multiple asset classes.- Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.- Complete positive/negative consent client emails, handle exception tracking and comments.QUALIFICATION & SKILLS WERE LOOKING FOR- Bachelors degree required as minimum.- Proficiency in Microsoft products such as Excel, Word, PowerPoint, and Gmail- Enthusiastic and positive approach to problem-solving and client service- Demonstrated excellent verbal and written communication skills- Proven track record with cross-training, task-sharing and mutually supportive teamwork.
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Branch Manager / AVP

BS2 Hire (Path of Career Solution)

Broking Private Equity Share Market HNI Investment Wealth Team Handling Team Management Branch Handling Heading Branch B2C B2B Managing Team Relationship Management HNI Clients
Job Description:- Developing and Managing team. Make strategic planning to grow Business for the all B2C & B2B Branches. Advising clients on profitable Investment opportunities for Equity, Commodity and currency products Keeping in touch with customers through personal visits, telephone calls and correspondence. Creating cross sell and up sell opportunities. Identifying, acquiring, developing and maintaining customer relationships. Delivering excellent customer support. Planning projects and activities systematically in line with business priorities. Maintaining up to date knowledge of competitor activity, products and services. Attending and contributing at sales meetings. Measuring customer satisfaction levels. Answering product related questions from customers. Taking on complex customer issues and resolving them.Core Responsibilities:- Managing team and its activities Responsible for developing and increasing overall market share across all the segment Identifying prospective and generating business from the existing & new clients thereby achieving business targets Individual HNI clients sales target Make strategic planning to grow business & managing relationships with HNI clients & retail clients Negotiating mutually profitable Investment opportunities with clients by creating cross sell and up sell opportunities Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meetings Measuring customer satisfaction levelsThanks & RegardsContact Number :- +918989859705Caution :- Please be aware consultancy not ask to candidates any kind of charges for recruitment, it's totally free of services for candidate.
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Business Development Associate - Gurgaon

Cretum Advisory

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Gurgaon
B2B Sales Strategic Communication Lead Generation Inside Sales B2c Sales Sales Business Development Negotiation Skills Convincing Power Inter Personal Educational Sales HNI Client Handling Wealth Manager
Role Overview: We are looking for a driven and strategic professional to join our Business Development team, focused on sourcing, onboarding, and managing B2B clients in the investment banking space. The role requires active engagement across startups, MSMEs, and investor networks to support fundraising and M&A transactions.Key Responsibilities: Deal Sourcing & Onboarding: Identify, evaluate, and onboard high-potential clients for fundraising and advisory services through outbound and inbound channels. Client Acquisition & Relationship Management: Build and nurture long-term relationships with startups, founders, and business owners, guiding them through their capital-raising journey. Investor Ecosystem Engagement: Engage with VCs, PEs, family offices, and HNIs to understand funding interests and map them with suitable opportunities. Collaboration & Coordination: Liaise between internal teams and clients to ensure smooth coordination on deliverables, due diligence, and communication. Reporting & Insights: Maintain accurate records of deal progress, pipeline status, and investor interactions through MIS and dashboards. Market Research & Intelligence: Conduct deep industry research to identify market trends, new leads, and competitive benchmarks. Event Participation: Represent the company at industry forums, startup events, and investor summits to build visibility and generate leads.Key Skills Required: Proven ability in B2B Sales, deal sourcing and client onboarding Strong communication, negotiation, and interpersonal skills Proficiency in CRM, Excel, and reporting tools Self-starter attitude with a business-driven mindset
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Client Relationship Partner

Vedant Finserv

  • 2 - 8 yrs
  • Navi Mumbai
Wealth Manager Client Relationship HNI Client Handling Insurance Sales Mutual Funds
Manage client portfolios & relationshipsEnsure exceptional service deliveryMaintain high net worth service standards Develop comprehensive financial plans and budgets tailored to clients' goals. Periodically review client portfolios
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Direct Walk-In For Back Office Operation Executive

Tiger Wealth Private Limited

  • 2 - 3 yrs
  • 3.0 Lac/Yr
  • Chandigarh Sector 9
Banking Operations Mutual Funds Banking Insurance Share Market Share Trading HNI Client Handling Loans Term Deposits
We are excited to announce a fantastic opportunity to join Tiger Wealth Private Limited as an Operations ExecutiveMutual Funds.If you are passionate about financial services and have experience in mutual funds, this could be the perfect role for you!About Us: Tiger Wealth Private Limited ( Sector 9 - D, Chandigarh ) is a boutique wealth management firm with a strong presence in the industry since 2008. We proudly manage assets exceeding Rs.200 Crores for over 3000 clients, including 500+ High-Net-Worth Individuals (HNIs), corporates, families, and NRIs. Our office is located in Sector 9-D, Chandigarh.Position: Banking Operations ExecutiveLocation: SCO 48 49, Second Floor, Sector 9 D, Chandigarh 160009Job Type: Full-timeKey Responsibilities: Maintain and update client details. Oversee backend processes and handle documentation. Address and resolve client queries via email and phone. Prepare and compare quotations for clients. Perform data updates and handle mailing and scanning tasks. Participate in training sessions and stay updated with best practices.Qualifications: Educational Background: B. Com / BBA / MBA. Experience: 1-3 years in the Banking, Financial Services, and Insurance (BFSI) sector. Must be well-versed in Mutual Funds. Strong verbal and written communication skills in English.Perks: Enjoy weekends with 2nd and 4th Saturdays off. No sales targets or quotas. Opportunities for rewards, recognition, and incentives.If you meet the qualifications and are interested in exploring this opportunity, Please send your resume to hr@tigerwealth.in and call / WhatsApp on 7889104366. We look forward to your application and the possibility of welcoming you to our team.Thank you for considering a career with Tiger Wealth Private Limited.
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Business Development Manager

Ananta Spa & Resort Dharoi Dam

  • 5 - 10 yrs
  • Ambli Ahmedabad
Sales and Marketing Property Sales Real Estate Sales HNI Client Handling NRI Sales Sales Management Sales Executive Activities Real Estate Marketing HNI Sales Sales Lead Generation Investment Advisory Sales Development Investment Portfolio Retail Sales Channel Sales Marketing Communication Interpersonal Skills Field Sales
Roles and Responsibilities Generate leads through various channels such as your own referrals, your past client network, social media, networking events, and other resources. Conduct cold calls to potential clients to identify their needs and provide solutions. Visiting Ultra HNI clients and industry associations. Develop strong relationships with existing clients to increase repeat business and referrals. Collaborate with internal teams to ensure seamless execution of sales strategies. Identify new business opportunities by attending industry conferences, seminars, and workshops.
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Looking For Relationship Manager

Korporate Ladders

Customer Relationship HNI Acquisition Interpersonal Skills HNI Sales HNI Client Handling HNI Relationship Manager
Accountability Supporting ActionsBusiness Management and achieving the set target oDrive the business by targeting HNI Clients.oBuild a strong connect with target audience for maximizing the mind share and market share.oSynergize with all relevant verticals for achieving the desired objective.oWork on customized solution by offering Combo products.Build strong Client Relationship oMaintain excellent relationship with existing clients and expansion of key clientsoEnsuring high volume of business in the given location/segment to achieve the desired gross sales.oDevelop and maintain key new client base.Compliance on all regulatory rules oProvide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirementsoEnsure all SEBI/AMFI rules and regulations are strictly complied.Create a Strong mind Recall for ABSLAMC oOrganize meetings with Fund manager/CEOs and Head of Sales.oDisseminates updates and other product related information in timely manneroPush for reference of their relatives and social circle.oBe the wealth one stop solution for investor for all investment relatedNeeds.
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Relationship Manager Wealth

Waytogo Consultant

  • 2 - 6 yrs
  • Kolkata
Relationship Manager Wealth Management HNI Client Handling Investment Affluent Burgundy Pioneer
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.
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Relationship Manager Wealth - Noida

Boyen Haddin

  • 4 - 10 yrs
  • 10.0 Lac/Yr
  • Noida
HNI Client Handling Casa Retail Liabilities Sales Wealth Manager Relationship Manager Wealth HNI Sales HNI Acquisition
Position: Relationship Manager First WealthLocation: NoidaAge Limit: Up to 32 yearsIntrested candidate can directly share cv on 9270077453Role Summary:As an RM First Wealth, you will manage and grow a portfolio of HNI clients by offering tailored wealth management solutions across investment and banking products.Key Responsibilities:Build and maintain strong relationships with HNI clientsOffer investment advisory: Mutual Funds, Bonds, Insurance, PMS, AIFsDrive revenue through portfolio deepening and cross-sellingProvide end-to-end wealth management solutionsEnsure service excellence and regulatory complianceEligibility:Graduate/PostgraduateMinimum 3 years of experience in wealth/priority banking
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