Array ( [0] => hni-relationship-manager [1] => bangalore ) HNI Relationship Manager Jobs in Bangalore,HNI Relationship Manager Job Vacancies in Bangalore Karnataka
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HNI Relationship Manager Job Vacancies in Bangalore

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Walk-in Interview For Recruitment Development Manager

Staffmate Solution

  • 2 - 4 yrs
  • 5.0 Lac/Yr
  • Bangalore
Direct Sales Customer Relationship BFSI Negotiation Skills Team Management Skills Interpersonal Skills HNI Acquisition
- Responsibilities:1. Develop and implement recruitment strategies: Design and execute innovative recruitment strategies to attract top talent to the organization.2. Build and maintain relationships with stakeholders: Establish strong relationships with hiring managers, internal teams, and external partners to understand recruitment needs and collaborate effectively.3. Source and screen candidates: Utilize various sourcing methods to identify potential candidates, screen resumes, and conduct initial interviews to assess candidate fit.4. Manage recruitment process: Oversee the entire recruitment process from job posting to offer acceptance, ensuring a seamless and positive experience for both candidates and hiring managers.5. Analyze recruitment data: Collect and analyze recruitment data to identify trends, evaluate the effectiveness of recruitment strategies, and make data-driven decisions.- Required Skills and Expectations:1. Bachelor's degree in HR or related field: A degree in HR or a related field is essential to have a solid foundation in recruitment principles.2. 2-4 years of experience in recruitment: Previous experience in recruitment is required to effectively manage the entire recruitment process.3. Strong communication skills: Excellent communication skills, both written and verbal, are necessary to effectively engage with stakeholders and candidates.4. Attention to detail: The ability to pay close attention to detail is crucial to ensure accurate candidate assessments and smooth recruitment processes.5. Problem-solving skills: Strong problem-solving skills are needed to address recruitment challenges and find creative solutions to attract top talent.
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Relationship Manager

Sownmark

Customer Service BFSI Customer Relationship Negotiation Skills Interpersonal Skills Team Management Skills HNI Acquisition
Skills & Persona:Graduate with 1-2 years of experience in Gold Appraisal, Valuation, Checking and Handling.Upto 30 years of ageExcellent communication skills in the local language and elementary English2 wheeler and Driving License is mandatory
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Wealth Manager

Boyen Haddin Consultancy

Mutual Funds Sales Equity Sales Banking Sales Mutual Funds HNI Acquisition HNI Sales Wealth Manager Relationship Manager Wealth Direct Sales HNI Relationship Manager Private Banking
Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.
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Hiring For Relationship Manager – HNI Sales

Skywings Advisors

Good Communication Skills Interpersonal Skills Analytical
ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.
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Manager/ Senior Manager- HNI Sales

Skywings Advisors Private Limited

  • 3 - 9 yrs
  • 16.0 Lac/Yr
  • Bangalore
HNI Acquisition HNI Sales HNI Relationship Manager Branch Banking Retail Banking Private Banking Portfolio Manager
Position: Preferred RM/ Imperia RM- Branch BankingCTC: up to 16 LPA + IncentivesExp. 3+ Yrs. in HNI Sales/ Portfolio Management/ Retail Liabilities from BanksLocation: BangaloreEducation: Graduate/ PGIndustry: BankingGrade: Manager/ Sr. ManagerJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped HNI clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Please send latest CV at amit@assuredjob.com or connect on 7827930908 for more details.
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Opening For Relationship Manager

Bwise Solutions

HNI Acquisition Portfolio Management HNI Client Handling Mutual Funds
Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
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Relationship Manager Wealth Management

ABS International

  • 3 - 9 yrs
  • 20.0 Lac/Yr
  • Bangalore
Private Banking HNI Sales Wealth Manager Wealth Advisor Wealth Planning Officer Relation Manager Relationship Manager Wealth Management Relationship Manager Advisory Stock Broking Stock Market Walk in
About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva
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Hiring For Client Financial Manager

Dezerv Investments

Sales Manager Finance Manager Investment Advisor Investment Investment Analyst Investment Banking Analyst B2C Sales HNI Relationship Manager HNI Sales HNI Acquisition Walk in
About the roleWe are actively seeking dynamic individuals to join the inbound business team at Dezerv. In this capacity, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above. Your primary responsibilities will encompass facilitating a comprehensive understanding of Dezerv's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment.What you will work on: PMS SalesYou get pre-scheduled video meetings with potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market (portfolio size of 50L & above)Interact and convert these high-intent inbound clients into investing in our portfolio productsHave good knowledge of the overall markets and use those points in your conversations with clientsEvaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team. Guide clients thoroughly on their Tax liabilities when exiting or entering into fundsMaintain good relationships with your existing clients for investing more into different products which we offer
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Business Development Executive

Crack-ED

HNI Relationship Manager HNI Acquisition HNI Sales HNI Client Handling Insurance Advisor Agency Sales Walk in
ResponsibilitiesBuild relationships with prospective clientsMaintain consistent contact with existing clientsManage sales pipelineAnalyze market and establish competitive advantagesTrack metrics to ensure targets are hitQualificationsBachelor's degree, 1-6 years of experience.Experience in Agency sales, Insurance & Banking, HNI Client handling is mandatory.Strong negotiation skills.Strong communication and presentation skills.
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Relationship Manager Wealth Management

AUM Capital Market

Marketing HNI Sales Wealth Management
AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.
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Wealth Manager

Bajaj capital

Wealth Management Portfolio Management Financial Advisory Investment Advisory Relationship Management Mutual Funds HNI Sales
Refer job description. Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads
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Relationship Manager- Branch Banking

Skywings Advisors Private Limited

Insurance Sales Banking Sales HNI Sales Retail Branch Banking Retail Liabilities Mutual Funds Term Deposits
Position: Relationship Manager- Branch BankingCTC: up to 8.5 LPA + IncentivesExp. 2+ Yrs. in CASA Acquisition/Portfolio Management from BFSI IndustryLocation: Vizag, BangaloreEducation: Graduate/ PGIndustry: BankingJob Role:Development of new business and retention of existing customers.Nurture relationships with mapped clients for investment needs; maintain regular interactions with the customers to assess their needs.Contributing towards increasing liabilities size of relationship through balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Increasing customer engagement through cross-selling investment and non-investment products.Cross selling of Third party products like LI, GI, FD, RD & Mutual Funds etc.Going for 2-3 clients meeting on daily basis to generate revenue.Job Mandates:Good communication & interpersonal skills.Candidates with lesser notice period will be given preference.Must be ok in field sales.Please share latest CV at amit@assuredjob.com and connect on 7827930908 for more details.
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