HNI Relationship Manager Job Vacancies in Delhi NCR

We are looking for a dedicated Relationship Manager to join our team in Delhi. In this role, you will be responsible for fostering and managing strong relationships with clients. Your objective will be to ensure client satisfaction and drive business growth.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong connections with clients, understanding their needs and addressing any concerns to ensure satisfaction.- **Account Monitoring:** Regularly monitor client accounts to identify potential issues or areas for improvement, providing timely solutions to enhance client experience.- **Sales Support:** Collaborate with the sales team to identify opportunities for upselling or cross-selling products and services, helping to achieve sales targets.- **Performance Tracking:** Analyze client feedback and data to measure relationship success and develop strategies for better engagement and retention.- **Reporting:** Prepare and present reports on client status and relationship progress to senior management, ensuring transparency and effective communication.**Required Skills and Expectations:**- Candidates should have 3 to 9 years of experience in a relationship management role or similar, showcasing a strong track record in client service.- Excellent communication and interpersonal skills are essential for building rapport with clients and responding effectively to their needs.- Strong analytical and problem-solving abilities will be required to identify client issues and propose viable solutions.- Candidates should be goal-oriented and have a proven ability to contribute to team success while managing multiple client accounts.- Comfort with data analysis and reporting tools is a plus to help in tracking client engagement and performance metrics. If you meet these qualifications and are looking for a challenging yet rewarding opportunity, we encourage you to apply!

Wealth Management, Financial Planning, Financial Advisory through your personal and professional circle. Visit them or, elaborate over the phone and sketch the suitable financial gap for them. And maintain the strong relationship with them

Role & responsibilitiesClient Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

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

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

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

Job Openings for 10 Relationship Manager Jobs with minimum 1 Year Experience in Delhi, Barakhamba, having Educational qualification of : B.A, B.C.A, B.B.A, B.Com, Other Bachelor Degree, Post Graduate Diploma, Any Master Degree with Good knowledge in BFSI, Team Management Skills, Customer Service, Interpersonal Skills, Negotiation Skills, Customer Relationship, HNI Acquisition etc.

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.

Company - AU Small Finance BankProfile - Relationship Manager - RoyaleAge - 35 yrsLocation - DelhiExperience - 6 yrsSalary - upto 11 lpaContact No. - 7390850665

Profile :- Elite Relationship Manager And Platinum Relationship Manager Job Role :- Develops new and expands existing High Net worth Customer relationships for liabilities andcommercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. Informs customers of new products or product enhancements to further expand the bankingrelationship. Plans and conducts special sales initiatives and events for prospective and existing clients. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfactionExperience :- Min 3- 4 years of experience in HNI sales / HNI portfolio management CTC :- 5lpa - 12.50lpa + Incentive + on roll Job Job location :- Delhi Interested one please call or drop your CV :- 7302499925Regards Sanyukta

Must have in casa , mutual fund, portfolio

Efficient candidate with good interpersonal skills and sales quality, with good understanding of share market

Acquiring customers for financial products, like Mutual Fund, Insurance, Demat Trading, Fixed Deposits. Meeting new clients & Targets if applicable. Lead Generation and follow with prospects. Planning & Execution of sales promotion activity. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.

Profile HNI-RMDesignation Deputy Manager & abovePRIMARY JOB RESPONSIBILITIES1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. And he/she should have a maximum number of own clients relationships and he/sheshould be aware of local market intelligence.2. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.This position reports to AVP/VPAcademic requirements Graduate is preferredLocation DelhiExperience 5-7 YearsRelevant experience 3-7 YearsTeam handling experience NAFUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLSREQUIREDFunctional / Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills1. Lead from the front (playing captain approach)2. Customer Satisfaction3. Team management.AGE GROUP PREFERRED 3040 Years

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.

Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct 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 and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advice that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities brooking, derivatives, bonds and all the products promoted by the companyThanks & RegardsBhumika VermaContact Number :- +918989859705bhumika@bs2hire.co.in

Responsibilities:Develops new and expands existing High Net worth Customer relationships for liabilities.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaroundtimes for customer satisfaction