HNI Relationship Manager Job Vacancies in Mumbai

Key ResponsibilitiesClient Relationship Management: Acting as the primary point of contact to foster trust and long-term partnerships.Needs Assessment: Understanding client's financial goals or business needs to offer tailored solutions and advice.Sales & Growth: Meeting sales targets by identifying upselling and cross-selling opportunities within existing accounts.Conflict Resolution: Addressing client complaints and concerns promptly and professionally.Reporting & Analysis: Monitoring account performance, maintaining accurate records in CRM systems, and preparing reports on client interactions.Internal Collaboration: Working with marketing, sales, and support teams to deliver a seamless client experience.Required Skills and QualificationsCommunication: Strong verbal and written communication skills for client interaction and negotiation.Interpersonal Skills: Empathy and a customer-centric mindset to build trust.Problem-Solving: Ability to resolve complex customer issues efficiently.Technical Skills: Proficiency in CRM software (e.g., Salesforce, HubSpot) and MS Office/Google Workspace.Education/Experience: Usually requires a bachelor

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: 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

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.

Relevant Business Banking / Wealth Management Experience inBanks, NBFC, Brokerage House. Relevant experience as below:Senior Relationship Manager 6+ years Relationship Manager 3 - 6years

Key Responsibilities: Assist in identifying new business opportunities within the bond/debt market, including corporate issuers, institutional investors, and intermediaries. Support senior team members in client acquisition, deal pipeline tracking, and relationship management. Prepare and customize pitch decks, market research reports, and presentations for potential clients. Conduct preliminary market analysis and help monitor developments in the fixed income space (interest rates, yields, credit spreads, regulatory news, etc.). Coordinate meetings, demos, and follow-ups with prospective clients. Maintain and update CRM systems and track engagement metrics. Assist in organizing events, webinars, and conferences to promote services and engage with industry stakeholders.________________________________________Requirements: Bachelor's degree in finance, Economics, Business, or a related field. 03 years of experience in a business development, sales support, financial research, or capital markets role (internships count!). Basic understanding of debt instruments, such as corporate bonds, sovereign bonds, and other fixed income products. Strong communication and interpersonal skills able to speak confidently with clients and internal stakeholders. Good analytical and problem-solving skills; proficiency in Excel and PowerPoint. Willingness to learn, take initiative, and grow within a fast-paced, client-facing environment.________________________________________Preferred Qualities: Interest in building a career in capital markets, especially in debt/fixed income. Entrepreneurial mindset with a passion for client interaction. Team player with strong organizational skills and attention to detail.

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.

Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves: Excellent socializing and relation building skills. 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 client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate Profiles Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation.Location- Across Mumbai, Maharashtra

Must have in casa , mutual fund, portfolio

Role & responsibilities SALESInbound/Outbound calling on leads generated from various sources to offer full range of Jarvis products/subscriptions.Upsell/Cross-sell - Approach existing customers and explore the possibility of offering add-ons or alternative subscriptions to boost salesRenewals - Calling Customers before the end of their tenure to understand their journey and ensure maximum retention.Follow calling scripts and probe to understand and target the needs and interests of customersMaintain call logs, MIS and reporting details regarding calls.SERVICEAddressing the customer queries with timely responses, and collecting reviews and ratings for the service.Coordinating with the back-end team and making any necessary developments on the app or portal and also help identifying the bugs.Preferred candidate profileRM should excel in having good conversations with clients, exhibit mastery in our product, and have a positive outlook that is not put down by a bad customer interaction.Proficient with Ms-OfficeHighly organized and proficient at managing multiple tasks at the same timeStrong communication skills written and oralCreative, innovative, and always think outside the boxMetric driven and have the ability to draw insight from complex dataConfident with a dynamic personalitySales DrivenPerks and benefitsCompetitive CompensationFlexible working hours2nd and 4th Saturdays weekly offsAll Sundays weekly offsMentorship & Growth

Responsibilities:* Manage client relationships through regular communication and proactive service delivery.* individuals (HNIs) and expand existing portfolios.Candidate must be Western line Mumbai , Vasail Nallasopra Most welcome

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

Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy. Cross-sells bank products to existing set of branch customers, which are mapped Informs customers of new products or product enhancements further to 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 record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction

Proven experience as a Social Media Manager or similar role, preferably in the wedding or events industry.Demonstrated expertise in creating compelling content for social media platforms, with a keen eye for design and storytelling.Proficiency in social media management tools and analytics platforms (e.g., Hootsuite, Buffer, Sprout Social, Google Analytics).Strong communication skills, both written and verbal, with the ability to engage and interact with diverse audiences.Creative thinker with a strategic mindset and a passion for staying ahead of social media trends and innovations.Excellent organizational skills and the ability to manage multiple projects and priorities in a fast-paced environment.Collaborative team player with a positive attitude and a commitment to driving results.Knowledge of SEO principles and basic graphic design skills are a plus.A genuine passion for weddings, technology, and creating memorable experiencesforcouples.

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

Responsibilities:-Recruiting, screening, and training new agents.Analyzing performance and drawing up action plans.Establishing strong relationships with staff and clients.Ensuring all staff exercise good time management.Obeying agency regulations, guidelines, and policies, and ensuring staff does the same.Researching current industry/market trends and using knowledge for business improvement.Requirement:-1 year any sales experienceGood communication skillAny graduateRegard,Prince VSr HR Manager

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.

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

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

SALES1.Inbound/Outbound calling on leads generated from various sources to offer full range of Jarvis products/subscriptions.2.Upsell/Cross-sell - Approach existing customers and explore the possibility of offering add-ons or alternative subscriptions to boost sales3.Renewals - Calling Customers before the end of their tenure to understand their journey and ensure maximum retention.4.Follow calling scripts and probe to understand and target the needs and interests of customers5.Maintain call logs, MIS and reporting details regarding calls.SERVICE1.Addressing the customer queries with timely responses, and collecting reviews and ratings for the service.2.Coordinating with the back-end team and making any necessary developments on the app or portal and also help identifying the bugs.Preferred candidate profileRM should excel in having good conversations with clients, exhibit mastery in our product, and have a positive outlook that is not put down by a bad customer interaction.Proficient with Ms-OfficeHighly organized and proficient at managing multiple tasks at the same timeStrong communication skills written and oralCreative, innovative, and always think outside the boxMetric driven and have the ability to draw insight from complex dataConfident with a dynamic personalitySales DrivenPerks and benefitsCompetitive CompensationFlexible working hours2nd and 4th Saturdays weekly offsAll Sundays weekly offsMentorship & Growth