74

HNI Relationship Manager Jobs

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
View all details
Apply

Hiring Relationship Manager For Delhi

Resurgo Consultants Pvt Ltd

  • 3 - 9 yrs
  • 22.5 Lac/Yr
  • Delhi
Customer Relationship HNI Acquisition BFSI Customer Service Casa Manager
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!
View all details
Apply

Opening For Relationship Manager

RULOANS Distribution Pvt. ltd.

  • 2 - 6 yrs
  • 3.0 Lac/Yr
  • Vasai East Mumbai
Customer Relationship HNI Acquisition Team Management Skills Negotiation Skills BFSI
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
View all details
Apply

Hiring Fresher / Relationship Manager / B.A

Mandot Securities Pvt Ltd

  • 0 - 1 yrs
  • 3.5 Lac/Yr
  • Indore
Customer Relationship HNI Acquisition Negotiation Skills Team Management Skills
We are seeking a motivated and dedicated Relationship Manager in Indore. This entry-level role is perfect for recent graduates eager to build strong client relationships and enhance customer satisfaction.Key Responsibilities:1. **Client Interaction**: Engage with clients to understand their needs and offer appropriate solutions, ensuring a positive experience.2. **Account Management**: Maintain and manage client accounts by keeping records updated and resolving any issues that may arise.3. **Communication**: Regularly communicate with clients through calls and emails, providing updates on services and following up on inquiries.4. **Sales Support**: Assist in the sales process by identifying new opportunities and supporting the sales team in meeting their targets.5. **Feedback Collection**: Gather feedback from clients about their experiences and suggest improvements to enhance service quality.Required Skills and Expectations:Candidates should possess strong interpersonal skills to build rapport with clients. Good communication skills, both verbal and written, are essential for effective interaction. A basic understanding of sales principles will be advantageous. Ability to work independently and as part of a team is important, and candidates must be open to learning and adapting in a fast-paced environment. Being detail-oriented will help in managing client accounts effectively. A graduate degree is required, and prior experience is not mandatory.
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Relationship Manager - Full Time - Freshers

Impact HR & KM Solutions

  • Fresher
  • 3.0 Lac/Yr
  • Pune
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
Key ResponsibilitiesPortfolio Management: Manage a dedicated portfolio of existing clients, ensuring their needs are met and identifying opportunities for growth.Strategic Advisory: Act as a consultant to the client, recommending products or services (financial, real estate, or corporate) that align with their specific objectives.Revenue Generation: Meet monthly or quarterly targets through upselling, cross-selling, and client retention.Conflict Resolution: Serve as the primary point of contact for any issues, ensuring swift and professional resolution to maintain client trust.Networking: Actively seek new high-net-worth (HNW) or corporate leads through referrals and professional networking.Market Intelligence: Stay updated on market trends and competitor offerings to provide proactive advice to clients.Required Skills & QualificationsInterpersonal Skills: Exceptional ability to build rapport and communicate with high-level executives or HNW individuals.Financial Literacy: Strong understanding of market dynamics, investment products, or industry-specific commercial terms.Negotiation & Persuasion: Ability to handle complex negotiations and close deals while maintaining a client-first approach.Organization: Highly organized with the ability to manage multiple client accounts simultaneously without compromising quality.Experience: Typically requires 3-5 years of experience in sales, banking, real estate, or client servicing.
View all details
Apply

Urgent Requirement For Relationship Manager Wealth

IBWC One Pvt Ltd

  • 0 - 5 yrs
  • 4.5 Lac/Yr
  • Jaipur
Mutual Funds Client Relationship HNI Sales
As a Relationship Manager in Wealth, you will play a crucial role in managing and growing client relationships in the investment sector. Your primary aim will be to deliver personalized financial solutions that meet the unique needs of each client.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients, ensuring regular communication and support to understand their financial goals.- **Investment Advisory:** Provide expert advice on investment opportunities and strategies tailored to clients' risk profiles and financial objectives.- **Portfolio Management:** Monitor clients' investment portfolios regularly, making adjustments as needed to optimize returns and achieve agreed-upon goals.- **Market Research:** Conduct thorough research on market trends and economic conditions to inform clients about potential investment strategies.- **Sales and Business Development:** Proactively identify new business opportunities to expand the client base, using networking and referrals to drive growth.- **Compliance and Documentation:** Ensure all client interactions and transactions comply with regulatory requirements, maintaining accurate records of your activities.**Required Skills and Expectations:**You should have strong interpersonal and communication skills to effectively engage with clients and build rapport. A background in finance, economics, or a related field is preferred, but not mandatory for candidates with a strong interest in wealth management. You need to display good analytical and problem-solving abilities to help clients make informed investment decisions. A proactive attitude towards learning and a willingness to adapt to market changes are essential to succeed in this role.
View all details
Apply

Opening For Relationship Manager

Jainam Broking Ltd

  • 2 yrs
  • 6.0 Lac/Yr
  • Durgapur
Customer Relationship Customer Service HNI Acquisition Team Management Skills BFSI Interpersonal Skills Negotiation Skills
Key Responsibilities:Branch Operations & ComplianceSupervise daily branch operations to ensure seamless functionality.Ensure adherence to SEBI regulations and company policies.Conduct regular audits and maintain operational discipline.Business Development & Revenue GrowthDevelop and implement strategies to achieve branch revenue targets.Identify new business opportunities and increase client acquisition.Drive sales of equity, derivatives, mutual funds, and other financial products.Client Relationship ManagementBuild and maintain strong relationships with HNI, retail, and corporate clients.Address client queries and ensure prompt resolution of concerns.Promote personalized client service and offer suitable financial solutions.Team Leadership & Performance ManagementLead, mentor, and motivate the branch team to achieve sales targets.Monitor team performance and provide regular feedback.Conduct training sessions to enhance product knowledge and sales skills.Risk Management & ComplianceEnsure branch operations comply with SEBI regulations and internal policies.Identify risks and implement appropriate mitigation measures.Conduct periodic risk assessments and maintain reports.Dealing & Trade ExecutionExecute client trades in equity, derivatives, and other financial instruments.Ensure accurate and timely order execution while adhering to regulatory norms.Assist clients with market insights, trading strategies, and risk management.Reporting & MISPrepare and submit branch performance reports to senior management.Maintain records of sales metrics, client feedback, and operational activities.Utilize MIS reports for performance analysis and decision-making.Key Skills Required:In-depth knowledge of stock markets, trading platforms, and SEBI regulations.Proven leadership and team management abilities.Strong business development and client acquisition skills.Excellent communication, negotiation, and problem-solving skills.Ability to work under pressure and achieve business targets.Qualification:Bachelors/Masters degree in Finance, Business, or related field.
View all details
Apply

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
View all details
Apply

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)
View all details
Apply

Walk-Ins Interview For Hiring For Relationship Manager

Ask And Serve Financial Services Pvt Ltd

  • 2 - 5 yrs
  • 3.0 Lac/Yr
  • Alwar Bypass Road Bhiwadi
Customer Relationship Customer Service Negotiation Skills Team Management Skills HNI Acquisition
Job Title:Experienced Relationship Manager - Ask And Serve Financial Services Pvt Ltd (Authorised Partner -Kotak Securities) Bhiwadi High IncentivesFull Post Description We are looking for an Experienced Relationship Manager (RM) for our Stock Broking Franchise in Bhiwadi, Rajasthan.Role & Responsibilities:Reactivate dormant/inactive client accounts through personalized calls, WhatsApp, and advisoryOpen new demat/trading accounts and cross-sell products (Distribution of equity, mutual funds, IPO, PMS, MTF)Provide stock/MF ideas using Kotak research and Neo appHandle client relationships independently and achieve sales targetsWork with minimal supervision plan and execute your own daily activitiesRequirements:2-5 years of experience in stock broking, demat sales, mutual funds, or related financial salesProven track record in client reactivation and relationship managementStrong communication skills (Hindi + English)NISM certification preferred (we can assist if needed)Self-motivated, independent workerLocal candidates from Bhiwadi/Alwar/Dharuhera/Rewari area preferredCompensation:Fixed Salary: 18,000 25,000 per month (based on experience)High Incentives: Attractive per-account payout + brokerage share (will Explain on Request at time of interview)Unlimited earning potential top performers can earn 40,00080,000+ monthlyLocation: BhiwadiJoining: ImmediateInterested? Send your resume on WhatsApp 9891186660 with Experienced RM Apply in the message, or call us directly.Shortlisted candidates will get an interview call within 2-3 days.Only experienced candidates please apply.
View all details
Apply

Relationship Manager - Full Time

Nakshatra Business Management

  • 2 - 5 yrs
  • 6.0 Lac/Yr
  • Noida Sector 2
Customer Relationship Customer Service BFSI Interpersonal Skills Negotiation Skills HNI Acquisition Team Management Skills
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
View all details
Apply

Relationship Manager Wealth - Full Time

Trustline

  • 1 - 7 yrs
  • 4.3 Lac/Yr
  • Noida Sector 3
Equity Sales HNI Acquisition HNI Sales Client Relationship Field Sales Life Insurance
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.
View all details
Apply

Interview For Wealth Manager || M.B.A/PGDM - Freshers

Divine Financial Investment

  • 2 - 5 yrs
  • 5.0 Lac/Yr
  • Lucknow
Interpersonal Skills HNI Acquisition Customer Service Customer Relationship Team Management Skills
This is sales job in financial feild.1.Acquisition of new client by moving into the market -60%2. Handling of portfolio and create new references from the client -30%3. In house training for operational and technical issues -10%
View all details
Apply

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.
View all details
Apply

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.
View all details
Apply

Hiring Freshers || Relationship Manager

RGS Hire World Salem

  • 0 - 2 yrs
  • Salem
Customer Relationship Customer Service BFSI Interpersonal Skills HNI Acquisition Negotiation Skills Team Management Skills
As a Relationship Manager, you will be responsible for building and maintaining positive relationships with clients. Your key responsibilities will include meeting with clients to understand their needs and concerns, providing them with personalized service, and resolving any issues they may have. You will also be expected to upsell products or services to existing clients to increase revenue.To excel in this role, you should have excellent interpersonal and communication skills, as well as the ability to build rapport with clients. A strong customer service orientation and problem-solving skills are also essential. Additionally, you should be detail-oriented, organized, and able to work independently in a remote work environment. A willingness to learn and adapt to new technologies and processes is also important for success in this role. While no prior experience is required, a graduate degree in a relevant field is preferred.
View all details
Apply

Opening For Direct Sales Manager

Career Bridge

  • 2 - 8 yrs
  • 4.0 Lac/Yr
  • Pune
Direct Sales Casa Sales Executive BFSI Customer Relationship HNI Acquisition Team Management Skills
Opening for Direct Sales ManagerJob Responsibilities: The candidate would be provided leads to reach out to existing customers and understand their requirement, pitch & sell them the financial products which we have to offer. 100% of the leads would be provided by the branch. He/she would be responsible to call customers, check their availability and would have to travel to their respective homes to explain the policy, collect documents and issue a policy. Candidates should be ok with field sales. Candidate must have at least 1 year of Life Insurance sales experience.You would have a strong chance of getting selected if you have - Minimum 6 months of Insurance Sales Experience. Qualification: Minimum GraduateMandatory: Should own a 2 wheeler as there will be extensive traveling involved in this profile.
View all details
Apply

Hiring For Relationship Manager

Lakshmi North East Solutions (LNES)

Customer Relationship Customer Service Fmcg Sales Fmcg Marketing HNI Acquisition Negotiation Skills Team Management Skills Communication Presentations
-Visit and onboard local retailers by explaining company's platform and its benefits.-Train retailers on using the app for product listing, pricing, and order management.-Build and maintain strong relationships with retailers and distributors.-Provide ongoing field and remote support for retailer queries and issues.-Collect feedback to improve retailer experience and platform performance.- Coordinate with internal teams to ensure smooth retailer operations.-Meet assigned on boarding and activity targets; submit daily reports.
View all details
Apply

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
View all details
Apply

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
View all details
Apply
View More Jobs