HNI Relationship Manager Jobs

Key Responsibilities & DutiesClient Acquisition & Portfolio Management:Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.Channel Partner & Partner Network Development:Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.Credit Assessment & File Processing:Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.Target Achievement & Market Intelligence:Achieve monthly and quarterly loan disbursement targets across assigned product lines.Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

Job description:Relationship Manager - Fractional Investment SolutionsLocation: Navi MumbaiDepartment: Sales & Business DevelopmentReports To: Team ManagerEmployment Type: Full-TimeAbout Supremus AngelSupremus Angel LLP is a fast-growing financial services company offering innovative investment solutions through a relationship-driven approach. We are committed to helping clients build wealth while providing our employees with excellent growth and career opportunities.Job SummaryWe are looking for energetic, ambitious, and relationship-driven individuals who are passionate about sales and client engagement. Whether you are an experienced sales professional or a fresher eager to build a rewarding career, this opportunity is for you.The ideal candidate should possess strong communication skills, confidence in interacting with clients, and the ability to thrive in a target-oriented environment. This role involves acquiring new clients, building long-term relationships, understanding investor requirements, and promoting the company's fractional investment solutions.If you enjoy networking, relationship building, client acquisition, and achieving goals, we would love to hear from you.Key ResponsibilitiesIdentify and connect with prospective clients through calls, referrals, networking, and business development activities.Build and maintain strong relationships with clients and investors.Understand client requirements and present suitable investment opportunities and solutions.Generate qualified leads and convert them into business opportunities.Conduct client meetings, presentations, and follow-up discussions.Achieve individual sales and revenue targets as assigned by management.Maintain regular communication with clients to ensure high engagement and satisfaction.Keep accurate records of client interactions, follow-ups, and business activities.Coordinate with internal teams to ensure smooth onboarding and client servicing.Participate in sales training programs, product briefings, and team meetings.Stay updated on industry trends, market developments, and company offerings.Contribute towards branch and team business objectives.Eligibility CriteriaGraduate in any discipline.Freshers with strong communication skills and a sales-oriented mindset are encouraged to apply.Experienced candidates from Financial Services, Banking, Insurance, Real Estate, Broking, Telecom, Hospitality, Education, Retail, B2B Sales, or any customer-facing industry are welcome.Strong verbal and written communication skills.Excellent interpersonal and relationship-building abilities.Positive attitude and willingness to learn.Ability to work in a fast-paced and target-driven environment.Preferred SkillsSales and business development aptitude.Client acquisition and relationship management skills.Negotiation and persuasion abilities.Strong networking and communication capabilities.Self-motivated and result-oriented approach.Basic knowledge of MS Office and CRM systems will be an added advantage.What We Are Looking ForIndividuals with a strong passion for sales and business growth.Candidates who enjoy meeting people and building long-term professional relationships.Professionals who are confident, proactive, and target-focused.Team players with a positive attitude and growth mindset.Freshers who are eager to learn and develop a successful career in financial services.Candidates willing to work in a performance-driven and target-oriented environment.Why Join Us?Opportunity to work in the growing fractional investment sector.Attractive incentive structure with high earning potential.Fast-track career growth based on performance.Comprehensive training and professional development support.Dynamic, target-driven, and growth-oriented work culture.Exposure to client relationship management and investment solutions.Recognition and rewards for outstanding performers.Preferred Candidate ProfileExcellent communication and presentation skills.Strong relationship-building capabilities.Comfortable with client meetings and business development activities.Goal-oriented with a strong desire to achieve and exceed targets.Immediate joiners will be preferred.Experience: Freshers to 5 YearsIndustry Preference: Financial Services, Banking, Insurance, Investments, Real Estate, Telecom, Retail, Hospitality, BPO, Education, and Other Sales-Oriented Industries.Work Schedule: Monday to FridayLocation: ThaneJoin Supremus Angel and become part of a fast-growing organization where your relationships, ambition, and performance can help shape a successful career in the financial services industry.Job Type: Full-timeWork Location: In person

We are seeking an experienced Relationship Manager to join our team in Lucknow. This part-time role is suitable for individuals above 40 years of age, including semi-retired professionals and housewives, who are looking for additional income opportunities in the insurance sector.As a Relationship Manager, your key responsibilities will include:- Building and maintaining strong relationships with clients to understand their insurance needs and provide appropriate solutions.- Conducting regular follow-ups with clients to ensure their satisfaction and address any concerns.- Helping clients navigate the insurance process, providing guidance and support as needed.To succeed in this role, candidates must possess strong communication skills to effectively interact with clients. Having a good understanding of the insurance sector will be beneficial. Additionally, candidates should be self-motivated and able to work independently, managing their own schedules effectively.This position requires work from home, so a reliable internet connection, a laptop, and a mobile device are essential. Candidates should also have any necessary certifications or licenses related to insurance. The ability to travel occasionally for client meetings is necessary. The working schedule is flexible, allowing you to manage your hours effectively. Ideal candidates should be comfortable with online tools and platforms used for client management and communication.

We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.

Key Responsibilities: 1. Build and maintain long-term relationships with existing and prospective clients.2. Understand clients' financial goals and suggest suitable investment solutions.3. Promote financial products such as Mutual Funds, SIPs, Bonds and other investment opportunities.4. Generate new business through client acquisition, referrals and networking.5. Follow up with clients regularly and provide portfolio-related service support.6. Assist clients with investment onboarding, documentation and account-related queries.7. Achieve business development and revenue targets.8. Stay updated on financial markets, investment products and industry developments.

We are looking for a dedicated Relationship Manager based in Sigra, Varanasi, to build and maintain strong relationships with clients. This role is ideal for a female candidate with 1 to 4 years of experience in client relations. Key Responsibilities:- Client Engagement: Establish and maintain trust with clients through regular communication, ensuring their needs are met and concerns addressed promptly.- Account Management: Oversee a portfolio of assigned clients, ensuring high levels of satisfaction and retention, while identifying opportunities for upselling services.- Problem Solving: Act as the main point of contact for client inquiries and issues, providing effective solutions in a timely manner.- Feedback Collection: Gather client feedback and insights to improve services or products, sharing this information with the relevant teams for continuous improvement.Required Skills and Expectations:The ideal candidate should possess excellent communication and interpersonal skills, with the ability to convey information clearly and persuasively. A proactive approach and strong problem-solving capabilities are essential. Candidates should be organized and detail-oriented, capable of managing multiple client relationships simultaneously. A good understanding of client needs and market trends will help foster successful relationships. Proficiency in using CRM software and basic computer applications is desired. A graduate degree is required, and prior experience in a similar role will be an advantage.

We are looking for a dedicated Relationship Manager to join our team in Gaya, India. This position is suitable for female candidates with 1 to 5 years of experience. The successful candidate will play a key role in building and maintaining strong client relationships.The main responsibilities include:- Client Engagement: Act as the primary point of contact for clients, ensuring their needs are met and fostering a positive relationship.- Account Management: Monitor client accounts and provide support to enhance customer satisfaction and retention.- Product Knowledge: Stay informed about our products and services, offering clients the best solutions for their requirements.- Feedback Collection: Gather client feedback to understand their needs and improve services, ensuring we meet or exceed expectations.To succeed in this role, candidates should possess strong communication and interpersonal skills, allowing them to establish rapport with various clients. Problem-solving abilities are essential to address client concerns effectively and efficiently. Candidates should also demonstrate good organizational skills, as managing multiple client accounts requires careful attention and tracking. A keen interest in building lasting relationships and the ability to work neatly in a team-oriented environment are essential.A bachelor's degree is required, and candidates should have a proactive approach to work, displaying confidence and professionalism in all interactions. Your ability to connect with clients and understand their needs will be crucial in driving our success.

We are seeking a dedicated Relationship Manager to join our team in Pune. This role is ideal for individuals with 1 to 2 years of experience and a passion for building strong client relationships.Key Responsibilities:- Client Engagement: Build and maintain strong relationships with clients, understanding their needs and providing personalized assistance.- Account Management: Oversee clients' accounts, ensuring their satisfaction and addressing any issues promptly to enhance their experience.- Sales Support: Collaborate with the sales team to identify opportunities for upselling and cross-selling, aiming to meet or exceed sales targets.- Market Analysis: Stay informed about industry trends and client competitors to provide insightful information to clients and improve service offerings.- Reporting: Prepare regular reports on client interactions, satisfaction levels, and potential new business opportunities, sharing these with management.Required Skills and Expectations:The ideal candidate should have a graduate degree and demonstrate strong communication and interpersonal skills. You should be able to listen actively to clients and provide quick and effective solutions to their problems. Proficiency in Microsoft Office and CRM software is essential. A strong sense of responsibility and the ability to work independently while managing multiple tasks will contribute to your success in this role. Candidates should be adaptable and open to learning as they support our clients and the overall growth of the organization.

*Generate life insurance business through assigned bank branches. *Build and maintain strong relationships with bank staff and customers.* Generate leads from the bank's customer database and convert them into sales. *Understand customer financial needs and recommend suitable life insurance solutions. *Conduct customer meetings and sales presentations. *Achieve monthly, quarterly, and annual sales targets. *Ensure proper documentation and compliance with company policies. *Provide after-sales service and maintain customer relationships.* Coordinate with branch staff for lead generation and business growth.

Job Title - Relationship Manager Company - Bank of Baroda IFL Location - Park Street Employment Type-Full Time Required Skills - Strong relationship building & networking abilities Salary & Benefits : Fixed salary + performance based incentives + PF, CTC upto 4.5 Lakhs

We are looking for a dynamic and result-oriented Relationship Manager to join our team. In this role, you will be responsible for managing and nurturing relationships with high-net-worth individuals (HNIs) and retail clients. Your primary focus will be to advise clients on equity investments, assist them in trading, drive revenue through stockbroking products, and acquire new clients to expand our market footprint.

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!

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

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.

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.

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

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.

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)

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.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and recommend suitable products or services.Manage client accounts and ensure high levels of customer satisfaction.Act as the primary point of contact for client inquiries, concerns, and service requests.Identify opportunities for cross-selling and upselling products and services.Achieve assigned sales, revenue, and customer retention targets.Coordinate with internal departments to resolve customer issues promptly.Monitor market trends and competitor activities to identify business opportunities.Prepare client reports, business reviews, and account performance updates.Ensure compliance with company policies, procedures, and regulatory requirements.

Key ResponsibilitiesDevelop and maintain strong relationships with existing and potential clients.Understand customer requirements and provide suitable products or service solutions.Act as the primary point of contact for customer inquiries and concerns.Identify opportunities for upselling and cross-selling products/services.Regularly engage with clients through calls, meetings, and follow-ups.Resolve customer issues promptly and ensure a high level of client satisfaction.Achieve assigned sales and relationship management targets.Monitor customer accounts and maintain accurate records in CRM systems.Coordinate with internal teams to ensure seamless customer service delivery.Gather customer feedback and provide insights to management.

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.