Sr Relationship Manager -WealthConfidential • Hyderabad / Secunderabad, Telangana
Sr Relationship Manager -Wealth
Confidential • Hyderabad / Secunderabad, Telangana
28 days ago
Job descriptionSupport the development and implementation of marketing plans for new client acquisition in corporate and B2C / B2B segments. Execute micro-events and initiatives for client acquisition in collaboration with the Head RM. Work closely with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions. Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients' financial positions. Ensure profitability of assigned portfolios through strategic investment recommendations.
Key Responsibilities :
Client Acquisition and Relationship Management :
- Engage with HNI clients to understand and address their investment requirements.
- Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options.
- Acquire and manage a portfolio of HNI clients.
- Profile clients and provide tailored financial solutions to meet their needs.
- Deepen client relationships through cross-selling of financial products and services.
- Enhance and retain client profitability by increasing wallet share.
- Ensure portfolio profitability by generating high income per client.
- Acquire new clients through referrals and active networking to contribute to business growth.
Marketing and Business Development :
Financial and Product Expertise :
Skills Required
Client Acquisition, Relationship Management, Hni Client Handling
Create a job alert for this search
Relationship Manager • Hyderabad / Secunderabad, Telangana
Related jobs
)
Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital Ltd • Secunderabad, India
Designation- Relationship Manager / Sr Relationship Manager.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on...Show more
Last updated: 17 hours ago • Promoted • New!
Relationship Manager - Business Development - Investment Banking
Rintelo Consulting Private Limited • Hyderabad, India
Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show more
Last updated: 30+ days ago • Promoted
Client Relationship Manager
RBC Worldwide • Hyderabad, Republic Of India, IN
Job Title : Client Servicing Manager.RBC Worldwide is a full-service brand communication agency with over 25 years of experience in crafting impactful branding, advertising, digital marketing, and P...Show more
Last updated: 6 days ago • Promoted
Premier Client Relationship Lead
Anand Rathi Share and Stock Brokers Ltd • Hyderabad, Republic Of India, IN
The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S)he would be responsible for acquiring High Net Worth re...Show more
Last updated: 30+ days ago • Promoted
Client Relationship Manager
Nuvama Private • Hyderabad, Republic Of India, IN
Build strong and active relationships with clients (UHNI / Family Offices).Ensure quick resolution and keeping client informed about the progress for their transactions.
Ensure highest level of custo...Show more
Last updated: 15 days ago • Promoted
Senior Relationship Manager
ISOLN Wealth • secunderabad, telangana, in
We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team.The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients,...Show more
Last updated: 16 days ago • Promoted
Relationship Manager - Large / Mid Corporate
Invoicemart • Hyderabad, Telangana, India
We currently have openings for R.Manager & Client Relationship Manager.Additionally, we are expanding to.TREDS Limited (a group company of Axis Bank).
Receivables of Micro, Small and Medium Enterpri...Show more
Last updated: 30+ days ago • Promoted
Intellectt Inc - Relationship Manager
Intellectt Inc • Hyderabad, India
Description : About US : Intellectt Inc.New Jersey, is a IT development, and digital transformation company specializing in healthcare, life scienc...Show more
Last updated: 30+ days ago • Promoted
Priority Wealth Manager
Standard Chartered Bank • Hyderabad, Telangana, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 17 days ago • Promoted
Business Banking Relationship Manager
Waytogo Consultants • Hyderabad, Telangana, India
Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cros...Show more
Last updated: 1 day ago • Promoted
Relationship Manager- GCC Clients (Global Capability Center)
The Premier Consultants ( Recruitment Company ) • secunderabad, telangana, in
This is regarding a Job Opportunity with a.Position- Relationship Manager- GCC Clients (Global Capability Center).Business Development & Client Relationship Management.
Acquire new Financial GCC cli...Show more
Last updated: 5 hours ago • Promoted • New!
Client Relationship Lead
Quess IT Staffing • Hyderabad, Republic Of India, IN
We’re growing fast and looking for driven professionals who can deliver results with focus and passion.Account Manager cum Delivery Manager ( Domestic staffing).
Locations : Bengaluru | Mumbai | Hyde...Show more
Last updated: 23 days ago • Promoted
Relationship Manager, Priority Clients
Standard Chartered Bank • Hyderabad, Telangana, India
This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show more
Last updated: 12 days ago • Promoted
Associate Relationship Manager
SmartQ • Hyderabad, Telangana, India
We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our clients' requ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Mango Financial Advisors LLP • Hyderabad, India
Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India.It is focused on Real Estate Vertical.
It is growing the business for SME / MIDM...Show more
Last updated: 30+ days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Hyderabad, Telangana, India
The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S)he would be responsible for acquiring High Net Worth re...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
Mango Advisors • Hyderabad, Telangana, India
To Generate Business Across Real Estate Sector (Syndication, Land Intermediation, Asset Management, Strategy).To Be Updated With The Real Estate Market And Wholesale Funding In Real Estate.To Defin...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Confidential • Hyderabad / Secunderabad, Telangana, Vadodara, Bengaluru / Bangalore
QuickTurtle is looking for a seasoned.If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client inter...Show more
Last updated: 30+ days ago • Promoted