Relationship Manager - HNI Sales, Stock Broking & InvestmentsConfidential • Pune, Coimbatore, Cochin / Kochi / Ernakulam
No longer accepting applications
Relationship Manager - HNI Sales, Stock Broking & Investments
Confidential • Pune, Coimbatore, Cochin / Kochi / Ernakulam
30+ days ago
Job descriptionWould be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs / UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI / UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities / financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.
Skills Required
Equity Broking, Mf, Pms, Aif, HNI
Create a job alert for this search
Relationship Manager • Pune, Coimbatore, Cochin / Kochi / Ernakulam
Related jobs
Oversee client relationships, providing personalized financial advice and wealth management services.Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior tea...Show more
Relationship Manager - Wealth
Saaki Argus & Averil Consulting • Coimbatore, Tamil Nadu, India
Quick Apply
Last updated: 30+ days ago
Senior Relationship Manager - NR Business
Confidential • Coimbatore, Chennai
Relationship management of the Non-resident customer segment of the Bank.Generate new business to achieve defined sales targets across various Banking & wealth products.
Build and deepen relationshi...Show more
Last updated: 5 hours ago • Promoted • New!
Business Relationship Manager - SBE-Small Business Enterprise-Sales
Confidential • Coimbatore, India
To understand clients business & provide appropriate working capital solutions across Fund / non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.Work closely with Branch...Show more
Last updated: 30+ days ago • Promoted
Head of Customer Relationship Management
Wondr Diamonds • Coimbatore, Tamil Nadu, India
Manage the complete lead lifecycle, including tracking daily leads, ensuring timely follow-ups, assigning leads, and maintaining detailed CRM records.
Plan and execute tele-calling, WhatsApp marketi...Show more
Last updated: 5 hours ago • Promoted • New!
Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking
Confidential • Thiruvananthapuram / Trivandrum, Coimbatore
Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
JOBS n TA HR Services • Coimbatore, Tamil Nadu, India
Build and maintain strong relationships with existing policyholders.Drive business growth through cross-sell and upsell of insurance products.
Ensure timely premium renewals and maintain persistency...Show more
Last updated: 8 days ago • Promoted
Investor Relations Manager
Anicut Capital • Coimbatore, IN
This role will be responsible for building and managing long-term relationships with existing and prospective investors of the firm, including HNIs, UHNIs, family offices, wealth managers, and inst...Show more
Last updated: 5 hours ago • Promoted • New!
Cluster Manager / Team Leader - HNI Sales, Stock / Equity Broking
Confidential • Cochin / Kochi / Ernakulam, Thiruvananthapuram / Trivandrum, Coimbatore
Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.Would establish ties with HNI UHNI clinets by designing & implementing their financ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager
SR Jungle Resort • Coimbatore, Tamil Nadu, India
SR Jungle Resort is expanding our corporate and community outreach initiatives.We are seeking a driven and relationship-focused professional who can represent our resort and build strong connection...Show more
Last updated: 13 days ago • Promoted
Relationship Manager - Retail Sales
Confidential • Coimbatore
Aggressively drive sales numbers and achieve business targets for home loans and LAP through cross-selling while strengthening client relationships.
Retain and expand the customer base to ensure rep...Show more
Last updated: 8 days ago • Promoted
Relationship Manager
Confidential • Coimbatore, Chennai, Bengaluru / Bangalore
JOB DESCRIPTION – Relationship Manager.To maximize the sales of a company's goods or services by making powerful and successful sales presentations in different settings to crack profitable deals a...Show more
Last updated: 9 days ago • Promoted
Club Mahindra - Relationship Manager - 3 to 5 LPA
Confidential • Coimbatore, Bengaluru / Bangalore, Chennai
Achieving stretched targets in a result-focused environment.To identify potential customers, create and close new business opportunities in line with the strategic direction of the company.To build...Show more
Last updated: 27 days ago • Promoted
Inbound Sales & Relationship Specialist
Dozti • Coimbatore, IN
Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show more
Last updated: 5 days ago • Promoted
Relationship Manager-Bharat Business-Bharat Business Loans-Sales
Confidential • Coimbatore, India
The Relationship Manager - LAP & Affordable Loans is responsible for sourcing new customers and managing existing relationships to grow the Loan Against Property (LAP) and Affordable Housing Loan p...Show more
Last updated: 27 days ago • Promoted
Relationship Manager
STAFFIAA • Coimbatore, Tamil Nadu, India
Relationship Manager – Business Loan Against Property (B-LAP).Department : Sales & Business Development.Minimum 4 to 6 yrs relevant experience in lending / sales.
We are seeking an ambitious ...Show more
Last updated: 30+ days ago • Promoted
Relationship Manager-SARAL LOANS-Marketing Branches Operations
Confidential • Coimbatore, India
We are looking for a customer-focused and sales-driven Relationship Manager to manage and grow the Commercial Vehicle (CV) business under the Saral Auto (SA) segment.
The role involves handling cust...Show more
Last updated: 27 days ago • Promoted
Relationship Manager-AGRI-FIN-TRACTOR LOANS AND RETAIL(TFE)-Marketing Branches Operations
Confidential • Coimbatore, India
We are seeking a high-energy and self-motivated Relationship Manager - Agri-Finance to drive business in the Tractor Loans and Retail segment.
The role involves sourcing working capital loans for Ag...Show more
Last updated: 25 days ago • Promoted
Relationship Manager / Senior Relationship Manager - NRI Desk
Confidential • Pune, Coimbatore, Cochin / Kochi / Ernakulam
Responsible for Handling NRI HNI Clients.Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sou...Show more
Last updated: 30+ days ago • Promoted