" Relationship Manager HNI Sales, Stock Broking & Investments"

ConfidentialMumbai

30+ days ago

Job description

Would 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.

An MBA / PGDM or Graduate (Finance / Marketing) Degree holder or focused education in

Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Skills Required

Sales, BD, Pms, Mf, Aif

Create a job alert for this search

Relationship Manager • Mumbai

Related jobs

Promoted

Relationship Manager - Mutual Funds Investment Services

Wealth Premier FinservSion, Maharashtra, India

Job Description Title – Relationship Manager – Mutual Fund Investment Services Qualification Required – Graduates & NISM VA or CFP Job Responsibilities : • Existing Customers – Relationshi...Show moreLast updated: 21 days ago

Promoted

Relationship Manager – HNI Sales, Stock Broking & Investments

ConfidentialMumbai, Ahmedabad, Surat

Would 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 ...Show moreLast updated: 30+ days ago

Promoted

Fintoo - Relationship Manager

FINTOOMumbai, India

Relationship Manager Your Responsibilities - Create regional sales plans and quotas in alignment with business objectiv...Show moreLast updated: 30+ days ago

Promoted

Systematix Group - Relationship Manager

Systematix GroupMumbai,Maharashtra, India

About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show moreLast updated: 3 days ago

Promoted

Wealth Relationship Manager

ConfidentialMumbai

Manage the banking and investment relationships of HNI clients and drive overall growth in liabilities and investment business. Develop, manage, and expand client relationships by delivering superio...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager

Drip CapitalMumbai, Maharashtra, India

We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 13 days ago

Promoted

Relationship Manager - Buy Side - Investment Banking

Rintelo Consulting Private LimitedMumbai, India

Relationship Manager (RE-Buy Side)- Investment Banking We are looking for people who : - Have...Show moreLast updated: 30+ days ago

Promoted

Equity Relationship Manager

InCred CapitalMumbai, Maharashtra, India

InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth. Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 10 days ago

Promoted

Relationship Manager

TIE-UPS Manpower ConsultantsMumbai, Maharashtra, India

TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain. Maximize profit & achievement of growth of client’s portfolio & meet financ...Show moreLast updated: 4 days ago

Promoted

Relationship Manager

TPMumbai, Maharashtra, India

This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to ...Show moreLast updated: 13 days ago

Promoted
New!

Sr NRI Wealth Relationship Manager

MUDRA PORTFOLIOMalad, Maharashtra, India

Job Title : Senior NRI Wealth Relationship Manager Location : Mumbai Experience : 5 years + in BFSI / HNI / NRI investments Salary Range : INR 12,00,000 p. Are you passionate about building deep, meaning...Show moreLast updated: 19 hours ago

Promoted

Relationship Manager - Bank & Wealth Channel - Asset Management Firm

DSP Eminence Consulting ServicesMumbai, India

Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago

Promoted

Relationship Manager HNI Sales, Stock Broking & Investments

ConfidentialMumbai, Ahmedabad

Would 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 wi...Show moreLast updated: 30+ days ago

Promoted

Sales Relationship Manager

Deven ChokseyMumbai, Maharashtra, India

We are looking for a Relationship Manager – PMS Sales to join our growing Wealth Management organisation.The role involves client acquisition, relationship management, and business development for ...Show moreLast updated: 13 days ago

Promoted

360 ONE - Relationship Manager - HNI

360 ONE AssetMumbai, India

Job Description : Relationship Manager - HNI Position : Relationship Manager - HNI Experience : 5-7 Years About the Company : ...Show moreLast updated: 21 days ago

Promoted

Relationship Manager - Bank

Talent stock SolutionMumbai, India

We have an opening with Reputed Banking company Key Responsibilities : Client Management & Business Development : &l...Show moreLast updated: 22 days ago

Promoted

Relationship Manager

Nuvama Professional Clients GroupMumbai, Maharashtra, India

Nuvama Professional Clients Group (PCG).Mid-Senior Level | Front-End Sales.At Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corpor...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager

upGrad RekrutMumbai, Maharashtra, India

Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providi...Show moreLast updated: 30+ days ago