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HNI Relationship Manager
ConfidentialBengaluru / Bangalore19 days ago
Job descriptionConduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies. Investment Planning : Provide expert advice on investment opportunities, portfolio management, and asset allocation, aligning strategies with client goals and risk tolerance. Estate Planning : Assist clients in estate planning, wealth transfer, and legacy preservation strategies. Product and Service Promotion : Product Knowledge : Maintain a deep understanding of financial products and services, including exclusive offerings tailored for HNI clients. Cross-selling : Identify opportunities to cross-sell banking and investment products, insurance, and other financial solutions. Documentation and Compliance : Documentation : Facilitate the completion of documentation for account opening, investments, and transactions for HNI clients. Regulatory Compliance : Ensure strict adherence to financial regulations, tax laws, and reporting requirements applicable to HNI clients. Market Trends : Stay updated on global and local market trends, economic conditions, and investment opportunities relevant to high net worth individuals.
Anand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition : Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.
Client Engagement :
- Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives.
Comprehensive Assessment :
Financial Advisory :
Market Research :
Skills Required
Market Research, Product Knowledge, Financial Advisory, Client Engagement
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Relationship Manager • Bengaluru / Bangalore
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