No longer accepting applications
" Relationship Manager - HNI Sales, Stock Broking & Investments"
ConfidentialNavi Mumbai, Thane, Kolkata30+ 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 • Navi Mumbai, Thane, Kolkata
Related jobs
![[Urgent Search] Relationship Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=Vivriti%20Capital)
Client Acquisition & Business Development.Proactively identify, acquire, and onboard new High Net-Worth Individuals (HNIs) and Ultra-HNIs with a relationship size of ₹1 crore and above.Leverage...Show moreLast updated: 28 days ago
- Promoted
Wealth Manager - BFSI
Ashika GroupKolkata, India Job Description (Role) : - Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.Meet distributors regularly and identify potential ones t...Show moreLast updated: 2 days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdKolkata, West Bengal, India The 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 relationshi...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
ConfidentialKolkata To understand clients business & provide appropriate working capital solutions across Fund.Generate leads by identifying potential industrial areas / trading units & prepare strategies to increase th...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - B2B Retail Sales
ConfidentialKolkata This role is responsible for managing a set of relationships, acquisition of new relationships, and driving achievement of the sales target expected from the relationships.Drives ongoing sales from...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Vivriti CapitalKolkata, West Bengal, India Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.The group has the following businesses : Vivriti Capital Limited, a systematically ...Show moreLast updated: 30+ days ago
- Promoted
Senior Investment Advisor - HNWI & Private Capital Relations
Friendly Franchisees Corporation / Silver Star Real Estate LLCKolkata, IN Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago
- Promoted
Senior Relationship Manager
Piramal FinanceKolkata, West Bengal, India Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the platform.
Working on deal life cycle (helping with origination, deve...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager - Sales
ConfidentialKolkata To identify and acquire the customers.Maintaining the relationship with the customers.Cross-sell the investment party products.
Acquiring new and prospective customers Understanding the requirements...Show moreLast updated: 30+ days ago
- Promoted
[Urgent Search] Relationship Manager
Vivriti CapitalKolkata, West Bengal, India About Vivriti Group : Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities.
The group has the following businesses : Vivriti Capital Limi...Show moreLast updated: 18 days ago
Relationship Manager - Private Banking
Mintskill HR Solutions LLPMultiple locations - India, WB, inQuick Apply
- Promoted
Equity Dealer - HNI
ConfidentialKolkata Understanding the Markets, Technical & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.
Understanding of Derivative Strategie...Show moreLast updated: 30+ days ago
- Promoted
Manager - Investor Relations & Corporate Development
PazagoKolkata, IN Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 25 days ago
- Promoted
Relationship Manager - Retail Sales
ConfidentialKolkata To execute the marketing strategies in the allocated space with focus on garnering and developing sales.Ensuring growth of business and surpassing periodical sales targets in terms of funds mobiliz...Show moreLast updated: 30+ days ago
- Promoted
- New!
▷ (15h Left) Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdKolkata, West Bengal, India The 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 relationshi...Show moreLast updated: 1 hour ago
- Promoted
Relationship Manager - MSME
ConfidentialKolkata, Durgapur Acquisition of Newto–Bank MIB relationships through the CRM and Knowledge Banking approach.Regularly Engage with colleagues in Branch Banking, MIB Associations.
Build Asset Book by extending Working...Show moreLast updated: 30+ days ago
- Promoted
Systematix Group - Relationship Manager
Systematix GroupKolkata, 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: 5 days ago
- Promoted
Wealth Relationship Manager
ConfidentialLadakh Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI / NRI / UHNI segment.
Develops, manages, and expands customer...Show moreLast updated: 30+ days ago
- Promoted
Senior Priority Relationship Manager - Distribution Network
Standard Chartered BankKolkata, West Bengal, 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 moreLast updated: 2 days ago