" Relationship Manager - HNI Sales, Stock Broking & Investments"Confidential • Navi Mumbai, Thane, Kolkata
No longer accepting applications
" Relationship Manager - HNI Sales, Stock Broking & Investments"
Confidential • Navi Mumbai, Thane, Kolkata
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 • Navi Mumbai, Thane, Kolkata
Related jobs
Sr Relationship Manager -Wealth
Confidential • Kolkata
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, St...Show more
Last updated: 28 days ago • Promoted
Client Relationship Manager
D2 International • Greater Kolkata Area, India
For over 30 years, D2 International Pvt.With a strong focus on innovation, quality, and compliance, we are expanding our team to welcome high-potential talent from diverse industries into the world...Show more
Last updated: 6 days ago • Promoted
Portfolio Development Manager
KG Engineering & Consultancy • Kolkata, Republic Of India, IN
Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.
Selling investment products like.Cold calling and meeting customers on a ...Show more
Last updated: 6 days ago • Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers Ltd • Kolkata, 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 more
Last updated: 30+ days ago • Promoted
Investor Relations Manager
Zigsaw • Kolkata, IN
We’re Hiring : Investor Relations & Fundraising Manager / Principal.Experience : 5–10 years of experience in venture capital, private equity, investor relations, or fundraising.We are an early-stage ...Show more
Last updated: 7 hours ago • Promoted • New!
Sales Relationship Manager
Confidential • Kolkata, India
Choice is a leading financial service provider specializing in Stock Market, Mutual Funds, Insurance, and Loans.It operates under the diversified Choice Group, with a presence in Finance, Hospitali...Show more
Last updated: 30+ days ago • Promoted
Private Wealth Manager | HNW
Waytogo Consultants • Kolkata, West Bengal, India
Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.Revenue generation through cross sell of business banking and wealth products like Trade Forex...Show more
Last updated: 3 hours ago • Promoted • New!
Senior Relationship Manager
ISOLN Wealth • Kolkata, 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
Anand Rathi Share and Stock Brokers Ltd • Kolkata, West Bengal, India
Preferred Relationship Manager.To acquire Preferred clients (Affluent & Super Affluent).To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred cli...Show more
Last updated: 30+ days ago • Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
Confidential • Kolkata, India
We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show more
Last updated: 28 days ago • Promoted
Wealth Manager
Motilal Oswal Financial Services Ltd • Kolkata, West Bengal, India
Company Name : Motilal Oswal Financial Services Limit (MOFSL) Location - Ahmedabad, Surat, Vadodara Profile - Relationship Manager Key Responsibilities : 1.
Relationship Manager will be responsibl...Show more
Last updated: 15 days ago • Promoted
Platinum Relationship Manager-Household-BRANCH BANKING-Relationship Management
Confidential • Kolkata, India
We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth (HNW) households.
This role involves acquiring new clients,...Show more
Last updated: 24 days ago • Promoted
Relationship Manager
KG Engineering & Consultancy • Kolkata, West Bengal, India
Job Title : Relationship Manager.New client acquisition drive for opening new Demat & generating brokerage on Demat accounts.
Selling investment products like.Cold calling and meeting customers on a ...Show more
Last updated: 6 days ago • Promoted
Systematix Group - Relationship Manager
Systematix Group • Kolkata, 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 more
Last updated: 30+ days ago • Promoted
Wealth Relationship Manager
Confidential • Ladakh
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 more
Last updated: 30+ days ago • Promoted
Relationship Manager Sales
Confidential • Kolkata, India
Sales, Communication skills, B2B Sales, Banking products, Client acquisition, Cross selling of products.We are looking for a motivated and customer-focused.
The ideal candidate will be responsible f...Show more
Last updated: 13 days ago • Promoted
Relationship Manager
Confidential • Kolkata, India
Relationship Manager / SM / AVP.Small Enterprises (SE) - Working Capital Products.We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team....Show more
Last updated: 30+ days ago • Promoted
Purnartha Investment Advisors - Assistant Manager / Manager / Senior Manager - Wealth Management - HNI Acquisition
PURNARTHA INVESTMENT ADVISERS PRIVATE LIMITED • Kolkata, India
JOB DISCRIPTION : Designation : Asst.Manager Job Role : Wealt...Show more
Last updated: 21 days ago • Promoted