Sr Relationship Manager -Wealth
ConfidentialHyderabad / Secunderabad, Telangana19 days ago
Job descriptionSupport the development and implementation of marketing plans for new client acquisition in corporate and B2C / B2B segments. Execute micro-events and initiatives for client acquisition in collaboration with the Head RM. Work closely with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions. Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients' financial positions. Ensure profitability of assigned portfolios through strategic investment recommendations.
Key Responsibilities :
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, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options.
- Acquire and manage a portfolio of HNI clients.
- Profile clients and provide tailored financial solutions to meet their needs.
- Deepen client relationships through cross-selling of financial products and services.
- Enhance and retain client profitability by increasing wallet share.
- Ensure portfolio profitability by generating high income per client.
- Acquire new clients through referrals and active networking to contribute to business growth.
Marketing and Business Development :
Financial and Product Expertise :
Skills Required
Client Acquisition, Relationship Management, Hni Client Handling
Create a job alert for this search
Relationship Manager • Hyderabad / Secunderabad, Telangana
Related jobs
- Promoted
Relationship Manager - Business Development - Investment Banking
Rintelo Consulting Private LimitedHyderabad, India Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show moreLast updated: 30+ days ago
- Promoted
- New!
Senior Relationship Manager
CredvestHyderabad, IN Develop and implement strategic sales plans to achieve company goals and objectives.Lead, motivate, and mentor the sales team to ensure high levels of performance and productivity.Set sales targets...Show moreLast updated: 4 hours ago
- Promoted
Relationship Manager
Motilal Oswal Financial Services LtdHyderabad, IN 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...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - Buy Side - Investment Banking
Rintelo Consulting Private LimitedHyderabad, India Relationship Manager (RE-Buy Side)- Investment Banking We are looking for people who : - Have...Show moreLast updated: 30+ days ago
- Promoted
Intellectt Inc - Relationship Manager
Intellectt IncHyderabad, India Description : About US : Intellectt Inc.New Jersey, is a IT development, and digital transformation company specializing in healthcare, life scienc...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager- Advisory
ConfidentialHyderabad / Secunderabad, Telangana, India Execute trades on behalf of clients, aligning with their investment strategies and preferences.Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management ...Show moreLast updated: 19 days ago
- Promoted
Associate Relationship Manager-MEL
ConfidentialHyderabad / Secunderabad, Telangana, India, Nizamabad Associate Relationship Manager-Micro Enterprise Loan(MEL).The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers.The role bearer ha...Show moreLast updated: 19 days ago
- Promoted
Relationship Manager-Affluent-AFFLUENT-Relationship Manager
ConfidentialHyderabad / Secunderabad, Telangana, India Role : - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual ...Show moreLast updated: 10 days ago
- Promoted
Urgent Opening- Relationship Manager / Sr Relationship Manager
Bajaj Capital LtdHyderabad, IN Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Location : Delhi / NCR ( Noida, Gurugram & Gaziyabad).
Functional Area : BFSI, Investments & Trading.Employmen...Show moreLast updated: 15 days ago
- Promoted
Portfolio Development Manager
InvoicemartHyderabad, Republic Of India, IN We currently have openings for R.Manager & Client Relationship Manager.Additionally, we are expanding to.TREDS Limited (a group company of Axis Bank).
Receivables of Micro, Small and Medium Enterpri...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager - CASA
ConfidentialHyderabad / Secunderabad, Telangana, India Key Roles And Responsibilities.Customer Acquisition & Business Development : .Acquire new CASA customers through cold calling, field visits, and references.
Achieve monthly and quarterly CASA targets ...Show moreLast updated: 9 days ago
- Promoted
Sky Phygital - Relationship Manager-Sky Channel-Phygital
ConfidentialHyderabad / Secunderabad, Telangana, India Sky Phygital - Relationship Manager.Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch.
C category book of 2-3 brancheswith appro...Show moreLast updated: 19 days ago
- Promoted
Business Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales
ConfidentialHyderabad / Secunderabad, Telangana, India We are looking for a proactive and client-focused Relationship Manager to manage and grow an existing portfolio of Working Capital (WC) clients.
The role involves deep engagement with clients to und...Show moreLast updated: 30+ days ago
- Promoted
Senior Relationship Manager
ConfidentialHyderabad / Secunderabad, Telangana To manage the Agency Channel and POS operations efficiently by developing teams, ensuring compliance, driving profitability, and maintaining high performance in sales and distribution.Follow define...Show moreLast updated: 19 days ago
- Promoted
Associate Relationship Manager
SmartQHyderabad, Telangana, India About SmartQ : We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem.
At the core we strive to understand our...Show moreLast updated: 30+ days ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdHyderabad, IN 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