1 Opening(s)
5.0 Year(s) To 7.0 Year(s)
Not Disclosed by Recruiter
Role Overview
We are looking for a client-focused Relationship Manager to acquire, retain, and grow high-net-worth and institutional relationships. The role involves understanding client needs, recommending suitable investment solutions, expanding share of wallet, and delivering revenue and service objectives.
Key Responsibilities
- Identify and acquire high-net-worth, corporate, and institutional clients.- Build a strong ...
2 Opening(s)
2.0 Year(s) To 6.0 Year(s)
10.00 LPA TO 15.00 LPA
Financial
To contribute to the achievement of the financial targets and business composition goals of the firm
Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
Undertake initiatives to drive ...
1 Opening(s)
2.0 Year(s) To 7.0 Year(s)
11.00 LPA TO 22.00 LPA
The Acquisition Manager is responsible for acquiring High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients for wealth management services. The role involves client acquisition, relationship building, investment advisory coordination, and revenue generation through financial products such as Mutual Funds, PMS, AIFs, Bonds, Insurance etc. Key ...
2 Opening(s)
10.0 Year(s) To 20.0 Year(s)
25.00 LPA TO 40.00 LPA
The Regional Head – PCG will be responsible for leading and managing the Private Client Group business across Gujarat, with a primary focus on servicing and growing relationships with High Net Worth Individual (HNI) clients.This is a strategic leadership role with a “non-playing captain” approach, where the incumbent will drive ...
- Wealth Management
- Private Banking
- Hni Clients
- Uhni Clients
- Aum Growth
- Portfolio Management
- Investment Advisory
- Relationship Management
- Business Development
- Team Leadership
- Cluster Head
- Regional Head
- Client Acquisition
- Client Retention
- Financial Products
- Equity
- Mutual Funds
- Pms
- Alternate Investments
- Wealth Strategy
- Revenue Targets
- Market Penetration.
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth 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 relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
1 Opening(s)
4.0 Year(s) To 10.0 Year(s)
4.00 LPA TO 8.00 LPA
Urgently required - Senior Relationship Manager – Wealth & Stock Broking
Key Responsibilities1. Client Acquisition & Revenue Building
Acquire and onboard HNI, UHNI, and active trading clientsBuild a strong personal book through references, networking, and market outreachDrive broking revenue, margin funding, and trading activity2. Wealth Product Cross-Selling
Identify opportunities and advise clients on:Mutual ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
Description:
The Relationship Manager-Wealth 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 relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
1 Opening(s)
10.0 Year(s) To 25.0 Year(s)
Not Disclosed by Recruiter
About the Role:
We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales & Advisory vertical in Mumbai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...
1 Opening(s)
15.0 Year(s) To 25.0 Year(s)
90.00 LPA TO 100.00 LPA
About the Role:
We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales & Advisory vertical in Dubai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...
1 Opening(s)
7.0 Year(s) To 10.0 Year(s)
50.00 LPA TO 60.00 LPA
Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)
Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
Understand clients’ financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
Conduct regular portfolio reviews and recommend adjustments based on market conditions ...