1582 Hni Jobs - Page 24

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. The ideal candidate will have 6-11 years of experience in wealth management, financial analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide appropriate financial products. Cross-sell to mapped broking clients and services according to customer needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in wealth management, financial analysis, and business development. Strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Excellent communication and interpersonal skills are required to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are necessary to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. Profiling customers and providing financial products to meet their needs. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 11 years of experience in wealth management, portfolio performance analysis, and business development. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products. Excellent communication and interpersonal skills are required to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide financial solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Assist in developing and implementing marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, portfolio performance analysis, and business development. Strong knowledge of financial products, including debt, structures, equities, MFs, and fund-based real estate. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, portfolio modeling, and financial products. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.

We are looking for a skilled professional with 6 to 8 years of experience to lead our wealth management team in Bengaluru. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing Tata Capital Wealth Management as a brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate customers. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in financial planning, budgeting, and forecasting. Strong knowledge of financial products, including investments, wealth management, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, portfolio modeling, and financial analysis. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 6-11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of debt products, structures, equities, MFs, fund-based real estate products, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored financial solutions.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Indore. The ideal candidate will have 11 years of experience in wealth management, sales, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Build strong relationships with clients to understand their financial goals and objectives. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, sales, and business development. Strong understanding of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and industry standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or financial planning. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a skilled professional with 6 to 9 years of experience to lead our wealth management team in Bengaluru. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing Tata Capital Wealth Management as a brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate customers. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, financial analysis, and portfolio management. Strong knowledge of financial products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Experience in managing high net worth exclusive (HNI) and ultra-HNI clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Experience in acquiring new customers who meet product criteria through cross-referencing.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio modeling, and portfolio management. Demonstrate excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are essential.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, or business development. Possess strong knowledge of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a skilled professional to join our team as a Sr. Relationship Manager - Wealth in Hyderabad, with 2-7 years of experience. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate within internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, preferably in wealth management or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and relationship-building skills. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills. Experience in managing and growing a portfolio of HNI clients. A graduate degree is required for this position. Additional Info The company offers a dynamic work environment and opportunities for professional growth and development.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Kolkata. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management, portfolio performance analysis, and business development. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Implement strategies to retain customer profitability and increase overall customer satisfaction. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is an added advantage. Proven experience in wealth management, portfolio performance analysis, and business development. Strong understanding of financial products, including debt, structures, equities, MFs, fund-based real estate, and other investment products. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to analyze customer needs and provide tailored financial solutions. Strong knowledge of IRDA regulations and compliance requirements.

We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Mumbai. The ideal candidate will have a strong background in business development, portfolio performance analysis, and portfolio management. Roles and Responsibility Managing the Profit and Loss (P&L) of the region and building market share. Establishing and owning the Tata Capital Wealth Management brand for the regions. Recruiting, nurturing talent, and providing handholding to team members. Reviewing team performance for revenue optimization. Co-owning clients and addressing HNI and ultra-HNI investment requirements. Developing and implementing marketing plans to acquire new corporate customers. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in wealth management, financial analysis, and portfolio management. Strong knowledge of financial products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Experience in managing teams and building relationships with high net worth individuals.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Bengaluru. The ideal candidate will have 11 years of experience in the banking or financial services industry, with expertise in wealth management and portfolio performance analysis. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and provide services according to customer needs. Enhance and retain customer profitability by capturing a larger share of wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and portfolio management. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Pune. The ideal candidate will have 2 to 7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI/NISM certification is preferred. Minimum 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets. Strong analytical and problem-solving skills are needed to provide tailored solutions to clients.

We are looking for a highly skilled and experienced Senior Relationship Manager to join our team in Mumbai. The ideal candidate will have 2-7 years of experience in sales, relationship management, or a related field. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, relationship management, or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and interpersonal skills are required to build strong relationships with clients and internal teams. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills are necessary to provide tailored investment solutions. Experience in managing and growing a portfolio of high net worth exclusive clients is preferred. A graduate degree is required; an MBA/PGDM is preferred. About Company TATA CAPITAL LIMITED is a leading player in the banking and financial services industry, offering a range of investment products and services to its clients.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Hyderabad. The ideal candidate will have 2-7 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and financial planning. Strong knowledge of wealth management, financial analyst, and portfolio management. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Nagpur. The ideal candidate will have 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs and deepening relationships by cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet and ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing and profiling customers to provide tailored financial solutions. Job MBA/PGDBA/PGPM or equivalent degree with AMFI/NISM certification and IRDA certification. Minimum 11 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of business development, portfolio management, and financial analysis. Demonstrate excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and consistently meet sales targets is essential. Strong analytical and problem-solving skills are needed to provide expert financial advice.

We are looking for a skilled professional with 6 to 11 years of experience to join our team as a Sr. Relationship Manager - Wealth in Jaipur. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Develop and implement marketing plans to acquire new corporate customers and formulate acquisition initiatives. Manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Job MBA/PGDBA/PGPM or equivalent degree; AMFI / NISM certification is preferred. Proven experience in business development, portfolio performance analysis, and wealth management. Strong understanding of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. Excellent communication and interpersonal skills to build strong relationships with HNI clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide tailored solutions to clients.

We are looking for a skilled professional with 2 to 7 years of experience to join our team as a Sr. Relationship Manager - Wealth in Bengaluru. Roles and Responsibility Address HNI clients'' investment requirements through exclusive product offerings and superior service delivery. Acquire and manage a group of HNI clients, providing financial products to meet their needs. Cross-sell to mapped broking clients and services according to customer needs. Enhance and retain customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients. Job Minimum 2 years of experience in sales, preferably in wealth management or a related field. Strong knowledge of financial products, including Debt products, Structures, Equities, MFs, and Fund-based Real Estate products. Excellent communication and relationship-building skills. Ability to stay up-to-date with industry trends, economic developments, and regulatory changes impacting clients'' financial positions. Strong analytical and problem-solving skills. Experience in managing and growing a portfolio of high net worth exclusive clients. Profiling customers and providing financial products to meet their needs. Deepen relationships by cross-selling to mapped broking clients and services according to customer needs. Actively network and seek referrals to expand the client base and contribute to business growth targets. Assist in developing and implementing marketing plans for acquiring new corporate customers and formulate acquisition initiatives. Acquire new accounts from groups and collaborate with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions to clients.