1582 Hni Jobs - Page 25

We are looking for a skilled professional with 10 to 12 years of experience to lead our wealth management team in Pune. 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 (PL) of the region and building market share. Owning and establishing 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 financial analysis, wealth management, 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 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. 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 with HNI clients and provide tailored financial solutions. Strong analytical and problem-solving skills are essential.

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. 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. Strong analytical and problem-solving skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Ranchi. 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. 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. Proficiency in financial products such as Debt, Structures, Equities, MFs, Fund-based Real Estate products, and other Investment products.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Surat. 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. 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 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 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, 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. 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 banking or financial services, with a focus on wealth management and portfolio performance analysis. 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, with the ability to build strong relationships with HNI clients. Exhibit strong analytical and problem-solving skills, with the ability to provide financial solutions to meet customer needs. Ability to work in a fast-paced environment and consistently meet sales targets.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Delhi. 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. Cross-sell to mapped broking clients and provide 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 11 years of experience in banking or financial services, focusing on wealth management and portfolio performance analysis. Strong knowledge of financial products, including debt, structures, equities, mutual funds, and fund-based real estate. 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 needed 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 6-10 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. 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 products. Excellent communication and interpersonal skills. Ability to work with HNI clients and provide tailored financial solutions. Experience in acquiring new customers through cross-referencing and other acquisition initiatives.

We are looking for a skilled professional with 10 to 25 years of experience to lead our wealth management team in Ahmedabad. 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. Owning and establishing 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. Assisting in 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.

1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Job Duties & responsibilities Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. To exercise appropriate due diligence while on-boarding and engaging with clients. Establish DBS as a primary banker for clients and as a prominent banking provider in India. Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage Education / Preferred Qualifications Graduate(10+2+3).

We are looking for a skilled professional with 6 to 11 years of experience to lead our wealth management team in Delhi. 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 region. 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 analyst roles, wealth management, and portfolio management. Strong understanding 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 (HNIs) and ultra-HNIs.

We are looking for a skilled professional with 10 to 12 years of experience to lead our wealth management team in Ahmedabad. 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. Owning and establishing 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 financial analyst roles, wealth management, and portfolio management. Strong understanding 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 skilled professional with 6 to 8 years of experience to lead our wealth management team in Kolkata. 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 financial analysis, wealth management, and portfolio management. Strong understanding 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 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 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 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 highly skilled and experienced Relationship Manager to join our team in Mumbai, Lower Parel, and JM - CH. 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 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 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 highly skilled and experienced Relationship Manager to join our team in Delhi. The ideal candidate will have 2-5 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 Mumbai, Lower Parel, and MM. 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 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. Collaborate with internal teams to deliver seamless service and support to clients. 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 industry standards.

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 11 years of experience in the field. 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 business development, portfolio performance analysis, and wealth management. Strong understanding of financial products, including debt, structures, equities, MFs, and fund-based real estate 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 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 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. Cross-sell to mapped broking clients and deliver tailored 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 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 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 Delhi. The ideal candidate will have 11 years of experience in the field. 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 their 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 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 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 and cross-selling to mapped broking clients. Enhance customer profitability by capturing a larger share of the wallet. Ensure portfolio profitability by generating high income per customer. Acquire new customers who meet product criteria through cross-referencing. 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. Proficiency in financial products such as Debt, Structures, Equities, MFs, Fund-based Real Estate, and other Investment products.

We are looking for a highly skilled and experienced Relationship Manager to join our team in Mumbai. 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. 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. 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 Mumbai, Lower Parel, and JM - CH. 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 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 2 years of experience in wealth management, portfolio performance analysis, and financial planning. Possess strong knowledge of financial products, including Debt products, Structures, Equities, MFs, Fund-based Real Estate products, 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 is essential. Strong analytical and problem-solving skills are needed to provide expert advice on financial matters.

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 performance analysis, 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.