Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Interviews

Home
>
Jobs in Rajkot
>
Quick Turtle
>
Relationship Manager - HNI Sales, Stock Broking & Investments

Relationship Manager - HNI Sales, Stock Broking & Investments

3 - 5 years

|

5 - 7 Lacs

Rajkot Gujarat India

Posted:1 week ago| Platform: Foundit logo

Apply

Skills Required

Equity Broking Mf PMS HNI

Work Mode

On-site

Job Type

Full Time

Job Description

Would 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.

More Jobs at Quick Turtle

Relationship Manager - Super Equity Trader

Shimoga, Surat, Bengaluru

INR 3 - 6 Lacs

SVP / VP / AVP / Relationship Managers, Private Bankers

Kolkata, Mumbai, Hyderabad

INR 15 - 30 Lacs

Relationship Manager - Demat & TPP Acquisition,Bancassurance Channel

Kolkata, Ahmedabad

INR 3 - 5 Lacs

AVP - PCG NRI Desk

Mumbai, Chennai, Bengaluru

INR 10 - 20 Lacs

Cluster Manager, Partner Franchisee Alliances (B2B) - Equity Broking

Mumbai, Ahmedabad, Chennai

INR 8 - 10 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play

App Store

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Logistics and Transportation

Logistics City

RecommendedJobs for You

Relationship Manager - HNI Sales, Stock Broking & Investments

Thiruvananthapuram, Kerala, India

Relationship Manager - HNI Sales, Stock Broking & Investments

Rajkot, Gujarat, India

Relationship Manager - HNI Sales, Stock Broking & Investments

Coimbatore, Tamil Nadu, India

Relationship Manager - HNI Sales, Stock Broking & Investments

Mumbai, Ahmedabad, Surat

Relationship Manager - HNI Sales, Stock Broking & Investments

New Delhi, Ahmedabad, Vadodara

Relationship Manager - HNI Sales, Stock Broking & Investments

Mumbai, Ahmedabad, Surat

Relationship Manager - HNI Sales, Stock Broking & Investments

Ahmedabad, Rajkot, Surat

Relationship Manager - HNI Sales, Stock Broking & Investments

Ahmedabad, Delhi / NCR, Vadodara

Relationship Manager - HNI Sales, Stock Broking & Investments

Ahmedabad, Rajkot, Surat

Business Development Executive

Garima Interprises

bangalore, denmark, vizianagaram, chennai, tarapur, janjgir champa, kishanganj, kolkata, gurugram, tirumala, banaskantha