Relationship Manager - HNI (Wealth)

Contactx Resource Management; Dadri, Faridabad District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Contactx Resource Management is seeking a Relationship Manager to acquire high value HNI clients for the equity broking vertical and to nurture advisory relationships.

The role focuses on managing super HNI and HNI client relationships, generating revenue from existing and new clients, and executing cross-sell initiatives while staying updated on financial markets and advisory products.

Responsibilities

• Acquiring high value relationships into the HNI Broking vertical (EQUITY).
• Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
• Managing relationship of super HNI clients, retaining & enhancing advisory relationship
• Managing relationships of HNI clients, retaining & enhancing advisory relationships.
• To generate revenue from existing customers mapped and from new clients.
• To execute cross sell efforts as per focus of the organization at any given point in time.
• To keep oneself updated on the financial markets and in advisory products / services in particular.

Job description

• Acquiring high value relationships into the HNI Broking vertical (EQUITY).
• Managing Large Trader Clients/Big Ticket size Client Acquisition & service.
• Managing relationship of super HNI clients, retaining & enhancing advisory relationship
• Managing relationships of HNI clients, retaining & enhancing advisory relationships.
• To generate revenue from existing customers mapped and from new clients.
• To execute cross sell efforts as per focus of the organization at any given point in time.
• To keep one self-updated on the financial markets and in advisory products / services in particular.