N
Naukri E-hire
Burgundy Relationship Manager
Skills
Market Research
2 months ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
24 August 2026
What they need
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service and satisfaction.
- Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
- Develop and maintain a deep understanding of HNIs' financial goals, risk tolerance, and investment preferences to provide tailored solutions.
- Collaborate with internal teams to deliver customized portfolio management services that meet clients' needs.
Job Requirements :
- 5-10 years of experience in HNI sales or relationship management in the banking industry.
- Proven track record of successful HNI acquisition and retention.
- Strong knowledge of mutual funds sales, equity sales, NISM certification is an added advantage.
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