BA
HNI Relationship Manager
Bachat Bazaar · Patna
PayPay not listed
WherePatna
TypeFulltime
Posted12 Sep27 days ago, via Indeed
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job
Responsibilities
- Identify potential HNI clients
- Build relationships with business owners/professionals
- Schedule private meetings
- Explain the investment philosophy
- Understand client objectives and risk profile
- Coordinate investor presentations
- Follow up with prospects
- Maintain CRM
- Coordinate onboarding
- Maintain regular client communication
- Generate referrals
Target Profiles
For example
- Business owners
- Entrepreneurs
- Doctors
- CA/CS/CFA professionals
- Real-estate entrepreneurs
- Senior executives
- Existing high-value investors
- Pay
- ₹208,095.87 - ₹925,704.93 per year
- Work Location
- In person
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