Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited (REL), is one of India’s leading full-service broking houses, with a nationwide presence across more than 400 cities and a robust, diverse customer base. The organization focuses on making capital markets accessible and understandable, building lasting relationships with investors of all experience levels.

Religare

Broking simplifies complex financial concepts, offering effortless investing experiences for first-time investors and seasoned traders alike. Backed by strong research capabilities, a comprehensive suite of products and services, and cutting-edge technology, the company delivers personalized solutions and seamless customer experiences. More information, including regulatory details and disclosures, is available on the Religare Broking website.

Role Description This is a full-time, on-site role for an HNI Relationship Manager based in Bengaluru. The HNI Relationship Manager will manage and grow relationships with high net-worth clients, understand their investment objectives, and provide tailored advisory and broking solutions across asset classes. Daily responsibilities include portfolio review, recommending suitable investment products, executing trades, and ensuring high standards of service and compliance.

The role involves proactive client engagement through meetings and calls, responding to queries,



and coordinating with internal research, operations, and product teams to deliver timely insights and smooth transaction experiences. The HNI Relationship Manager will be accountable for achieving revenue and AUM targets while maintaining a strong focus on risk management and client satisfaction.

Qualifications

- Strong client relationship management, communication, and interpersonal skills to engage effectively with high net-worth investors.
- Sound knowledge of equity markets, derivatives, mutual funds, and other investment products, with the ability to interpret research and market trends.
- Proficiency in sales, cross-selling, and portfolio management, with a track record of meeting revenue and asset growth targets.
- Ability to operate trading and broking platforms, use CRM tools, and work efficiently with digital and technology-enabled solutions.
- High level of integrity, attention to detail, and adherence to regulatory and compliance requirements.
- Bachelor’s degree or higher in Finance, Commerce, Business, Economics, or a related field; professional certifications (e.g., NISM, NCFM) are an advantage.
- Prior experience in wealth management, broking, or financial services handling HNI or affluent clients is strongly preferred.
- Capacity to work in a quick-paced environment, prioritize multiple client needs, and collaborate with cross-functional teams.

📌 Hni relationship manager (Bengaluru)
🏢 Religare Broking
📍 Bengaluru