01 Sep
|
Religare Broking
|
Bengaluru
01 Sep
Religare Broking
Bengaluru
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 solid 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 abili
📌 Hni relationship manager (Bengaluru)
🏢 Religare Broking
📍 Bengaluru