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HNI Relationship Manager - Insurance

3 - 8 yrs
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3,00,000 - 4,00,000 PA. Openings: 10 Posted 30+ days ago Job Applicants: 64 Job Views: 550

Job Description

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    Position: HNI Relationship Manager


    The Relationship Manager will be Responsible for Cross Selling of Investment or Loan Products to Retail and HNI clients .

    Maintaining client relationships and generate AUM from clients.

    Advising clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

    To conduct and assist in organizing seminars, workshops and other business development activities.


    Qualifications: Minimum Graduates or MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management.

    Experience Minimum: 1-3 yrs in handling HNI Relationship, Sales, Digital Sales, from BFSI sector with good business / market knowledge. Preferred Candidates from Banks/Health Insurance/Broking/NBFC sector etc.

    Interested Candidates can apply on

Salary: INR 3,00,000 - 4,00,000 PA.

Industry: Banking, Financial Services, Broking

Functional Area: Sales , Retail , Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type: Permanent Job, Full Time



UG: Any Graduate - Any Specialization

Company Profile:

5 Paisa Capital limited

About 5Paisa Capital Limited (India Infoline Finance Limited):

5Paisa Capital Ltd. backed by one of India's leading financial services company - IIFL which has over 2.9 million happy customers across various business segments.

Our experience of the Financial Markets, understanding of customer needs and expertise in implementing complex technological solutions enables us to give you a great investing experience at an unimaginably low cost!

Founder of IIFL Mr. Nirmal Jain had incorporated a company called 5Paisa Capital Limited in 2001. In 2016, 5Paisa Capital Ltd. was incorporated with Mr. Prakarsh Gagdani as CEO. Reached to almost 65,515 customers till February, 2018. In November 2017, 5Paisa was demerged from IIFL and 5Paisa was listed on NSE & BSE.
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