Preferred Relationship Manager
3 weeks ago
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Pre-Requisites: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products: Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)Roles & Responsibilities: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.In case there are any further queries feel free to mail on adityaanerao@rathi.com or WhatsApp on 9819864010 for further assistance.
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Preferred Relationship Manager
3 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
7 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centricAffluent Wealth Relationship Managerto manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, India Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, IN People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, IN Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
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Preferred Relationship Manager
3 weeks ago
Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
3 weeks ago
Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
-
Preferred Relationship Manager
3 weeks ago
Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
