Relationship Manager | Wealth

**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

**The Role** - Consultative Sales to Large/Mid-Size Corporate in Gujarat. - Responsible for developing new clients and ensuring consistent flow of new revenue for the company. - Manage & build relationships with existing clients for upselling new products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities,...

Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. - Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Job Types**: Full-time,...

Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. - Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Job Types**: Full-time,...

National Centre for Quality Calibration, a leading name in Gujarat for instrument calibration and ISO certification consultancy has organized walk-in-interview for Computer Operator at Ahmedabad Location. It’s a good opportunity for those who have Exp. up to 2 years to start their career most expandable field. **Responsibilities and Duties** - Fresher can...

**JD - Relationship Management Executive**: 2. The primary emphasis of the role is on fostering strong relationships with Agents and promptly addressing their queries and concerns. 3. Additionally, Manage and upkeep of essential data to guarantee operational accuracy and efficiency. 4. Ensuring smooth communication channels and effective relationship...

Develops new and expands existing High Net worth Customer relationships for liabilities.Ensures high levels of customer service orientation and application of bank policy.Cross sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales...

**Assistant Client Relationship Manager** - Coordinating with clients to understand their requirements and provide appropriate solutions. - Managing passive infrastructure projects, including planning, execution, and monitoring. - Ensuring timely delivery of services and meeting client expectations. - Addressing client queries and issues promptly and...

Acquisition & managing ifa base for business development & marketing of mutual funds house pms air struck es product company fixed deposited bound ncd ipos direct life health general insurance & loan products b2b sales for product pms aif structured product ,company fixed deposit bound ncds ipo life insurance general thought channel sales activate ifa...

**Acquisition & managing ifa base for business development & marketing of mutual funds house pms air struck es product company fixed deposited bound ncd ipos direct life health general insurance & loan products** **b2b sales for product pms aif structured product ,company fixed deposit bound ncds ipo life** **insurance general thought channel...

401 & 402, 4th Floor, IT Tower 3, InfoCity, Gandhinagar 382007, Gujarat GJ, India_ - _ Marketing Are you ready to learn fast and have a real impact on the company? Join Odoo, a growing software company with a killer product, a huge global community, as well as a fun and exciting work environment. We are currently searching for a highly-motivated,...

Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the organization to plan strategically. - Expanding the...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Job title Customer Relationship Executive Reports to Customer Relationship Manager Department Vanila Roles & Responsibilities: - Generating new leads & develop a relationship with new BDE of brands using social media websites ie. LinkedIn, Facebook, Instagram, and website - Stay in touch with existing customers and generate new leads - Understanding and...