Relationship Manager
3 weeks ago
Company DescriptionTradeCred Private Wealth specializes in providing low-risk, medium-yield fixed income assets to Ultra High Net Worth Individuals (UHNIs), with annual returns ranging from 11-14%. With over 6.5 years of experience, the company has successfully transacted INR 30,000 crores to date with zero defaults for its clients. TradeCred also manages retirement and succession assets for 150+ UHNI families, building strong and long-term relationships. Uniquely, the organization is employee-owned (99% team-held shareholding), with no external VC or PE funding, and focuses on sustainable client partnerships with a 5-10 year horizon.Role DescriptionThis is a full-time, on-site Relationship Manager role based in Mumbai. The Relationship Manager will oversee and nurture client relationships by understanding and meeting their financial requirements. Responsibilities include managing client portfolios, promoting fixed income products, identifying investment opportunities, and delivering tailored financial solutions. The individual will also collaborate with the team to ensure satisfaction, retention, and the expansion of the client base.RequirementsStrong expertise in financial services, investment strategies, and portfolio managementExcellent communication, relationship-building, and client management skillsProficient in analyzing fixed income products and identifying appropriate opportunitiesHighly skilled in problem-solving, attention to detail, and delivering personalized solutionsBachelor's degree in Finance, Business, or a related fieldPrevious experience in wealth management or working with UHNIs is an advantageAbility to work independently in an on-site environment and effectively collaborate with a professional teamExperience1-2 years experience in salesfreshers can applyCTCINR 2.4 – 3.0 LPA
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Relationship Manager
4 weeks ago
Mumbai, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
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Relationship manager
3 weeks ago
Mumbai, India EducoHire Full timeJob Title: Relationship Manager Location: Mumbai Salary: 8 LPA Industry: BFSI / Financial Services Job Type: Full-Time Job Summary: We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios, drive business growth, and ensure exceptional service delivery. The role requires strong communication skills, sales capability,...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India The Zero Group Full timeCompany DescriptionThe Zero Group is where real estate meets lifestyle. We don't just sell spaces — we help you find your moment and own your future. Specializing in residential, commercial properties, and plots, we deliver zero stress and 100% commitment to our clients. Let's build your tomorrow, starting from Zero.Role DescriptionThis is a full-time...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
Mumbai, India PurpleFinch Full timeCompany DescriptionPurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
2 weeks ago
mumbai, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
