Relationship Manager
3 days ago
DESIGNATION : RELATIONSHIP MANAGERLocation: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITIONAcquire new clients through various sources.Generate new business using existing and potential customer networks. (References)To organize IAP through reference incorporates and generate new clients.Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.Answer clients' questions about the purposes and details of financial plans and strategies.Implement financial planning recommendations.Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.2) CLIENT RELATIONSHIP MANAGEMENTReview clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Manage client portfolios, keeping client plans up-to-date.Contact clients periodically to determine any changes in their financial status.Analyze financial data received from clients to develop strategies for meeting clients' financial goals.Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.3) REPORTS & DOCUMENTATIONPrepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.Managing and updating client portfolios.To email monthly portfolio performance report along with comments to each client.Build & maintain client database with A/B/C Analysis.To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of clientTo update daily sales dashboard & report.To keep record of minutes of meeting with clients.4) TEAM MANAGEMENT & TEAM WORKGuiding & mentoring my team towards making them more able, independent and profitable.To coordinate with semi-back office & operations team for smoother transaction process.Developing constructive and cooperative working relationships with others, and maintaining them over time.Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.5) LEARNING & UPDATIONMonitor financial market trends to ensure that client plans are responsiveInvestigate available investment opportunities to determine compatibility with client financial plans.Keep yourself updated with latest financial trends, economic/market changes.Keeping up-to-date technically and apply new knowledge to get better output in your work.To clear necessary exam & also clear exam for renewal of certification needed for your profileQUALIFICATIONSGraduate or Postgraduate in Finance, Commerce, or related field.NISM certifications.1–4 years of experience in wealth management, financial advisory, or relationship management.KEY ATTRIBUTESClient-centric mindset with high integrity.Goal-oriented and self-motivated.Strong interpersonal and negotiation skills.
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Relationship Manager
5 days ago
Ahmedabad, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
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Relationship Manager
5 days ago
Ahmedabad, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
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Relationship Manager
1 week ago
Ahmedabad, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
1 week ago
Ahmedabad, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
7 days ago
Ahmedabad, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
3 weeks ago
Ahmedabad, India Alankit Assignments Ltd Full timeA Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives.Key ResponsibilitiesClient Acquisition & Business Growth : Identify, acquire, and...
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Relationship Manager
1 week ago
Ahmedabad, Gujarat, India Aditya Birla Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionAditya Birla Capital Ltd is a prominent financial services company headquartered in Mumbai, India. The organization is dedicated to fostering a diverse and inclusive work environment, ensuring equal employment opportunities for all, without discrimination based on race, color, religion, ethnicity, age, gender, or disability. With a strong...
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Relationship Manager
7 days ago
Ahmedabad, India The Leaders Hive Full timePosition Vacant / Job TitleRelationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...
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Relationship Manager
7 days ago
Ahmedabad, India The Leaders Hive Full timePosition Vacant / Job TitleRelationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...
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Relationship Manager
7 days ago
Ahmedabad, India The Leaders Hive Full timePosition Vacant / Job TitleRelationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...
