Relationship Manager

4 weeks ago


Ludhiana, Punjab, India ICICIDirect Full time

Role & Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • Relevant experience of 12 to 18 years
  • Should have strong understanding of wealth management products, including AIFs and PMS.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.


  • Ludhiana, Punjab, India Skill Ventory Full time

    Roles and Responsibilities JOB DESCRIPTION ;- Relationship Management Managing NRI customers and responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Responsible for creation of new business and maintaining professional relationship with with clients for understanding...


  • Ludhiana, Punjab, India JM Financial Asset Management Ltd Full time

    About the RoleWe are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 8-10 years in the mutual fund/AMC industry is preferable.Responsibilities- Handling Regional Distributors in assigned region.- Build and Nurture relationships with IFA Channel.- Driving the distributors to sell products.-...


  • Ludhiana, Punjab, India beBeeAccountability Full time ₹ 8,00,000 - ₹ 12,00,000

    Key Responsibilities">The position holder will be accountable for managing a team of 10-20 individuals to ensure optimal performance and client satisfaction. This includes planning, forecasting, and achieving fortnightly and monthly client retention and revenue targets from the assigned set of clients.To excel in this role, the position holder will be...


  • Ludhiana, Punjab, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Business Relationship Manager - WC-Working Capital-Sales Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager Manager Sr Manager Job Role Business Relationship Manager Manage and service existing portfolio of WC clients including renewal...


  • Ludhiana, Punjab, India beBeeLeadership Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Job OverviewWe are seeking an experienced professional to lead our Non-Resident Indian relationship management team. The ideal candidate will have a proven track record of delivering results-driven budget plans and driving revenue growth through excellent client relationships.The successful candidate will be responsible for mentoring, training and motivating...


  • Ludhiana, Punjab, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

    Business Relationship Officer Job DescriptionAs a Business Development Manager at SkyWings Advisors Pvt. Ltd., you will be responsible for maintaining strong business relationships with clients, identifying new market opportunities, and driving growth in the unsecured business loan segment.Main Responsibilities:Establish and maintain successful business...


  • Ludhiana, Punjab, India Kotak Mahindra Bank Limited Full time

    Job DescriptionDevelops new and expands existing High Net worth Customer relationships forliabilities and commercial assets.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...


  • Ludhiana, Punjab, India Max Life Insurance Full time

    Job DescriptionIdentify, interview and select sales executives with support from HR.- To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standardsExceed revenue targets- Undertake joint field work with executives and observe/demonstrate...


  • Ludhiana, Punjab, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 1,80,00,000

    Sr Business Relationship Manager RoleWe are seeking an experienced professional to take on the role of Senior Business Relationship Manager. This key position will be responsible for developing and maintaining strong business relationships with clients, identifying new opportunities for growth, and driving revenue expansion.Develop and execute strategic...

  • Center Manager

    1 day ago


    Ludhiana, Punjab, India maxlifeins Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Career OpportunitiesPositionCenter Manager- BancassuranceBand4Reporting toRegional Manager - BancassuranceFunctionBancassurance- YBL SalesKey Responsibility Areas:Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster (40 and odd branches) and building a progressive partnership with the...