Preferred Relationship Manager
1 week 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.For further queries or assistance kindly contact on adityaanerao@rathi.com or WhatsApp on 9819864010.
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Preferred Relationship Manager
6 days ago
Raipur, 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
6 days ago
Raipur, 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
2 days ago
Raipur, 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
20 hours ago
Raipur, 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
4 days ago
raipur district, 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
2 weeks ago
Raipur, Chhattisgarh, India Arihant Capital Markets Ltd Full timeCompany DescriptionArihant Capital Markets Limited, incorporated in 1992, is dedicated to making every Indian financially independent through suitable investment products and top-quality service. We offer diverse services, including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and...
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Customer Relationship Manager
3 days ago
Raipur, Chhattisgarh, India Azra World ( Clothing Brand) Full time ₹ 1,80,000 - ₹ 3,60,000 per yearJob Title: Customer Relationship Manager (CRM)Industry: Multi-Designer Fashion StoreLocation: Raj Bhawan road, Civil Lines Raipur CG 492001Reports To: DirectorJob Summary:The Customer Relationship Manager is responsible for building and maintaining strong, longterm relationships with premium clients, ensuring a seamless luxury shopping experience. Therole...
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Relationship Manager
1 day ago
Raipur, Chhattisgarh, India Perinial Softech Pvt ltd Full time ₹ 18,00,000 - ₹ 24,00,000 per yearJob Description: Business Development ExecutiveCompany OverviewPyxidia Tech Lab is an innovative technology-driven company specializing in HR payroll and services solutions. Founded with a mission to revolutionize human resource management through cutting-edge software and expert consulting, we offer comprehensive services including automated payroll...
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Customer Relationship Manager
3 days ago
Raipur, Chhattisgarh, India Shankara Vehicles Pvt Ltd Full time ₹ 2,10,000 - ₹ 4,20,000 per yearBuild and maintain relationships with customers.Address customer inquiries and concerns promptly.Gather and analyze customer feedback.Collaborate with service and marketing teams.Manage customer accounts and maintain records.Job Type: Full-timePay: ₹20, ₹35,000.00 per monthBenefits:Provident FundExperience:total work: 1 year (Preferred)Customer service:...
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Relationship Manager
3 days ago
Raipur, Chhattisgarh, India Bharti AXA Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesLead generation at the time of account opening/service call being made to the customerEstablishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and AnnuityInvolvement in work site activities (putting up stalls and making presentations in corporate.Working, engaging and connecting with...
