Preferred Relationship Manager

1 week ago


Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

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 clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To 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 or WhatsApp on .



  • Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • Raipur, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • raipur district, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • Raipur, Chhattisgarh, India Tata Capital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    11083  To drive sales and ensure business targets are achieved. To build strong relationships with prospective clients so as to ensure business continuity Core Responsibilities: o    Proactively reach out to potential clients and explain the entire process of home loan while setting correct expectations o    Manage end-to-end sales lifecycle...


  • Raipur, Chhattisgarh, India BRAIN WORLD Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    About Brain World:Brain World runs school engagement & learning-enablement projects across the city. We partner with schools to deliver presentations and ongoing programs that make learning simpler and more effective.Role & responsibilities:Visit assigned schools and present Brain World's programs and ongoing projects to principals, coordinators and...


  • Raipur, Chhattisgarh, India SBI Funds Management Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Roles & Responsibilities• Responsible for the Sales in the Area (Multiple channels)• Setting up and managing the network of All Channels in the Region• Establishes productive, professional relationships with key personnel in assigned partner accounts.• To build, develop & enhance relationships across Private Banks / State Bank Channel / IFA/ ND...


  • Raipur, Chhattisgarh, India Azra World ( Clothing Brand) Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job 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...


  • Raipur, Chhattisgarh, India Perinial Softech Pvt ltd Full time ₹ 18,00,000 - ₹ 24,00,000 per year

    Job 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...