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 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 .
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Preferred Relationship Manager
3 weeks ago
Nagpur, 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
3 weeks ago
Nagpur, 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
3 weeks ago
Nagpur, India Whatjobs IN C2 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
3 days ago
nagpur, 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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Customer Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India OD Strategies Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe are looking for a person who wishes to settle in Nagpur, Maharashtra and is looking for a Customer Relationship Manager in Nagpur.Candidate should have minimum 3 years' experience in Sales, preferably in Industrial Sales. Should be strong enough in Customer relationship Management, Business to Business sales all over India and should be able to understand...
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Financial Relationship Manager
6 days ago
Nagpur, Maharashtra, India Infitech Human Resources Service Pvt. Ltd. Full timeJob Title: Financial Relationship Manager – Direct VerticalLocation: Nagpur, MaharashtraGender: Male / Female – Both can applyJob summary :We are hiring a Financial Relationship Manager for the Direct Vertical in Nagpur. The role involves managing client relationships, driving direct sales of financial and insurance products, and ensuring excellent...
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Sales Relationship Manager
3 days ago
Nagpur, India White Force Full timeJob description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Ahmedabad, Assam, Mumbai, Gujarat Experience Required: 4 to 5 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving...
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Relationship Manager – Insurance
6 days ago
Nagpur, Maharashtra, India Infitech Human Resources Service Pvt. Ltd. Full timeJob Title: Relationship Manager – Insurance (Bancassurance Channel)Location: Nagpur, MaharashtraGender: Male / Female – Both can applyJob Summary :We are hiring a Relationship Manager for the Bancassurance Channel to drive insurance sales and manage key channel partner relationships. The ideal candidate will have strong experience in handling multiple...
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Relationship Manager
3 days ago
Nagpur, India White Force Full timeJob description Resource Request Form HRM-001-RRF Issue Date: 10/3/2017 Ver:00 Effect Date:10/3/2017 Position Title: Sales Relationship Manager Department: Distribution Sales Reports To: Dharmesh Tanna Temporary: Permanent: Yes Pay scale: Up to 6.00 LPA Location: Ahmedabad, Mumbai, Chennai, Delhi, Indore/Bhopal, Jaipur, Chandigarh, Assam, and Odisha. Date...
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Relationship Manager
4 weeks ago
Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full timePRIMARY JOB RESPONSIBILITIESIt is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceHe/she should have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the monthMaintain records of business on internal...
