Relationship Manager
1 week ago
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size.
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Requirements Job Requirements
- Experience in revenue generation through financial products : Fixed Income, AIF, MF, Equity, Commodities, Lending, Deposits, PMS, PE and Unlisted products, etc.
- Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.
- Strong client UHNI network and relationships
- Exceptional communication skills.
- Ability to think Big
- High on integrity, Passionate, Ambitious, Entrepreneurial mindset
- Relationship management skills, collaborative approach and a team player
- Exp – 5+ years of experience into Private wealth management.
- Education – Graduate with MBA from Premier B schools
Benefits
-
Relationship Manager
3 weeks ago
Ahmedabad, Gujarat, India Matrimony Full timeWe are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
-
Relationship manager&Relationship officer
3 days ago
Ahmedabad, Gujarat, India STAFFIAA Full time1. Job Title: Relationship Officer, Relationship Manager, Sr. Relationship ManagerLocation: MumbaiExperience: Minimum 6 monthsCTC: Up to 4 LPAProduct- Homeloan/Loan against propertyJob Summary:As a Relationship Officer, you will focus on customer acquisition, client relationship management, and promoting financial products/services. The role demands...
-
Relationship Manager
4 weeks ago
Ahmedabad, Gujarat, India Yes Bank Full timeThe role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 100-1000 crore turnover), offering them entire suite of bank products.Revenue Generation- Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Yes Bank Full timeThe role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment (i.e. Rs. 100-1000 crore turnover), offering them entire suite of bank products.Revenue Generation- Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client...
-
Relationship Manager
3 weeks ago
Ahmedabad, Gujarat, India MyCityAhmedabad Full timeQualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.
-
Relationship Manager
3 weeks ago
Ahmedabad, Gujarat, India White Force Full timeJob Description: Job Description:· Graduate with 2 to 5 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition.·To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.·Build, manage and...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Supro Consulting Full timeJob OverviewSupro Consulting is seeking a proactive and customer-focused Relationship Manager to join our team in a full-time capacity. This junior-level position, ideal for individuals with 1 to 3 years of experience, will be based in Ahmedabad, Rajkot, Vadodara, Cuttack, Bhubaneswar, Raurkela, and Pune Division. The candidate will play a crucial role in...
-
Relationship Manager
2 days ago
Ahmedabad, Gujarat, India Pranam Recruiters Full timeJob Description Locations: Ahmedabad / Mumbai Position Overview: As a Relationship Manager, you will play a pivotal role in understanding our clients&39; business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering...
-
Relationship Manager
2 days ago
Ahmedabad, Gujarat, India Pranam Recruiters Full timeLocations: Ahmedabad / Mumbai Position Overview: As a Relationship Manager, you will play a pivotal role in understanding our clients&39; business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India BFSI Connect Pvt Ltd Full timeJob Title: Relationship ManagerPrimary Responsibilities:Source, structure, and service clients for their financial needs, particularly for MSMEs, offering both secure and unsecured products.Address client queries and ensure prompt resolution within the required turnaround time (TAT).Coordinate with support functions (Credit/Ops) to facilitate loan...
-
Manager - Customer Relationship
2 weeks ago
Ahmedabad, Gujarat, India Bonhoeffer Machines Full timePosition Overview: The Customer Relationship Manager will be responsible for:. Client Engagement: Serving as the primary point of contact for our clients, addressing inquiries, resolving issues, and ensuring a positive customer experience. Relationship Building: Developing and nurturing long-term relationships with clients to understand their needs and align...
-
Relationship Manager
2 days ago
Ahmedabad, Gujarat, India Finnovate Full timeJob DescriptionAbout Finnovate: Finnovate is a financial planning platform that specializes in providing busy doctors with a disciplined approach to help them achieve their financial goals safely, surely, swiftly. With over 3000 doctors already benefiting from our FinnFit Financial Planning process, we are looking to expand our reach by engaging more...
-
Sr. Relationship Manager
1 week ago
Ahmedabad, Gujarat, India The Leaders Hive Full timeJob DescriptionJob Location: Ahmedabad & ChennaiJob Overview:We are seeking a proactive and result-oriented Relationship Manager/Sr.Manager to drive corporate acquisitions and vendor engagement on our Trade Receivables Discounting System (TReDS) platform. The ideal candidate will play a pivotal role in fostering strong client relationships, ensuring seamless...
-
Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Tata Mutual Fund Full timeJob DescriptionJob Description11100Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short...
-
Client Relationship Manager
5 days ago
Ahmedabad, Gujarat, India Quantixtech Solutions Pvt Ltd. Full timeJob Title: Relationship ExecutiveLocation: Naranpura, AhmedabadIndustry: Financial ServicesWe are seeking Client Relationship Managers to build and maintain strong relationships with clients, resolve queries, and drive business growth by promoting relevant financial products.Key Responsibilities:Build and maintain long-term relationships with...
-
Relationship Manager
2 days ago
Ahmedabad, Gujarat, India Finnovate Full timeAbout Finnovate: Finnovate is a financial planning platform that specializes in providing busy doctors with a disciplined approach to help them achieve their financial goals safely, surely, swiftly. With over 3000 doctors already benefiting from our FinnFit Financial Planning process, we are looking to expand our reach by engaging more healthcare...
-
Client Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Tekpillar Full timeJob Title Relationship ManagerExperience Mini 2 years exp in sales marketingCTC Up to 4 High Incentives Other BenefitsPayroll On RollRoles - Find prospects and leads xc2 xa0-Build strategic relationships and partner with key industry players agencies and vendors- Build and maintain professional networks- Meet with potential clients to...
-
Customer Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India SWASTIK PLACEMENT AGENCY Full timeE-commerce support activities, resolution of customer queries, customer satisfaction,relationship building, participation in marketing calling campaigns, and logistics handling. Furthermore, feedbackmanagement will extend to your role, with active gathering and analysis of customer feedback contributing tocontinuous improvement initiatives. Additionally,...
-
Relationship Manager
3 weeks ago
Ahmedabad, Gujarat, India Ratnaafin Capital Pvt Ltd Full timeProducts: LAP/ BL/ WCTL/ Machinery LoanQualification: Mini GraduateAge: 20 to 32 YearsSalary: Minimum 20% hike on Current salary + Attractive Monthly Incentive + Allowances.Preference: Minimum 2 years of Experience with any of above mentioned products can apply.Maintaining a deep knowledge of company products and services.Building and maintaining strong...
-
Client Relationship Manager
7 days ago
Ahmedabad, Gujarat, India ALTEEM INSTRUMENTS Full timeAbout the RoleAs a Sales Coordinator at ALTEEM INSTRUMENTS, you will play a critical role in driving business growth through effective sales management and client relationship building.Key Responsibilities:Schedule appointments with customers to share company profiles and promote our products.Prepare and deliver clear, concise proposals and quotations to...