![Anand Rathi Share and Stock Brokers Ltd](https://media.trabajo.org/img/noimg.jpg)
Preferred Relationship Manager
1 week ago
We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Jaipur location.
Job Description for Preferred Relationship Manager -Wealth
SUMMARY: -
The Relationship Manager-Wealth 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 clients 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.
- Please share profiles on or whatsapp on for further discussion .
Regards
Sakshi Shinde
Human Resource
Anandrathi Group
-
Preferred Relationship Manager
1 week ago
Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full timeWe have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Jaipur location.Job Description for Preferred Relationship Manager -WealthSUMMARY:The Relationship Manager-Wealth 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...
-
Preferred Relationship Manager
1 week ago
Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full timeWe have openings for Preferred Relationship Manager- Wealth with Anand Rathi Group in Jaipur.About the Role:The Relationship Manager-Wealth is the key point of contact with clients.Responsibilities:Acquire High Net Worth relationshipsManage & retain relationshipsDesign & implement financial plansProvide the right adviceGenerate AUM from...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India AC Agarwal Full timeJob Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout Us AC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India AC Agarwal Full timeJob Description:Relationship ManagerCompany:AC AgarwalLocation:JaipurPosition Type:Full-timeAbout Us AC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term relationships...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India AC Agarwal Full timeJob Description: Relationship ManagerCompany: AC AgarwalLocation: JaipurPosition Type: Full-timeAbout UsAC Agarwal is a leading stock broking firm committed to providing exceptional financial services to our clients. With a strong foundation in the stock market, we are dedicated to offering personalized investment solutions and building long-term...
-
Client Relationship Manager
1 week ago
Jaipur, Rajasthan, India Trunkks Full timeResponsibilities:Below are some of the responsibilities a Client Relationship Manager is expected to assume in their position:Clear understanding of Brand and HNI ClientsAnalytical to gaze at customer requirements and presentations as per client's choice or preferences. Also skilled in having interactive sessions to educate about the company's brand...
-
Customer Relationship Executive
1 week ago
Jaipur, Rajasthan, India Jobsclick HR solution Full timeWe are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical...
-
Relationship Manager Sales
1 week ago
Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full timePosition: Relationship Manager PrivilegeKey Job Responsibilities -Acquire quality clients through networking, data base, market intelligence and references from existing clients.Generate Cross Sell revenue through Financial Planning.Promote Focus Product of the monthMaintain records of business on internal software.Induct new clients to the Central Dealing...
-
Relationship Manager-Rural Business Banking
1 week ago
Jaipur, Rajasthan, India IDFC FIRST Bank Full timeRole/Job Title:Relationship Manager - Rural Business BankingFunction/Department:Retail BankingJob Purpose:The role entails providing financial solutions to meet the working requirements of rural business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is...
-
Virtual Relationship Manager TeleSales
1 week ago
Jaipur, Rajasthan, India TEKPILLAR SERVICES Full timeAs aVirtual Relationship Manager Your primary goal will be to provideexceptional customer service understand clients financial needs andoffer appropriate bankingsolutions.This role requiresexcellent communication skills a strong understanding of bankingproducts and services and the ability to adapt to virtualcommunicationplatforms. JobRoles...
-
Relationship Manager-First Wealth-North
1 week ago
Jaipur, Rajasthan, India IDFC FIRST Bank Full timeRole/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working...
-
Relationship Executive
1 week ago
Jaipur, Rajasthan, India VertexPlus Technologies Full timeDescription:Hi,Greetings of the day.Currently we are looking for Relationship executive, Below are the details.Role: Relationship executiveExperience: 1+ YearLocation: JaipurRoles & Responsibilities: Managing all activities on site related to visit of buyers, channel partners, investors. Identify new business opportunities by prospective clients, channel...
-
Relationship Executive
1 week ago
Jaipur, Rajasthan, India Wisteria Inn Suits and Holiday Full timewe are hire Relationship executiveSalary: ₹8, ₹32,623.63 per monthBenefits: Health insuranceSchedule: Day shiftAbility to commute/relocate: Jaipur, Rajasthan: Reliably commute or planning to relocate before starting work (required)Experience:- total work (preferred)Expected Start Date: 22/06/2023
-
Relationship Manager/ Direct Sales
1 week ago
Jaipur, Rajasthan, India Corporate Resources Full timeJob Description 1. Independently achieve stretched targets in a result-focused environment. 2. To identify potential customers, create and close new business opportunities in line with the strategic direction of the company. 3. Ensure member acquisition targets are achieved as per the company norms through different sources. 4. To build and maintain strong...
-
Sr. Business Relationship Manager
1 week ago
Jaipur, Rajasthan, India Standard Chartered Bank Full timeRESPONSIBILITIES Acquisition of NRI clients & crossell of wealth products Business NR Acquisition Processes NR & CB Regulatory & Business Conduct Display exemplary conduct and live by the Group's Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business...
-
Customer Relationship Executive
2 days ago
Jaipur, Rajasthan, India Priseine Technology Services Full timeKey Responsibilities:Client Interaction: Act as the primary point of contact for clients, addressing their inquiries, concerns, and feedback in a timely and professional manner.Relationship Management: Develop and maintain strong relationships with clients to ensure their continued satisfaction and loyalty.Issue Resolution: Proactively identify and resolve...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India Allianz Full timeJob Description:Not available at the momentSkills Required:ndustry Understanding & Competitive Awareness; Product Knowledge; Customer Relations; Sales ExecutionDesirable Skills:Not available at the moment
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India TEKPILLAR SERVICES Full timeResponsibility:- Job Details : Your working location will be particular Bank Branch You have to sale life insurance policy by convincing following type of Customers Walking customers Existing customers If Leads provided by Branch Your own contacts etc. You may have to visit customers if required Requirement: Minimum 2 years of exp. In sales &...
-
Guest relationship manager
1 week ago
Jaipur, Rajasthan, India Naukripay Full timea guest relations manager alsofrequently referred to as a guest relations coordinator or guestrelations specialist is tasked with a wide variety ofresponsibilities including: Managing guests experiences. Greetingand checking in guests as they arrive. Ensuring guests have apleasantexperience.RequirementsGreetingguests upon arrival and making them feel...
-
Castumer Relationship Exiqutive
1 week ago
Jaipur, Rajasthan, India Harmony records company Full timeJob Role:You are also responsible for solving questions in regard to the product or service provided by the company. In addition to this, you should collect desired information from the clients and maintain relationships with them.Contacting potential or existing customers to inform them about a product or service using scripts. Answering questions about...