Relationship Manager

1 week ago


Mumbai, Maharashtra, India Circle Wealth Advisors Private Limited Full time

Company Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO.

Our purpose is to empower clients to achieve their financial aspirations.

Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai.


The RM will be responsible for identifying and developing new business opportunities, expanding the firm's client base, building and maintaining client relationships, and managing the sales process from start to finish.

They will work closely with the executive team to define and execute the firm's strategic growth plan.

Detailed job profile as follows - 1.

Acquire new clients on both advisory and distribution business 2.

Identify corporates for conducting Investor Awareness Programs (IAPs) to market services 3.

Create vivid presentations for the IAP's 4.

Conduct the IAP's and address potential clients' queries 5.

Onboard new clients in coordination with the Ops team and Financial Planners 6.

Doing quarterly reviews and actively managing the distribution clients 7.

Ensuring delivery of VALUE to the clients and customer satisfaction.


Qualifications 4-7 years of experience in advising financial products to individual clients Preferably worked in a bank or a broking outfit and dealt with clients with portfolio size of INR 50 L and above Good command of spoken and written English communication and interpersonal skills Strong networking and relationship-building abilities Proven track record of achieving sales targets and business growth Ability to conduct market research and analyze trends and insights Excellent negotiation and project management skills Minimum of a Bachelor's degree in Business Administration, Marketing, Finance, or a related field NISM, AMFI certification, and CFP degree will be an added advantage Proficient in Microsoft Office suite, CRM software, and other business-related technologies Remuneration Minimum CTC of INR 5 lakhs+ incentives.

It can go up significantly depending on the candidate's experience & skills Additional Benefits 5 day work week - Sundays & Mondays will be off, all Saturdays working 28 days paid leave every year + 10 public holidays Reimbursement of medical insurance cost Performance-based pay Retention bonuses

  • Mumbai, Maharashtra, India Flashaid Full time

    We are #hiring at #FlashaidMail your resume at: Location: Nagpur, Solapur, Kolhapur, Nashik , AurangabadHybrid RoleRole DescriptionThis is a full-time hybrid role for a Relationship Manager at Flashaid. The Relationship Manager will be responsible for managing partner relationships and providing excellent customer service. This includes answering partner...


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, Maharashtra, India Invoicemart Full time

    We have an opportunity forRelationship Manager - Corporate Businessat PAN India location with INVOICEMART - A.Treds.A.TREDS Limited (a group company of Axis Bank)is a national level online platform whichfacilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers.TREDS is in the business of opening...


  • Mumbai, Maharashtra, India Electrum Capital Full time

    Company Description Electrum Capital is an investment firm based in Mumbai. Our main focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our...


  • Mumbai, Maharashtra, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Mumbai Job Type: Full-time Education: MBA in Marketing/International Business/Similar any other specialization Salary Range: 25,000 to 40,000 per month Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management...


  • Mumbai, Maharashtra, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role.Job Role:Relationship ManagerLocation:MumbaiJob Type:Full-timeEducation:MBA in Marketing/International Business/Similar any other specializationSalary Range:25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer AcquisitionMarketing...


  • Mumbai, Maharashtra, India Mahindra Holidays & Resorts India Limited Full time

    Position Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...


  • Mumbai, Maharashtra, India Invoicemart Full time

    We have an opportunity for Relationship Manager - Corporate Business at PAN India location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the business of opening...


  • Mumbai, Maharashtra, India Mahindra Holidays & Resorts India Limited Full time

    About the Position:Title: Relationship Manager / Sr. Relationship ManagerEducation: Minimum GraduateExperience: Minimum 1 year experience in direct salesPreferred Industry:Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJob Description for Relationship Manager / Sr. Relationship Manager:Job Purpose: To deliver...


  • Mumbai, Maharashtra, India YES BANK Full time

    We are seeking a Relationship Manager for a reputable and multinational corporate bank, based in Mumbai. Take the opportunity to join our team and be responsible for managing a diverse portfolio of corporate clients, deepening existing relationships, and acquiring new clients to offer complete banking solutions. Your role will involve preparation of credit...


  • Mumbai, Maharashtra, India Paradise Placement Consultancy Full time

    Responsibilities :? Maintaining a deep knowledge of company products and services.? Building and maintaining strong relationships with prospective and existing clients.? Building / analyzing detailed business models? Researching and pursuing new business opportunities.? Identifying clients' needs and requirements and proposing suitable solutions.?...


  • Mumbai, Maharashtra, India Electrum Capital Full time

    Company Description Electrum Capital is an investment firm based in Mumbai, focusing on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. The company prioritizes businesses with significant competitive advantages, capable management teams, and disciplined financial management, with...


  • Mumbai, Maharashtra, India Riverforest Connections Private Limited Full time

    Senior Relationship Manager- Large Corporate Banking Job PurposeThe Corporate Banking Function manages Banking needs across the product spectrum for large corporate entities. The primary product lines include Assets, Liabilities as well as Fee or commission based products.The role of a Relationship Manager is to build and manage rapport with corporate...


  • Mumbai, Maharashtra, India Merito Full time

    Job DescriptionAbout Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Advising Affluent clients on their investments and managing their overall financial portfolio whilst...


  • Mumbai, Maharashtra, India Randstad India Full time

    Job Title : Relationship Manager for aIndian AMC Location : Mumbai Roles andResponsibilities : Generating Business &Expanding Market Share :Plan and delivergrowth in sales through various initiatives designed for buildinglong relationships with distributors Identify research and contact prospective distributors and onboardthem which will help generate...


  • Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Role: Relationship ManagerManaging customer relationshipsIdentifying and addressing customer needsEnsuring customer satisfactionResolving customer concernsDeveloping and executing marketing strategies to expand the customer baseUnderstanding Financial MarketsComing up with innovative ideas to boost business growthPreparing and sharing communication materials...


  • Mumbai, Maharashtra, India Standard Chartered Bank Full time

    Role Responsibilities Responsible for originating and delivering revenues as the primary global client contact for the select Bank Relationships delivering the best product the bank has to offer by mobilising RAM's, FAM's, product partners & new ideas into each client relationships. Responsibilities Deliver client revenues across Transaction...


  • Mumbai, Maharashtra, India Skill Ventory Full time

    Roles and Responsibilities Position Responsibilities Sources new clients through active referrals from clients in existing portfolio and self-generated leads. Easily establish relationship with customers and build a rapport. Manage existing clients and deepen relationships to generate maximum revenue Critical Analysis of Financial Statements Ensure KYC...