Preferred Relationship Manager

3 days ago

Ahmedabad Gujarat India, Gujarat Anand Rathi Share and Stock Brokers Ltd Full time

The Preferred Relationship Manager-Preferred 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 and 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.

  • Relationship Manager

    3 days ago

    Ahmedabad, Gujarat, India, Gujarat IndusInd Bank Full time

    Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold )Detailed Responsibilities - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues....

  • Relationship Manager

    3 days ago

    Ahmedabad, Gujarat, India, Gujarat The Hiring Company Full time

    Position OverviewRelationship Manager (RM)Function Related Activities/Key ResponsibilitiesRM - Sales Professionals are responsible to focus on face to face sales closures using dailypresentations as they provide our clients with an opportunity to get to know offerings of DigitalServices (Subscription based Model) and the value addition these Services can...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Policybazaar Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Role & responsibilities Job Title: Relationship ManagerDepartment: (Health Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - AhmedabadJob Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across...

  • Relationship Manager

    6 days ago

    Ahmedabad, Gujarat, India Prodigy Placement LLP Full time ₹ 2,16,000 - ₹ 2,88,000 per year

    Job Title: Relationship ManagerLocation: Naranpura, AhmedabadWorking Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Third Saturdays Off)Job Type: Full-TimeOverview:We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate...

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India Xpertvoice Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionXpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India.We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with...

  • Relationship Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Erience Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionErience Solutions is an ISO 9001:2008 certified Internet agency specializing in robust and scalable Web, Blockchain, and AI solutions. Our highly qualified and dedicated team helps businesses evolve into profitable ventures while ensuring employees and clients enjoy a great work-life culture. In just six years, we have completed over 3,000...

  • Relationship Manager

    2 days ago

    Ahmedabad, Gujarat, India JK Securities Private Limited Full time ₹ 1,92,000 - ₹ 2,40,000 per year

    Contact Details : Prashant Job Title: Relationship Manager – Equity Broking (Fresher)Location: Ahmedabad - S G HIghwayJob Type: Full-Time | Entry Level (Fresher)Job Summary:We are seeking enthusiastic and ambitious fresh graduates to join our Stock Broking Client as Relationship Managers. The role involves client acquisition, relationship management, and...

  • Credit Relationship Manager

    3 days ago

    Ahmedabad, Gujarat, India, Gujarat RATNAAFIN Full time

    Key Responsibilities:• Manage day-to-day coordination with partner teams for smooth credit operations.• Monitor portfolio performance and support in maintaining portfolio quality.• Assist in collection follow-ups on overdue cases in coordination with partner teams.• Prepare and maintain basic MIS/data for review.• Visit partner offices periodically...

  • Relationship Manager

    1 week ago

    Ahmedabad, Gujarat, India The Hrfly Full time ₹ 4,20,000 per year

    Job Description – Life Insurance Sales (Banca Channel) Position: Relationship ManagerLocation: AhmedabadCTC: Up to 4.20 LPA + Attractive Incentives Graduation Must Minimum 1 year of experience in Life Insurance salesMale Candidate Preferred Perks and benefitsIncentives + Other Allowances

  • Relationship Manager

    4 weeks ago

    Ahmedabad, Gujarat, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...