Relationship Manager

About the CompanyA leading fintech wealth platform serving new-age investors with tech-driven investment solutions.About the RoleCFP & Sr. Relationship Manager / Investment AdvisorResponsibilitiesManage and grow relationships with HNI/affluent clients.Advise clients on Mutual Funds, PMS, AIF, Bonds, Structured Products and goal-based planning.Conduct...

Job Summary:The Branch Manager is responsible for achieving group and individual sales targets while ensuring efficient branch operations in alignment with company policies. The role involves leading a sales team, driving revenue growth, managing client transactions, and maintaining strong relationships with clients, landlords, and developers across the...

Statutory AuditOpen Positions: Executive | Senior Executive | Manager | Senior ManagerLocations: Bengaluru | Mumbai | Gurugram | JaipurOne of the Big10s is seeking dynamic and experienced professionals to join their growing Statutory Audit team. As part of the team, you will work closely with clients to deliver high-quality audit services and play a key role...

ROLES & RESPONSIBILITIES: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening...

As a Sales Executive in Real Estate, you'll be responsible for acquiring new clients, maintaining current relationships, and successfully closing property deals. You will utilize your market knowledge and sales skills to guide clients through purchasing or selling properties, ensuring they have a seamless and satisfying experience.Responsibilities:Identify...

Position: Key Account ManagerLocation: India (Remote)Employment Type: Full TimeSchedule: Monday to Friday, Day ShiftCompany DescriptionScry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial enterprises to drive efficiency, insight, and compliance. Our product suite includes Auriga for...

This role in summary We are seeking a highly motivated and results-oriented person - (Manager) to drive and manage our business operations on the Government e-Marketplace (GeM) portal along with CPC & CSD Channel India, specifically within the Consumer Electronics segment. The ideal candidate will have a deep understanding of the GeM platform, government...

Job Overview:Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial...

About the Company:VMock is a Career Acceleration Platform which is powered by Artificial Intelligence. Our aim is to empower students and professionals along the various phases of their career journey across the globe. Our fast-paced culture is a great fit for anyone looking to make a mark through their work to create impact globally while working with high...

Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...