Relationship Manager
3 weeks ago
ROLES &
RESPONSIBILITIES:
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generating AUM from preferred clients.
- Advising 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 them 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.
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Relationship Manager
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Relationship Manager
2 weeks ago
gujarat, India Selections HR Services Private Limited Full timeJob Title: Relationship Manager Job Highlights: - Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education: - Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description: - Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency. - Generate revenue...
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Relationship Manager
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ahmedabad, India Selections HR Services Private Limited Full timeJob Title: Relationship ManagerJob Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain.Education:- Graduate in Any Specialization/ MBA in Marketing & Finance.Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...
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Relationship manager
1 week ago
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Ahmedabad, India APSK Productions Full timeJob descriptionCompany DescriptionAPSK Productions is a film studio and casting house based in Noida. We cater to the needs of bold brands and the entertainment industry. Our team comprises of the best minds in the industry who work together to deliver the best experience. We strive to deliver work that is impactful and meaningful.Role DescriptionThis is...
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Ahmedabad, India Qualifiyer Full time-Job description for Relationship Manager - Bond Profile.Location Ahmedabad/Kolkata / Mumbai/ Delhi.Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.Identify investment opportunities or strategies.Identifying, calling and visiting potential clients from time to time to promote products.Explain technical product, financial and...
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Relationship Manager
1 week ago
Ahmedabad, India Qualifiyer Full time-Job description for Relationship Manager - Bond Profile. Location Ahmedabad/Kolkata / Mumbai/ Delhi. Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory. Identify investment opportunities or strategies. Identifying, calling and visiting potential clients from time to time to promote products. Explain technical product, financial...
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Relationship Manager
2 weeks ago
Ahmedabad, India Qualifiyer Full time-Job description for Relationship Manager - Bond Profile.Location Ahmedabad/Kolkata / Mumbai/ Delhi.Experience working in sales of Bonds, NCD, PMS, debt market, etc is mandatory.Identify investment opportunities or strategies.Identifying, calling and visiting potential clients from time to time to promote products.Explain technical product, financial and...