Senior Relationship Manager
2 weeks ago
Senior Relationship Manager Partnership Sales - Qualification -Graduated/ PG
Company Name: AI Growth Private Limited (Jiraaf and altGraaf)
Company Profile: AI Growth owns and operates digital platforms for new age fixed income investments, and the products are distributed between two platforms, altGraaf and Jiraaf. We want to help individual investors earn better returns by participating in high quality fixed income opportunities that go beyond equities, fixed deposits, real-estate, and gold.
Job Roles, Responsibilities and Skillsets:
- Willingness to make a longer career in Wealth Management Industry with a key responsibility to grow partnership business with demonstrated strong sales, engagement, communication, financial acumen, and product knowledge skills.
- Establish and onboard new partners (IFA - Independent Financial Advisors) to explore fixed income products for their clients. Broad knowledge of wealth enablement products and some knowledge of fixed Income products including bonds (listed and unlisted NCDs), Commercial Papers, and SDIs/PTCs is critical to succeed in this job role.
- Responsible for bringing new partners/clients and discussing investment opportunities offered by the platforms.
- Addressing all queries related to investment opportunities by discussing with internal teams and providing details on time. Assist with all the required inputs/ data/ investment reports for the partners/clients whenever required.
- Responsible for key KPIs including - new partners onboarded, number of clients brought through the partners, investment volume across products, AUM managed, retention of the partners, etc.
- Responsible for assisting Partners/ Clients (IFA - Independent Financial Advisors) with onboarding related queries such as completing empanelment and providing necessary details required to complete the onboarding.
- Sending regular informative updates related to new Deals and Webinars etc. Showcase our products in various partner events.
-Willingness to travel in and around the area frequently and meet partners (IFAs) to establish win-win long standing relationships.
Experience & Skillsets:
- 10+ Years experience managing Partners (IFAs)
- Should have diverse & broad already established relationships to sell investment products.
- Basic financial knowledge to understand investment opportunities (liquidity, investment security, outstanding debt, revenue, loss rates, financial performance, credit ratings, etc.)
- Knowledge of wealth management products (mutual funds, equities, bonds, etc.)
- Knowledge & interest in discussing fixed income products such as bonds to potential partners and clients.
- Strong quantitative and analytical skills
- Comfortable using technology (CRM platforms, Excel, Powerpoint, etc) on a day to day basis to drive business.
-
Mumbai, India First Solution Full timeApply for Relationship Manager Or Senior Relationship Manager, First Solution in Mumbai ,Pune ,Bhopal ,Indore ,Nagpur for 3 - 8 Year of Experience on TimesJobs.com.
-
Mumbai, Maharashtra, India First Solution Full timeJoin 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.
-
Senior Relationship Manager
2 weeks ago
Mumbai, India NRI Nivesh Full timeJob Title: SR. NRI Relationship Manager - Wealth Location: Mumbai Experience: 5 years + in to BFSI Industry Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives Job Description: A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and...
-
Senior Relationship Manager
5 days ago
Mumbai, India HDFC securities Full timeUrgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...
-
Senior Relationship Manager
5 days ago
Mumbai, India HDFC securities Full timeUrgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India iimjobs Full timePrivate wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...
-
Senior Client Relationship Manager
7 days ago
Mumbai, India The Financial Times Full timeAbout Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...
-
Senior Client Relationship Manager
7 days ago
mumbai, India The Financial Times Full timeAbout Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...
-
Relationship Manager
4 weeks ago
mumbai, India orena services Full timeFrontend interaction field traveland Customer interface Recommending apt homeloan product /solution and showcasingbenefits Regular interaction with the customersthrough group meetings site promotions in office meetings andpresentations Attending to walk ins intobranches & visiting clients at theirplace Executing Branding / Marketing activitiesin the...
-
Relationship Manager
2 months ago
mumbai, India Prerana HR Solutions Full timeContinuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing...
-
Senior Relationship Manager
1 month ago
Mumbai, Maharashtra, India iimjobs Full timeSR RM -REAL ESTATE-BUY SIDE - Investment Banking Job Brief: New Client Acquisition, Existing Client new business generation, Deal Structuring and Deal conclusion - Buy Side, work along with sell side to close transaction.Roles & Responsibilities: To generate business across real estate sector (Syndication, Land Intermediation, Asset Management, Strategy) To...
-
Relationship Manager-Wholesale Banking Group
7 days ago
mumbai, India ICICI Bank Full timeAbout the groupThe Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India iimjobs Full timeRelationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...
-
Relationship Manager-Wholesale Banking Group
7 days ago
Mumbai, India ICICI Bank Full timeAbout the groupThe Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...
-
Relationship Manager-Wholesale Banking Group
7 days ago
Mumbai, India ICICI Bank Full timeAbout the groupThe Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...
-
Relationship Manager-Wholesale Banking Group
7 days ago
mumbai, India ICICI Bank Full timeAbout the group The Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...
-
SR Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India timesjobs Full timeJOB DETAILSServe a designated portfolio of accounts in the Commercial Banking business segmentOur services Asset Allocation, loans, Mutual Funds, Insurance, Tax Planning, Financial GoalsDevelop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customersAchieve various individual business...
-
SR Relationship Manager
4 weeks ago
Mumbai, India timesjobs Full timeJOB DETAILSServe a designated portfolio of accounts in the Commercial Banking business segmentOur services Asset Allocation, loans, Mutual Funds, Insurance, Tax Planning, Financial GoalsDevelop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customersAchieve various individual business...
-
Manager Agency Relationship
2 months ago
mumbai, India Times Internet Full timeJOB DESCRIPTION Manager Agency Relationship, who will put agency relations at the core of Business and Sales.An outstanding opportunity to be a Times Digital platform and product expert and become the go to person at agencies. You will need to be an evangelist, who can maintain long term partnerships with agencies helping business and revenue grow at both...
-
Senior Supply Chain Relationship Manager
5 days ago
Mumbai, India Staffiaa Services Full timeJob Title: Senior Supply Chain RMCTC: Up to 15 lacs Location:Mumbai Experience: 5 yearsKey Responsibilities: 1. Manage AnchorRelationships: Provide Supply Chain financing solutions tocorporate clients. 2. Lead Conversion: Collaborate withSales for lead conversion and monitor progress daily. 3.CrossFunctional Work: Coordinate with credit operations and...