Relationship Manager
2 months ago
Relationship Manager - Wealth Management
Job Description :
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
- Need to ensure growth of AUM or book size.
Key Deliverables :
- Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size.
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Routine Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Provide regular updates to the immediate superior as and when required.
- Create and enforce plans that will help meet the needs of the customer.
Role Requirements :
- Educational Qualifications : Graduation / Post Graduation in any discipline.
- Experience : 5+ Years of Wealth Management experience in the industry.
- Must be from Wealth Platform or banking background.
- Domain Knowledge : Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
- IT Skills : MS Office / MS Excel / AMFI / IRDA (Certification).
-
Relationship Manager
3 weeks ago
Pune, Maharashtra, India Mintskill HR Solutions LLP Full timeJob SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. This role involves building and maintaining strong relationships with high net worth individuals, providing them with tailored financial solutions and exceptional customer service.Key Responsibilities:Develop and execute strategies to acquire and retain...
-
Relationship Manager
5 days ago
Pune, Maharashtra, India Zyvka Full timeZyvka is a forward-thinking company that specializes in fostering collaborative relationships and driving mutual growth. We are seeking a highly motivated Relationship Manager to join our team in Pune. This role is ideal for individuals eager to kickstart their career in relationship management and business development. As a Relationship Manager, you will be...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Labtech Innovations Full timeJob Title: Relationship ManagerAs a key member of our team at Labtech Innovations, the Relationship Manager will play a vital role in fostering and maintaining strong relationships with our clients and partners. This position requires a deep understanding of our clients' needs and a commitment to ensuring their satisfaction with our services.Key...
-
Relationship Manager
3 weeks ago
Pune, Maharashtra, India Arting Digital Private Limited Full timeJob Title: Relationship Manager Job Summary: We are seeking a skilled Relationship Manager to join our team at Arting Digital Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with stakeholders, including dealerships and insurance companies, to drive sales and service growth. Key...
-
Relationship Manager
2 weeks ago
Pune, India ATemps Services Pvt. Ltd . Full timeCompany OverviewAt OYO, we seek dynamic individuals with a strong customer-focus to help us become the most-loved hotel brand in the world About Oyo in India and Business OYO, also known as Oyo Homes & Hotels, is an Indian hotel chain. It is the world's third-largest and fastest-growing hospitality chain of leased and franchised hotels, homes and living...
-
Relationship Manager
1 week ago
Pune, Maharashtra, India Axis Bank Full timeThe Relationship Manager will be responsible for developing and implementing strategies to drive business growth and customer satisfaction within the Bank's Government clients and Departments.Key Responsibilities:Develop and execute sales and business development plans to increase revenue and customer base.Strengthen relationships with existing customers to...
-
Relationship Manager
3 weeks ago
Pune, India Risenbro Innoace Private Limited Full timePosition: Relationship Manager Roles and Responsibilities: Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments. Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence. Verify customer KYC details and complete online...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Mintskill HR Solutions LLP Full timeJob SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. As a key member of our organization, you will be responsible for managing a portfolio of high net worth individuals and providing exceptional customer service to meet their financial needs.Key ResponsibilitiesPortfolio Management: Develop and maintain...
-
Relationship Manager
3 weeks ago
Pune, Maharashtra, India Arting Digital Private Limited Full timePosition Title: Relationship ManagerKey Responsibilities:* Building relationships with stakeholders (Dealership, Insurance Companies) for Sales and Service* Development of Motor Dealer channel across locations provided* Business Development at Dealerships by working hand in hand with Marketing Executives* Acting as a bridge between Dealership and Insurance...
-
Sr. Relationship Manager
3 weeks ago
Pune, Maharashtra, India Allianz Full timeJob Description:Summary: Relationship Management, business development, Client Relationship Management and sales planning with market intelligence.Skills Required: Relationship Management Business development Client Relationship Management Sales planning Market intelligence
-
Relationship Manager
2 months ago
Pune, India Risenbro Innoace Private Limited Full timePosition: Relationship ManagerRoles and Responsibilities:Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments.Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence.Verify customer KYC details and complete online...
-
Relationship Manager
4 weeks ago
pune, India Risenbro Innoace Private Limited Full timePosition: Relationship ManagerRoles and Responsibilities:Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments.Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence.Verify customer KYC details and complete online...
-
Relationship Manager
3 weeks ago
pune, India Risenbro Innoace Private Limited Full timePosition: Relationship ManagerRoles and Responsibilities: Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments. Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence. Verify customer KYC details and complete online...
-
Relationship Manager
2 months ago
Pune, India Ravindra Bharti Education Institute Pvt Ltd Full timeWe are looking for an experienced Relationship Manager to join our team and serve as a valuable intermediary between our company and clients.Your role will involve providing comprehensive financial guidance and offering companies financial products to help clients maximize their financial potential. You will be responsible for conducting presentations,...
-
Customer Relationship Manager
3 weeks ago
Pune, Maharashtra, India GKN Automotive Full timeJob SummaryWe are seeking a highly skilled Customer Relationship Manager to join our team at GKN Automotive. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our customers, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesDevelop and implement relationship...
-
Relationship Manager
4 weeks ago
Pune, Maharashtra, India Tata AIA Life Insurance Full timeJob Title: Relationship ManagerJob Summary:The Relationship Manager is a key role in driving sales and achieving business targets related to life insurance products. This position involves leading a team and collaborating closely with them to meet sales goals. The successful candidate will play a crucial role in expanding Tata AIA's customer base and...
-
Relationship Manager
2 weeks ago
Pune, India Fedbank Financial Services Ltd - Fedfina Full timeGold loan -exp requiredLocation ;PUNE/ surat,ahmedaba,rajkot,anjar,gandhiaham,bareja,kadi,kalol,bhagwati mansa,mehsanaThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong...
-
Customer Relationship Manager
1 week ago
Pune, Maharashtra, India GKN Automotive Full timeRole Overview We are seeking a seasoned Customer Relationship Manager to join our team at GKN Automotive. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our existing and potential clients, identifying opportunities for growth and driving revenue expansion. Key Responsibilities Manage...
-
Assistant Relationship Manager
4 weeks ago
Pune, Maharashtra, India Tata AIA Life Insurance Full timeJob Title: Assistant Relationship ManagerWe are seeking an experienced Assistant Relationship Manager to join our team at Tata AIA Life Insurance. As an Assistant Relationship Manager, you will play a key role in building and maintaining strong relationships with our channel partners, driving sales growth, and ensuring excellent customer service.Key...
-
Sales Relationship Manager
2 weeks ago
Pune, Maharashtra, India MagicDecor Full timeJob Title: Sales Relationship ManagerAbout the Role:We are seeking a highly motivated and results-driven Sales Relationship Manager to join our team at MagicDecor. As a Sales Relationship Manager, you will be responsible for building and maintaining strong relationships with existing and new clients, ensuring customer satisfaction and loyalty.Key...