Relationship Manager

4 weeks ago


Solapur, India Wealth Premier Finserv Full time

Job DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and implementing investment strategies· Get the Risk Profiling Done· Portfolio Reviews with Clients· Get Investment Top ups and increased Wallet Share· Get References· New Customers· Responsible for Adding New Relationships & Acquire NRI Relationships· Arranging for Investor Awareness Programs in Corporates· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF's, Startups & other Investment Products· Research & Knowledge· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news· Attending Fund Manager Calls and Product calls and Meetings· Get Acquainted with Morning Star Research Platform and other Software's for Analysis· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment productsOther Requirements – Good Analytical and Communication Skills· Experience – 1 - 2 Years.· Compensation – As per Industry Standards.Contact Details:herzel@wealthpremier.comWhatsapp - 9167369223www.wealthpremier.com


  • Relationship Manager

    3 weeks ago


    Solapur, India Policybazaar.com Full time

    Job Description:Relationship Manager- Field Sales or Direct Sales (Health Insurance or Term Insurance)Location: Navi Mumbai, Delhi/NCR, Chennai, Coimbatore, Vijayawada, BangaloreIndustry: InsuranceChannel: Direct SalesContact Person: HR Preeti// Share your resume on WhatsApp: 8448390175 or Email: preetigarg@policybazaar.comKey Responsibilities:- Acquire new...

  • Relationship Manager

    2 weeks ago


    Ahmednagar, Aurangabad, Solapur, India Angel One Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    About Angel One :Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are...

  • Relationship Manager

    5 hours ago


    Satna, Sikar, Solapur, India ba1f912e-abeb-49e2-8a3a-79137a048367 Full time ₹ 30,00,000 - ₹ 60,00,000 per year

    Act as the face of Company at designated HDFC Bank branches.Engage with walk-in customers to assess their insurance needs across health, motor, and general insurance.Pitch relevant insurance products and ensure proper explanation of product features, benefits, terms, and premium calculations.Build strong relationships with bank staff to generate leads and...


  • Solapur, India Remote Teams IT Solutions Pvt Ltd Full time

    Job Title: Customer Relationship Specialist – International Voice Process (Admin and Process Support)Location : Hi-Tech City, Hyderabad, India. Job Type: Full-Time, Office Based Only. (No Work from Home)Work Timings: 4:00 AM to 1:00 PM IST (Aligned with Australian Time Zone)Excellent English communication skills (oral and written).Should be in a position...


  • Solapur, India Remote Teams IT Solutions Pvt Ltd Full time

    Job Title: Customer Relationship Specialist – International Voice Process (Admin and Process Support)Location : Hi-Tech City, Hyderabad, India. Job Type: Full-Time, Office Based Only. (No Work from Home)Work Timings: 4:00 AM to 1:00 PM IST (Aligned with Australian Time Zone)Excellent English communication skills (oral and written).Should be in a position...

  • Assistant Manager

    1 week ago


    Solapur, Maharashtra, India Infra Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionInfra.Market is a building materials platform that leverages technology to provide an enhanced procurement experience for all players in the construction ecosystem. We focus on construction products under our private-label brands and aim to address pricing transparency, quality reliability, vendor fragmentation, and logistics efficiency...

  • PSP Manager

    2 weeks ago


    Solapur, India Valor.Partners Full time

    Who We’re Looking For:We’re looking for an experienced Client & Partner Manager who can build strong relationships with merchants, payment providers, and partners, solve business challenges, and support client retention.If you’ve worked in PSPs, payment gateways, merchant accounting teams, or affiliate platforms — you’re exactly who we’re looking...

  • Branch manager

    5 days ago


    Solapur, India Discoveries Quintessential Full time

    ???? Hiring: Branch Sales Officer – Branch Banking (CASA & KYC Focus) We are looking for motivated and experienced professionals to join our Branch Banking team as a Branch Sales Officer in key growth markets across South and West India. This role is ideal for candidates with a proven track record in field sales , particularly within the banking or...

  • Branch Manager

    2 days ago


    Solapur, Maharashtra, India Yashodhan Nagari Sahakari Pathsanstha Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    We are hiring for Branch Manager in a finance sector for Solapur locationExperience: 2+ years in financial product selling.Responsibilities:Handling a Entire Branch.Lead generation.Maintaining a good relationship with customers.Preparing various marketing strategies or conducting various programs for growing business.Team management.Taking reports from team...

  • Sales Manager

    1 week ago


    Solapur, Maharashtra, India Yashodhan Nagari Sahakari Pathsanstha Full time ₹ 1,80,000 - ₹ 5,40,000 per year

    We are hiring for Sales Manager in a financial sector for Solapur, Akkalkot & Pan Mangrule location.Experience: 0.4 to 3 years of experience in selling banking products.Responsibilities:Handling a Entire Branch.Lead generation.Maintaining a good relationship with customers.Preparing various marketing strategies or conducting various programs for growing...