Relationship Manager
4 days ago
DESIGNATION : RELATIONSHIP MANAGER Location: Ahmedabad | Full timeKEY RESPONSIBILITY AREA1) SALES ACQUISITION Acquire new clients through various sources. Generate new business using existing and potential customer networks. (References) To organize IAP through reference incorporates and generate new clients. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Answer clients' questions about the purposes and details of financial plans and strategies. Implement financial planning recommendations. Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.2) CLIENT RELATIONSHIP MANAGEMENT Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. Manage client portfolios, keeping client plans up-to-date. Contact clients periodically to determine any changes in their financial status. Analyze financial data received from clients to develop strategies for meeting clients' financial goals. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.3) REPORTS & DOCUMENTATION Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. Managing and updating client portfolios. To email monthly portfolio performance report along with comments to each client. Build & maintain client database with A/B/C Analysis. To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client To update daily sales dashboard & report. To keep record of minutes of meeting with clients.4) TEAM MANAGEMENT & TEAM WORK Guiding & mentoring my team towards making them more able, independent and profitable. To coordinate with semi-back office & operations team for smoother transaction process. Developing constructive and cooperative working relationships with others, and maintaining them over time. Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.5) LEARNING & UPDATION Monitor financial market trends to ensure that client plans are responsive Investigate available investment opportunities to determine compatibility with client financial plans. Keep yourself updated with latest financial trends, economic/market changes. Keeping up-to-date technically and apply new knowledge to get better output in your work. To clear necessary exam & also clear exam for renewal of certification needed for your profileQUALIFICATIONS Graduate or Postgraduate in Finance, Commerce, or related field. NISMcertifications. 1–4 years of experience in wealth management, financial advisory, or relationship management.KEY ATTRIBUTES Client-centric mindset with high integrity. Goal-oriented and self-motivated. Strong interpersonal and negotiation skills.
-
Relationship Manager
4 weeks ago
New Delhi, India Livspace Full timeHi Connections!!Livspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We’re India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship Manager Location: JP Nagar Years of Experience: 5 -9...
-
Relationship Manager
3 weeks ago
New Delhi, India Axis Bank Limited Full timeThe Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...
-
Relationship Manager
7 days ago
New Delhi, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM)Department Sales & Marketing: Trading Location-JalandharReporting to Branch Manager (of respective branches)Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
-
Relationship Manager
1 week ago
New Delhi, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM)Department Sales & Marketing: Trading Location-JalandharReporting to Branch Manager (of respective branches)Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
-
Relationship Manager
2 weeks ago
New Delhi, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
-
Relationship Manager
4 weeks ago
New Delhi, India Taggd Full timeExp- 1 to 3 years.Locations- Indore, Bhopal, LucknowQualifications- GraduateThe Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential clients,...
-
Relationship Manager
1 week ago
New Delhi, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...
-
Relationship Manager
4 days ago
New Delhi, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /ManagerOrganization NameReceivables Exchange of India LtdCompany ProfileReceivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting up...
-
Relationship Manager
3 weeks ago
New Delhi, India Taggd Full timeExp- 1 to 3 years. Locations- Indore, Bhopal, Lucknow Qualifications- GraduateThe Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential...
-
Relationship Manager
2 weeks ago
New Delhi, India Taggd Full timeExp- 1 to 3 years. Locations- Indore, Bhopal, Lucknow Qualifications- GraduateThe Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for potential...
