Relationship Manager

3 weeks ago

Mumbai, Maharashtra, India JM Financial Asset Management Ltd Full time

About the Company

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate.

About the Role

We are looking to add Relationship Manager in our retail sales team at Mumbai location. Someone with an experience range of 5-10 years in the mutual fund/AMC industry is preferable.

Responsibilities

  • Handling Regional Distributors in assigned region.
  • Build and Nurture relationships with IFA Channel.
  • Driving the distributors to sell products.
  • Ensure service/ operational issues are solved and meet high service standards.
  • Complete adherence to processes and compliance requirements.

Required Skills

  • Knowledge & understanding of Mutual Fund Industry.
  • Experience in managing Institutional Sales, Retail, Banking and Distribution.
  • Knowledge of all Mutual Fund compliances.

Preferred Skills

  • Perseverance, high on intrinsic motivation and driven by targets.
  • Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups.
  • Displays ability to think out of the box. Solution provider.

  • Relationship Manager

    1 day ago

    Mumbai, Maharashtra, India Policy sansar Insurance Broking Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

  • Relationship Manager

    4 days ago

    Mumbai, Maharashtra, India Unity Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionUnity Small Finance Bank is a new age financial institution that leverages best-in-class technology to deliver safe, convenient, and simple-to-use banking services. As a trusted bank, Unity aims to provide innovative and customer-centric financial solutions. By embracing modern technology, Unity Small Finance Bank ensures efficient and...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India ProHreach Hiring Solution Full time

    Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ●...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India TND Listings Pvt Ltd | The New Door Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionTND Listings Pvt Ltd, a subsidiary of The New Door, specializes in NRI Property Management Services in Mumbai, providing comprehensive real estate solutions. We aim to make property ownership stress-free, transparent, and profitable for both domestic and international clients. Our services include property management, rental income...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Yo Hr Consultancy Full time

    Job Title Relationship Manager - Loan Products LAP Business Loans - Location Mumbai - Experience 3 - 6 years - Work Mode 6 days week office-basedCompany Overview We are looking for a dynamic and result-driven Relationship Manager to build and manage client relationships source new customers and promote loan products such as LAP and business loans ...

  • Relationship Manager

    1 day ago

    Mumbai, Maharashtra, India BeWealthy Consultants Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...

  • Relationship Manager

    4 weeks ago

    Mumbai, Maharashtra, India upGrad Rekrut Full time

    About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India HDFC Sales Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionHDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd. Formed to serve as a distribution arm, the company provides doorstep service to prospective clients of the HDFC group. HDFC Sales offers a range of financial management solutions including Home Loans, Life Insurance, and General Insurance. The company is focused on delivering...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India YES BANK Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The role holder is responsible for assisting Senior Relationship Manager in increasing sales and revenue through management of new and existing clients by selling /cross-selling wholesale banking products and services to large corporate clients.Core ResponsibilitiesMarket Assessment and Business DevelopmentConducts market research to understand consumers,...

  • Relationship Manager

    1 day ago

    Mumbai, Maharashtra, India Blox Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...