Relationship Manager

19 hours 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.

  • High Net Worth Client Relationship Specialist

    3 days ago

    Navi Mumbai, Maharashtra, India beBeeRelationship Manager Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

  • Strategic Account Manager

    4 days ago

    Mumbai, Maharashtra, India beBeeStrategic Account Manager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

  • 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

    14 hours ago

    Mumbai, Maharashtra, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Urgent Hiring || Relationship Manager || MumbaiProfile: Sr. Relationship Manager/ Relationship ManagerExperience:- Min 2 years Ctc:- 10 lpa Locations:- MumbaiWorking Days- 6 days Job Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's...

  • 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

    3 weeks ago

    Mumbai, Maharashtra, India skillventory - A Leading Talent Research Firm Full time

    Job Description- I. Position Purpose- -The role holder is responsible for acquiring and providing support to the clients in the high octanemiddle market segment (i.e. Rs. 100-1500 crore turnover), offering them an entire suite of bankproducts.- II. Position Responsibilities- Revenue Generation- Achieve Banks objective in terms of earnings, assets,...

  • Relationship Manager

    4 days 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

    1 day 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

    4 weeks ago

    Mumbai, Maharashtra, India Ashika Group Full time

    Role Summary:We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment Fund (AIF) platform. The ideal candidate brings deep experience in the Indian AMC or AIF industry, and has a proven ability to acquire and manage distribution partnerships across Private Wealth firms, Banks, RIAs,...

  • Relationship Manager

    16 hours ago

    Mumbai, Maharashtra, India Blox Full time ₹ 1,04,000 - ₹ 1,30,878 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...