Relationship Manager
6 days ago
Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing comprehensive wealth management and investment advisory services. You will be responsible for managing and growing client portfolios, identifying investment opportunities, and delivering tailored financial solutions aligned with clients’ long-term objectives.Key ResponsibilitiesDevelop, manage, and expand relationships with HNW and institutional clientsProvide personalized investment and wealth management adviceIdentify new business opportunities and onboard new clientsCoordinate with internal teams to deliver a high standard of client serviceMaintain up-to-date knowledge of investment products, market trends, and regulatory changesRequirementsMinimum 5 years of experience in Wealth Management, Private Banking, Investment Banking, or Financial ServicesProven track record of managing HNW / UHNW client relationshipsStrong understanding of investment products, asset allocation, and portfolio managementEstablished client network or demonstrated business development successExcellent communication, interpersonal, and analytical skillsDiscreet conversations are always welcome at: info@aaaglobal.co.uk isha@aaaglobal.co.uk
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Relationship Manager
2 days ago
thane, India Talent Worx Full timeA leading Financial services company is seeking a dedicated and dynamic Relationship Manager to join their team. In this role, you will be the primary point of contact for our clients, responsible for building and maintaining strong relationships while ensuring their needs are met. You will work to understand client requirements and provide tailored...
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Relationship Manager
5 days ago
Mumbai, Raipur, Thane, India Aditya Birla Capital (ABCL) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearOpportunity at Aditya Birla CapitalRole - Relationship ManagerProduct - Business LoanSourcing - DirectLocation - Mumbai, Thane, Raipur, Baroda, Ujjain, Nagpur, Ahmedabad, Rajkot, SuratLooking at Candidate who has experience of Direct sourcing of Business loan or Professional loan.The role will have a team to support him for Direct sourcingWe are expecting...
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Customer Relationship Officer
3 days ago
Thane, India Co Hire Full timeDear sharing the job description for the role of CRO with Tanishque We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive...
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Sales And Relationship Manager
5 days ago
Goregaon, Thane, India NLB Services Full time ₹ 30,000 - ₹ 60,000 per yearLocation- Mumbai(Thane and Goregaon)Designation Relationship ManagerQualification GraduatesSalary- upto 4.5 LPAJob Description:To identify and acquire the customersMaintaining the relationship with the customers.Retention of customersTo cross-sell the investment party productsTo ensure to reach the revenue target.Acquiring new and prospective...
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Relationship Manager/Area Manager
3 weeks ago
Thane, Delhi, India Acme Services Full timeJob Description Responsibilities: - Corporate Business Acquisition: Visit and acquire/generate new corporate business within Delhi, Noida, and Gurgaon for wellness services. Maintain regular follow-ups with these clients to nurture relationships and drive sales. - High-Level Client Management: Take accountability for high-level client management, ensuring...
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Customer Relationship Executive
2 weeks ago
Thane, India ICONIC BUSINESS SOLUTION LLP Full time**Position **:Customer Relationship Executive **Experience **:2 Years and above **Location **:Godbandar Road, Thane **Key Responsibilities**: - Problem Resolution: Address customer inquiries, concerns, and complaints promptly and effectively, demonstrating empathy and professionalism in every interaction. - Product Knowledge: Develop a deep understanding...
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Relationship Manager, Wealth
3 weeks ago
Thane, Navi Mumbai, Mumbai, India Quick Turtle Full timeJob Description - Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. - Achieve the Targets set in terms of product mix. - 360 degree coverage of client needs across his personal & business banking/financial needs. - Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through...
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Client Relationship Executive
2 days ago
Thane, India Regatta consultancy services Full timePosition - Client Relationship Executive Company Name - Regatta consultancy services Address - Hiranandani estate, Thane, (w). Roles & Responsibilities: An Inside Sales Executive is responsible for generating revenue by selling a company’s products or services through inbound or outbound calls, emails, and online communication, meeting prospective clients....
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Relationship Manager- Affinity
2 weeks ago
Thane, Navi Mumbai, India Care health insurance Full timeJob Description To drive Group Sales of GMC (Group Mediclaim) and GPA (Group Personal Accident) policies by establishing and nurturing strong partnerships with bank employees. This role is crucial for purposefully selling health insurance, building trust with partners, and achieving monthly group targets to protect lives through comprehensive insurance...
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Relationship Manager
2 weeks ago
Thane, Navi Mumbai, Mumbai, India Ujjivan Small Finance Bank Full timeJob Description Role & responsibilities : - Minimum 3 Years experience is mandatory in CASA & Branch Banking - Acquire new customers for liabilities from open market. (CASA) - Assist the customers for conversion of existing borrowing customers for liabilities - Enhance the relationship with the existing customers by cross-selling products and services as per...