
Relationship Manager
1 day ago
Job Description Title– 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 likeMutual 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 products Other Requirements– Good Analytical and Communication Skills ·Experience– 1 - 2 Years. ·Compensation– As per Industry Standards.Contact Details:herzel@wealthpremier.com Whatsapp - 9167369223 www.wealthpremier.com
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Relationship Manager
1 day ago
New Delhi, India Nuvama Wealth Full timeRelationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
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Relationship Manager
2 weeks ago
New Delhi, India White Force Full timeJob description JD for Relationship Manager POSP in Delhi, Kolkata, Mumbai, Hyderabad. Company Name – Bonanza Portfolio Ltd. Website- Location – Delhi – 4 Candidates required Experience – 1 to 5 years Salary – Depend on experienced based Requirements: - Immediate Joiner Should be from broking industry...
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Preferred relationship manager
3 weeks ago
New Delhi, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
1 day ago
new delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Relationship Manager
7 days ago
New Delhi, India BS2 Hire (Path of Career Solution) Full timejob description1. to identify and acquire the customers 2. maintaining the relationship with the customers. 3. retention of customers 4. to cross-sell the investment party products 5. to ensure to reach the revenue target. acquiring new and prospective customers understanding the requirements of the prospect. providing clients with advices that helps them to...
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Client Relationship Manager
1 day ago
New Delhi, India Saxon Global Full timeHi, We are seeking an experiencedClient Partnerto lead and grow strategic relationships within theBanking & Financial Services sector in India . The role involves driving business growth, managing client engagement, and ensuring delivery excellence across IT services. Job Description & Key Responsibilities Client Relationship & Account Management Serve as...
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Preferred Relationship Manager
3 weeks ago
New Delhi, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Client Relationship Manager
3 days ago
New Delhi, India Spectral Consultants Full timePosition: Client Relationship ManagerExperience: 2-4 YearsLocation: Pitampura, Delhi (Work from Office)Company: Spectral ConsultantsNote: This role is open to Diversity Candidates Only.Job Summary:Spectral Consultants is seeking a dynamic and confident Client Relationship Manager with 2-4 years of experience to join our team in Pitampura, Delhi. This...
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Relationship Manager
6 days ago
Delhi, Faridabad, New Delhi, India Star Union Dai ichi Life Insurance (SUD Life) Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager - Direct Channel: Job Title: Relationship Manager - Direct ChannelLocation: Delhi NCRExp: 1 year to 6 years in Life Insurance, Banking, Loans, Mutual Fund or any financial institution.Job purpose;Building and maintaining excellent relationships with the partner bank officials (Union Bank & Bank of India) at the Branch level. Promoting...
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Client Relationship Manager
3 days ago
New Delhi, India Spectral Consultants Full timeLocation: Pitampura, Delhi (Work from Office) Experience: 1–4 years Company: Spectral Consultants About the Role: We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent communication skills, a...