Service Relationship Manager
4 weeks ago
Job Description: Service Relationship ManagerRole Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities; Client Service & Transaction Support Execute error-free transactions as per client consent, including Mutual Funds, Equity Trades, Structured Products, Bonds, Alternative Investment Funds (AIFs), and other wealth management products. Collaborate closely with documentation teams, clients, and Relationship Managers to facilitate smooth and timely transaction processing. Ensure prompt and complete resolution of client queries, coordinating through to account openings and onboarding. Manage query resolution within defined turnaround times (TAT). Liaise with Operations, Product teams, external service providers, and dealers for accurate product and process classification. Coordinate personalized client engagements such as birthday gifts, special occasion gifting, and client event planning. Deliver client reports and portfolio statements as requested. Support banking-related client servicing needs including cheque referrals, statement requests, Re-KYC updates, and risk profiling. Maintain strict adherence to compliance, regulatory requirements, and internal process guidelines in all communications. Relationship & Portfolio Support Maintain and deepen existing client relationships by providing excellent service and managing comprehensive client documentation. Proactively engage clients via phone or meetings to support Relationship Managers and enhance client satisfaction. Collaborate with RMs to review client portfolios and identify opportunities for improved service delivery and wealth solutions. Implement control mechanisms for managing deferrals, exceptions, and risk mitigation. Drive continuous improvement in processes and client servicing controls. Ensure compliance with internal audit protocols and control requirements. Qualifications & Skills Proven experience in Wealth Management or Financial Services. Strong knowledge of investment products, portfolio management, and financial systems. Excellent proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Strong communication, interpersonal, and client relationship management skills. Ability to work collaboratively with multiple teams and deliver under tight timelines.
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Relationship Manager
3 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Relationship Manager
4 weeks ago
New Delhi, India Green Start Management Consultancy Full timeJob Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai.If you have experience in NRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you!Key Responsibilities:- Acquire and...
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Relationship Manager
4 weeks ago
New Delhi, India Zyoin Group Full timeRelationship Manager Location- Mumbai and Hyderabad Exp- 3- 10 Yrs Relevant exp - 2 Yrs min in B2B Sales, handling Onboarding and recruitment of IFA and client acquisitionJob title: Relationship ManagerTerms: PermanentRequirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs...
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Relationship Manager
3 weeks ago
New Delhi, India GramPro Business Services Pvt. Ltd. Full timeWe are Hiring for a Scheduled Commercial Bank!Position:Service Delivery Associate (SDA) – Non-Cash (Aspire) Reports to: Service Delivery Manager (or Branch Manager where no SDM is present) Brief Description: The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...
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Relationship Manager
3 weeks ago
New Delhi, India GramPro Business Services Pvt. Ltd. Full timeWe are Hiring for a Scheduled Commercial Bank!Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to:Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...
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Relationship Manager
4 weeks ago
New Delhi, India Zyoin Group Full timeJob title: Relationship ManagerTerms: PermanentRequirements:Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Finance Industry in the assigned geography, and should seize the opportunity to develop business. He / She should have Min 2 Years’...
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Relationship Manager
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .- Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description-Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
4 weeks ago
New Delhi, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-timeAbout the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
4 weeks ago
New Delhi, India Auroedge Private Limited Full timeTitle: Relationship ManagerLocation: BhubaneswarExperience: 2+ yrsSalary : 21k + (Based on Experience)Probation Period: 6 MonthsIncentives: Performance-basedKey Responsibilities:- Build and maintain strong client relationships - Identify new business opportunities and convert leads into sales - Develop and implement sales strategies to achieve revenue...
