Relationship Manager
13 hours ago
Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-timeAbout Client First Wealth ManagementClient First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.Key ResponsibilitiesManage client portfolios with a strong understanding of the security market, investment banking, insurance, and economic trends.Sound knowledge of Mutual Funds, PMS, AIF, stocks, derivatives, bonds, and insurance products.Execute investment orders, handle policy issuance, renewals, claims, and other operational requirements.Conduct periodic client portfolio reviews, risk analysis, and financial planning discussions.Prepare and present comprehensive financial and investment proposals, reports, and presentations.Maintain accurate CRM/MIS reports for investments, insurance policies, renewals, and client activities.Proactively identify cross-selling and upselling opportunities across investment and insurance offerings.Resolve client queries, escalations, and grievances with professionalism and efficiency.Collaborate with sales, research, and product teams to deliver holistic financial solutions.Train and mentor Associate Relationship Executives (AREs) on client servicing and operational processes.Ensure process compliance, documentation accuracy, and adherence to regulatory standards.Build and strengthen long-term client relationships based on trust, service, and results.Skills RequiredProven experience in Wealth Management / Operations / Client Relationship roles.Strong financial and analytical skills with working knowledge of investment and insurance products.Excellent communication (written, verbal, and presentation) skills.Proficiency in CRM tools, Google Sheets, Excel formulas, and PowerPoint presentations.Leadership qualities with the ability to manage a team and client escalations.High levels of self-motivation, discipline, and a client-first mindset.Ability to work under pressure and consistently deliver results.Strong networking skills and professional references in the finance domain.Qualifications0–2 years of relevant experience in Wealth Management / Operations / Client Relationship Management.Graduate / Postgraduate with specialization in Finance, Commerce, or related fields.NISM certifications (10A, 12, or V) and IRDAI certification will be an added advantage.
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Senior Relationship Manager
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Preferred Relationship Manager
4 weeks ago
Raipur, 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
4 weeks ago
Raipur, 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
4 weeks ago
Raipur, 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
4 weeks ago
Raipur, 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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Raipur, India Aditya Birla Sun Life Insurance Full timeCompany Description Established in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the globally trusted Aditya Birla Group and Canada's leading financial services organization, Sun Life Financial Inc. ABSLI leverages the local knowledge of the Aditya Birla Group and the domain expertise of Sun Life Financial to offer...
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Relationship Manager
10 hours ago
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Relationship Manager
12 hours ago
Raipur, India Client First Asia Full timeJob Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-time About Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company...
