NeoFinity - Relationship Manager

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...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices.Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions.Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

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.

We're Hiring: AMC Sales - Asset Management. Mumbai & Hyderabad | MBA / CA / CFA | 5-10 yrs experience. Key Responsibilities:.- Drive AUM growth through strategic sales execution.- Build strong relationships with HNIs, IFAs & institutions.- Identify new market opportunities.- Ensure compliance & deliver actionable insights.What We're Looking For:- Proven...

Roles and Responsibilities Job Purpose The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment Rs. -0 crore turnover), offering them entire suite of bank products 1)Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed...

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,...

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...

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,...

Purpose of the JobThe role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family OfficesKey ResponsibilitiesEnsure effective and smooth...

Purpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth...