NeoFinity - Relationship Manager

Key Responsibilities:- Manage and strengthen relationships with existing clients, proactively addressing queries and ensuring data accuracy.- Regularly connect with clients to understand their needs and recommend relevant firm services such as digital tools, online access, and cash management solutions.- Facilitate smooth onboarding of new clients by...

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...

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...

Company DescriptionUnity Small Finance Bank is a new age financial institution that leverages best-in-class technology to deliver safe, convenient, and simple-to-use banking services. As a trusted bank, Unity aims to provide innovative and customer-centric financial solutions. By embracing modern technology, Unity Small Finance Bank ensures efficient and...

Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ●...

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...

Company DescriptionTND Listings Pvt Ltd, a subsidiary of The New Door, specializes in NRI Property Management Services in Mumbai, providing comprehensive real estate solutions. We aim to make property ownership stress-free, transparent, and profitable for both domestic and international clients. Our services include property management, rental income...

Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centreAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customers needsThe Relationship Manager is...

Job Title Relationship Manager - Loan Products LAP Business Loans - Location Mumbai - Experience 3 - 6 years - Work Mode 6 days week office-basedCompany Overview We are looking for a dynamic and result-driven Relationship Manager to build and manage client relationships source new customers and promote loan products such as LAP and business loans ...

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...