Preferred Relationship Manager

3 weeks ago

india Anand Rathi Share and Stock Brokers Ltd Full time

The 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.In case there are any further questions feel free to reach out on adityaanerao@rathi.com or WhatsApp on +91 9819864010

  • Relationship Manager

    1 week ago

    Chennai, India Abakkus Asset Manager Private Limited Full time

    Job Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...

  • Relationship Manager

    3 weeks ago

    india Peoplemint Consultants Full time

    Hiring for " Senior Relationship Manager-Large Corporate " in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities: 1. Client Relationship Management...

  • Relationship manager

    6 days ago

    India InsuranceDekho Full time

    Profile: Relationship managerLocation: Haldwani, rudrapur, pantnagar, rudrapryagExperience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred)Channel: Agency Channel — work with POSP agents✨ Key Responsibilities:Recruit and manage POSP (Point of Sales Person) agents for Motor & Health InsuranceBuild strong relationships with...

  • Relationship Manager

    3 weeks ago

    india Peoplemint Consultants Full time

    Hiring for "Senior Relationship Manager-Large Corporate" in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities:1. Client Relationship Management- Serve...

  • Relationship Manager

    1 week ago

    India DIYA GREENCITY PRIVATE LIMITED Full time

    📢 Hiring Relationship Manager (RM) – Diya Greencity Private Limited 🏢 Company: Diya Greencity Private Limited 📍 Location: Raj Nagar Extension, Ghaziabad, Uttar Pradesh, India 🛑 Role: Assistant Relationship Manager (ARM) 📅 Employment Type: Full-Time (On-Site) Diya Greencity Private Limited is looking for a highly motivated and...

  • Relationship Manager

    1 week ago

    India gHRig People Solutions Full time ₹ 2,50,000 - ₹ 15,00,000 per year

    Relationship Manager / Sr. RM - Direct DistributionDepartment: Direct DistributionJob Nature: Full TimeLocation: chandigharJob DescriptionWith a commitment for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the organization.Role and...

  • Relationship Manager

    3 weeks ago

    Chennai, India Capricorne Mindframe Full time

    Job Description Job Title: Relationship Manager Experience: 6 8 Years Location: Chennai & Bengaluru Notice Period: Immediate 30 days We are hiring a Relationship Manager to join our team! What You'll Do Build and nurture strong client relationships to drive growth and retention Drive business growth by acquiring new clients and expand the client base Promote...

  • Relationship Manager

    7 days ago

    Hyderabad, India Assettrust Services Pvt Ltd Full time

    Job Description Company Description Assettrust Services serves clients across Bengaluru, Mumbai, Pune, and Kolkata with expertise in real estate market insights, covering everything from project launches to ready-to-move homes. The company regularly provides current updates to stay aligned with client needs. Assettrust Services is expanding its presence to...

  • Relationship Manager

    3 days ago

    Naharlagun, India Reliance Nippon Life Insurance Full time

    Job Description Company Description Reliance Nippon Life Insurance is one of India's leading private sector life insurance companies, offering a diverse range of solutions across five key segments: Protection plans, Child Education plans, Retirement plans, Savings & Investment plans, and Health plans. With a commitment to meeting the financial and security...

  • Relationship Manager

    3 days ago

    Bengaluru, India YES BANK Full time

    Job Description Purpose of the role The primary purpose of the role is to plan, direct and control the Multinational & New Economy Corporates relationship-based banking activities of the Bank under the supervisions and direction of Team Leader. The position plays a key role in increasing sales and revenue through management of new and existing clients by...