Preferred Relationship Manager
24 hours ago
The Preferred 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 9819864010.
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Preferred relationship manager
4 weeks ago
New Delhi, 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
1 week ago
new delhi, 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
6 days ago
New Delhi, 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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Relationship Manager
3 days 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
5 days 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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Coordinator, Loyalty Service
2 weeks ago
Delhi, Delhi, India Preferred Travel Group Full time**GENERAL SUMMARY** **ORGANIZATIONAL RELATIONSHIP** This role reports directly to the Manager, Loyalty Service supporting service and operational needs. This role partners with cross-functional leaders on projects, including Regional Management, Marketing, Finance and Sales. **DUTIES AND RESPONSIBILITIES** The Coordinator, Loyalty Service supports I...
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Relationship Manager
3 days ago
New Delhi, India InsuranceDekho Full timeProfile:Relationship manager Location:Mumbai Experience: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 Insurance Build strong relationships with agents & drive business through them...
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Relationship Manager
5 days ago
New Delhi, India Nuvama Professional Clients Group Full timeJob Title: Sales Strategist – ForexBusiness : Nuvama Professional Clients Group (PCG)Locations: Mumbai / Delhi / KolkataExperience: 5+ yearsRole Type: Mid-Senior Level | Front-End SalesAbout Nuvama PCGAt Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With...
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Relationship Manager
5 days ago
New Delhi, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth ChannelCompany:Kotak Life InsuranceLocation:Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and MutualFund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅ Professionals...
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Relationship Manager
3 days ago
New Delhi, India Discoveries Quintessential Full timeHiring: Branch Sales Officer – Branch Banking (CASA & KYC Focus)We are looking for motivated and experienced professionals to join ourBranch Bankingteam as aBranch Sales Officerin key growth markets across South and West India. This role is ideal for candidates with a proven track record infield sales , particularly within the banking or financial services...
