Relationship Manager
2 weeks ago
Company Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our client-first approach involves understanding each client's unique financial challenges and goals, offering effective solutions, and providing ongoing support. With a commitment to transparency and ethical practices, we ensure clients feel confident and secure in their financial journey. Based on strong financial expertise and goal-oriented strategies, PurpleFinch is steadfast in building a prosperous future for all. Role Description This is a full-time role for a Relationship Manager based in Mumbai. The Relationship Manager will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions. Key tasks include understanding clients' financial goals, offering portfolio management services, facilitating investment decisions, monitoring client progress, and making necessary adjustments to strategies. The Relationship Manager will also ensure clients receive regular updates and support to achieve their financial objectives. Qualifications Experience in Client Relationship Management and understanding of financial products Knowledge of Portfolio Management, Mutual Funds, and Direct Equity Investments Excellent communication and interpersonal skills Strong analytical skills and attention to detail Ability to work effectively in a team environment Relevant experience in the financial services industry Bachelor's degree in Finance, Business, or related field. Additional qualifications such as QPFP or CFP are beneficial
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Relationship Manager
5 days ago
bangalore, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM) Department Sales & Marketing: Trading Location-Jalandhar Reporting to Branch Manager (of respective branches) Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
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Relationship Manager
7 days ago
bangalore, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in...
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Relationship Manager
5 days ago
bangalore, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
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Relationship Manager
3 days ago
bangalore, India Bajaj Capital Ltd Full timeBajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel....
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Relationship Manager
7 days ago
bangalore, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
5 days ago
bangalore, India Rx100 Ventures Full timeRole Overview:We are seeking an experienced professional to join us as a Relationship Manager, responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency, and...
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Relationship Manager
3 days ago
Bangalore, India Rx100 Ventures Full timeRole Overview: We are seeking an experienced professional to join us as a Relationship Manager , responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency,...
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Relationship Manager
3 days ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeCompany Name - Motilal Oswal financial services limited Profile - Relationship Manager Location - Pune Roles & Responsibilities: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3....
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Relationship Manager
7 days ago
bangalore, India Alankit Assignments Ltd Full timeA Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key Responsibilities Client Acquisition & Business Growth : Identify, acquire, and...
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Relationship Manager
2 weeks ago
bangalore, India OrbiTouch HR (orbiTouch outsourcing pvt ltd) Full time// Urgent Hirirng For Manager / Sr. Manager – Independent Financial // Location- Jaipur, Pune, Mumbai, Lucknow Profile: Manager / Sr. Manager – Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Responsibilities: Strategic Planning and Leadership: Develop and execute the...
