Relationship Manager
2 weeks ago
// 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 sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. Identify and capitalize on new business opportunities to expand the IFA network. Provide strategic insights and recommendations to senior management for scaling the business. Relationship Management: Build and nurture strong relationships with IFAs to ensure high engagement and retention. Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration. Conduct regular meetings, training, and workshops to keep IFAs updated about products and services. Sales and Business Development: B2B sales by onboarding and activating high-performing IFAs. Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment. Analyze market trends, competition, and client feedback to identify gaps and opportunities. Compliance and Reporting: Ensure adherence to regulatory guidelines and organizational policies in all sales activities. Prepare and present periodic sales reports, forecasts, and performance analyses to the management. Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes. Qualifications and Skills Required: Bachelor’s/Master’s degree in Business Administration, Finance, or a related field. Minimum 2 years of experience in B2B sales, in wealth management industry. Proven track record of managing and growing the IFA network. Strong understanding of financial products, including mutual funds, insurance, and portfolio management services. Excellent communication, negotiation, and relationship-building skills. Proficiency in using CRM tools, MS Office, and data analytics software. Strategic thinker with strong leadership and team management capabilities. Key Competencies: Goal-oriented and results-driven approach. Ability to manage multiple priorities and thrive in a fast-paced environment. Strong problem-solving and decision-making skills. Adaptability and willingness to embrace change.
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Relationship Manager
6 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
2 weeks ago
Bangalore, India PurpleFinch Full timeCompany 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...
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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...
