Senior Wealth ManagerSenior Relationship Manager
4 weeks ago
- Acquiringnew customers through referrals organizing events &presentations and leads
- Maintaining existingclient relationships and growing AUM through active portfoliomanagement asset allocation and financial / retirementsolutions
- Advising clients on their investmentneeds and risk coverage
- Keep abreast of thecurrent financial and market trends and continuously engage withclients on market developments
- Work into andinto sales of mutual funds insurance retirement benefits financialplanning portfolio management suggest clients aboutinsurance
- Experiencein handling wealth products is amust
- Candidates from distribution too canapply
- Problemsolvingattitude
- Excellent communicationskills
- Aptitude for fostering positiverelationships
- Teamwork and leadershipskills
- Candidate should be able to speak thenative language.
- NISMIRDA certificationpreferred .
portfoliomanagement,insurance,strategic thinking,maintaining clientrelationships,problem-solving skills,sales,financialplanning,retirement benefits,wealth products handling,relationshipmanagement,advising clients,analytical mind,wealthmanagement,market trends awareness,financial productsknowledge,acquiring new customers,wealth,communicationskills,mutual funds
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Sany, India Feufo Inc Full timeOverall Experience:4years of experience.What were lookingforWe are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport...
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Senior Wealth ManagerSenior Relationship Manager
2 months ago
Sany, India Feufo Inc Full timeOverall Experience:4years of experience.What were lookingforWe are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build rapport...
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sany, India Feufo Inc Full timeOverall Experience: 4years of experience.What were lookingfor We are looking for Relationship Managersto build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our competition and maintain our company s positiveimage.To succeed in this role you should bean excellent communicator with the ability to build...
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sany, India Feufo Inc Full timePosition: Senior WealthManager/ Senior RelationshipManager ExperienceRequired: 3yearsLocation: 28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnatakaBudget: 8 10LPAJobDescription ROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways...
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Sany, India Feufo Inc Full timePosition: Senior WealthManager/ Senior RelationshipManagerExperienceRequired: 3yearsLocation:28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnatakaBudget:8 10LPAJobDescriptionROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our...
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Sany, India Feufo Inc Full timePosition: Senior WealthManager/ Senior RelationshipManagerExperienceRequired: 3yearsLocation:28/A 3rd Main Rd RMS Colony AECS Layout Sanjayanagara BengaluruKarnatakaBudget:8 10LPAJobDescriptionROLEEXPECTATIONS:We are looking for RelationshipManagers to build and preserve trusting relationships with ourcustomers.We ll rely on you to find ways tooutperform our...
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Managersenior Manager
6 days ago
sany, India Randstad India Full timeTreasury Senior Manager - Providing support to regional offices for collection purposes. - Leading role in handling high-value transactions with a commercial perspective. - Assisting the project team with necessary support. - Managing various activities related to Custom Duty drawbacks, Export MES Schemes, and Export Control regulations. - Staying updated on...
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Wealth Manager
4 days ago
Sany, India MAGNA.WORK Full timeIf you love to interact withpeople have a passion for personal finance and can be a trustedcompanion to our customers in their financial journey then do readfurther about yourresponsibilitiesCoreResponsibilities:Engagewith the clients regularly and conduct their portfolioreviews.Understand the clients goals aims andaspirations and ensure his investment...
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Relationship Manager
4 weeks ago
sany, India Acme Services Private Limited Full timeJobDescription: Responsibilities:Contactingand following up with new prospective Clients and setting up newbusiness opportunities.Convert prospects into customersby showcasing appropriate residential properties to the prospectsmatching the investment/residential needs of theprospects.Plan approaches and pitchesBuildrelationships with new clients.In some...
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Relationship Manager
2 months ago
Sany, India Acme Services Private Limited Full timeJobDescription: Responsibilities: Contactingand following up with new prospective Clients and setting up newbusiness opportunities. Convert prospects into customersby showcasing appropriate residential properties to the prospectsmatching the investment/residential needs of theprospects. Plan approaches and pitches Buildrelationships with new clients. In some...
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Deputy ManagerSenior PCS
6 days ago
Sany, India Cephas Consultancy Services Private Limited Full timeTax Senior FinancialConsultantWe look for individuals whowelcome new ideas encourage innovation and are eager to make animpact. Whether you re starting out in your career or taking yournext step as a seasoned professional our experience is oneofakind.You can design a career you ll love from top to bottom we give youthe tools you need to succeed and the...
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Managersenior Manager
2 months ago
Sany, India Randstad India Full timeTreasury Sr.Manager Support to Regional offices in respect of collection Leadrole in handling high value transaction from commercial angleSupport to Project team. Handling all activitieswhich are in the scope of Custom Duty drawback Export MES SchemesExport Control rules & regulations. Keepupdates related to Changes in Foreign Trade Policy.Collection &...
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Managersenior Manager
2 months ago
sany, India Randstad India Full timeTreasury Sr.Manager Support to Regional offices in respect of collection Leadrole in handling high value transaction from commercial angleSupport to Project team. Handling all activitieswhich are in the scope of Custom Duty drawback Export MES SchemesExport Control rules & regulations. Keepupdates related to Changes in Foreign Trade Policy. Collection...
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Managersenior Manager
2 weeks ago
Sany, India Randstad India Full timeTreasury Sr.Manager Support to Regional offices in respect of collection Leadrole in handling high value transaction from commercial angleSupport to Project team. Handling all activitieswhich are in the scope of Custom Duty drawback Export MES SchemesExport Control rules & regulations. Keepupdates related to Changes in Foreign Trade Policy.Collection &...
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Key Relationship Manager
6 days ago
sany, India TEKPILLAR SERVICES Full timeKey Relationship Manager Company: DirectChannel As a Key Relationship Manager in the DirectChannel, your main goal is to establish and maintain solid connections with clients and customers. You’ll be the primary link between the company and its clients, making sure their needs are not just met, but exceeded. Responsibilities: Build strong client...
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Relationship Manager
6 days ago
sany, India TEKPILLAR SERVICES Full timeWe arelooking for a Relationship manager in Indias leading financialservicescompany. KeyResponsibilities: I will be responsible forbusiness development through the online sale of Demat A/C and theacquisition of clients. Responsible for productpenetration through effective selling of equity MF and other assetclasses. Keep yourself updated on MarketOutlook...
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Client Relationship Manager
2 months ago
Sany, India BTOSC Infotech Full timeOverview:The ClientRelationship Manager plays a crucial role in building andmaintaining strong longlasting customer relationships. They areresponsible for understanding client needs ensuring customersatisfaction and identifying opportunities to enhance the clientexperience.KeyResponsibilities:Develop andmaintain strong relationships withclientsUnderstand...
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Client Relationship Manager
2 months ago
sany, India BTOSC Infotech Full timeOverview: The ClientRelationship Manager plays a crucial role in building andmaintaining strong longlasting customer relationships. They areresponsible for understanding client needs ensuring customersatisfaction and identifying opportunities to enhance the clientexperience.KeyResponsibilities: Develop andmaintain strong relationships withclients Understand...
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Relationship manager
4 weeks ago
Sany, India Randstad India Full timeRole Sr. Relationshipmanager/ Advisor Role and responsibilities: Sales andBusiness Development for PMS and Asset Management Business throughdirect channels distributors Family Offices &Corporates Target driven business conversion withrewards linked to target achievement Maintain regularcontact with clients to build relationship. Portfolioreviews and...
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Relationship manager
3 weeks ago
Sany, India Randstad India Full timeRole Sr. Relationshipmanager/ Advisor Role and responsibilities: Sales andBusiness Development for PMS and Asset Management Business throughdirect channels distributors Family Offices &Corporates Target driven business conversion withrewards linked to target achievement Maintain regularcontact with clients to build relationship. Portfolioreviews and...