Relationship Management
3 weeks ago
Job Description:
The Relationship Manager-Wealth 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.
ROLES & RESPONSIBILITIES: -
? The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent &
Super Affluent)
? Maintaining client relationships and generate AUM 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 clients
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.
Desired Profile / Criteria / Skills :
Relationship Managers with prior experience working in a Private bank/wealth management set up. ? 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 2-3 yrs of stability)
Experience – Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: ? Ability to inspire trust and confidence in clients. ? Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. ? A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. ? Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients ? Good oral and written communication skills with clarity of thought, speech and expression ? Good interpersonal skills ? Good Analytical Skills General Competencies: ? Positive attitude, socially effective, high level of perseverance and patience ? Assertive & hard working ? Result oriented
Key Skills :
Hni Mutual Fund
-
Relationship Manager
4 weeks ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship Manager-Wealth 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 relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...
-
Relationship Manager
4 weeks ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeJob DescriptionThe Relationship Manager-Wealth 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 relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...
-
Relationship Manager
10 hours ago
Kolkata, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
-
Relationship Manager
4 weeks ago
Kolkata, India Dewars Garage Ltd Full timeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers.ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to...
-
Relationship Manager
4 days ago
Kolkata, India EngageMyTalent HR Solutions LLP. Full timeThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationshipsand managing& retaining such relationships by delivering the beststandards of services. (S)he wouldbeexpected to establish strongties with them by designing &...
-
Relationship Manager
4 weeks ago
Kolkata, India Chola MS General Insurance Full timeRelationship Manager Bank Assurance (Induslnd Bank)We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring...
-
Relationship Manager
4 weeks ago
Kolkata, India DBS Bank Full timeRelationship Manager-(WD54844) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and build a well-diversified...
-
Relationship Manager
4 weeks ago
kolkata, India DBS Bank Full timeRelationship Manager-(WD54844) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and build a...
-
Relationship Manager
4 weeks ago
kolkata, India Chola MS General Insurance Full timeRelationship Manager Bank Assurance (Induslnd Bank) We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and...
-
Vendor Relationship Management
4 weeks ago
Kolkata, India Sarika Consultant Services Full timeVENDOR RELATIONSHIP EXECUTIVEFEMALE (AGE NOT MORE THAN 32 YEARS) Min 2 3 years EXPERIENCED IN SAME JOB ROLE , CANDIDATES MUST HAVE KNOWLEDGE ABOUT MATERIAL INDUSTRY TYPE REAL ESTATEANY GRADUATION + ADVANCED EXCEL + VENDOR MANAGEMENT + GOOD COMMUNICATION IN HINDI BENGALI AND ENGLISH OFFICE TIME 10 AM PM (Mon Sat)JOB ROLE :Managing Vendor Relationships,...
-
Relationship Manager
7 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. Promote Focus Product of the month. Candidate should be able to acquire HNI Clients and able to...
-
Relationship Manager
6 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
-
Relationship Manager
7 days ago
Kolkata, India Anand Rathi Stocks and Brokers LTD Full timeDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product of the month.Candidate should be able to acquire HNI Clients and able to sell...
-
Senior Relationship Manager
4 weeks ago
Kolkata, India Dewars Garage Ltd Full timeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers.ResponsibilitiesUnderstand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to...
-
Vendor Relationship Management
4 weeks ago
Kolkata, West Bengal, India Sarika Consultant Services Full timeVENDOR RELATIONSHIP EXECUTIVEFEMALE (AGE NOT MORE THAN 32 YEARS) Min 2 3 years EXPERIENCED IN SAME JOB ROLE , CANDIDATES MUST HAVE KNOWLEDGE ABOUT MATERIAL INDUSTRY TYPE REAL ESTATEANY GRADUATION + ADVANCED EXCEL + VENDOR MANAGEMENT + GOOD COMMUNICATION IN HINDI BENGALI AND ENGLISH OFFICE TIME 10 AM PM (Mon Sat)JOB ROLE :Managing Vendor Relationships,...
-
Channel Relationship Manager
1 day ago
Kolkata, India Waytogo Consultants Full timeManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...
-
Channel Relationship Manager
7 hours ago
Kolkata, India Waytogo Consultants Full timeManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...
-
Channel Relationship Manager
1 week ago
Kolkata, India Waytogo Consultants Full timeManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...
-
Channel Relationship Manager
1 week ago
Kolkata, India Waytogo Consultants Full timeManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...
-
Channel Relationship Manager
1 week ago
kolkata, India Waytogo Consultants Full timeManage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs. Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients...