Preferred Relationship Manager
19 hours ago
The 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 queries feel free to mail on or WhatsApp on for further assistance.
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Preferred Relationship Manager
24 hours ago
Mumbai Metropolitan Region, 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
1 week ago
Mumbai Metropolitan Region, India Navnit Insurance Broking Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJob Title: Relationship Manager – InsuranceLocation: Andheri- MumbaiExperience: 1+ YearIndustry: Insurance (Health, Life, Motor)Employment Type: Full-TimeJob Summary:We are seeking a dynamic and relationship-driven Relationship Manager with at least 1 year of experience in the insurance sector. The ideal candidate will have solid knowledge of Health, Life,...
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Relationship Manager
7 days ago
Mumbai Metropolitan Region, India Kotak Life Insurance PVT Ltd Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionKotak Life Insurance PVT Ltd is committed to sharing job opportunities, role descriptions, and recruitment-related information for potential candidates interested in roles like the Recruitment and Development Manager – Tied Agency Channel. This page is dedicated to streamlining the hiring process and making it easy for candidates to...
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Relationship Manager
4 days ago
Mumbai Metropolitan Region, India Alphabet Investment Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionAlphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website...
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Relationship Manager
1 week ago
Mumbai Metropolitan Region, India Impetus Career Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRecent exp In Housing Loan who has some exposure in LAP, LRD and street smart person with good communication.Designation-Relationship ManagerJob Location-MumbaiExperience-3-7yearsRole Summary:The Relationship Managerwill be responsible for managing, growing, and maintaining a strong portfolio of customers in the home finance segment in Mumbai. The role...
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Preferred Relationship Manager
1 day ago
Mumbai, 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
24 hours ago
Mumbai, 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
19 hours ago
mumbai, 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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Credit Relationship Manager
2 days ago
Mumbai Metropolitan Region, India Mashreq Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAssist in financial analysis, credit risk assessment risk rating and structuring '& documentation of facilities for assigned corporate relationships, by working with the Relationship Managers (RMs)Meeting customers, preparing Green Light Memos and Credit. Proposals (CPs) (new, annual renewals, amendments etc.) and assisting RMs in customer relationship...
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Equity Relationship Manager
3 days ago
Mumbai Metropolitan Region, India Finnovate Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...