Preferred Relationship Manager

4 weeks ago


Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

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 reach out on or WhatsApp on .



  • Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

    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...


  • Vadodara, Gujarat, India HR Manager Full time ₹ 4,80,000 - ₹ 7,20,000 per year

    Key ResponsibilitiesExecute strategic sales plans to achieve revenue targets and expand the customer base.Identify, onboard, and manage dentists within the assigned territory/city.Build and maintain long-term professional relationships through regular engagement and exceptional service.Analyze market trends and competitor activities to identify new business...

  • Relationship Manager

    10 hours ago


    Vadodara, Gujarat, India Genius Consultants Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Designation: Relationship Manager Customer EngagementResponsibilities:-To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client...


  • Vadodara, Gujarat, India Compass Realty Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionCompass Realty Solutions is a dynamic firm specializing in comprehensive solutions tailored to the diverse needs of clients in both residential and commercial real estate sectors. Despite our relatively short time in the industry, we have established ourselves as the foremost real estate consultants in central Gujarat. Guided by our core...

  • Relationship Manager

    2 weeks ago


    Vadodara, Gujarat, India Amar Cars Pvt. Ltd. Full time ₹ 10,000 - ₹ 3,00,000 per year

    We have opening for Relationship Manager / Sales Executive for VADODARA.Please find below Job Description for given Post.Experience: Fresher to Any ExperienceAge: 21 to 40 yrsBackground: Sales in any industry.Qualification: Minimum HSCInterview scheduled on Responsibilities:Pre Sales : Lead generation / Referrals/ Offering Test Drives to customersSales :...

  • Relationship Manager

    2 weeks ago


    Vadodara, Gujarat, India DHANESVARI COMMODITIES PRIVATE LIMITED Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionDHANESVARI COMMODITIES PRIVATE LIMITED is a company based in Vadodara, Gujarat, India. Our headquarters is located at Neptune Tower 2A BPC Road Vadodara. We are AMFI Registered Muatual Fund Distributors. Our strategic location and dedicated team enable us to effectively serve our clients in the dynamic equity markets.Role DescriptionThis...

  • Relationship Manager

    10 hours ago


    Vadodara, Gujarat, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About The Role   Relationship Manager-Loan Against Property  Location Mumbai Reporting Relationships Location Manager The "˜Loan Against Property (LAP)" Business vertical is the part of "˜Secured Assets" division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial...

  • Relationship Manager

    8 hours ago


    Vadodara, Gujarat, India Va Financial Products Distribution Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsibilities:* Manage client relationships through financial products sales & service* Acquire new clients with focus on wealth management & mutual funds* Oversee portfolio management & investment advisory servicesTravel allowanceSales incentivesMobile bill reimbursementsGratuityProvident fundMaternity leavesPaternity leavesJob/soft skill training


  • Vadodara, Gujarat, India Standard Chartered Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job ID: 40595Location: Baroda, INArea of interest: Retail BankingJob type: Regular EmployeeWork style: Office WorkingOpening date: 24 Sept 2025Job SummaryAs a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives....


  • Vadodara, Gujarat, India A.C. Agarwal Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Market Development: Introduce and promote exchange products, including new memberships, equity, equity derivatives, cash markets, futures & options, interest rate futures, and debt instruments. Client Relationship Management: Build, nurture, and maintain strong relationships with stock broking firms, corporates, and financial institutions to develop...