Weath Relationship Manager
Found in: Whatjobs IN C2 - 2 weeks ago
Relationship ManagerLocation:
Baroda, Rajkot & SuratWork Experience:
4+ years of experienceCompany OverviewInCred Value Plus is the most recent venture from the InCred Group, established to redefine the landscape of financial services. With a focus on providing a comprehensive suite of financial products, Value Plus offers an array of options, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked debentures (MLDs), and unlisted equities.Role OverviewThe Relationship Manager position at InCred Value Plus offers an exciting opportunity to play a crucial role in building and maintaining strong relationships with clients. As a Relationship Manager, you will be responsible for cultivating partnerships with Independent Financial Advisors (IFAs) and guiding them through the intricate world of Mutual Fund Distribution (MFD) and other financial products distribution.Responsibilities- Develop and maintain strong relationships with IFAs, ensuring a deep understanding of their investment needs and preferences.- Provide comprehensive product knowledge and guidance on InCred Value Plus's portfolio offerings, ensuring IFAs are well-equipped to make informed decisions for their clients.- Conduct regular training sessions and seminars for IFAs to enhance their understanding of market trends and investment strategies.- Collaborate with IFAs to identify new business opportunities and cross-sell additional financial products.- Monitor and track the performance of InCred Value Plus's financial products, providing valuable insights to IFAs to help them optimise their investment portfolios.- Act as the primary point of contact for IFAs, handling any queries or concerns they may have.- Stay updated with the latest industry trends and regulations related to investment products, ensuring compliance requirements are met.- Provide excellent customer service to IFAs and their clients, ensuring a positive experience throughout their investment journey.- Collaborate with the marketing, sales, and product development teams to develop and execute strategies to drive business growth.Qualifications- Bachelor's degree in finance, business, or a related field.- Proven experience in a similar role in financial services, preferably with experience managing relationships with IFAs.- In-depth knowledge of mutual funds, PMS, AIF, listed and unlisted bonds, MLDs, andunlisted equities.- Excellent communication and interpersonal skills, with the ability to build rapport and credibility with stakeholders.- Strong analytical and problem-solving skills, with the ability to analyse market trends and make data-driven decisions.- Proficient in Microsoft Office Suite and comfortable working with CRM software.- Ability to work independently and as part of a team.- Demonstrated passion for financial services and a commitment to delivering exceptional results.
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Relationship Manager
Found in: Whatjobs IN C2 - 1 week ago
delhi, India Live Connections Full timeDear Applicants,Our Well known Banking Client is Hiring for Relationship ManagerJob Title: Relationship ManagerLocation: Hyderabad, IndiaExperience: Minimum 4-8 yearsOverview: We are seeking a seasoned Relationship Manager to join our team in Hyderabad. The ideal candidate will have a proven track record of 4-8 years in portfolio management, high net worth...
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Relationship Manager
Found in: Whatjobs IN C2 - 6 days ago
delhi, India Bhanzu Full timeAbout the organization:Through Bhanzu, we aim to eradicate math phobia and encourage careers in math and STEM fields among learners from across the world. Bhanzu is bridging the gap between dreams and competence, by enabling students to realize their full potential and introduce them to science, coding and AI, through the lens of math.Website - -...
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Relationship Manager
Found in: Whatjobs IN C2 - 6 days ago
Delhi, India Bhanzu Full timeAbout the organization:Through Bhanzu, we aim to eradicate math phobia and encourage careers in math and STEM fields among learners from across the world. Bhanzu is bridging the gap between dreams and competence, by enabling students to realize their full potential and introduce them to science, coding and AI, through the lens of math.Website- Relationship...
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Relationship Manager
Found in: Whatjobs IN C2 - 5 days ago
Delhi, India Bhanzu Full timeAbout the organization:Through Bhanzu, we aim to eradicate math phobia and encourage careers in math and STEM fields among learners from across the world. Bhanzu is bridging the gap between dreams and competence, by enabling students to realize their full potential and introduce them to science, coding and AI, through the lens of math.Website-Role-...
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Relationship Manager
Found in: Whatjobs IN C2 - 1 day ago
delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJD for RM in Capital Markets - Banks & Financial Institutions GroupGrade: M5/M6Location: New DelhiDesignation: RM – Capital MarketsReporting: Vice PresidentBanks & Financial Institutions Group (BFIG) is part of wholesale Banking dept. in the bank and has the following sub verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds,...
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Relationship Manager
Found in: beBee jobs IN - 1 week ago
Delhi, Delhi, India iimjobs Full timeJob Description- Relationship Manager 'Supply Chain Finance'Key Responsibilities / Accountabilities: To enable growth in SCF Business by identifying potential clients through selfsourcing, target market technique and referral networks. Responsible for deal origination, structuring, sanction & disbursements of SCF products to large corporate clients having a...
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Relationship Manager
Found in: Whatjobs IN C2 - 1 week ago
Delhi, India Mnc Bank Full timeWe are hiring for our client for across Mumbai locations.The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Should have managed & have a book of HNI & UHNI clients. You will do so by building a strong relationship...
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Relationship Manager
Found in: Whatjobs IN C2 - 1 day ago
Delhi, India Mnc Bank Full timeWe are hiring for our client for across Mumbai locations. The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. Should have managed & have a book of HNI & UHNI clients. You will do so by building a strong relationship...
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Relationship Manager
Found in: Whatjobs IN C2 - 2 weeks ago
Delhi, India Consult SP Full timeRole Requirements Manage the marine practise Especially the below products:H& MP& IAWRPLiability etcFocus on servicing existing clients and develop new clients. Working with Operations teams to get all the bookings done in the system/generate debit notes, etc.Interacting with all relevant risk insurance markets and sourcing the best solutions for our...
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Relationship Manager
Found in: beBee jobs IN - 1 week ago
Delhi NCR/Delhi/Gurgaon/Gurugram, India iimjobs Full timeRelationship Manager - Institutional Sales(Mutual Fund)_ DelhiPrincipal responsibilities are:Product: Mutual Fund Responsible for Relationship Management, Reactivation, and Business Development New institutional client acquisition and reactivation of dormant clients Track companies and promoters for cash/fund flows through various available resources...
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Client Relationship Manager
Found in: Whatjobs IN C2 - 8 hours ago
Delhi, India Mana Projects Pvt Ltd Full timeCompany Description Mana Projects Pvt Ltd is a renowned real estate company based in Bangalore Urban. With over a million square feet under development, Mana Group has established itself as a leader in the industry. The company has a strong focus on quality construction, aesthetic appeal, and innovative design. Mana Projects Pvt Ltd encompasses various...
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Relationship Manager
Found in: Whatjobs IN C2 - 1 day ago
delhi, India Standard Chartered Bank Full timeRole Responsibilities Job Role Relationship Management Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and...
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Relationship Manager
Found in: Whatjobs IN C2 - 2 weeks ago
Delhi, India HDFC Bank Limited Full timeJobNamePA(BusinessUnit):RelationshipManagerRetailAgriJobTitle: (Job Name) Relationship ManagerBusinessUnit(PA):Retail AgriTeam:(Sub team in the PA) : Agri Sales TeamReportsto(job):Cluster Head / Circle HeadLocationofrole:Pan IndiaJobFn:SalesRoleType:Individual ContributorNoofdirectreportees:NILTravelRequired:Extensive (commuteto source / service his...
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Relationship Manager Wealth
Found in: Whatjobs IN C2 - 6 days ago
Delhi, India upGrad Rekrut Full timeAbout the Role:The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus...
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Relationship Manager
Found in: beBee jobs IN - 1 week ago
Delhi NCR/Delhi, India iimjobs Full timeGlobal Transaction banking, Sales Institutional Liabilities (Relationship Manager) Key Accountabilities : Drive Liabilities Sales through NTB (New To Bank) acquisition of Liability clients for operating accounts, term deposits and other transaction banking products in line with the targets set out. Managing and penetrating the existing IL customers. Driver...
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Client Relationship Manager
Found in: Whatjobs IN C2 - 8 hours ago
Delhi, India Primark Travel House Pvt. Ltd. Full timeHiring Client Relationship ManagerResponsibilities1 Building and maintaining client relationships. A client relationship manager’s primary role is to build a strong relationship with their client and maintain it for the duration of the service(s)2 Serve as the primary point of contact for client’s inquiries, changes, cancellations, and...
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Relationship Manager
Found in: Whatjobs IN C2 - 2 weeks ago
new delhi, India Antal International Full timeJob Description Job Description Relationship Manager About ANTAL Antal International is a 30-year-old global executive Search and Placement firm with a network of over 800 people across 35+ countries originally based out of UK. We at Delhi office specialize in the fields of IT, ITES with focus on SAP resources. We work with various...
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Relationship Manager
Found in: Whatjobs IN C2 - 2 weeks ago
new delhi, India Mounee Consulting Services Full timeProfile: Investment Advisor/ Relationship Manager Location- Delhi/ chandigarh Salary- 3.5 LPA Must have experience into stock market or MBA in Finance and Marketing. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for...
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Relationship Manager
Found in: Talent IN C2 - 2 weeks ago
New Delhi, India Mounee Consulting Services Full timeProfile: Investment Advisor/ Relationship Manager Location- Delhi/ chandigarh Salary- 3.5 LPA Must have experience into stock market or MBA in Finance and Marketing. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients.2. Will be responsible for primarily improving investor network for equity...
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Relationship Manager
Found in: Appcast Linkedin IN C2 - 8 hours ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJD for RM in Capital Markets - Banks & Financial Institutions GroupGrade: M5/M6Location: New DelhiDesignation: RM – Capital MarketsReporting: Vice PresidentBanks & Financial Institutions Group (BFIG) is part of wholesale Banking dept. in the bank and has the following sub verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds,...
