Senior Relationship Manager
24 hours ago
About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in . We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate. About the Role We are looking to add Relationship Manager in our retail sales team at Ludhiana location. Someone with an experience range of 8-10 years in the mutual fund/AMC industry is preferable. Responsibilities Handling Regional Distributors in assigned region. Build and Nurture relationships with IFA Channel. Driving the distributors to sell products. Ensure service/ operational issues are solved and meet high service standards. Complete adherence to processes and compliance requirements. Required Skills Knowledge & understanding of Mutual Fund Industry. Experience in managing Institutional Sales, Retail, Banking and Distribution. Knowledge of all Mutual Fund compliances. Preferred Skills Perseverance, high on intrinsic motivation and driven by targets. Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups. Displays ability to think out of the box. Solution provider.
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Senior Relationship Manager
8 hours ago
Ludhiana, Punjab, India Centricity WealthTech Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis full-time role for a Senior Relationship Manager will be based on-site in Chandigarh. The Senior Relationship Manager will be responsible for managing and growing the relationships with key clients, understanding their financial goals, and providing tailored wealth management advice....
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Senior Relationship Manager
2 weeks ago
Ludhiana, Punjab, India PA Wealth Pvt Ltd Full time ₹ 36,00,000 - ₹ 72,00,000 per yearCompany Overview:At PA Wealth Group, we specialize in delivering comprehensive financial solutions tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. With over ₹1,600+ crores in assets under management, our expertise spans multiple financial verticals, ensuring sustainable wealth growth and...
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Senior Relationship Manager
23 hours ago
Ludhiana, India JM Financial Asset Management Ltd Full timeAbout the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in . We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in...
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Senior Relationship Manager
1 day ago
Ludhiana, India JM Financial Asset Management Ltd Full timeAbout the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...
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Senior Relationship Manager
1 day ago
ludhiana, India JM Financial Asset Management Ltd Full timeAbout the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...
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Senior Relationship Manager
1 day ago
Ludhiana, India JM Financial Asset Management Ltd Full timeAbout the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong...
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Relationship Manager
2 weeks ago
Ludhiana, Punjab, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have a proven track record in relationship management. - The position requires strong communication and interpersonal skills. - Experience in sales or business development is preferred. - The ideal candidate should be able to identify...
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Senior Relationship Manager
2 days ago
Ludhiana, Punjab, India Hdfc Securities Full time ₹ 8,00,000 - ₹ 24,00,000 per yearRole & responsibilities1. Trading on behalf of clients2. Building relationships with clients & educating them about investments.3. Client Acquisitions as per targets and cross selling of 3rd party products. (MF, Insurance, SIP, etc.)Must have -1. Capital Market Knowledge(Equity, derivatives, future,& options)2. Educating customers about various investment...
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Relationship Manager
6 days ago
Ludhiana, Punjab, India Vardhman Finserv Full time ₹ 5,00,000 - ₹ 15,00,000 per yearWe're Hiring: Relationship Manager – Marketing (Finance Sector)Location:SCO-122, 4th Floor, Vardhman Finserv, Feroze Gandhi Market, LudhianaDesignation:Relationship Manager (Marketing)Experience Required:Minimum 1.5 years of Sales experience in the Finance sectorPreferred Background:BFSI (Banking, Financial Services & Insurance)Are you passionate about...
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Relationship Manager
1 week ago
Ludhiana, Punjab, India Swan Genx Full time ₹ 1,80,000 - ₹ 5,40,000 per yearRelationship ManagerA Relationship Manager is responsible for forming and maintaining connections with clients to drive sales. Their duties include meeting with client's in-person to discuss new products or services, resolving client issues or services, to preserve relationships and communicating with other departments about maximizing client experiences. In...
