Relationship Manager

1 day ago

Coimbatore, India Saaki Argus & Averil Consulting Full time

About our client Our client is a leading NBFC. JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Job Title: Relationship Manager Location: Chennai / Hyderabad / Coimbatore / Trichy / Madurai / Salem Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 2 to 9 years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios. Technical Skills Deep knowledge of financial markets, investment products, and wealth management strategies. Soft Skills Exceptional communication, presentation, and negotiation skills. High integrity, ethical standards, and a collaborative approach. Entrepreneurial mindset with a passion for client servicing and business growth. Key Performance Indicators (KPIs) Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy. Act as the primary relationship holder, addressing clients' holistic financial management needs including investments, lending, and insurance by leveraging subject matter experts from the group. Lead team performance, mentor junior colleagues, and actively align with organizational objectives.

  • Relationship Manager

    4 days ago

    coimbatore, India ECL Finance Full time

    Job Description Sales Manager / Relationship Manager (Secured)Internal GradeAssociate / Assistant ManagerMarket Facing DesignationSales Manager/Relationship ManagerReports toCluster HeadCTC3 to 4 LacsConveyance & IncentivesLocal Conveyance (as per the policy) & Incentives (Quarterly)Candidate ProfileGraduate /MBA2+ Years of Experience in Banking / Financial...

  • Relationship Manager

    6 days ago

    Coimbatore, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Relationship Manager - Business Banking-PRIORITY-Regional sales Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and...

  • Relationship Manager

    2 weeks ago

    Coimbatore, Tamil Nadu, India VSR Hospital Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Role - Relationship ManagerCompany - Anand Rathi Financial ServicesLocation - CoimbatoreSubmit your resume to Job Summary:We are looking for an experienced and customer-focused Relationship Manager to join our BFSI team. The RM will be responsible for managing client relationships, understanding financial needs, offering tailored banking and investment...

  • Relationship Manager

    4 weeks ago

    Coimbatore, India GramPro Business Services Pvt. Ltd. Full time

    We are Hiring for a Scheduled Commercial Bank!Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to:Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...

  • Relationship Manager

    1 week ago

    Coimbatore, Tamil Nadu, India Goodwill Wealth Management Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionGoodwill Wealth Management Pvt Ltd is recognized as a market leader in investment and trade. Renowned for our expertise in financial solutions, we are trusted by our clients for comprehensive investment advice and trading services. Our commitment to excellence has earned us a distinguished reputation, making us a preferred choice in the...

  • Relationship Manager

    1 week ago

    Coimbatore, Tamil Nadu, India Midfin Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    We are seeking dynamic Relationship Officers with 2 - 3 years of experience in the banking or wealth management industry. who is responsible for building and nurturing client relationships, promoting financial products & contributing revenue growth.CafeteriaOffice cab/shuttleTravel allowanceHealth insuranceSales incentivesProvident fund

  • Relationship Manager

    4 weeks ago

    Coimbatore, India GramPro Business Services Pvt. Ltd. Full time

    We are Hiring for a Scheduled Commercial Bank! Position: Service Delivery Associate (SDA) – Non-Cash (Aspire) Reports to: Service Delivery Manager (or Branch Manager where no SDM is present) Brief Description: The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...

  • Relationship Manager

    5 days ago

    Coimbatore, India GramPro Business Services Pvt. Ltd. Full time

    We are Hiring for a Scheduled Commercial Bank! Position: Service Delivery Associate (SDA) – Non-Cash (Aspire) Reports to: Service Delivery Manager (or Branch Manager where no SDM is present) Brief Description: The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...

  • Relationship Manager

    1 week ago

    Coimbatore, Tamil Nadu, India Altum Credo Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job DescriptionSourcing of new proposal for Home Loans, Mortgage/LAP. To execute the business objectives for the area in line with the Affordable Loans segment objectives of book size, profitability, portfolio management, etc. To develop and manage the Business and focus towards achieving business results. The Development, Preparation And Promotion...

  • Relationship Manager

    1 week ago

    Coimbatore, India Discoveries Quintessential Full time

    We’re Hiring: Relationship Manager / Sales Specialist Locations: Multiples cities of Punjab