Preferred Relationship Manager
2 weeks ago
The Preferred 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 and 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 clients' 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. Kindly share applications on or WhatsApp on for further process.
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Preferred Relationship Manager
3 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
4 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
3 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
7 days ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
2 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
2 days ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Relationship Manager
5 days ago
Hyderabad, Telangana, India Goodwill Wealth Management Pvt Ltd Full timeCompany DescriptionGoodwill Wealth Management Pvt Ltd is a renowned market leader in investment and trading services. Known for excellence and expertise, Goodwill has established itself as a trusted name for addressing diverse investment needs. The company is dedicated to providing innovative financial solutions to help clients achieve their financial goals...
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Relationship Manager
3 weeks ago
Hyderabad, India Flow Interio Private Limited Full timeJob Title: Customer Relationship Manager Company: Flow Interio Pvt Ltd Location: Madhapur About Us: At Flow Interio Pvt Ltd, we specialise in delivering innovative and high-quality interior solutions tailored to our clients‘ unique needs. With a commitment to excellence and a passion for design, we strive to create inspiring spaces that enhance the lives...
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Relationship Manager
2 weeks ago
Hyderabad, India Flow Interio Private Limited Full timeJob Title: Customer Relationship Manager Company: Flow Interio Pvt Ltd Location: Madhapur About Us: At Flow Interio Pvt Ltd, we specialise in delivering innovative and high-quality interior solutions tailored to our clients' unique needs. With a commitment to excellence and a passion for design, we strive to create inspiring spaces that enhance the lives of...
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Relationship Manager
2 weeks ago
Hyderabad, India Flow Interio Private Limited Full timeJob Title: Customer Relationship Manager Company: Flow Interio Pvt Ltd Location: Madhapur About Us: At Flow Interio Pvt Ltd, we specialise in delivering innovative and high-quality interior solutions tailored to our clients' unique needs. With a commitment to excellence and a passion for design, we strive to create inspiring spaces that enhance the lives of...
