Relationship Manager

4 weeks ago


Delhi, India TIGI HR ® Full time
Title:

Relationship ManagerLocation:

Delhi & Delhi NCRIndustry:

Financial Services, Mutual Funds, PMS, Investment Advisory, BankingCTC:

25K to 40K per monthExperience: 3-15 YearsNotice Period

- Immediate to 30 days

Roles & responsibilitiesAcquiring clients on investment planning, goal-based financial planning, and asset allocation strategiesPreparing reports and presentations for investor awareness and client engagementEducating potentials clients regarding the various services offered by the firm in an office or online meetingNew client conversions

Miscellaneous DetailsMon to Fri full day working (9:30 am to 6:30 pm)Work from Office Role; Meeting clients face to face when requiredYou will be working directly with the founders in the core teamMust have experience dealing with HNIs/UHNIManaging Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM

Eligibility CriteriaWork Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/BankingWork Profile Acquiring HUI/UHNI clients in wealth/portfolio management/mutual funds/financial planningGood Written and Spoken English Communication SkillsCandidate must be From Finance BackgroundMust be Graduate/Post GraduateCandidates must be from Delhi/Delhi NCR LocationCandidate must have NISM CertificatePresentable; Good Interpersonal skills; quick learner, ownership mindset


  • Relationship Manager

    24 hours ago


    Delhi, India Mahindra Holidays & Resorts India Limited Full time

    Position Name Relationship Manager / Sr. Relationship Manager Education Min. Graduate Experience – Minimum 1 year experience in direct sales Preferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and successful...


  • Delhi, India Selections HR Services Private Limited Full time

    Job Title: Relationship Manager Job Highlights: Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education: Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description: Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency. Generate revenue from Insurance,...


  • Delhi, India Talent Leads HR Solutions Pvt Ltd Full time

    Relationship Manager Retail SalesPosition Purpose:Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets.Principal Accountabilities:Generating BusinessContribute to sustained growth in sales through...

  • Relationship Manager

    2 hours ago


    Delhi, India Mahindra Holidays & Resorts India Limited Full time

    Position Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful sales...

  • Relationship Manager

    2 weeks ago


    delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    JD 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,...

  • Relationship Manager

    3 weeks ago


    Delhi, India Mnc Bank Full time

    We 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...

  • Relationship Manager

    3 weeks ago


    Delhi, Delhi, India iimjobs Full time

    Job 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...

  • Relationship Manager

    2 weeks ago


    Delhi, India Mnc Bank Full time

    We 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...

  • Relationship Manager

    3 weeks ago


    Delhi, India AddedEducation (formerly AddedSport) Full time

    Job Responsibilities:Developing and managing relationships with potential sports academies, coaches and other athletic business partners & existing clients, influencers and key stakeholders in the assigned regionConnect with the prospects (student-athletes) and relate their pain points, aspirations with AddedEducation capabilities & offerings and converse to...

  • Relationship Manager

    3 weeks ago


    Delhi, India AddedEducation Full time

    Job Responsibilities: Developing and managing relationships with potential sports academies, coaches and other athletic business partners & existing clients, influencers and key stakeholders in the assigned region Connect with the prospects (student-athletes) and relate their pain points, aspirations with AddedEducation capabilities & offerings and converse...


  • delhi, India SAT n paper Full time

    CLIENT RELATIONSHIP MANAGERSAT n paper is an 8-year company engaged in providing online tutoring for standardized tests to students in India and abroad. The current team size is 210+ retainers. We are looking for Client Relationship Managers.Responsibilities:Maintain existing client relationshipsHandle a team of 3-5 assistant managers to coordinate...

  • Relationship Manager

    3 weeks ago


    Delhi, India HDFC Bank Limited Full time

    JobNamePA(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...


  • Delhi, India Convogenie Full time

    About LeadMangoLeadMangois a new generation tech engine that helps Businesses to acquire new customers by the way of Direct marketing followed by call & enrichment to convert a lead into B2B Appointment.LeadMangois a flagship brand ofConvogenie Technologies Pvt Ltd.based in Bengaluru, the Silicon Valley of India.Convogenie Technologiesis building a SAAS...


  • Delhi, India Convogenie Full time

    About LeadMangoLeadMango is a new generation tech engine that helps Businesses to acquire new customers by the way of Direct marketing followed by call & enrichment to convert a lead into B2B Appointment.LeadMango is a flagship brand of Convogenie Technologies Pvt Ltd. based in Bengaluru, the Silicon Valley of India. Convogenie Technologies is building a...


  • Delhi, India upGrad Rekrut Full time

    About 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...


  • delhi, India Convogenie Full time

    About LeadMangoLeadMango is a new generation tech engine that helps Businesses to acquire new customers by the way of Direct marketing followed by call & enrichment to convert a lead into B2B Appointment.LeadMango is a flagship brand of Convogenie Technologies Pvt Ltd. based in Bengaluru, the Silicon Valley of India. Convogenie Technologies is building...


  • Delhi, India upGrad Rekrut Full time

    About 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...


  • Delhi, India upGrad Rekrut Full time

    About 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...


  • delhi, India Waytogo Consultants Full time

    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. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...


  • Delhi, India Waytogo Consultants Full time

    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. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...