Relationship Manager

3 weeks ago


Mumbai, India Wealth Premier Finserv Full time
Title – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA Job Responsibilities: ·

Existing Customers – Relationships Mapped ·

Responsible for managing relationships with clients & providing investment advisory services ·

Monitoring and managing client portfolios, developing and implementing investment strategies ·

Get the Risk Profiling Done ·

Portfolio Reviews with Clients ·

Get Investment Top ups and increased Wallet Share ·

Get References

·

New Customers ·

Responsible for Adding New Relationships & Acquire NRI Relationships ·

Arranging for Investor Awareness Programs in Corporates ·

Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services & other Investment Products

·

Research & Knowledge ·

Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news ·

Attending Fund Manager Calls and Product calls and Meetings ·

Get Acquainted with Morning Star Research Platform and other Software’s for Analysis ·

Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products

Other Requirements – Good Analytical and Communication Skills ·

Experience – 1 - 2 Years. ·

Compensation – As per Industry Standards.

Contact Details:

,

  • mumbai, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, India YES BANK Full time

    Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

  • Relationship Manager

    10 hours ago


    Mumbai, India IDFC FIRST Bank Full time

    Job Title: Relationship Manager-Business Banking Function/ Department: Business Banking Job Purpose: The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible...

  • Relationship Manager

    3 weeks ago


    mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

  • Relationship Manager

    2 weeks ago


    mumbai, 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...


  • Mumbai, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...


  • mumbai, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Mumbai Job Type: Full-time Education: MBA in Marketing/International Business/Similar any other specialization Salary Range: 25,000 to 40,000 per month Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management...


  • Mumbai, India Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...

  • Relationship Manager

    3 weeks ago


    Mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

  • Relationship Manager

    3 weeks ago


    Mumbai, India YES BANK Full time

    Core Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

  • Relationship Manager

    3 weeks ago


    Mumbai, India YES BANK Full time

    Core ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...

  • Relationship Manager

    2 weeks ago


    Mumbai, 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...

  • Relationship Manager

    2 weeks ago


    Mumbai, 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...

  • Relationship Manager

    2 weeks ago


    Mumbai, 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...

  • Relationship Manager

    1 month ago


    Mumbai, Maharashtra, India iimjobs Full time

    Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...

  • Relationship Manager

    1 month ago


    Mumbai, Maharashtra, India iimjobs Full time

    Relationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...

  • Relationship Manager

    10 hours ago


    Mumbai, India IDFC FIRST Bank Full time

    Role/Job Title : Relationship Manager-First Wealth Function/ Department: Branch Banking Job Purpose: The role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely...

  • Relationship Manager

    1 month ago


    Mumbai, India Xponent n Services Full time

    ResponsibilitiesUnderstandcustomer needs and develop plans to address themIdentify key staffin client companies to cultivate profitable relationshipsResolvecustomer complaints quickly and effectivelyForward upselling andcrossselling opportunities to the sales teamPromote highqualitysales supply and customer service processesAim to preservecustomers and renew...

  • Relationship Manager

    1 month ago


    mumbai, India Xponent n Services Full time

    Responsibilities Understandcustomer needs and develop plans to address themIdentify key staffin client companies to cultivate profitable relationshipsResolvecustomer complaints quickly and effectivelyForward upselling andcrossselling opportunities to the sales teamPromote highqualitysales supply and customer service processesAim to preservecustomers and...