
Relationship Manager
4 days ago
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships
2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF
3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.
4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
6) Maintaining client relationships and generate AUM from HNI UHNI clients.
7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
9) To coordinate with product and research team for taking investment decision for the clients.
10) To conduct and assist in organizing seminars, workshops and other business development activities.
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Peoplemint Consultants Full timeJob Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...
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Relationship Manager
4 weeks ago
Ahmedabad, Gujarat, India Invoicemart Full timeWe have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Prodigy Placement LLP Full time ₹ 2,16,000 - ₹ 2,88,000 per yearJob Title: Relationship ManagerLocation: Naranpura, AhmedabadWorking Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Third Saturdays Off)Job Type: Full-TimeOverview:We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate...
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Relationship Manager
4 days ago
Ahmedabad, India Rational investments Full timeCompany Description Rational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...
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Relationship Manager
4 days ago
Ahmedabad, Gujarat, India MyFark Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe're Hiring – Relationship Manager (Retail Agri)We believe in empowering rural India by providing farmers, co-operatives, and agri-businesses with the right financial solutions. To strengthen this mission, we are looking for passionate professionals to join us as Relationship Managers (Retail Agri).Key Responsibilities:Build and manage relationships with...
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Relationship Manager
4 days ago
Ahmedabad, India Kotak Life Insurance Full timeRelationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...
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Relationship Manager
4 days ago
Ahmedabad, India Kotak Life Insurance Full timeRelationship Manager Corporate Treasury Financial Objective: Achieve budgeted Revenue and Volume target at the customer and segment level Increase Trade and FX wallet share of the customers Grow derivative business in the given set of customers Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business...
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Relationship Manager
6 days ago
Ahmedabad, Gujarat, India Turtlemint Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionFounded in 2015 by Dhirendra Mahyavanshi and Anand Prabhudesai, Turtlemint is revolutionizing the insurance landscape by making the discovery, recommendation, and distribution processes seamless and efficient. With over 400,000 POSPs across 19,000+ pincodes, our AI-driven tools and personalized recommendations enhance the customer...
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Relationship Manager
4 days ago
Ahmedabad, India Turtlemint Full timeCompany Description Founded in 2015 by Dhirendra Mahyavanshi and Anand Prabhudesai, Turtlemint is revolutionizing the insurance landscape by making the discovery, recommendation, and distribution processes seamless and efficient. With over 400,000 POSPs across 19,000+ pincodes, our AI-driven tools and personalized recommendations enhance the customer...
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Relationship Manager
1 week ago
Ahmedabad, Gujarat, India JK Securities Private Limited Full time ₹ 15,000 - ₹ 2,00,000 per yearContact Details : Prashant Job Title: Relationship Manager – Equity Broking (Fresher)Location: Ahmedabad - S G HIghwayJob Type: Full-Time | Entry Level (Fresher)Job Summary:We are seeking enthusiastic and ambitious fresh graduates to join our Stock Broking Client as Relationship Managers. The role involves client acquisition, relationship management, and...