Relationship Manager

1 day ago

ahmedabad, India Pranam Recruiters Full time
Job Title (designation):Relationship Manager
Job Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)
No of days working: 5.5 1st and3rd Saturday working
No of hoursworking: Morning 10:00 am to7:00pm.
No of years of relevantexperience required: Min 2Years
CTCrange: Depending upon performance in theinterview.
EducationQualification: MBA inFinance
Industry: FinancialServices
Asa Relationship Manager you will play a pivotal role inunderstanding our clients&39; business objectives andchallenges to deliver strategic recommendations.
Youwill be the primary point of contact responsible for buildingstrong client relationships analyzing data and fosteringpartnerships to drive the acquisition and management of Equity.Currency and Commodities trading accounts andinvestments.
Requirements Background:
  • Bachelorsdegree in Marketing or Finance
  • MBA is aplus with a minimum of 2 years of experience.
  • Sales andBusiness Development: Ability to drive sales and acquire newclients/accounts meeting or exceedingtargets.
CommunicationSkills:
Excellent verbal andwritten communication skills to interact with clients effectivelycolleagues andstakeholders.
AnalyticalSkills:
Ability to analyze markettrends client data and financial statements to make informeddecisions andrecommendations.
NegotiationSkills: Proficiency in negotiating terms pricing and agreements toensure mutual benefit for the client and thefirm.
ClientRelationship Management:
  • Buildingstrong relationships with existing clients to understand theirfinancial goals risk tolerance and investment preferences.Providing personalized advice and recommendations based on theirneeds and market conditions.
  • ChannelPartner Recruitment: Develop and execute recruitment strategies toattract and engage top channel partners which also includesMonitoring and assessing the performance of channel partnersproviding support and resources to help them achieve their targetsand drive mutualsuccess.
  • InvestmentAdvisory: Offering expert guidance on equity investments includingstocks mutual funds and other financial products. Conductingthorough research and analysis to provide clients with informedinvestment recommendations aligned with their financialobjectives.
  • SalesStrategy Development: Developing and implementing effective salesstrategies to achieve revenue goals and expand thefirm's client base. This includes identifying marketopportunities creating marketing campaigns and participating inpromotionalactivities.
  • PortfolioReview and Management: Regularly reviewing client portfolios toassess performance balance investments and optimize assetallocation. Monitoring market trends and economic developments tomake timely adjustments to clientportfolios.
  • Complianceand Risk Management: Ensuring all client interactions andinvestment recommendations comply with regulatory requirements andinternal policies. Educating clients about investment risks andimplementing risk management strategies to protect theirinvestments.
  • MarketResearch and Analysis: Conducting market research and stayingupdated on industry trends economic indicators and geopoliticalevents that may impact equity markets. Using datadriven insights toinform investment decisions and clientrecommendations.
  • TeamCollaboration: Collaborating with research analysts portfoliomanagers and other departments within the firm to leverageexpertise. Participating in team meetings and sharing insights toenhance client service andsatisfaction.
  • ContinuousLearning and Development: Keeping abreast of changes in financialmarkets investment products and regulatory requirements throughongoing training and professional development. Continuouslyenhancing knowledge and skills to provide superior client serviceand support businessgrowth

Communication Skills: Excellent verbal and written communicationskills to interact with clients effectively, colleagues, andstakeholders. Analytical Skills: Ability to analyze market trends,client data, and financial statements to make informed decisionsand recommendations. Negotiation Skills: Proficiency in negotiatingterms, pricing, and agreements to ensure mutual benefit for theclient and the firm. Client Relationship Management: Buildingstrong relationships with existing clients to understand theirfinancial goals, risk tolerance, and investment preferences.Providing personalized advice and recommendations based on theirneeds and market conditions. Channel Partner Recruitment: Developand execute recruitment strategies to attract and engage topchannel partners which also includes Monitoring and assessing theperformance of channel partners, providing support and resources tohelp them achieve their targets and drive mutual success.Investment Advisory: Offering expert guidance on equityinvestments, including stocks, mutual funds, and other financialproducts. Conducting thorough research and analysis to provideclients with informed investment recommendations aligned with theirfinancial objectives. Sales Strategy Development: Developing andimplementing effective sales strategies to achieve revenue goalsand expand the firm's client base. This includes identifying marketopportunities, creating marketing campaigns, and participating inpromotional activities. Portfolio Review and Management: Regularlyreviewing client portfolios to assess performance, balanceinvestments, and optimize asset allocation. Monitoring markettrends and economic developments to make timely adjustments toclient portfolios. Compliance and Risk Management: Ensuring allclient interactions and investment recommendations comply withregulatory requirements and internal policies. Educating clientsabout investment risks and implementing risk management strategiesto protect their investments. Market Research and Analysis:Conducting market research and staying updated on industry trends,economic indicators, and geopolitical events that may impact equitymarkets. Using data-driven insights to inform investment decisionsand client recommendations. Team Collaboration: Collaborating withresearch analysts, portfolio managers, and other departments withinthe firm to leverage expertise. Participating in team meetings andsharing insights to enhance client service and satisfaction.Continuous Learning and Development: Keeping abreast of changes infinancial markets, investment products, and regulatory requirementsthrough ongoing training and professional development. Continuouslyenhancing knowledge and skills to provide superior client serviceand support business growth

  • Relationship Manager

    3 days ago

    ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

  • Relationship Manager

    5 months ago

    ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...

  • Relationship Manager

    5 months ago

    Ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

  • Relationship Manager

    4 weeks ago

    Ahmedabad, India Promore Fintech Full time

    Company DescriptionPromore Fintech, located in Ahmedabad, caters to all financial needs related to investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. The company provides comprehensive financial services to meet diverse needs and goals.Role DescriptionThis is a full-time on-site role for a Relationship Manager...

  • Relationship Manager

    4 weeks ago

    Ahmedabad, India Promore Fintech Full time

    Company DescriptionPromore Fintech, located in Ahmedabad, caters to all financial needs related to investment solutions, risk mitigation, tax planning, estate planning, inheritance, and succession. The company provides comprehensive financial services to meet diverse needs and goals.Role DescriptionThis is a full-time on-site role for a Relationship Manager...

  • Relationship Manager

    4 months ago

    ahmedabad, India MyCityAhmedabad Full time

    Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

  • Relationship Manager

    3 days ago

    ahmedabad, India MyCityAhmedabad Full time

    Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

  • Relationship Manager

    1 week ago

    Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full time

    Position Overview: We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...

  • Relationship Manager

    3 days ago

    ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full time

    Position Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...

  • Relationship Manager

    1 week ago

    Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full time

    Position Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...

  • Relationship Manager

    1 week ago

    Ahmedabad, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full time

    Position Overview:We are seeking a motivated and experienced Relationship Manager to join our team, focusing on the Banca channel. The ideal candidate will have a strong background in financial services, particularly in asset management and banking partnerships. You will be responsible for managing and enhancing relationships with our banking partners,...

  • Relationship Manager

    3 days ago

    Ahmedabad, India Mspire Ventures Private Limited Full time

    Job Summary: The Relationship Manager is responsible for building and maintaining strong relationships with clients ensuring excellent customer service and achieving sales targets. This role involves understanding client needs offering tailored financial solutions and acting as a primary point of contact between the bank and its clients. Key...

  • Relationship Manager

    3 months ago

    Ahmedabad, India Kataria Automobiles Full time

    We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image.ResponsibilitiesUnderstand customer needs and develop plans to address them.Identify key staff in client companies to cultivate profitable...

  • Relationship Manager

    2 days ago

    Ahmedabad, India Pranam Recruiters Full time

    Job Title (designation): Relationship ManagerJob Location: Prahlad Nagar Ahmedabad Mumbai Andheri (West )No of days working: 5.5 1st and 3rd Saturday workingNo of hours working: Morning 10:00 am to 7:00pm.No of years of relevant experience required: Min 2 YearsCTC range: Depending upon performance in the interview.Education Qualification: MBA in...

  • Relationship Manager

    3 days ago

    ahmedabad, India Pranam Recruiters Full time

    Job Title (designation):Relationship ManagerJob Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)No of days working: 5.5 1st and3rd Saturday workingNo of hoursworking: Morning 10:00 am to7:00pm.No of years of relevantexperience required: Min 2YearsCTCrange: Depending upon performance in theinterview.EducationQualification: MBA inFinanceIndustry:...

  • Relationship Manager

    4 days ago

    Ahmedabad, India Pranam Recruiters Full time

    Job Title (designation):Relationship ManagerJob Location:Prahlad Nagar Ahmedabad Mumbai Andheri (West)No of days working: 5.5 1st and3rd Saturday workingNo of hoursworking: Morning 10:00 am to7:00pm.No of years of relevantexperience required: Min 2YearsCTCrange: Depending upon performance in theinterview.EducationQualification: MBA inFinanceIndustry:...

  • Relationship Manager

    1 day ago

    ahmedabad, India Mspire Ventures Private Limited Full time

    Job Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...

  • Relationship Manager

    2 months ago

    Ahmedabad, India Mspire Ventures Private Limited Full time

    Job Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...

  • Relationship Manager

    3 days ago

    ahmedabad, India Mspire Ventures Private Limited Full time

    Job Summary: TheRelationship Manager is responsible for building and maintainingstrong relationships with clients ensuring excellent customerservice and achieving sales targets. This role involvesunderstanding client needs offering tailored financial solutionsand acting as a primary point of contact between the bank and itsclients. KeyResponsibilities: ...

  • Relationship Manager

    2 days ago

    ahmedabad, India AnandRathi Shares And Stock Brokers Limited Full time

    Responsibilities . It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. . Promote Focus Product of the month . Maintain records of business on...