Current jobs related to Relationship Manager - Pune - Contactx Resource Management

  • Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Mintskill HR Solutions LLP Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. This role involves building and maintaining strong relationships with high net worth individuals, providing them with tailored financial solutions and exceptional customer service.Key Responsibilities:Develop and execute strategies to acquire and retain...

  • Relationship Manager

    7 days ago

    Pune, Maharashtra, India Zyvka Full time

    Zyvka is a forward-thinking company that specializes in fostering collaborative relationships and driving mutual growth. We are seeking a highly motivated Relationship Manager to join our team in Pune. This role is ideal for individuals eager to kickstart their career in relationship management and business development. As a Relationship Manager, you will be...

  • Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Labtech Innovations Full time

    Job Title: Relationship ManagerAs a key member of our team at Labtech Innovations, the Relationship Manager will play a vital role in fostering and maintaining strong relationships with our clients and partners. This position requires a deep understanding of our clients' needs and a commitment to ensuring their satisfaction with our services.Key...

  • Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Arting Digital Private Limited Full time

    Job Title: Relationship Manager Job Summary: We are seeking a skilled Relationship Manager to join our team at Arting Digital Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with stakeholders, including dealerships and insurance companies, to drive sales and service growth. Key...

  • Relationship Manager

    2 weeks ago

    Pune, India ATemps Services Pvt. Ltd . Full time

    Company OverviewAt OYO, we seek dynamic individuals with a strong customer-focus to help us become the most-loved hotel brand in the world About Oyo in India and Business OYO, also known as Oyo Homes & Hotels, is an Indian hotel chain. It is the world's third-largest and fastest-growing hospitality chain of leased and franchised hotels, homes and living...

  • Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India Axis Bank Full time

    The Relationship Manager will be responsible for developing and implementing strategies to drive business growth and customer satisfaction within the Bank's Government clients and Departments.Key Responsibilities:Develop and execute sales and business development plans to increase revenue and customer base.Strengthen relationships with existing customers to...

  • Relationship Manager

    3 weeks ago

    Pune, India Risenbro Innoace Private Limited Full time

    Position: Relationship Manager Roles and Responsibilities: Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments. Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence. Verify customer KYC details and complete online...

  • Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Mintskill HR Solutions LLP Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. As a key member of our organization, you will be responsible for managing a portfolio of high net worth individuals and providing exceptional customer service to meet their financial needs.Key ResponsibilitiesPortfolio Management: Develop and maintain...

  • Relationship Manager

    3 weeks ago

    Pune, Maharashtra, India Arting Digital Private Limited Full time

    Position Title: Relationship ManagerKey Responsibilities:* Building relationships with stakeholders (Dealership, Insurance Companies) for Sales and Service* Development of Motor Dealer channel across locations provided* Business Development at Dealerships by working hand in hand with Marketing Executives* Acting as a bridge between Dealership and Insurance...

  • Relationship Manager

    2 months ago

    Pune, India Risenbro Innoace Private Limited Full time

    Position: Relationship ManagerRoles and Responsibilities:Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments.Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence.Verify customer KYC details and complete online...

  • Relationship Manager

    1 month ago

    pune, India Risenbro Innoace Private Limited Full time

    Position: Relationship ManagerRoles and Responsibilities:Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments.Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence.Verify customer KYC details and complete online...

  • Relationship Manager

    3 weeks ago

    pune, India Risenbro Innoace Private Limited Full time

    Position: Relationship ManagerRoles and Responsibilities: Ensure 100% accurate valuation by capturing correct cartage applying proper stone deduction and preventing spurious/unacceptable ornaments. Adhere to high ethical standards and comply with Companys policies and procedures including KYC adherence. Verify customer KYC details and complete online...

  • Sr. Relationship Manager

    3 weeks ago

    Pune, Maharashtra, India Allianz Full time

    Job Description:Summary: Relationship Management, business development, Client Relationship Management and sales planning with market intelligence.Skills Required: Relationship Management Business development Client Relationship Management Sales planning Market intelligence

  • Relationship Manager

    2 months ago

    Pune, India Ravindra Bharti Education Institute Pvt Ltd Full time

    We are looking for an experienced Relationship Manager to join our team and serve as a valuable intermediary between our company and clients.Your role will involve providing comprehensive financial guidance and offering companies financial products to help clients maximize their financial potential. You will be responsible for conducting presentations,...

  • Customer Relationship Manager

    3 weeks ago

    Pune, Maharashtra, India GKN Automotive Full time

    Job SummaryWe are seeking a highly skilled Customer Relationship Manager to join our team at GKN Automotive. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our customers, identifying new business opportunities, and driving sales growth.Key ResponsibilitiesDevelop and implement relationship...

  • Relationship Manager

    2 weeks ago

    Pune, India Fedbank Financial Services Ltd - Fedfina Full time

    Gold loan -exp requiredLocation ;PUNE/ surat,ahmedaba,rajkot,anjar,gandhiaham,bareja,kadi,kalol,bhagwati mansa,mehsanaThe 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 Manager

    4 weeks ago

    Pune, Maharashtra, India Tata AIA Life Insurance Full time

    Job Title: Relationship ManagerJob Summary:The Relationship Manager is a key role in driving sales and achieving business targets related to life insurance products. This position involves leading a team and collaborating closely with them to meet sales goals. The successful candidate will play a crucial role in expanding Tata AIA's customer base and...

  • Customer Relationship Manager

    2 weeks ago

    Pune, Maharashtra, India GKN Automotive Full time

    Role Overview We are seeking a seasoned Customer Relationship Manager to join our team at GKN Automotive. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our existing and potential clients, identifying opportunities for growth and driving revenue expansion. Key Responsibilities Manage...

  • Assistant Relationship Manager

    4 weeks ago

    Pune, Maharashtra, India Tata AIA Life Insurance Full time

    Job Title: Assistant Relationship ManagerWe are seeking an experienced Assistant Relationship Manager to join our team at Tata AIA Life Insurance. As an Assistant Relationship Manager, you will play a key role in building and maintaining strong relationships with our channel partners, driving sales growth, and ensuring excellent customer service.Key...

  • Sales Relationship Manager

    3 weeks ago

    Pune, Maharashtra, India MagicDecor Full time

    Job Title: Sales Relationship ManagerAbout the Role:We are seeking a highly motivated and results-driven Sales Relationship Manager to join our team at MagicDecor. As a Sales Relationship Manager, you will be responsible for building and maintaining strong relationships with existing and new clients, ensuring customer satisfaction and loyalty.Key...

Relationship Manager

2 months ago

Pune, India Contactx Resource Management Full time
About Company:

About Us: our unwavering commitment lies in serving discerning investors who share our vision of achieving long-term returns through a meticulous investment process. We take pride in managing the assets of individuals who are aligned with our philosophy of capitalizing on market opportunities by adhering steadfastly to a well-defined process and clearly defined goals. While this approach may have led to parting ways with a few investors who did not embrace our methodological approach, we have, in turn, attracted like-minded individuals who not only resonate with our ethos but also find satisfaction in the realized returns.

Position Details :

Position :- Relationship Manager

Experience :- 5+ Years

Location:- Mumbai / Pune / Ahmedabad / Hyderabad / Bangalore / Delhi / Kolkata.

Job Description:

Job Summary: We are seeking a highly skilled and experienced Relationship Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction.

Key Responsibilities:

- Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients.

- Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.

- Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.

- Responsible for strategizing, growing, and managing channel partners.

- Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.

- Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.

- Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.

- Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.

- Identify and pursue new business opportunities to expand the client base.

- Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.

- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

- Prepare and present detailed investment reports and performance updates to clients.

- Ensure compliance with all regulatory requirements and company

Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- CFA, CFP, or other relevant certifications are highly desirable.

- Minimum of 3 to 8 years of experience in wealth management, financial planning, or a related field.

- Strong knowledge of investment products, financial markets, and regulatory requirements.

- Excellent communication, presentation, and interpersonal skills.

- Ability to build and maintain long-term client relationships.

- Strong analytical and problem-solving abilities.

- Proficiency in financial planning software and Microsoft Office Suite.(ref:updazz.com)