Preferred Relationship Manager
4 weeks ago
The Relationship Manager is the ultimate face of our business, serving as the final point of contact with clients.
This role requires acquiring High Net Worth relationships and managing and retaining them by delivering exceptional service standards.
We are seeking a skilled professional who can establish strong ties with clients by designing and implementing their financial plans, and ensuring they receive and execute on the right advice.
Key Responsibilities:- Acquiring preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio
- Deepening the wallet from existing clients
- Tracking the Affluent & Super Affluent Client segment in the market for new client acquisition
- Experience working in a Private Bank/Wealth Management setup
- Selling of products: Mutual Funds, PMS, Structured Products
- Handling and managing clients with a minimum Investment amount of Rs 1 Cr and above
- Experience advising clients across asset classes
- Strong analytical skills and ability to work in teams
- Candidates having good vintage in their present and previous companies (At least minimum tenure of 3-4 yrs. of stability)
A dynamic and challenging environment where you can leverage your skills and expertise to deliver exceptional results.
-
Preferred Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
-
Relationship Manager
7 days ago
Chennai, Tamil Nadu, India Earlyjobs Full timeJob Title Relationship Manager - Mortgage SalesLanguage EnglishSkills Basic Computer Knowledge Excel Communication Skills BFSI Experience Banking NBFC Sales Must have a Two WheelerExperience 0 - 5 yearsQualification Graduation 10 2 3 Age 18 - 40 yearsDescription We are seeking a motivated Relationship Manager to join our Mortgage...
-
Manager/Sr Manager Corporate Sales
4 days ago
Chennai, Tamil Nadu, India Business Development Manager (BDM) Full timePosition / Business Accountability:At the micro level the role involves:Achievement of Revenue numbers through Corporate Business Development.Customer Acquisition Function.Corporate Market Mapping.Building a sustainable Sales pipeline.Relationship Management with Clients.Building strong network within Insurers / TPA.Representing Howden among the...
-
GST Audit Manager
4 days ago
Chennai, Tamil Nadu, India GST Manager Full timeKey ResponsibilitiesConduct comprehensive audits of financial records, identifying potential areas for improvement and preparing reports for management.Stay updated on auditing best practices and legal requirements, assisting in the development of internal controls and policies.Manage GST monthly and annual return filings, handle GST litigations, and draft...
-
Relationship Manager
4 weeks ago
Chennai, Tamil Nadu, India CAPTALENT HR Full timeRole responsibilitiesWe are looking for Relationship Manager Field for Edu- Financial sector Location Chennai Coimbatore Hyderabad BangaloreGender MaleExperience Min 1 yrsNote Bike mandatory Preferred candidate profileQualifications and Skills 1-3 years of experience in sales or a related field Proven track record in field marketing and...
-
Relationship Manager
4 weeks ago
Chennai, Tamil Nadu, India Bluejay Worktech Private Limited Full timeJob DescriptionDescriptionThe Relationship Manager - CASA will be responsible for managing and expanding client relationships within the Current Account and Savings Account segment. The role involves understanding client needs, providing tailored banking solutions, and achieving sales targets to drive the growth of the CASA portfolio.Responsibilities-...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India CapTalent HR Full timeWe are looking for Relationship Manager (Field) for Edu- Financial sector.Reach HR Haritha @ 8310049303 for more detailsLocation : ChennaiGender : MaleExperience : Min 1+yrsSalary : Upto 30k + allowancesNote : Bike mandatory.Preferred candidate profileQualifications and Skills1-3 years of experience in sales or a related fieldProven track record in field...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India CapTalent HR Full timeWe are looking for Relationship Manager (Field) for Edu- Financial sector.Reach HR 9884001531Location : Chennai, Coimbatore, Hyderabad & BangaloreGender : MaleExperience : Min 1+yrsNote : Bike mandatory.Preferred candidate profileQualifications and Skills1-3 years of experience in sales or a related fieldProven track record in field marketing and...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India Kaarlo Training & HR Solutions Pvt. Ltd. Full timeJob OverviewWe are seeking a Fresher for the position of Relationship Manager based in Chennai. This full-time role requires candidates to engage with our clientele, build relationships, and ensure customer satisfaction. Candidates can have 0 to 1 year of relevant experience in a similar field. As a Relationship Manager, you will play a critical part in...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Virtuous Advisors & Resources Private Ltd Full timeRelationship Manager - Supply Chain Finance Reports To: Director & Business Head (Supply Chain Finance). Number of Positions: 3 (Years of experience may vary between 7-15 years). Designations will differ based on experience. Roles and Responsibilities:- Enable growth in SCF Business by identifying potential clients through self-sourcing, target market...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India VictaMan Services Private Limited Full timeseeking a highly motivated and experienced Relationship Manager to join our growing team.Roles & Responsibilities:1. Area/ Lane /Geography Mapping:Responsible for lane to lane/ Area mapping of Area/ Geography at regular intervals with the help of supervisor. Identify new sources in the allocated Area/ Geography and inform the progress to reporting manager...
-
Relationships Manager
2 weeks ago
Chennai, Tamil Nadu, India Kotak Mahindra Bank Limited Full time**Overview:**Kotak Mahindra Bank Limited is seeking a Relationship Manager to join our team. As a key member of our branch, you will be responsible for developing and maintaining strong relationships with our high net worth customers.**Responsibilities:**Develop and implement strategies to acquire new customers and expand existing relationships.Cross-sell...
-
Corporate Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Kotak Mahindra Bank Full timeJob Description:Kotak Mahindra Bank, a leading financial institution, seeks an experienced Corporate Relationship Manager to manage key corporate relationships for its Corporate Salary Business.The ideal candidate will possess excellent communication and interpersonal skills, with the ability to develop and maintain strong relationships with senior-level...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Arting Digital Full timeJob Title: Relationship ManagerAbout Arting Digital:We are a leading financial institution dedicated to providing innovative banking solutions. Our team is passionate about delivering exceptional customer experiences and driving business growth.Key Responsibilities:Lead and manage a high-performing sales team to achieve monthly, quarterly, and annual sales...
-
Customer Relationship manager
1 week ago
Chennai, Tamil Nadu, India Covenant Consultants Full timeContact details: Priya HR (9940146360) 0R SHARE RESUME IN BELOW MAIL ID (mohanapriya@covenantindia.net)Job Description: Customer Relationship Manager (CRM) Jewelry Industry (TELUGU SPEAKING)Position Title: Customer Relationship Manager (CRM)Department: Customer Relationship ManagementLocation: [Location Name]Reports To: Head of CRM / Sales & Marketing...
-
IT Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Bharat Managed Services Full timeAbout Bharat Managed Services:We are a leading provider of IT services, dedicated to delivering exceptional results-driven solutions to our clients. Our team of experts is passionate about building long-term relationships and driving account growth.Job Description:Client Relationship Management:Serve as the primary point of contact for assigned clients,...
-
Branch Relationship Manager
4 weeks ago
Chennai, Tamil Nadu, India Kotak Mahindra Bank Full timeBranch Relationship Manager Grade M2 Deputy Manager JOB ROLE xc2 xb7 Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers xc2 xb7 Sources new bank customers through external individual efforts and acquisition channel xc2 xb7 Cross sells bank products to existing set of Branch customers which...
-
Professional Relationship Manager
1 week ago
Chennai, Tamil Nadu, India JOBATHON� Full timeWe are seeking a skilled Professional Relationship Manager to join our team. As a key member of our organization, you will be responsible for maintaining and enhancing professional communication across stakeholders, building meaningful relationships, and ensuring that all interactions reflect clarity, empathy, and confidence. This position requires an...
-
Relationship Manager
1 week ago
Chennai, Tamil Nadu, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full timeDescription The candidate will be part of the Wealth Management team and based in Chennai office. The candidate will be managing the existing WM relationships and reaching out to prospective WM clients for onboarding them on to the DB platform. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll...
-
Relationship Manager
3 weeks ago
Chennai, Tamil Nadu, India Minnat Hashmi ( Proprietor of I Tech Solutions) Full timeJob DescriptionDescriptionWe are seeking a motivated and results-driven Relationship Manager to join our team in India. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for fostering strong partnerships with our clients, ensuring their needs are met, and identifying new business...