Relationship Manager-Private Client Group
3 days ago
Job Description:Designation: Relationship ManagerVertical: Private Client GroupLocation: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / PuneAs a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs.RESPONSIBILITIES:Achieve revenue target of 3x Cost.Actively prospect and engage in client acquisition efforts to grow the business.Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.Perform regular portfolio reviews to ensure client investment objectives are met.Attend team meetings and contribute to the team's success by sharing experiences and client feedback.Maintain a high-level of product knowledge and stay informed with industry trends and changes.Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance, and Bonds.QUALIFICATION & EXPERIENCE:Postgraduate / MBA in Finance / Marketing.Proven track record of 3 6 years of meeting revenue targets and client acquisition with a Bank or a Full-Service Stock Broking House.Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.Experience in managing and mentoring diverse teams, driving their professional growth and fostering a collaborative culture.Demonstrated ability to navigate complex regulatory environments and ensure compliance with relevant laws and regulations.Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.If your profile matches the above requirement, please share your updated cv to
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Relationship Manager
2 weeks ago
Bangalore City, India YES BANK Full timePlease find the below JD for new requirement Partner-YES Private YES PrivateLocation BangaloreGrade – up to AVP/VPTo be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking...
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Client Relationship Manager
4 weeks ago
Bangalore City, India Cholamandalam Securities Limited Full timeDesignation: Client Relationship Manager-PCG AdvisoryVertical: Private Client GroupLocation: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune/ HyderabadAs a Client Relationship Manager Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI clients in Equity, Derivatives, and Currency Markets.Responsibilities:Advising...
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Relationship Manager
2 weeks ago
bangalore, India YES BANK Full timePlease find the below JD for new requirement -Partner-YES Private - YES Private Location - Bangalore Grade – up to AVP/VP To be responsible for managing Key Clients – HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal...
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Analyst Group Manager, Private Markets
4 weeks ago
bangalore, India Invient Full timeInvient seeks an experienced manager to lead a team of skilled private market financial analysts. Your role is pivotal for our mission to be the world leader in providing data and analytics solutions for alternative asset funds. We are committed to your growth and offer competitive salaries, substantial benefits, and exceptional fund analysis training to...
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Director, Private Banking Clients, South
3 months ago
bangalore, India Standard Chartered Bank Full timeRole Responsibilities Strategy Drive profitable growth by acquiring, developing, and servicing long-term relationships with HNW clients Business Accountable for the performance of individual’s own client book. Deliver NNM, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client...
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Analytics Manager, Private Markets
5 days ago
Bangalore City, India Invient Full timeInvient seeks Analytics Managers to oversee the daily tasks of skilled private market financial analysts. Your role is critical to our ability to coordinate and deliver timely and accurate analysis results, the foundation of our top-tier analytics solutions for alternative asset funds. We are committed to your growth and offer competitive salaries,...
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Private Banker
3 weeks ago
Bangalore City, India Unien Capital Advisors Full timeOur Clients demand excellence. We deliver nothing less. We’re shaping the future of Family Office. One step at a time. We deliver exceptional solutions and experiences enabled by technology and partnerships. Our clients choose us because they recognize that we operate at a level above the rest. Advice and service that’s uncommonly personalized....
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Client Relationship Associate
4 weeks ago
Bangalore City, India Frutta - Corporate Snacking Full timeCompany name: Ubiquitous Beverages LLP ( Brand name Frutta) Company details: Ubiquitous Beverages (Brand name: FRUTTA ) is a startup by alumni from Indian Institute of Management, Ahmedabad (IIMA). We help provide convenience and flexibility to corporates by aggregating speciality kitchens and provide a portfolio of categories ranging from food, healthy...
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Client Relationship Officer
4 weeks ago
bangalore, India Corporation Service Company Full timeAssistant Client Relationship Officer – Corporate Location: Bangalore Schedule – 45hrs per week Hybrid Your Opportunity: The Assistant Client Relationship Officer, Corporate has responsibility to assist the broader corporate team in their duties to fulfil the full corporate administration of a portfolio of companies...
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Customer Relationship Executive
2 weeks ago
kalyan city, India KOHINOOR GROUP Full timeCompany DescriptionKOHINOOR GROUP is a construction company based in Kalyan. With a strong presence in Kalyan, Shahad, Ambernath, & Dombivli the group is committed to delivering excellence in construction. From designing spaces to offering state-of-the-art amenities, KOHINOOR GROUP focuses on continual improvement and aims to enhance the lifestyle standards...
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Group Director- Client Services
2 weeks ago
bangalore, India Omnicom Media Group Full timeWe have an exciting role to head our Client Success for Creative Services for Omnicom's largest advertising Practice Areas and agencies. This leadership role will require to lead and drive world-class advertising, creative and studio solutions working with Agency CXOs. This role would be overall responsible for our partnership growth, strategic solutions,...
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Client Relationship Manager
3 weeks ago
Bangalore City, India vp. works Full timeLooking for a well-spoken, calm, and meticulously organized people-person for our Bengaluru office. We're especially keen on candidates that are fluent in Kannada as well as English. Your job involves taking meetings with existing clients, maintaining friendly relationships with government officials of all levels. You will also be building a network within...
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Customer Relationship Executive
4 weeks ago
kalyan city, India KOHINOOR GROUP Full timeCompany DescriptionKOHINOOR GROUP is a construction company based in Kalyan. With a strong presence in Kalyan, Shahad, Ambernath, & Dombivli the group is committed to delivering excellence in construction. From designing spaces to offering state-of-the-art amenities, KOHINOOR GROUP focuses on continual improvement and aims to enhance the lifestyle standards...
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Group Head
5 days ago
bangalore, India Qoruz Full timeGroup Head - Client Servicing About Qoruz, the Journey, and Life at Qoruz: Intro to Qoruz (Boiler Plate).docx About the Role: Group Head would play a critical role with respect to managing the account management, execution and account growth of our Brand clients. Being a part of Qoruz’ Brand services team, the Group Head manages the end-to-end...
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Group Director- Client Services
3 weeks ago
Bangalore Urban, India Omnicom Media Group Full timeWe have an exciting role to head our Client Success for Creative Services for Omnicom's largest advertising Practice Areas and agencies. This leadership role will require to lead and drive world-class advertising, creative and studio solutions working with Agency CXOs. This role would be overall responsible for our partnership growth, strategic solutions,...
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Client Relationship Manager
3 months ago
bangalore, India Novel Customised Offices Full timeJob description: Build Relationship with Business Partners Existing Client Account Management Client Servicing & Lead generation Coordinate Customer Project Manage Customer Deliveries & Exits Establishing relationship with customers Provide high standards of customer service with a personalized approach Maintaining Database, Handling customer queries...
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Relationship Manager
4 weeks ago
Bangalore City, India Silkroutech Solutions Pvt Limited Full timeCompany Description Silkroutech Solutions Pvt Limited is a Cross Border Trade Tech Platform based in Bengaluru. Our platform provides Financial & Non-Financial tools to the Indian Exporters & Importers community. Weaim to empower businesses by enabling smoother trade transactions and providing comprehensive support. Role Description This is a full-time...
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Business Relationship Manager, Priority Clients�
4 weeks ago
bangalore, India Standard Chartered Bank Full timeRole Responsibilities Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank....
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Private Equity Analyst
2 weeks ago
Bangalore City, India Mirabilis Investment Trust Full timeJob Description 1-3 years work experience preferably with some experience in VC/PE/startups operating role/ founder’s office / boutique or mid-sized investment bank Basic understanding of the Indian environment, market dynamics Deal origination and evaluation Independently manage with all operational matters of deal execution Closely work with associates/...
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Group Head
4 days ago
Bangalore Metropolitan Area, India Qoruz Full timeGroup Head - Client Servicing About Qoruz, the Journey, and Life at Qoruz: Intro to Qoruz (Boiler Plate).docx About the Role: Group Head would play a critical role with respect to managing the account management, execution and account growth of our Brand clients. Being a part of Qoruz’ Brand services team, the Group Head manages the end-to-end...