Preferred Relationship Manager
2 weeks ago
The 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability) Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client's portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. In case there are any further questions feel free to reach out on or WhatsApp on .
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Preferred Relationship Manager
3 weeks ago
Dehradun, 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...
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Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with...
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Relationship Manager
2 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with...
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Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales DehradunJob Type: Full-timeAbout the Role:We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
1 day ago
Dehradun, India InsuranceDekho Full timeProfile: Relationship manager Location: Haldwani, rudrapur, pantnagar, rudrapryag Experience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred) Channel: Agency Channel — work with POSP agents ✨ Key Responsibilities: - Recruit and manage POSP (Point of Sales Person) agents for Motor & Health Insurance - Build strong relationships...
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Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales DehradunJob Type: Full-timeAbout the Role:We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales DehradunJob Type: Full-timeAbout the Role:We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans,...
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Relationship Manager
3 weeks ago
Dehradun, India STAFFIAA Full timeHere is the clean and professional Job Description (JD) for the Trade & Forex – Relationship Manager role in Dehradun with all stickers or informal formatting removed : Job Title: Trade & Forex – Relationship Manager Location: Dehradun CTC: Up to 9 LPA Industry: Banking / Financial Services Experience Required: 3–6 Years Department: Trade...
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▷ (06/10/2025) Relationship Manager
3 weeks ago
Dehradun, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-time About the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans,...
