Relationship Manager

1 month ago


india Merito Full time
Job Description
About Company:
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles and Responsibilities:
Candidate shall be responsible for:
• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team
• Adherence to all regulatory, statutory, and corporate compliance standards
Requirements Requirements
• 12+ years of experience in Wealth Management space
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills
Benefits Benefits
  • 5 Days working.
  • Medical Insurance.
  • PF

Requirements
• 8+ years of experience in Wealth Management space • Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets • English is mandatory and command on local language would be beneficial • Ability to work in tandem with our channel partner and generate leads & business • Good communication and presentation skills
  • Relationship Manager

    1 month ago


    india Ffreedom 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 knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...


  • india WealthKare - A Financial Super market Full time

    Company Description Wealthkare is investment management company . Industries: Investment & insurance Role Description This is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial...


  • india Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Bengaluru ,Mumbai , Ahmedabad Job Type: Full-time Education: MBA in Marketing Specialization Salary Range: 3.6 LPA to 4.8 LPA Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management Customer Acquisition Marketing &...

  • Relationship managers

    3 weeks ago


    india Talenture Group Full time

    Job Description Maintaining a deep knowledge of company products and services.Building and maintaining strong relationships with prospective and existing clients.Researching and pursuing new business opportunities.Identifying clients' needs and requirements and proposing suitable solutions.Providing clients with comprehensive product/service consultations...


  • india Bhanzu Full time

    About the organization: Through Bhanzu, we aim to eradicate math phobia and encourage careers in math and STEM fields among learners from across the world. Bhanzu is bridging the gap between dreams and competence, by enabling students to realize their full potential and introduce them to science, coding and AI, through the lens of math. Website - Role -...


  • india New Era India Full time

    Experience Required - 8-16years Location - Chennai / Pune / Gurgaon Must have large corporate sales experience Acquisition and Relationship-building with Large Corporations JOB SUMMARY We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We will rely on you to find ways to outperform our...


  • India Foodship India Full time

    Point of Sale, Online Food Ordering System, QR Code Ordering, KioskJob descriptionJob Title: Relationship ManagerCompany: Foodship IndiaExperience: 1-5 yearsEducation: Any graduation degreeLocation: New Delhi, Chandigarh, Jaipur, Lucknow, Dehradun, Shimla, Bhopal, Gandhinagar  About the Company:Foodship is a comprehensive restaurant management platform...


  • india Foodship India Full time

    Point of Sale, Online Food Ordering System, QR Code Ordering, Kiosk Job description Job Title: Relationship Manager Company: Foodship India Experience: 1-5 years Education: Any graduation degree Location: New Delhi , Chandigarh , Jaipur, Lucknow, Dehradun, Shimla, Bhopal, Gandhinagar   About the Company: Foodship is a comprehensive restaurant...

  • Relationship Manager

    23 hours ago


    india Foodship India Full time

    Point of Sale, Online Food Ordering System, QR Code Ordering, Kiosk Ordering System Job description Job Title: Relationship Manager Company: Foodship India Experience: 1-5 years Education: Any graduation degree Location: New Delhi, Chandigarh, Jaipur, Lucknow, Dehradun, Shimla, Bhopal, Gandhinagar   About the Company: Foodship is a comprehensive...


  • India Foodship India Full time

    Point of Sale, Online Food Ordering System, QR Code Ordering, Kiosk Ordering SystemJob descriptionJob Title: Relationship ManagerCompany: Foodship IndiaExperience: 1-5 yearsEducation: Any graduation degreeLocation: New Delhi, Chandigarh, Jaipur, Lucknow, Dehradun, Shimla, Bhopal, Gandhinagar  About the Company:Foodship is a comprehensive restaurant...

  • Relationship Manager

    2 weeks ago


    india DigitalCube Consultancy Full time

    Job Description Relationship Manager - Sales Location: Gurgaon Job Role - The key areas of responsibility are as follows:Increase AUM, Net Sales, and Market Share of the BranchChannel management across IFA’s, National Distributors and BanksEnsure standards of Customer Service and Compliance are met at the BranchMonitoring the servicing of clients with...


  • india Launch India Full time

    Position Purpose: Relationship manager (Customer Advocate) investigates and resolves customer escalations that are escalated outside of the designed support model. Relationship managers have a proven ability to handle some of the most challenging and sensitive customer situations by leveraging their strong communication skills and customer empathy. In...

  • Relationship Manager

    1 month ago


    india Optimum Future Full time

    Exp.Required : Minimum 1 year Sales experience in LAP, Secured Loans, Loan Against Property, Home Loan Job description  1. Generate leads through Direct sourcing for the Loan Against Property and Business Loans. 2. Achieve assigned business targets and create relationships on ground to ensure steady inflow.  3. Report to the Area Business Manager and...

  • Relationship Manager

    1 month ago


    india Airtel Full time

    Key Deliverables • To Ensure 100% service level adherence to business processes • To increase Collection Efficiency : 0-60 days, 60-90 days • To enhance the Revenue enhancement -Churn Control and Upsell. • To manager Manage and up sell existing & new airtel products/services to corporate through its life cycle management process thru the partner team...


  • india Trycyfer Technologies Pvt. Ltd Full time

    Salary: 35-40K Experience: Min. 2 Years Company Description Trycyfer Technologies Pvt. Ltd is a digital solutions provider located in Sahibzada Ajit Singh Nagar. We specialize in creating impactful digital appearances for our clients, helping them become trendsetters and visionaries in their business. Role Description This is a full-time on-site role...

  • Relationship Manager

    10 hours ago


    india Reliassure Insurance Brokers Pvt Ltd. Full time

    Relationship Manager/ front Line Manager   Industry Type: Brokerage Insurance  Role Category: Life Insurance Location :- North & East India Exp :- 2+ years  Salary :- Negotiable  Responsibilities Formulate Sales Execution on ground for driving health & Life business in alignment with overall business strategy for the vertical considering the...


  • india IDFC FIRST Bank Full time

    Role/Job Title:  Relationship Manager-Kisan Credit Card Function/Department: Rural Banking Job Purpose: The role entails providing financial solutions to meet the requirements of the KCC customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer...

  • Relationship Manager

    4 weeks ago


    india Arting Digital Private Limited Full time

    Job Description Position Title:  Relationship ManagerCTC:  5.4 LPAExp : 3+Location:  Hyderabad,ChennaiWorking Mode: Onsite(6 days working)Primary Skills: Hospital Networking(Health Insurance)Good to have: Communication SkillsQualification:  Any GraduationRoles and Responsibilities :-Hospital visits for empanelment and activation on the GMoney...


  • india Anand Rathi Global Finance Limited Full time

    Anand Rathi Global Finance is hiring Relationship Manager-SME-LAP Location-Pune Responsibilities: Sourcing to loan disbursement of LAP Files. Good understanding of various programs like Vanila income, Low LTV, Banking Product, NIP/LIP etc. Daily Field visit to meet channel partners and build relationship Demonstrate a comprehensive understanding of Loan...


  • india Recruitment Mantra HR Consultancy & Recruitment Agency Full time

    Hiring Client Relationship Manager for Manorama Industries Ltd Position: Client Relationship Manager Responsibilities: Facilitate the Sales team in meeting objectives by acquiring new clientele and optimizing revenue streams. Maintain accurate records by updating Sales Calls and Leads in the Sales Module. Ensure meticulous record-keeping by managing a...