Preferred relationship manager
4 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. For further queries or assistance kindly contact on or Whats App on .
-
Preferred Relationship Manager
2 weeks ago
nagpur, 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...
-
Preferred Relationship Manager
4 weeks ago
Nagpur, 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...
-
Preferred Relationship Manager
3 weeks ago
Nagpur, 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...
-
Preferred Relationship Manager
2 weeks ago
nagpur, 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...
-
Preferred RM
3 weeks ago
Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
-
Preferred RM
3 weeks ago
Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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....
-
Preferred RM
2 weeks ago
Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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...
-
Relationship Manager
4 days ago
Nagpur, Maharashtra, India AnandRathi Full time ₹ 30,000 - ₹ 50,000 per yearRoles and Responsibilities - Relationship Manager -Sales.Responsible for selling products like Insurance, Mutual funds, PMS , SIPs & D Mat and trading account etc to the customersEnsuring the highest levels of service & relationship with the clientsResponsible for activation of trading account of clients, assisting new entrants in the equity market to...
-
Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Agriwise Finserv Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAgriwise Finserv Limited, formerly known as StarAgri Finance Limited, is an NBFC registered with the RBI and one of India's leading agri finance companies. We provide credit to small farmers, FPOs, input distributors and retailers, agri infrastructure or equipment providers, contract farmers, and other participants in the agri value chain....
-
relationship manager
2 weeks ago
Nagpur, Maharashtra, India MINTIT Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionMINTIT is your dedicated mutual fund app, making investing simple, accessible, and rewarding. We provide expert insights, personalized recommendations, and a user-friendly platform to help you achieve your financial goals. Download the app today and unlock your crorepati potentialRole DescriptionThis is a full-time, on-site role located in...
