Preferred relationship manager
8 hours ago
The Preferred 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. Kindly share applications on or Whats App on for further process.
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Preferred Relationship Manager
5 days ago
bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Relationship Manager
15 hours ago
bangalore, India HDFC Bank Full timeGreeting from HDFC Bank!! We have urgent opportunity of Imperia Clients Relationship Manager based at BangaloreJob Locations: Across Bangalore Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply.Job Name PA (Business Unit) - Imperia Clients Relationship Manager-RBB Job Title : Imperia Relationship Manager Business Unit...
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Relationship manager
8 hours ago
Bangalore, India Airtel Full timeJob Summary: We are seeking a highly motivated and customer-focused Relationship Manager to handle our corporate service accounts. This role is responsible for maintaining strong relationships with key corporate clients, ensuring high levels of client satisfaction, and driving retention and growth through effective service delivery and cross-functional...
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Relationship Manager
5 days ago
bangalore, India airtel Full timeJob Summary:We are seeking a highly motivated and customer-focused Relationship Manager to handle our corporate service accounts. This role is responsible for maintaining strong relationships with key corporate clients, ensuring high levels of client satisfaction, and driving retention and growth through effective service delivery and cross-functional...
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Relationship manager
8 hours ago
Bangalore, India Zyoin Group Full timeRelationship Manager Location- Mumbai and Hyderabad Exp- 3- 10 Yrs Relevant exp - 2 Yrs min in B2 B Sales, handling Onboarding and recruitment of IFA and client acquisition Job title: Relationship Manager Terms: Permanent Requirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship...
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Relationship manager
8 hours ago
Bangalore, India Jupiter Full timeWho we are : Money. A subject that’s always on our mind. We go through a rollercoaster of emotions when it comes to money. That’s why at Jupiter, our mission is to enable people to improve their relationship with money. We are a financial services platform that leverages technology to offer our customers seamless and user-friendly products related to...
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Relationship Manager
6 days ago
Bangalore, India Zyoin Group Full timeRelationship Manager Location- Mumbai and Hyderabad Exp- 3- 10 Yrs Relevant exp - 2 Yrs min in B2B Sales, handling Onboarding and recruitment of IFA and client acquisition Job title: Relationship Manager Terms: Permanent Requirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong...
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Relationship Manager
5 days ago
bangalore, India Zyoin Group Full timeRelationship ManagerLocation- Mumbai and HyderabadExp- 3- 10 YrsRelevant exp - 2 Yrs min in B2B Sales, handling Onboarding and recruitment of IFA and client acquisitionJob title: Relationship ManagerTerms: PermanentRequirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs /...
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Relationship Manager
5 days ago
bangalore, India Jupiter Full timeWho we are :Money. A subject that’s always on our mind. We go through a rollercoaster of emotions when it comes to money. That’s why at Jupiter, our mission is to enable people to improve their relationship with money. We are a financial services platform that leverages technology to offer our customers seamless and user-friendly products related to...
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Relationship Manager
5 days ago
bangalore, India Nuvama Wealth Full timeOnline Activation Desk for B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
