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Relationship Manager
1 week ago
An Account Manager (AM) role is to support the Relationship Manager (RM) inbuilding and maintaining wealth management business.Qualification MBA in FinanceCTC Offered upto 6LLocation BangaloreRoles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client ServicingAssisting the RM in making of financial plans for clients keeping in mind Client requirement.Reporting the performance of the portfolio at regular intervals and highlight the asset allocation and IRR.Highlighting to the RM how clients’ actual portfolio is in variance with the strategic plan and actionable to get the portfolio aligned to the strategic portfolio.Identifying opportunities within the client existing portfolio based on product team recommendations across MFs, Market Linked Debentures (MLDs) Change in the house view on various asset classes, Alternatives.Attending to client queriesHelp acquire a database of prospective clients through various sources.Increase social presence to build a strong network and seek referrals.Assist in Business development.Operations & DocumentationFilling up applications and executing transactions of clients, including non-financial transactions (like change of bank mandate)Filling up and executing MF, MLD etc. transaction of clientsOpening broking / DP accountGrowth Path The Account Manager who showcases good performance and has spent reasonabletime i.E., 2 to 3 years in the role will be provided with an opportunity to progressinto an independent wealth advisor (RM role) by the company.
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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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Relationship Manager
3 weeks ago
Bangalore City, India Chai Point Full timeAt Chai Point (Mountain Trail Foods Pvt Ltd.), we’re looking for individuals who want to discover their purpose, provide them with opportunities to find explore and strengthen their skills, while still having a lot of fun and bonhomie.Designation: Relationship ManagerLocation: BangaloreRole: The Relationship Manager will be responsible for taking care of...
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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 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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Relationship Manager-Private Client Group
15 hours ago
Bangalore City, India Cholamandalam Securities Limited Full timeJob 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...
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Mutual Funds Relationship Manager
2 weeks ago
Bangalore City, India Waytogo Consultants Full timeResponsible for New Client Acquisition and Inactive client activation 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with the new and existing clients. 5. Take steps for...
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Relationship Manager
3 months ago
bangalore, India Varthana Finance Private Limited Full timeWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers....
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Relationship Manager
2 months ago
bangalore, India Mudrex Inc. Full timeMudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting. And to sustain and...
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Relationship Manager
4 weeks ago
bangalore, India Mudrex Inc. Full timeMudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting. And to sustain and...
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Client Relationship Manager
2 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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Relationship Manager
3 days ago
bangalore, India Fourth Frontier Full timePosition Summary: Fourth Frontier is a pioneering health tech company that builds and offers products and services for monitoring and improving heart health for people across the world. Cardiovascular disease is the leading cause of mortality across the globe. Despite its importance, affordable products and services to monitor and improve heart health from...
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Relationship Manager
4 weeks ago
bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...
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Relationship Manager
4 weeks ago
bangalore, India I CAP FINANCIAL SERVICES Full timeResponsibilities: Responsible for business development through acquisition of high net-worth clients (client acquisition). Analyzing the market movements and keeping the clients updated on the same. Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements. Advising clients on stock market...
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Relationship Manager
2 months ago
Bengaluru/ Bangalore, India timesjobs Full timeJOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...
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Relationship Manager
4 weeks ago
Bengaluru/ Bangalore, India timesjobs Full timeJOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...
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Relationship Manager
3 months ago
bangalore, India Vsnap Technology Solutions Pvt Ltd Full timeRelationship Manager - JD Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image. Come and Be a Part of India's Favourite Property Portal and scale...
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Relationship Manager
4 weeks ago
bangalore, India Vsnap Technology Solutions Pvt Ltd Full timeRelationship Manager - JD Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image. Come and Be a Part of India's Favourite Property Portal and scale...
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Relationship Manager
3 months ago
bangalore, India Max Life Insurance Full timePosition Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...
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Relationship Manager
4 weeks ago
bangalore, India Max Life Insurance Full timePosition Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...
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Relationship Manager
6 days ago
bangalore, India Arting Digital Private Limited Full timePosition Title: Relationship Manager CTC: 7LPA Exp: 2+Location :BangaloreWorking Mode: OnsitePrimary Skill: Motor Insurance, Communication skills Qualification: Any Graduate Roles and responsibility: Building relationship with stakeholders (Dealership, Insurance Companies) for Sales and Service Development of Motor Dealer channel across location...