
Preferred relationship manager
3 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 Whats App on
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Preferred relationship manager
2 days ago
New Delhi, 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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Preferred Relationship Manager
6 days ago
new delhi, 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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Preferred Relationship Manager
4 weeks ago
New Delhi, 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
7 hours ago
New Delhi, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job 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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Coordinator, Loyalty Service
7 days ago
Delhi, Delhi, India Preferred Travel Group Full time**GENERAL SUMMARY** **ORGANIZATIONAL RELATIONSHIP** This role reports directly to the Manager, Loyalty Service supporting service and operational needs. This role partners with cross-functional leaders on projects, including Regional Management, Marketing, Finance and Sales. **DUTIES AND RESPONSIBILITIES** The Coordinator, Loyalty Service supports I...
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Relationship Manager
7 hours ago
New Delhi, India Nuvama Professional Clients Group Full timeJob Title: Sales Strategist – ForexBusiness : Nuvama Professional Clients Group (PCG)Locations: Mumbai / Delhi / KolkataExperience: 5+ yearsRole Type: Mid-Senior Level | Front-End SalesAbout Nuvama PCGAt Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With...
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Relationship Manager
6 hours ago
New Delhi, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth ChannelCompany:Kotak Life InsuranceLocation:Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and MutualFund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅ Professionals...
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Relationship Manager
7 hours ago
New Delhi, 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 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
6 hours ago
New Delhi, India Mittsure Full timeRelationship Manager Locations: MultipleCities Across India | Department: Sales & Marketing Join the Mission to Transform Learning with Mittsure! Are you a go-getter who thrives on building connections and driving impact? At Mittsure Technologies, we’re reshaping education throughengaging books, flashcards, life-skill boards, and more — and we need...
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Relationship Manager
6 days ago
New Delhi, India Nuvama Wealth Full timeRelationship Manager- 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...