![Circle Wealth Advisors Private Limited](https://media.trabajo.org/img/noimg.jpg)
Relationship Manager
4 days ago
Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.
Role Description
This is a full-time on-site role for a Relationship Manager located in Mumbai. The RM will be responsible for identifying and developing new business opportunities, expanding the firm's client base, building and maintaining client relationships, and managing the sales process from start to finish. They will work closely with the executive team to define and execute the firm's strategic growth plan. Detailed job profile as follows -
1. Acquire new clients on both advisory and distribution business
2. Identify corporates for conducting Investor Awareness Programs (IAPs) to market services
3. Create vivid presentations for the IAP's
4. Conduct the IAP's and address potential clients' queries
5. Onboard new clients in coordination with the Ops team and Financial Planners
6. Doing quarterly reviews and actively managing the distribution clients
7. Ensuring delivery of VALUE to the clients and customer satisfaction.
Qualifications
- 4-7 years of experience in advising financial products to individual clients- Preferably worked in a bank or a broking outfit and dealt with clients with portfolio size of INR 50L and above- Good command of spoken and written English communication and interpersonal skills- Strong networking and relationship-building abilities- Proven track record of achieving sales targets and business growth- Ability to conduct market research and analyze trends and insights- Excellent negotiation and project management skills- Minimum of a Bachelor's degree in Business Administration, Marketing, Finance, or a related field- NISM, AMFI certification, and CFP degree will be an added advantage- Proficient in Microsoft Office suite, CRM software, and other business-related technologies
Remuneration
Minimum CTC of INR 5 lakhs+ incentives. It can go up significantly depending on the candidate's experience & skills
Additional Benefits
5 day work week - Sundays & Mondays will be off, all Saturdays working
28 days paid leave every year + 10 public holidays
Reimbursement of medical insurance cost
Performance-based pay
Retention bonuses
-
Mumbai, India First Solution Full timeApply for Relationship Manager Or Senior Relationship Manager, First Solution in Mumbai ,Pune ,Bhopal ,Indore ,Nagpur for 3 - 8 Year of Experience on TimesJobs.com.
-
Relationship Manager
3 weeks ago
mumbai, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...
-
Relationship Manager
1 month ago
mumbai, India Tabbdoc Aircraft Full timeWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: MumbaiJob Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 25,000 to 40,000 per monthSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship ManagementCustomer...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Flashaid Full timeWe are #hiring at #FlashaidMail your resume at: Location: Nagpur, Solapur, Kolhapur, Nashik , AurangabadHybrid RoleRole DescriptionThis is a full-time hybrid role for a Relationship Manager at Flashaid. The Relationship Manager will be responsible for managing partner relationships and providing excellent customer service. This includes answering partner...
-
Relationship Manager
3 days ago
mumbai, India HireEasi Full timeElite Relationship Manager Department Location Number of Positions Retail Liabilities Mumbai Multiple Senior Manager M4 Reporting Relationships Branch Manager Retail Liabilities Level Level Job Role: Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service...
-
Relationship Manager
4 weeks ago
mumbai, India Electrum Capital Full timeCompany DescriptionElectrum Capital is an investment firm based in Mumbai. Our focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our mission...
-
Relationship Manager
1 month ago
Mumbai, India YES BANK Full timeCore Responsibilities Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Mumbai, Maharashtra, India First Solution Full timeJoin Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.
-
Relationship Manager
3 days ago
mumbai, India Hiregis Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. Regularly engaging with customers and providing a consistent and superior...
-
Relationship Manager
2 days ago
Mumbai, India Zeal Hind Groups Full time- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.- Experience of advising clients across all asset classes.- Candidates having good vintage in their present as well as previous companies.ROLES & RESPONSIBILITIES :-...
-
Relationship Manager
1 month ago
Mumbai, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-Business Banking Function/ Department: Business Banking Job Purpose: The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible...
-
Relationship Manager
1 month ago
Mumbai, India Mahindra Holidays & Resorts India Limited Full timePosition Name - Relationship Manager / Sr. Relationship Manager Education - Min. Graduate Experience – Minimum 1 year experience in direct sales Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce JD for Relationship Manager / Sr. Relationship Manager Job Purpose: To make powerful and...
-
Relationship Manager
2 days ago
Mumbai, India HireEasi Full timeEliteRelationship Manager Department Location Number of Positions Retail Liabilities Mumbai Multiple Senior Manager M4 Reporting Relationships Branch ManagerRetail Liabilities Level Level Job Role:Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation...
-
Relationship Manager
2 months ago
mumbai, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
-
Relationship Manager
4 weeks ago
mumbai, India YES BANK Full timeCore ResponsibilitiesRelationship Management :Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segmentDevelop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Invoicemart Full timeWe have an opportunity forRelationship Manager - Corporate Businessat PAN India location with INVOICEMART - A.Treds.A.TREDS Limited (a group company of Axis Bank)is a national level online platform whichfacilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers.TREDS is in the business of opening...
-
Relationship Manager
4 weeks ago
Mumbai, India Electrum Capital Full timeCompany DescriptionElectrum Capital is an investment firm based in Mumbai. Our focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our mission...
-
Relationship Manager
4 weeks ago
Mumbai, India Electrum Capital Full timeCompany DescriptionElectrum Capital is an investment firm based in Mumbai. Our focus is on identifying growing businesses available at reasonable valuations to provide stable risk-adjusted returns over the long term. We prioritize businesses with significant competitive advantages, capable management teams, and disciplined financial management. Our mission...