Relationship Manager

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

Role DescriptionThis is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, identifying their needs and providing tailored real estate solutions. The role involves daily client interactions, managing client accounts, coordinating...

Relationship Management :-Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customersDevelop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segmentIdentify current and potential...

Urgent Hiring || Relationship Manager || MumbaiProfile: Sr. Relationship Manager/ Relationship ManagerExperience:- Min 2 years Ctc:- 10 lpa Locations:- MumbaiWorking Days- 6 days Job Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's...

Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.●...

Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ...

Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centreAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customers needsThe Relationship Manager is...

BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...