Service Relationship Manager
3 weeks ago
- Regular co-ordination with PMS houses and Wealth management firms for transaction reports of direct equity trades.
- Preparation of MGT forms as per the Companies Act and ensuring compliance within the statutory deadline
- Responding to MGT related queries on emails / calls with the company in a timely manner
- Assistance in fund transfers / payments to vendors through RTGS / NEFT / Internal transfers
- Assisting the team with data required to update books of accounts of clients, preparation of income tax computation and filing of tax returns
- Preparation and publishing business MIS at set frequency
- Assistance in carrying out diligence checks through bank system prior to onboarding of client
-
Relationship Manager
7 days ago
Mumbai, India Wealth Premier Finserv Full timeTitle – Relationship Manager – Investment Services Qualification Required – Graduates & NISM VA Job Responsibilities: ·Existing Customers – Relationships Mapped ·Responsible for managing relationships with clients & providing investment advisory services ·Monitoring and managing client portfolios, developing and implementing investment strategies...
-
Relationship Manager
4 weeks ago
Mumbai, India Wealth Premier Finserv Full timeTitle – Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VAJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and...
-
Relationship Manager
4 hours ago
india WealthKare - A Financial Super market Full timeCompany Description Wealthkare is investment management company . Industries: Investment & insurance Role Description This is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial...
-
Relationship Manager
4 weeks ago
Mumbai, India Capwise Financial Services Private Limited Full timeCompany OverviewCapwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. They offer customized financial advisory services and best finance strategy for the companys growth. With full-fledged investment banking services including debt syndication, private equity, advisory,...
-
Relationship Manager
1 week ago
Mumbai, India Capwise Financial Services Private Limited Full timeCompany Overview Capwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. They offer customized financial advisory services and best finance strategy for the companys growth. With full-fledged investment banking services including debt syndication, private equity,...
-
Relationship Manager
4 weeks ago
Mumbai, India Snaphunt Full timeThe OfferA role that offers a breadth of learning opportunitiesJoin a well known brand within Brokerage / Treasury / Securities ExchangeWork alongside & learn from best in class talentThe JobYou will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business...
-
Relationship Manager
4 weeks ago
Mumbai, India Acme Services Full timeApproach potential clients for the broking services.Build and maintain relationships with clients, addressing their needs and providing solutions.Possess a deep understanding of the products and services offered by the broking firm.4. Meet and exceed sales targets and quotas set by the firm.5. Maintain accurate records of sales activities, client...
-
Relationship Manager
2 weeks ago
Mumbai, India Shift Risk Insurance Brokers Limited Full timeShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...
-
Relationship Manager
5 days 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, India Shift Risk Insurance Brokers Limited Full timeShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!! We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. - Maintaining a deep knowledge of Motor / SME / Life product. - Building and maintaining strong relationships with prospective and existing clients / POS. -...
-
Relationship Manager
3 days ago
mumbai, India Mahindra Holidays & Resorts India Limited Full timePosition Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...
-
Relationship Manager
2 weeks ago
Mumbai, India Shift Risk Insurance Brokers Limited Full timeShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...
-
Relationship Manager
2 weeks ago
Mumbai, India Shift Risk Insurance Brokers Limited Full timeShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!!We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.- Maintaining a deep knowledge of Motor / SME / Life product.- Building and maintaining strong relationships with prospective and existing clients / POS.-...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India iimjobs Full timeRelationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India iimjobs Full timePrivate wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...
-
Relationship Manager
4 days 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
5 days 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
5 days 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...
-
Relationship Manager Corporate Banking
5 days ago
india Roopya Full timeCompany Description Roopya is a SaaS lending infrastructure company that powers lenders with origination, underwriting, analytics, early warning, and collection capabilities. As a Specified User by the RBI CICRA Act 2005, Roopya provides innovative solutions for the financial sector. Role Description This is a full-time on-site role as a Relationship Manager...
-
Relationship Manager
3 days ago
Mumbai, India Mahindra Holidays & Resorts India Limited Full timePosition Name - Relationship Manager / Sr. Relationship ManagerEducation - Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful...