
Relationship Manager
2 weeks ago
Job Description
11100
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
. Profiling Customers and provide financial products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
. To Enhance & Retain customer profitability by capturing larger share of Wallet
. Ensure profitability of the portfolio: Generate high Income per Customer
. Acquire new customers who meet product criteria through cross-refer
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
-
High Net Worth Client Relationship Specialist
15 hours ago
Navi Mumbai, Maharashtra, India beBeeRelationship Manager Full time ₹ 8,00,000 - ₹ 12,00,000Job 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...
-
Strategic Account Manager
1 day ago
Mumbai, Maharashtra, India beBeeStrategic Account Manager Full time ₹ 1,50,00,000 - ₹ 2,00,00,000About 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.
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Skill Ventory Full timeRoles and Responsibilities Job Purpose The role holder is responsible for acquiring and providing support to the clients in the high octane middle market segment Rs. -0 crore turnover), offering them entire suite of bank products 1)Revenue Generation Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India skillventory - A Leading Talent Research Firm Full timeJob Description- I. Position Purpose- -The role holder is responsible for acquiring and providing support to the clients in the high octanemiddle market segment (i.e. Rs. 100-1500 crore turnover), offering them an entire suite of bankproducts.- II. Position Responsibilities- Revenue Generation- Achieve Banks objective in terms of earnings, assets,...
-
Relationship Manager
1 day ago
Mumbai, Maharashtra, India upGrad Rekrut Full timeAbout the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Ashika Group Full timeRole Summary:We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment Fund (AIF) platform. The ideal candidate brings deep experience in the Indian AMC or AIF industry, and has a proven ability to acquire and manage distribution partnerships across Private Wealth firms, Banks, RIAs,...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Saplings HR Full timePurpose of the JobThe role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family OfficesKey ResponsibilitiesEnsure effective and smooth...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Saplings HR Full timePurpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Systematix Group Full timeAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven...
-
Relationship Manager
1 day ago
Mumbai, Maharashtra, India Care Insurance Full timePosition : Relationship Manager - Bancassurance A. KEY RESPONSIBILITIES Achieving sales targets Increase in number of active branches Encouraging bank staff Arranging training programs for bank staff on products Increasing productivity B. MEASURE OF SUCCESS Achievement of sales target Relationship Management at Regional/Branch level C. ...