Relationship Manager

2 weeks ago


Pune, India 4s Advisory Full time

Job Description Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies. Responsibilities: - Direct equities Portfolio Management Services (PMS) - Alternative Investment Funds (AIFs) - Mutual funds Structured products Arbitrage opportunities - Private credit Insurance Alternative investments Legacy planning International investing Tax minimization strategies. - Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. - Proactively identify and address client needs, offering tailored financial solutions that align with their individual goals and risk tolerance. - Utilize company resources, such as exclusive events and club memberships, to enhance client relationships and provide exceptional service. - Demonstrate initiative and creativity in identifying opportunities to further strengthen client relationships and enhance their experience. Qualifications: Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with HNI clients. - A strong understanding of financial markets, investment products, and wealth management strategies. - Unwavering integrity and a commitment to ethical conduct. - Ability to navigate complex interpersonal dynamics with diplomacy and discretion. - A proactive and client-centric approach to service. Prior experience in wealth management or a related field is preferred. Compensation and Benefits: Compensation will consist of a competitive fixed salary, complemented by a performance-based incentive. Senior team members will also be eligible for generous Employee Stock Options (ESOPs). The opportunity to be a Member of the Founding Team is also available.


  • Sales Manager

    1 week ago


    Pune, Maharashtra, India The Sales Manager Full time ₹ 1,20,000 - ₹ 6,00,000 per year

    The Sales Manager is a pivotal role requiring a combination of strategic thinking, leadership skills, and a deep understanding of the global market dynamics and the capabilities of the company. You will work closely with the cross-functional teams, including marketing, product development, and operations, to ensure a cohesive approach to sales and overall...


  • Pune, Maharashtra, India The Zero Group Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe Zero Group focuses on providing tailor-made solutions in the Real Estate world for both end users and investors. Driven by a single purpose, we help individuals and corporations fulfill their real estate needs through a unique blend of technology and skilled advisory workforce. We specialize in project marketing, commercial & retail...


  • Pune, Maharashtra, India 9a403901-f2fd-461b-a7dd-df83f1e5037c Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their needs, and providing tailored solutions. Key tasks include managing communication...


  • Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Relationship Manager-COMMERCIAL VEHICLE-Marketing Branches Operations We are looking for a service-oriented and sales-driven Relationship Manager to manage customer relationships and drive business in the Commercial Vehicle (CV) segment. The role involves handling customer service requests, selling liability and investment products, and enhancing customer...


  • Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per year

    Job Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...


  • Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...


  • Pune, India AAA Global Full time

    Relationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing...


  • Pune, Maharashtra, India Bandhan Agritech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionBandhan Agritech Pvt. Ltd. is dedicated to transforming agriculture through innovative and sustainable practices. Our mission focuses on connecting Indian farmers with international markets to ensure fair pricing while promoting eco-friendly agricultural inputs. We specialize in supporting India's banana export industry by offering...


  • Pune, Maharashtra, India Royal 18 Global Tech Craft Pvt. Ltd. Full time ₹ 1,40,000 - ₹ 3,00,000 per year

    About Us:Royal 18 Global Tech Craft Pvt. Ltd. is a fast-growing technology company specializing in innovative solutions . Our flagship product launched recently which is a comprehensive Restaurant Management System (RMS) it is designed to streamline restaurant operations, enhance efficiency, and drive business growth.Role Overview:We are looking for an...

  • Relationship Manager

    2 weeks ago


    Pune, India Anand Rathi Share and Stock Brokers Ltd Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...