Apply Now: Sales Relationship Manager
4 weeks ago
Role Overview We are looking for a Relationship Manager – PMS Sales to join our growing Wealth Management organisation. The role involves client acquisition, relationship management, and business development for our Portfolio Management Services (PMS). You’ll be responsible for identifying and onboarding high-net-worth clients, maintaining long-term relationships, and driving AUM growth through informed and ethical advisory. Key Responsibilities - Identify and acquire HNI and UHNI clients through networking, referrals, and partnerships. - Conduct investor meetings, webinars, and portfolio reviews. - Explain PMS strategies, asset allocation, and performance reports to clients. - Coordinate with operations and compliance for seamless client onboarding. - Maintain accurate records and sales activity reports in CRM tools. - Track competitors’ offerings and market trends for insights and opportunities. - Report business development activities and AUM performance to management. Key Skills & Competencies Technical Skills: - Deep understanding of PMS regulations (SEBI) - Strong command over investment products and asset allocation - Proficiency in Excel, PowerPoint, and CRM platforms Commercial Skills: - Sales target orientation - Negotiation and pricing skills - Cross-selling and upselling capabilities Personal Skills: - Goal-driven and self-motivated - Excellent communication and presentation skills - High ethical standards and client empathy Qualifications - Graduate in Commerce, Business Management, or Finance (B.Com/BMS/BBA) - MBA/PGDM in Finance or Marketing preferred Why Join Us? - Work alongside seasoned market professionals. - Be part of a legacy brand built on integrity and research-driven advisory. - Career growth in one of India’s leading wealth management firms. Application Process Interested candidates can apply directly via LinkedIn. Shortlisted applicants will be contacted for the next steps.
-
Sales Relationship Manager
5 days ago
Mumbai, Maharashtra, India Maven Marketing Agency Full time ₹ 15,00,000 - ₹ 30,00,000 per yearWe're Hiring: Sales Relationship ManagerLocation: Mumbai (Mumbai-based candidates preferred)Experience: 0–3 Years | Employment Type: Full-TimeAre you a motivated and customer-focused professional looking to kickstart or grow your career in sales? We're looking for a Sales Relationship Manager to join our dynamic teamWhat You'll Do: Build and maintain...
-
▷ (Apply Now) Wealth Manager
4 weeks ago
Mumbai, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...
-
Relationship Manager-Mumbai-8LPA-e102
1 week ago
Mumbai, India Seven Consultancy Full timeJOB DETAILS RolesEnsuring Customer Needs Resolving Customer Complaints Handling Team of Sales experience in Finance or Insurance Sector FUNCTIONAL AREA Relationship Manager Jobs Consultancy in Mumbai, Relationship Manager Jobs Consultancy near me, Relationship Manager Jobs, Top, Best, Jobs Consultancy in Mumbai, Finance and Insurance Apply Now
-
Relationship Manager-Mumbai-8LPA-e102
2 weeks ago
Mumbai, India Seven Consultancy Full timeJOB DETAILS RolesEnsuring Customer Needs Resolving Customer Complaints Handling Team of Sales experience in Finance or Insurance Sector FUNCTIONAL AREA Relationship Manager Jobs Consultancy in Mumbai, Relationship Manager Jobs Consultancy near me, Relationship Manager Jobs, Top, Best, Jobs Consultancy in Mumbai, Finance and Insurance Apply Now
-
▷ (Apply Now) Sales Specialist
4 weeks ago
Mumbai, India The Tie Hub Full timeWe’re Hiring: Store Manager – The Tie Hub, Juhu (Mumbai)Are you passionate about men’s fashion and retail?Join The Tie Hub, India’s leading premium men’s accessories brand, as we expand our flagship experience at Juhu, Mumbai.Position: Store ManagerLocation: Juhu, MumbaiSalary Range: ₹25,000 – ₹30,000 (based on experience)What You’ll Do:-...
-
Apply Now! Business Development Consultant
4 weeks ago
Mumbai, India All 'Bout Communication Full time🚀 We’re Hiring: Business Development Consultant – Full-time | Mumbai 🚀 Are you a driven, target-oriented professional with a passion for business development and marketing? We’re looking for a full-time, office-based Business Development Consultant to join our Mumbai team! What You’ll Do: - Generate new business opportunities and leads - Build...
-
▷ [Apply Now] Sales Executive
4 weeks ago
Mumbai, India Pazago Full timeAbout Pazago Pazago transforms the export experience, making each export order faster, more efficient, and stress-free. With streamlined processes and complete visibility, exporters save time, cut costs, and gain control over their processes-all while strengthening trust with their clients. Pazago enables exporters to focus on growth with a platform that...
-
(Apply Now) Sales Executive
3 weeks ago
Mumbai, India Pazago Full timeAbout Pazago Pazago transforms the export experience, making each export order faster, more efficient, and stress-free. With streamlined processes and complete visibility, exporters save time, cut costs, and gain control over their processes—all while strengthening trust with their clients. Pazago enables exporters to focus on growth with a platform that...
-
▷ [Apply Now] Sales Manager
2 weeks ago
Mumbai, India PepStudy Education Full timeJob Description What PepStudy Internationally awarded as the Best Technology Services company, PepStudy is an ed-tech company founded by IIT alumni and a management expert from XLRI. Launched in 2019, PepStudy is redefining schools academic progress by providing assessments with AI technology-enabled learning analytics. Here is a great opportunity if you...
-
(Apply Now) Relationship Manager
3 weeks ago
Mumbai, India Nova Benefits Full timeRelationship Manager (Endorsements & Client Servicing) CTC: up to 8 LPA + Incentives Location : Mumbai About Nova Benefits Nova Benefits is on a mission to provide best-in-class health and wellness benefits for employees in India. As a tech-first Insurtech, we aim to deliver a 10x better experience by fixing broken processes for employees, employers,...
