Urgent: Relationship Manager
4 weeks ago
Name of the organization – Getfive Advisors Pvt Ltd. Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies. Ahmedabad Address: 502, Abhishree Avenue, Opp. Hanauman Temple, Nehru Nagar, Ahmedabad – 380015 Present Role – Relationship Manager- Corporate Banking Reporting – Managing Director Role Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key Responsibilities - Identify, approach, and build partnerships with wealth managers, financial consultants, chartered accountants, investment advisors, family offices, portfolio managers, and other advisors. - Generate new leads through strategic partnerships, advisor networks, and business outreach. - Meet clients face-to-face to understand needs, present solutions - Actively follow up with prospective partners and clients - Develop and maintain strong long-term relationships with strategic partners to drive recurring business. - Collaborate with internal marketing, business development team to ensure smooth execution of partnership-driven opportunities. - Represent the company in networking events, roadshows, and industry forums to expand reach. - Provide regular reporting on partnership activities, pipeline, and conversion metrics to management. Requirements - Master’s degree in business, Finance or Marketing/ CA - 2-6 years of experience in business development, corporate banking, partnerships within financial services, wealth management, or capital markets. - Strong network of advisors (CAs, wealth managers, IFAs, investment bankers, etc.) is highly desirable. - Excellent communication, presentation, and interpersonal skills. - Willingness to travel frequently to meet advisors and clients. - Relationship-building and networking ability What Sets You Apart: - Embodies Getfive's core values: Ownership, Efficiency, Collaboration, and Relationship-building - Brings a proactive, solutions-oriented approach to complex challenges - Thrives in collaborative environments, building strong cross-functional relationships - Transforms obstacles into opportunities through creative problem-solving (Ensure your resume highlights your experience in administrative support and alignment with our core values of Ownership, Efficiency, Collaboration, and Relationship-building.) How to Apply: - Please fill out a form: https://forms.gle/Lyjhr56JwZtRatPV7 - Email: Share your resume at hr@getfive.in - Visit www.getfive.in to learn more about us Shortlisted candidates will be contacted by our HR team for further discussion. Getfive Advisors is an equal opportunity employer committed to building a diverse and inclusive workplace.
-
Virtual Relationship Manager
3 weeks ago
Bhavnagar, India Whatjobs IN C2 Full timeKey Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital...
-
Manager - Customer Relationship (3-10 yrs)
3 weeks ago
Bhavnagar, India The Reliable Jobs Full timeRole Overview We are looking for an experienced Client Relationship Manager to manage and grow relationships with large corporate clients under our Supply Chain Finance (SCF) programs. The role involves client relationship management, business development, and close coordination with fintech partners, product, and operations teams to deliver end-to-end...
-
Relationship Officer
6 days ago
Bhavnagar, India Growsoft Info Solution Pvt.Ltd Full time**Role and Responsibilities**: Establish and maintain strong relationships with Temple authorities, government officials, state tourism departments, and key decision-makers. Meeting Coordination: Schedule and manage appointments with MoT officials, State Tourism Boards, and Chief Minister’s offices for discussions on business growth and...
-
Bhavnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Lead and Guide a Team of 5 to 7 DST s and ensure productivity Interaction with manufacturers dealers sub-dealers in semi-urban and rural market for sourcing business Tie-up with channel partners associates for sales program Ensure development of direct and indirect team Interaction with credit for loan...
-
Business Relationship Manager
2 weeks ago
Bhavnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account Term Deposits Transaction Banking Trade Finance for the primary Relationship Group companies To build relationships with key persons CFOs promoters in the target segments build client...
-
Title Relationship Manager
2 weeks ago
Bhavnagar, India tata aig Full timeRole Summary In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group, Claims,Finance,legal, Business...
-
Relationship Manager Customer Engagement
1 week ago
Bhavnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Job Role Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers Sources new bank customers through Lead generation model and responsible for conversion from external field support Ensures high levels of customer service orientation...
-
Sr. Relationship Manager
2 weeks ago
Bhavnagar, India TATA CAPITAL Full timeSr Relationship Manager - Wealth REPORTS TO SOLID MATRIX Business Unit Tata Capital Limited Department Wealth Sub Function Sales Number of Positions Single Multiple Position Type Full Time Job Purpose Direct Reports Position Title Resources The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with...
-
Relationship Associate
2 days ago
Bhavnagar, India Max Life Insurance Full timePrincipal Accountabilities How they are achieved measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner Coordinate and train key...
-
Urgent Search! Project Manager
3 weeks ago
Bhavnagar, India Tourism Marketing Agency Full timeJob Title: Digital Marketing Project Manager Experience: Minimum 5 years (with Sales) Location: Ahmedabad (on site) Job Type: Full-Time Working Hours: Must be available to work UK timings 8am to 5pm BST Position: 2 Company Description Tourism marketing agency is a results-driven digital marketing agency based in India, focused on helping businesses thrive in...