
Preferred RM
2 weeks ago
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
PRE-REQUISITES: -
- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
- Selling of products :Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
-
Preferred RM
4 weeks ago
Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full timeROLES AND RESPONSIBILITIES Relationship Managers with prior experience working in a Private Bank/Wealth Management setup. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum investment amount of Rs 1 Cr and above. Experience in advising clients across asset classes. Strong analytical skills and ability to...
-
Key Relationship Manager
2 days ago
Hyderabad, Telangana, India Generali Central Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPosition: Key Relationship ManagerDirect Reports: Business Manager / Area ManagerFunction / Department: Direct ChannelRole & Responsibilities:The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leadsthough retail distribution model and serving existing customers or leads that received from the channel apartIncrease the...
-
Manager - PPIC
2 weeks ago
Hyderabad, Telangana, India Neuland Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole & responsibilitiesCAPACITY PLANNINGResponsible for short-term and long-term budget plans,Responsible for providing a production plan based on Rolling plans from demand management team in coordination with Site team,Responsible for highest capacity utilization for the plant and managing Capacity planning digital tools.Good knowledge on Batch time cycles...
-
HR Recruiters –
2 weeks ago
Hyderabad, Telangana, India Alpha Reality® Full time ₹ 20,000 - ₹ 1,00,000 per yearHR Recruiters – (Real Estate Domain Only)Industry: Real EstateLocation: MadhapurCompensation: ₹20,000 -₹20,000 JOB DESCRIPTION:About the Role:We're offering a high-reward, performance-driven HR Internship opportunity where you will play a direct role in recruiting and activating 25–50 Real Estate Channel Partners/Agents.Your core responsibility is to...
-
Associate Team Lead, Project Management
2 weeks ago
Hyderabad, Telangana, India Toluna Full time US$ 60,000 - US$ 80,000 per yearAbout Us: Toluna is the global research and insights leader that enables businesses to make smarter, data-driven decisions – faster. For 25 years, we have partnered with the world's leading brands, delivering transformative impact through our advanced technology platform, comprehensive solution portfolio, expansive global first-party panel, and world-class...
-
Sourcing Specialist
2 weeks ago
Hyderabad, Telangana, India Deloitte Consulting Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole & responsibilities• The sourcing specialist executes the recommended sourcing strategy using priority sourcing channels, conducts initial phone screens, maintains candidate data in Recruiting Management System (RMS), and provides recruiters with highly qualified, experienced candidates.• Mine internal and external databases for qualified candidates;...
-
Executive Analytics; Petcare; Hyderabad
2 weeks ago
Hyderabad, Telangana, India Mars Full timeRole Executive Analytics Location Hyderabad Job Purpose Overview To ensure the Dry Pet Food products leaving the factory operation conforms to the MARS specifications through the assurance of raw materials quality compliance to process parameters by demonstrating quality inspections process monitoring control The R D Associate shall assist the...
-
Hyderabad, Telangana, India Seven Consultancy Full timeJOB DETAILS 1) Individually acquire and nurture relationships of the bank through wealth products. (Good knowledge on banking products, LI, GI, MF, Gold)2) Increasing the liability book and investment AUM portfolio size.3) Advice clients on their product requirement to maximize their investments.4) Develop new client relations through references.5) Maintain...
-
Hyderabad, Telangana, India SkillMentor Connect Full time ₹ 1,60,000 - ₹ 6,52,176 per yearAcquiring Large Trader Clients with high margin Execution of transactions in Equities (Cash and Derivatives) Currency & Commodities Ensuring efficient and prompt management of orders based on customer requestGenerating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance,Mutual funds Day to day coordination with...
-
Procurement Executive
1 week ago
Hyderabad, Telangana, India Pardha Constrcution Full time ₹ 1,50,000 - ₹ 3,50,000 per yearExperience: 3 to 6 YearsIndustry: Pharmaceutical (Procurement Experience in Pharma is Mandatory)Department: Purchase & Supply ChainJob Description:We are seeking a dynamic and experienced Purchase/Procurement Executive with 3 to 6 years of hands-on experience in the pharmaceutical industry. The role involves sourcing, negotiation, vendor development, and...