Relationship Manager Private Client Group
2 days ago
Job Description Company Description Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India with an international presence in Dubai, Hong Kong, and New York. Employing over 4,000 professionals globally, Anand Rathi specializes in Investment Services, Private Wealth, Institutional Equities, Investment Banking, Insurance Broking, and NBFC. Known for delivering expert research and advisory services, the firm ensures clients receive top investment recommendations and strategies. Role Description This is a full-time, on-site role located in Pune for a Relationship Manager in the Private Client Group. The Relationship Manager will be responsible for managing and deepening client relationships, providing financial and investment advice, and ensuring client satisfaction. Daily tasks include generating leads, developing customized investment strategies, maintaining updated client portfolios, and aligning investment solutions with client goals. The role requires close collaboration with research analysts and other internal teams to deliver exceptional service and optimize returns for clients. Qualifications - Experience in financial advisory, wealth management, and investment strategy - Strong understanding of financial products, market trends, and investment tools - Excellent communication, interpersonal, and client management skills - Proficiency in financial analysis, portfolio management, and risk assessment - Ability to work independently and as part of a team in a fast-paced environment - Relevant financial certifications such as CFA, CFP, or similar - Bachelor's degree in Finance, Economics, Business Administration, or related field - Experience in the financial services industry and in handling high-net-worth clients is a plus
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Relationship Manager Private Client Group
6 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, providing a wide range of financial services and wealth management solutions to institutions, corporations, high–net worth individuals, and families. With over 350 locations across India and international presence in Dubai, Hong Kong, and New York, the firm has...
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Relationship Manager Private Client Group
6 days ago
Pune, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAnand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India with an international presence in Dubai, Hong Kong, and New York....
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Private Client Group
3 days ago
Pune, Maharashtra, India Workassist Full time ₹ 15,00,000 - ₹ 20,00,000 per yearWork Level: IndividualCore: Communication Skills, Result DrivenLeadership: Building Work RelationshipsIndustry Type: BankingFunction: Relationship ManagerKey Skills: PCG,Private Banking,Private Client Group,Private Wealth,Wealth,Wealth Management,Wealth Manager,Mutual Fund,Investment BankingEducation: PG/ MasterNote: This is a requirement for one of the...
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Client Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra ndv group Full timeAbout @Offices: @Offices, the leasing arm of NDV Group, specializes in providing fully furnished, customized office spaces to corporates. Backed by the entrepreneurial legacy of NDV Group, we focus on delivering premium workspaces that are designed to optimize efficiency, reflect brand identity, and meet every client’s unique requirements.Role Overview: We...
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Coimbatore, India DBS Bank Full timeJob Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions...
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Delhi, India DBS Bank Full timeJob Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
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Client Relationship Support
7 days ago
Pune, Maharashtra, India HSBC Full timeJob description**Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Client Relationship Executive
1 week ago
Pune, India Bold Entertainment Private Limited Full time**Job**:Client Relationship Executive for Corporate Events **Experience**: 2 - 4 years **Type**: Full Time, Work from Office, Field Job **Travel**:Local City Commute within Pune on daily basis, Intra State / Inter State on occasions **Reporting to**: Working directly with the top management, reporting to CEO **About the Job**: We are searching for a...
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Ahmedabad, India DBS Bank Full timeJob Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions...
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Delhi, India DBS Bank Full timeJob Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions...
