Manager - Relationship Manager-Investment Products

Company DescriptionAlphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website...

Key ResponsibilitiesClient Relationship Management:Build, nurture, and strengthen relationships with existing and prospective clients.Act as the primary point of contact for client inquiries, ensuring prompt and effective resolution of issues.Investment Recommendations:Assess clients' financial goals and risk appetite to provide tailored investment...

Job Description Job Summary: The Manager Investment Products will assist in developing and executing sales strategies for investment products, support the Area Manager in business growth initiatives, and manage relationships with key clients and stakeholders. The role requires market research, sales data analysis, and team coordination to ensure achievement...

JOB DISCRIPTION Job Role : Senior Relationship Manager - IFA Channel Experience : 5- 10 Years Location : Mumbai, Pune Roles and Responsibilities : Generating Business & Expanding Market Share : - Plan and deliver growth in sales through various initiatives designed for building long relationships with distributors - Identify, research, and contact...

Total years of Experience: 1 to 2 yearsKey ResponsibilitiesDevelop and execute marketing strategies to promote investment products such as Mutual Funds, PMS and portfolio offerings.Collaborate with Product, Research, and Sales teams to design and implement targeted campaigns aligned with business goals.Analyze market trends, client insights, and competitor...

Job Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...

Company Description is a Global Marketplace for Investors, Fund Seekers, Investment Bankers, and Influencers specializing in Debt Finance, Equity funding, and Mergers & Acquisitions. Our platform connects various financial stakeholders worldwide, facilitating optimal investment opportunities and financial solutions. We aim to create an integrated financial...

Assistant Vice President, Product Manager - Investments, Treasures Relationship Manager-(WD78219)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,...

Are you looking for a dynamic and rewarding career in the world of finance? Join stockaxis, where we empower you to unlock your potential and become a Wealth Relationship Manager - the ultimate face of our businessWhy Join Us?At Stockaxis, we are on a mission to help investors secure their financial future with the right investment solutions. We strive to be...

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...