Manager - Relationship Manager-Investment Products
4 days ago
Job Description Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth. Roles and Responsibilities: - Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles. - Provide tailored investment advice and product recommendations aligned with clients wealth management goals. - Monitor and manage client investment portfolios, ensuring optimal performance and alignment with market trends. - Develop and implement comprehensive financial plans to address clients short-term and long-term wealth goals. - Act as the primary point of contact for clients, ensuring high-quality service, responsiveness, and proactive communication. - Collaborate with product specialists and internal teams to deliver holistic financial solutions. - Identify opportunities to deepen client relationships and generate new business through referrals and market engagement. - Maintain updated knowledge of financial markets, investment products, and wealth management regulations.
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Relationship Manager
3 days ago
Mumbai Metropolitan Region, India Alphabet Investment Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany 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...
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Relationship Manager
1 week ago
D.N. Nagar, Mumbai, Maharashtra, India Alphabet Investment Full time ₹ 4,00,000 - ₹ 6,50,000 per yearKey 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...
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Manager - Investment Products
4 days ago
Mumbai, India Motilal Oswal Wealth Management Full timeJob 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...
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Relationship Manager
3 weeks ago
Mumbai, India Wealth Premier Finserv Full timeJob DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and...
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Area Manager- Investment Products
1 week ago
Chandigarh, Kolkata, Mumbai, India Quick Turtle Full timeJob Description Area Manager - Investment Products QuickTurtle is seeking a driven Area Manager - Investment Products to lead and inspire a team of Wealth Managers. If you have extensive experience in wealth management, a proven track record in leading sales teams, and expertise across a broad range of investment products, we invite you to drive our growth...
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Relationship Manager
1 week ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - HNI-Kotak Private Banking-Relationship Manager As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management....
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Product Manager
4 days ago
Mumbai, India Standard Chartered Bank Full timeThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary•The Product manager will manage the Managed Investment business from a product perspective including P&L management, new product development,...
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Investment Manager
2 weeks ago
Mumbai, Maharashtra, India Taucoko Services Full time ₹ 12,00,000 - ₹ 36,00,000 per yearClient acquisition & relationship management Promoting real estate investment products Meetings, cold calling & sales presentations Negotiation & deal finalization Revenue target achievement Required Candidate profileStrong communication & presentation skills Sales/Investment/Finance interest Self-motivated & result-oriented Proficiency in MS Office...
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Relationship Manager
7 days ago
Mumbai, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC Domain JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
7 days ago
Mumbai, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC Domain JOB TITLE--Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...