▷ (Urgent) Senior Relationship Manager

3 weeks ago

Chandigarh India WealthVault Research and Analytics Pvt. Ltd. Full time

Job Description Job Title: Senior Relationship Officer Experience Required: 25 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 25 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research. Key Responsibilities: Client Acquisition & Business Development - New Client Acquisition - Networking & Prospecting - Onboarding & Fresh Investments AUM Management & Growth - Fresh Investments - AUM Responsibility - Portfolio Diversification Client Relationship Management & Servicing - Client Engagement - Ongoing Client Servicing - Quarterly Client Meetings Continuous Learning & Knowledge Enhancement - Stay Informed - Product Knowledge Ethical Sales Practices & Data Security - Avoid Mis-selling - Confidentiality & Data Security - Client Solutioning & Need-Based Advisory Customized Financial Solutions - Holistic Advisory - Sales Target Achievement & Business Growth - Meet Sales Targets - Cross-Selling & Upselling Professional Conduct & Company Policies - Dress Code & Professionalism - Focus on Company Business Requirements - Bachelor's degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus) - NISM V A is must - 23 years of experience in wealth management, banking, or financial advisory. - Strong understanding of financial instruments and market trends. - Excellent communication and interpersonal skills. - Ability to work independently and manage client relationships with professionalism. - Proficient in MS Office, CRM tools, and financial planning software. What We Offer - Competitive salary and performance-based incentives - Learning-driven work environment - Exposure to HNI and Ultra-HNI client management - Mentorship from senior professionals - Opportunity to grow within a fast-paced, client-centric organization Job Type: Permanent Benefits: - Cell phone reimbursement - Health insurance - Leave encashment Work Location: In person *Speak with the employer* +91 8146699949

  • Relationship Manager

    17 hours ago

    Gurugram, Gurugram, India Artha Senior Care Full time

    Job Description Company Description Artha Seniorcare is a premier provider of senior care and Assisted Living services, dedicated to enhancing the quality of life for senior citizens. With a deep commitment to care, comfort, and hospitality, we strive to create a welcoming and supportive environment for all residents. Our team is focused on ensuring...

  • Relationship Manager

    1 week ago

    Chandigarh, India White Force Full time

    Job description URGENT HIRING for Relationship Manager- HNI Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for...

  • Relationship Manager

    1 day ago

    Chandigarh, India White Force Full time

    Job description URGENT HIRING for Relationship Manager- HNI Location: Chandigarh Roles and Responsibilities: ·Identify & touchbase with existing & new client segment, to get business from them, to increase net sales & AUM. ·Adequate planning and strategy. ·Focus on inactive clients & follow activation. ·Synergise with all relevant departments for...

  • Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India Axis Asset Management Co Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Relationship Manager JOB DESCRIPTION JOB TITLE Relationship Manager – Institutional Sales Reports to Zonal Manager – Institutional Sales/Channel Business Manager – Institutional Sales No of Direct reportees Nil Department Sales Position Grade Range Manager/Senior Manager (May vary based on experience) JOB PU JOB PURPOSE: · The role encapsulates...

  • Relationship Manager

    2 weeks ago

    Chennai, India Abakkus Asset Manager Private Limited Full time

    Job Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...

  • Senior Relationship Manager

    4 weeks ago

    Pune, India Kotak Mahindra Prime Limited Full time

    Job Description Company Description Kotak Mahindra Prime Limited (KMPL) is a subsidiary of Kotak Mahindra Bank Limited and has been a leading car finance company in India since 1996. KMPL finances new and pre-owned passenger cars as well as two wheelers for retail consumers, and provides wholesale financing to automobile dealerships. The company also offers...

  • Relationship Manager-TASC-TASC

    1 week ago

    Chandigarh, India Kotak Mahindra Bank Limited Full time

    Job Description Relationship Manager-TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/...

  • Senior Relationship Manager

    5 days ago

    India Varthana Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Published ondd-MMM-yyyyBranchMaduraiQualificationsGraduationExperience3 Years - 0 Months To 5 Years - 0 MonthsContactMaggeshwari Key Requirement for the PositionPreferred Profile Minimum Education Qualification: Graduation3 + years experience in Sales in Financial Services / Education / MFI / Mortgages / SME loans / Insurance IndustryPassionate for sales...

  • Relationship Manager- HNI Sales

    1 week ago

    Chandigarh, India White Force Full time

    Job description /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt;...

  • Senior Relationship Manager

    1 week ago

    Lucknow, India YES BANK Full time

    Job Description Job Title: Sr. Relationship Manager Department: Medium Enterprises (ME) Experience: 10+ Years Role Summary We are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging...