▷ (Urgent) Senior Relationship Manager
2 days ago
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
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Senior Relationship Manager
2 weeks ago
Chandigarh, Chandigarh, India Hirva HR Solutions Pvt Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThis job is provided by Desoignation : Senior Relationship ManagerResponsible for driving insurance sales through bank partner branches.Build and maintain strong relationships with bank staff to generate leads.Provide product training and support to ensure smooth sales processes.Achieve sales targets while ensuring high customer satisfaction and...
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Senior Relationship Manager
3 days ago
Chandigarh, Chandigarh, India WealthVault Research and Analytics Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title: Senior Relationship OfficerExperience Required:2–5 YearsLocation:ChandigarhJob Type:Full-TimeIndustry:Financial Services / Wealth ManagementRole OverviewWe are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering...
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Relationship Manager
3 days ago
Chandigarh, India White Force Full timeJob 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...
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Relationship Manager
2 weeks ago
Chandigarh, Chandigarh, India Axis Asset Management Co Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship 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...
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Senior Relationship Manager
4 weeks ago
Mumbai, India 3S Synergy Capital Advisors Full timeJob Description Heres your chance to break the after-acquisition loop of corporate banking #JobPost If you're a Relationship Manager who wants to move from operational firefighting to the real action - acquiring clients, building relationships with promoters & CFOs, and originating big-ticket mandates - this is your chance. At 3S Synergy Capital...
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Senior Relationship Officer
4 weeks ago
Chandigarh, India WealthVault Research and Analytics Pvt. Ltd Full timeJob Title Senior Relationship Officer-Wealth Experience Required 2-5 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 2-5 years of experience in the financial services industry You will be responsible for managing client portfolios...
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Senior Relationship Manager
4 days ago
Pune, India Kotak Mahindra Prime Limited Full timeJob 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...
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(Urgent) Senior Vendor Relationship Manager
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Bengaluru, India LinkedIn Full timeJob Description Company Description LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing...
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Urgent Search: Sr. Relationship Manager
4 weeks ago
Delhi, India RR Finance Full timeJob Description We are urgently looking for Sr.Relationship Manager profile location based at Location:- Barakhamba Road,New Delhi110001, Responsibilities Responsible for all aspects of products of should have knowledge of all financial Product i.e. Fixed Deposit, Mutual funds, Bonds ,insurance etc. Candidate will be responsible for B2B Sales. Responsible...
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Senior Relationship Manager
3 weeks ago
Pune, India ICICI Home Finance Company Limited Full timeJob Description Company Description ICICI Home Finance Company Limited (ICICI HFC) is one of the fastest growing home finance companies. We aim to make home ownership a reality by providing home loans and other key financial services such as Fixed Deposits and Loans Against Property. Our 200+ branches have friendly, helpful local experts to support you in...