Sr. Relationship Manager

2 days ago

Bhavnagar, India TATA CAPITAL Full time

Sr Relationship Manager - Wealth REPORTS TO SOLID MATRIX Business Unit Tata Capital Limited Department Wealth Sub Function Sales Number of Positions Single Multiple Position Type Full Time Job Purpose Direct Reports Position Title Resources The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with high-net-worth clients providing them with expert financial advice and personalized wealth management solutions The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional client service The person will also be responsible for Business Development Portfolio Performance Analysis Portfolio Modelling Portfolio Management and Business Analytics Financial Analyst Wealth Management Team Size Direct Indirect Team Size Onrolls Financial Resources Book Size INR Net interest income Main Accountabilities Qualifications Experience Minimum Degree Postgraduate Graduate in any discipline Minimum Experience - 3-6 years of Experience Leadership Competencies Ownership Speed Passion Boundaryless Behaviour Meritocracy Customer Focus Tech Quotient Cost Consciousness Adaptive Empathetic Collaborative Analytical Compliance Resilient Functional Competencies TCL shall populate as per the existing grid Key Decisions taken Client Acquisition and Relationship Management Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products Structures Equities MFs and Fund-based Real Estate products and other Investment products Acquisition and handling a group of HNI High Net Worth Exclusive Clients Profiling Customers and providing financial products to meet customer needs Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs To Enhance Retain customer profitability by capturing a larger share of Wallet Ensure profitability of the portfolio Generate high Income per Customer Acquire new customers who meet product criteria through cross-referral Actively network and seek referrals to expand the client base and contribute to business growth targets Marketing and Business Development Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives This role is to acquire B2C or B2B clientele build a portfolio thereon Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients Acquire new accounts from group Collaborate within the internal teams including research investment and compliance to ensure the delivery of accurate and compliant investment solutions to clients Financial and Product Expertise Ensure profitability of the portfolio Generate high Income per Customer Stay up-to-date with industry trends economic developments and regulatory changes that could impact clients financial positions JD Written by JD Approved by

  • Sr. Client Services

    1 week ago

    Bhavnagar, India Rioconn Interactive Pvt. Ltd Full time

    Position: Sr. Client Services (Success) ManagerCTC upto: Rs. 7.2 Lac per annumMinimum Experience: 6 YearsLocation: AhmedabadThe Sr. Client Services / Success Manager (Key Accounts) is a strategic leadership role responsible for managing Rioconn’s high-value clients and ensuring consistent business growth, creative excellence, and long-term partnerships....

  • Relationship Manager

    6 days ago

    Bhavnagar, Gujarat, India TATA AIG Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role Summary In the above context, the RMrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies.Also liaising with Operations & Product tower, Process Excellence group, Claims,Finance,legal, Business...

  • Virtual Relationship Manager

    1 week ago

    Bhavnagar, India Whatjobs IN C2 Full time

    Key Responsibilities: Strengthen and grow relationships with existing First Wealth customers. Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced portfolios. Conduct virtual client meetings and deliver superior customer service. Promote usage of mobile banking, Optimus App, and digital...

  • Sr Java Developer

    7 days ago

    Bhavnagar, India DXFactor Full time

    DXFactor is a "Great place to work certified company"We are looking for a Sr Software Engineer (Core Java) for Ahmedabad location.DXFactor is a US-based tech company working with fortune 500 customers across the globe.We have our presence in:- US - India (Ahmedabad, Bangalore)Web-site: www.DXFactor.comOpening: Sr Software Engineer (Core Java) - 5 to 8...

  • Sr. Operations

    2 weeks ago

    Bhavnagar, India Rawalwasia Group Full time

    Company Name Greenbeam Earth Pvt Ltd Industry Solar Job Title Sr Operations Maintenance Manager Solar Hours Full-time Location Multiple Locations Nammalpur and Sagbara As the Sr Operations and Maintenance Manager in the Solar Department you will be responsible for leading strategizing and managing the operation and maintenance of distributed solar projects...

  • Urgent: Relationship Manager

    2 weeks ago

    Bhavnagar, India GetFive Full time

    Name of the organization – Getfive Advisors Pvt Ltd. Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant banking arm, the firm also manages an AIF focused on late-stage companies. Ahmedabad Address: 502, Abhishree Avenue,...

  • Manager - Customer Relationship (3-10 yrs)

    1 week ago

    Bhavnagar, India The Reliable Jobs Full time

    Role Overview We are looking for an experienced Client Relationship Manager to manage and grow relationships with large corporate clients under our Supply Chain Finance (SCF) programs. The role involves client relationship management, business development, and close coordination with fintech partners, product, and operations teams to deliver end-to-end...

  • Business Development Manager

    3 weeks ago

    Bhavnagar, India Hidden Brains InfoTech Full time

    Profile : Sr BDE / BDM Experience : 7+ years Experience : IT Services Location: Ahmedabad Ready to travel across the world IT Industries experience mandatory Job Summary: We are seeking a dynamic and experienced Business Development Expert to join our team for international market. The ideal candidate will have a proven track record in B2B sales, with a...

  • Relationship Manager- MIB

    5 days ago

    Ahmedabad, Bhavnagar, India Yes Bank Full time ₹ 1,20,000 - ₹ 2,50,000 per year

    Job description : -The role holder is responsible for acquisition of Newto–Bank Business Banking MSME relationships through theCRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extendingWorking Capital Facilities and Term Loans to MSME Clients.• Acquisition of New to Bank Business Banking MSME...

  • Business Relationship Manager

    2 days ago

    Bhavnagar, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Work closely with Branch Banking teams for new customer addition To penetrate client with various products like Current Account Term Deposits Transaction Banking Trade Finance for the primary Relationship Group companies To build relationships with key persons CFOs promoters in the target segments build client...