Relationship Manager

Responsible for building relationship with RMs/ Cluster heads of PSU/Private/MNC Banks & National Distributors and sourcing business for AMC funds.

CLIENT RELATIONSHIP EXECUTIVE Sales & Client Relations | Full-Time | Work From Office Primassure LLP — AMFI-Registered Mutual Fund Distributor About Primassure LLP Primassure LLP is a SEBI-compliant Mutual Fund Distributor (MFD) built on trust, transparency, and long-term relationships. We assist clients with mutual fund execution, insurance, and...

Role & responsibilitiesDirect ResponsibilitiesAcquiring new clients with benchmark assets.Open Demat Accounts & suggest investment'sIncrease the total assigned SIP book from allocated and new clients.Adding overall AUM by gathering assets from existing and new clients.Increasing the basket of clients having AUM.Contributing ResponsibilitiesAchieving the...

We are seeking a motivated and dynamic Relationship Associate RM to join our team The ideal candidate will be responsible for building and maintaining strong client relationships supporting product demos and driving offline sales and support visits This role involves both communication and on-ground presence to ensure excellent customer experience Key...

Roles and ResponsibilitiesTo Achieve Sales targetsEstablish continuous relationship with the merchants to gain maximum valueTo liaise with SBI Branch Managers and other teams of SBI to generate leads for merchant sourcingRegularly track and report performance of the zone in terms of targeted sales and business volumeTo execute the campaigns for increasing...

KEY RESPONSIBILITIES :-Client Relationship Management:Acquire, build, and manage a portfolio of high-net-worth clients.Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.Financial Planning &...

Company Description Sika is a specialty chemicals company with a leading position in the development and production of systems and products for bonding sealing damping reinforcing and protecting in the building sector and motor vehicle industry Sika has subsidiaries in 101 countries around the world and manufactures in over 300 factories Its 33 500 employees...

Urgent Mandate for a well reputed NBFC for Pune location. S/VP-Wealth Management (Individual/Playing captain both available) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 80 LPA Its a pure sales role of wealth products hence Operation, research, Risk...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role for an Account Manager located in Amravati. The Account Manager will handle day-to-day account management tasks, including liaising with clients, managing client relationships, and ensuring client satisfaction. Responsibilities include overseeing account...

We are seeking an experienced and strategic Senior Finance Manager to lead our financial reporting and accounting operations in India. The ideal candidate will possess a strong background in financial management, regulatory compliance, and team leadership. This role requires a balance of strategic vision and hands-on execution to support the company’s...