Relationship Manager
2 weeks ago
About Company About Us our unwavering commitment lies in serving discerning investors who share our vision of achieving long-term returns through a meticulous investment process We take pride in managing the assets of individuals who are aligned with our philosophy of capitalizing on market opportunities by adhering steadfastly to a well-defined process and clearly defined goals While this approach may have led to parting ways with a few investors who did not embrace our methodological approach we have in turn attracted like-minded individuals who not only resonate with our ethos but also find satisfaction in the realized returns Position Details Position - Relationship ManagerExperience - 5 YearsLocation - Mumbai Pune Ahmedabad Hyderabad Bangalore Delhi Kolkata Job Summary We are seeking a highly skilled and experienced Relationship Manager to join our team The ideal candidate will have a deep understanding of wealth management exceptional interpersonal skills and a proven track record of managing and growing client relationships This role involves working closely with clients to understand their financial needs providing tailored investment solutions and ensuring the highest level of client satisfaction Key Responsibilities - Manage distribution Sales for location and handle top key relationships for product focusing PMS AIF Manage key relationship distributor direct clients - Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products - Distributor s clients call for new sales existing portfolio review on AIF and PMS though audio video in person meeting - Responsible for strategizing growing and managing channel partners - Build and maintain strong relationships with clients understanding their financial goals and risk tolerance - Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts proven process - Conduct regular portfolio reviews and adjust strategies as needed to align with clients changing needs and market conditions - Communicate the benefits of AIFPMS Experts meticulous investment process and commitment to long-term returns - Identify and pursue new business opportunities to expand the client base - Stay informed about market trends investment products and regulatory changes to provide clients with up-to-date information - Collaborate with internal teams to ensure seamless service delivery and client satisfaction - Prepare and present detailed investment reports and performance updates to clients - Ensure compliance with all regulatory requirements and company policies Qualifications - Bachelor s degree in Finance Economics Business Administration or a related field - CFA CFP or other relevant certifications are highly desirable - Minimum of 3 to 8 years of experience in wealth management financial planning or a related field - Strong knowledge of investment products financial markets and regulatory requirements - Excellent communication presentation and interpersonal skills - Ability to build and maintain long-term client relationships - Strong analytical and problem-solving abilities - Proficiency in financial planning software and Microsoft Office Suite ref updazz com
-
Relationship Manager
2 weeks ago
India Peoplemint Consultants Full timeJob Title:Relationship Manager – MMGExperience:10 YearsLocation:AhmedabadJob Summary:Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...
-
Relationship Manager
2 weeks ago
India gHRig People Solutions Full time ₹ 15,00,000 - ₹ 28,00,000 per yearThe Relationship Manager is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. They act as the primary point of contact for clients, ensuring exceptional service and fostering long-term partnerships.Key ResponsibilitiesSales & Customer...
-
Relationship Manager
2 days ago
India gHRig People Solutions Full timeThe Relationship Manager is responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored financial solutions. They act as the primary point of contact for clients, ensuring exceptional service and fostering long-term partnerships. Key Responsibilities Sales & Customer Acquisition: ...
-
Relationship Manager
2 weeks ago
India TATA CAPITAL Full timeClient Acquisition and Relationship Management Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography - Large Mid Small Corporates others Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform Manage Train Service corporate stakeholders throughout the lifecycle of the NPS process...
-
Relationship Manager
3 weeks ago
India TATA CAPITAL Full timeDegree Level Bachelor s Degree Core Responsibilities Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships o Retain and expand the company s base of customers for home loan and LAP channel so as to...
-
Relationship Manager
5 days ago
india upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
-
Relationship Manager
2 weeks ago
India Bajaj Finserv Full time ₹ 5,00,000 - ₹ 10,00,000 per yearGL South EastKamarhati - Main RoadPosted On21 Feb 2025End Date21 Feb 2026Required Experience2 - 4 YearsBASIC SECTIONJob LevelGB02Job TitleRelationship Manager - GL South East, GL South East, SalesJob LocationCountryIndiaStateWEST BENGALRegionEastCityNorth 24 ParganasLocation NameKamarhati - Main RoadTierTier 3SkillsSKILLSALESCASH MANAGEMENTKYCBANK...
-
Relationship Manager
1 week ago
India Tekpillar Full timeHiring for Banca Channel - Life Insurance Jobs- Job Role Relationship Manager Sales Manager - Banca Channel- Location Chennai Hyderabad and Bangalore- Experience 1-6 years in Banking Insurance BFSI preferredKey Responsibilities - Drive Life Insurance sales through partner bank branches- Build and maintain strong relationships with branch staff and...
-
Relationship Manager
4 days ago
India Niva Bupa Health Insurance Full timeJob Description Company Description Niva Bupa Health Insurance Company Ltd., formerly known as Max Bupa Health Insurance Company Limited, is a joint venture between Fettle Tone LLP, an affiliate of True North Fund VI LLP, and UK-based Bupa Singapore Holdings Pte. Limited. With a mission to give every Indian the confidence to access the best healthcare,...
-
Relationship Manager
2 weeks ago
India DIYA GREENCITY PRIVATE LIMITED Full timeHiring Relationship Manager (RM) – Diya Greencity Private Limited Company: Diya Greencity Private Limited Location: Raj Nagar Extension, Ghaziabad, Uttar Pradesh, India Role: Assistant Relationship Manager (ARM) Employment Type: Full-Time (On-Site) Diya Greencity Private Limited is looking for a highly motivated and customer-focused Relationship...
