Relationship Manager-portfolio-agri-fin-projects

4 days ago

Vadodara, India Kotak Mahindra Bank Full time

Job Category KMBL Degree Level Bachelor s Degree We are looking for a proactive and customer-focused Acquisition Relationship Manager to drive new business development in the Agri Business Group The role involves sourcing new relationships managing credit and legal evaluations and building strong channel partnerships The ideal candidate should have a solid understanding of working capital products and a strong service orientation Responsibilities Source and acquire new customer relationships for the bank Understand and promote working capital products tailored to agri-business needs Ensure high levels of customer service and satisfaction Conduct field investigations and prepare credit appraisal notes Scrutinize legal aspects of proposals across the region Identify and develop channel partners to consistently achieve business volumes

  • IndusInd Bank

    3 weeks ago

    Vadodara, India INDUSIND BANK LIMITED Full time

    The candidate will be responsible for bringing aggressive growth through DISBURSEMENT of New to Bank & existing book of the Agri Business segment.Specific Roles and Responsibilities:- Coordinate with Business Analyst and Credit Analyst for managing sanction of pipeline cases for disbursement.- Responsible for achieving Fund based and Non-Fund based targets...

  • Portfolio Solutions Manager

    2 weeks ago

    Vadodara, Gujarat, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 1,80,000 - ₹ 3,00,000 per year

    Total years of Experience: 1 to 2 yearsKey Responsibilities:Engage with clients to assess their financial goals, risk appetite and investment preferences.Recommend and design customized portfolio solutions, including Mutual Funds, Equity, Bonds, PMS and Insurance products.Conduct periodic portfolio reviews and suggest rebalancing strategies to optimize...

  • *Relationship Manager

    5 days ago

    Vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. &## ; Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. &## ; Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. &## ; Work With the Largest...

  • Portfolio Manager

    4 days ago

    Vadodara, India Weekday AI Full time

    This role is for one of the Weekday s clients Min Experience 1 years Location Ahmedabad JobType full-time We are looking for a detail-oriented and proactive Portfolio Manager to manage and optimize portfolios within the Supply Chain Finance domain This individual contributor role is ideal for professionals with at least 1 year of relevant experience in...

  • Relationship Manager

    3 days ago

    Vadodara, Gujarat, India Khushi Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Responsibilities:* Manage client portfolios* Build & maintain client relationships* Collaborate with sales team on strategies* Present investment opportunities* Monitor market trendsAccessible workspace

  • Relationship Manager

    1 week ago

    Vadodara, Gujarat, India PRIME IDEA VENTURE Full time ₹ 2,40,000 per year

    Key ResponsibilitiesProvide personalized investment advice and financial planning solutions to HNI and UHNI clients.Design and implement goal-based financial plans considering client's risk appetite, time horizon, and financial objectives.Conduct portfolio analysis and recommend suitable investment strategies across mutual funds, insurance, and other...

  • Relationship Manager – Wealth Management

    6 days ago

    vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...

  • Relationship Manager – Wealth Management

    6 days ago

    Vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...

  • Relationship Manager – Wealth Management

    4 days ago

    Vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. 🔺 Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. 📚 Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. 👥 Work With the Largest &...

  • Relationship Manager – Wealth Management

    4 days ago

    Vadodara, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 5 Reasons to Build Your Career at UpperCrust Wealth1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams.2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof.3. Work With the Largest & Most Experienced...