Preferred Relationship Manager
7 days ago
The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) Roles and Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Kindly share applications on adityaanerao@rathi.com or WhatsApp on 9819864010 for further process.
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Preferred relationship manager
3 weeks ago
Hyderabad, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Preferred Relationship Manager
2 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Preferred relationship manager
2 weeks ago
Hyderabad, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Preferred Relationship Manager
2 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Preferred Relationship Manager
3 days ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Preferred Relationship Manager
4 weeks ago
Hyderabad, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
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Relationship Manager
3 weeks ago
Hyderabad, India Intellectt Inc Full timeAbout US:Intellectt Inc., founded in 2018 and based in New Jersey, is a IT development, and digital transformation company specializing in healthcare, life sciences, engineering, IT, and automotive sectors. It provides services in medical devices, pharma, product development, and regulatory affairs. In 2023, it expanded by acquiring U.S. Electronics, now...
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Relationship Manager
4 weeks ago
Hyderabad, India Intellectt Inc Full timeAbout US: Intellectt Inc., founded in 2018 and based in New Jersey, is a IT development, and digital transformation company specializing in healthcare, life sciences, engineering, IT, and automotive sectors. It provides services in medical devices, pharma, product development, and regulatory affairs. In 2023, it expanded by acquiring U.S. Electronics, now...
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Relationship Manager
1 week ago
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Relationship Manager
2 weeks ago
Hyderabad, Telangana, India 2coms Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSUMMARY *IndieTalent* is a global recruitment and staffing solutions firm under the 2COMS Group. It connects skilled professionals with career opportunities across multiple countries while helping businesses access top talent worldwide. With expertise in domestic and international hiring, IndieTalent supports clients in sectors like IT, healthcare,...
