Relationship Manager
1 week ago
Responsibilities Identify prospect onboard new clients HNI family offices institutional Pitch and close investment solutions across equity derivatives PMS fixed income AIFs global equities unlisted private deals Understand client goals risk appetite financial situation structure tailored portfolios and advice Cross-sell and deepen wallet share of existing clients Monitor portfolios provide periodic reviews performance reporting rebalancing suggestions Stay updated on market trends macro micro developments regulatory changes share insights with clients Coordinate with research operations legal compliance teams to ensure seamless execution Hit revenue AUM targets track and report pipeline client metrics conversions Maintain high levels of client service retention and satisfaction handle escalations Desired Skills Experience Bachelor s Master s degree in Finance Economics Business or equivalent 2 years of experience in wealth management investment sales client acquisition or advisory roles Track record of sourcing and closing deals in equities alternatives PMS AIF or private markets Strong understanding of capital markets derivative instruments fixed income alternate investments Excellent relationship building communication negotiation presentation skills Self-motivated target driven ability to work independently and as part of a team NISM Certification required
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering strong...
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Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra Green Start Management Consultancy Full timeJob Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai.If you have experience in NRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you! Key Responsibilities:Acquire and manage...
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Relationship Manager
4 days ago
Mumbai Central, Mumbai, Maharashtra, India NetraLink HR Consultancy Full time ₹ 16,00,000 - ₹ 17,00,000 per yearWe are hiring Customer Relationship Managers for a leading financial organization.The role involves managing existing clients, acquiring new customers, and providing advisory support in mutual funds and wealth management products. You'll handle HNI / retail clients, ensure excellent service, and contribute to overall business growth.Responsibilities:Manage...
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Relationship Manager
2 days ago
Vidyavihar, Mumbai, Maharashtra, India Mayvent Management pvt ltd Full time ₹ 72,00,000 - ₹ 84,00,000 per yearDear Candidates,We have an excellent opportunity for the profile of Relationship Manager - Field Sales Executive"CONSTRUCTION INDUSTRY"Experience: 7 - 8 yearsLocation: VidyaviharKey Responsibilities:Market Outreach :Conduct on-ground prospecting through local networking, corporate connects, database, and resident welfare associations etc.Channel Partner...
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Sales and Telecalling Intern
6 days ago
Mumbai, Maharashtra, India Great Manager Institute Full time**Sales & Telecalling Intern** **GREAT MANAGER INSTITUTE, MUMBAI, INDIA** **Responsibilities**: - Make 50 outbound calls per day to prospective clients and generate interest in our products/services. - Schedule meetings with decision-makers and potential clients, aiming to convert leads into appointments. - Effectively communicate our offerings and value...
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Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree We are looking for a highly driven and customer-centric Platinum Relationship Manager to manage and grow relationships with High Net Worth HNW households This role involves acquiring new clients deepening existing relationships and offering comprehensive banking solutions across liabilities commercial assets...
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Relationship Manager
2 days ago
Vidyavihar, Mumbai, Maharashtra, India Mayvent Management pvt ltd Full time ₹ 60,000 - ₹ 70,000 per yearMarket Outreach :Conduct on-ground prospecting through local networking, corporate connects, database, and resident welfare associations etc.Channel Partner Management :Develop and manage relationships with local real estate brokers, ensuring consistent lead inflow.Lead Generation :Plan and Participate in exhibitions, property fairs, and events to generate...
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Relationship Manager
2 weeks ago
Mumbai, -Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRelationship Manager - HNI-Kotak Private Banking-Relationship Manager- The role involves managing relationships with high net worth individuals (HNI). - Responsibilities include providing personalized banking services and financial advice. - The position requires strong interpersonal skills to build and maintain client relationships. - Candidates should be...
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Client Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India CliqHR Full timeWe are looking for a dynamic and proactive Client Relationship Manager to connect leading building material brands with top architects and interior designers This role involves relationship-building coordination and market engagement to help position client products in premium residential and commercial projects Key Responsibilities Engage with architects...
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Relationship Manager
1 week ago
Mumbai, -Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRelationship Manager-CORPORATE BANKING-SalesAs a Relationship Manager, you will play a crucial role in our Corporate Banking division, focusing on sales and client engagement. Your primary objective is to build and nurture long-lasting relationships with corporate clients, understand their unique needs, and offer tailored financial solutions. You will be a...