Senior Relationship Manager

4 weeks ago


Mumbai, India NRI Nivesh Full time

Job Title: SR. NRI Relationship Manager - Wealth

Location: Mumbai

Experience: 5 years + in to BFSI Industry

Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives

Job Description:

A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services offered by the organization. The job involves travelling abroad (to various countries along with the team) for client meetings, taking financial literacy sessions for NRIs and event participation.

# Customer Experience Management
# Financial Consultancy
# Wealth Management
# Taxation
# Investments

INDICATIVE KPIs
1. %Achievement of Sales Acquisition; Revenue targets.
2. % Achievement of Book Growth targets.
3. % Achievements of Service Standards.

COMPETENCIES AND SKILLS REQUIRED

A Relationship Manager is required to interact with customers for most part of his day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

1.      Excellent Communication Skills
2.      Understanding and interest in financial products and markets
3.      Ability to analyse information.
4.      Ability to explain complex information clearly and simply.
5.      Good sales, negotiation and influencing skills.
6.      Excellent Customer Relationship Management skills.
7. Excel and Data Management

Interested candidates can share their resume on hradmin@mudraportfolio.com



  • Mumbai, India First Solution Full time

    Apply for Relationship Manager Or Senior Relationship Manager, First Solution in Mumbai ,Pune ,Bhopal ,Indore ,Nagpur for 3 - 8 Year of Experience on TimesJobs.com.


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, Maharashtra, India First Solution Full time

    Join Our Team as Relationship Manager or Senior Relationship Manager at First Solution!We are looking for professionals with 3 to 8 years of experience to join our team in Mumbai, Pune, Bhopal, Indore, and Nagpur.


  • Mumbai, India HDFC securities Full time

    Urgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...


  • Mumbai, India HDFC securities Full time

    Urgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...


  • Mumbai, India HDFC securities Full time

    Urgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...


  • Mumbai, India HDFC securities Full time

    Urgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience ) Experience - 4 years & Above Certification - NISM 5A Job Description : 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments ...


  • Mumbai, India HDFC securities Full time

    Urgent opening for Senior Relationship Manager - HDFC Securities - Mumbai Location - Fort, Vashi, Borivali, Andheri CTC - upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification - NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...

  • Relationship Manager

    2 months ago


    Mumbai, Maharashtra, India iimjobs Full time

    Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...


  • Mumbai, India The Financial Times Full time

    About UsThe FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds and...


  • Mumbai, Maharashtra, India timesjobs Full time

    Relationship ManagerBanking, Financial products, Markets, Mutual Fund, Insurance, Current Account, Savings accountDescription:Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.Profiling Customers and providing financial products to meet customers' needsEnsuring the highest levels of service to...


  • mumbai, India The Financial Times Full time

    About Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...


  • Mumbai, India The Financial Times Full time

    About Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...


  • mumbai, India The Financial Times Full time

    About Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...


  • Mumbai, India The Financial Times Full time

    About Us The FT has an uncompromising mission: delivering independent, quality information, news and services to individuals and companies around the globe. It’s the cornerstone of our reputation and the heart of our ambitions for the future. But for our people, the FT offers so much more than what we do. FT people come from all kinds of backgrounds...


  • Mumbai, India timesjobs Full time

    Relationship ManagerBanking, Financial products, Markets, Mutual Fund, Insurance, Current Account, Savings accountDescription:Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.Profiling Customers and providing financial products to meet customers' needsEnsuring the highest levels of service to...

  • Relationship Manager

    1 month ago


    mumbai, India orena services Full time

    Frontend interaction field traveland Customer interface Recommending apt homeloan product /solution and showcasingbenefits Regular interaction with the customersthrough group meetings site promotions in office meetings andpresentations Attending to walk ins intobranches & visiting clients at theirplace Executing Branding / Marketing activitiesin the...

  • Relationship Manager

    2 months ago


    mumbai, India Prerana HR Solutions Full time

    Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.Call handling as per defined standards.Accurate resolution for customer queries.Promoting Digital Banking services for a superior customer service experience.Profiling of customers in order to aid right cross-servicing...


  • Mumbai, Maharashtra, India iimjobs Full time

    SR RM -REAL ESTATE-BUY SIDE - Investment Banking Job Brief: New Client Acquisition, Existing Client new business generation, Deal Structuring and Deal conclusion - Buy Side, work along with sell side to close transaction.Roles & Responsibilities: To generate business across real estate sector (Syndication, Land Intermediation, Asset Management, Strategy) To...


  • mumbai, India ICICI Bank Full time

    About the groupThe Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above ` 2.5 billion p.a. It provides end-to-end banking solutions across the financial spectrum ranging from transaction banking solutions, term loans, treasury and risk management solutions, structured...