Preferred Relationship Manager
4 days ago
The 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 & 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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s 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 RM
1 week ago
west bengal, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred 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...
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Relationship manager
2 weeks ago
West Bengal, India Discoveries Quintessential Full timeWe’re Hiring: Relationship Manager Locations: Multiple Cities Across India
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Relationship Manager
2 weeks ago
West Bengal, India Discoveries Quintessential Full timeWe’re Hiring: Relationship Manager Locations: Multiple Cities Across India
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Relationship Manager
2 weeks ago
West Bengal, India Discoveries Quintessential Full timeWe’re Hiring: Relationship Manager Locations: Multiple Cities Across India
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Relationship Manager
2 weeks ago
West Bengal, India Discoveries Quintessential Full time👇🌟 We’re Hiring: Relationship Manager📍 Locations: Multiple Cities Across India 🛠️ Department: Sales & MarketingWe’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads, and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful.Now, we’re looking for passionate...
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Relationship Manager
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west bengal, India Vivriti Capital Full timeAbout Vivriti Group: Vivriti Group is a pioneer in the Mid-Market Lending space providing tailored debt solutions to mid-sized entities. The group has the following businesses: Vivriti Capital Limited, a systematically important NBFC (NBFC ND-SI) regulated by RBI. As on date, Vivriti Capital has disbursed USD 3 billion across 300+ enterprise borrowers and is...
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Relationship Manager
3 weeks ago
Kolkata, West Bengal, India RECEX Full timeJoin our team as a Relationship Manager - Finance in Kolkata If you re passionate about building financial partnerships in the exciting EV auto loan space this role is for you Job Title Relationship Manager - Finance Auto Loans Location Park Street Kolkata xf0x9fx93x8dKey Responsibilities Forge and manage tie-ups with new Banks and NBFCs for EV ...
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Relationship Manager
1 week ago
New Town, Kolkata, West Bengal, India Meadowkart Pvt Ltd Full time ₹ 1,50,000 - ₹ 20,00,000 per yearJob SummaryThe Relationship Manager (RM) is responsible for building and maintaining long-term relationships with clients by understanding their financial and business needs, offering suitable solutions, and ensuring excellent service. The role involves acquiring new clients, deepening existing relationships, and achieving revenue and growth targets for the...
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Relationship Trainee
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Kolkata, West Bengal, India Risenbro Full time**You will be trained on**: - Gold Appraisal - Lead generation - Customer relationship management **Roles and Responsibilities**: - To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/prevent spurious/unacceptable ornaments. - Adhering to high ethical standards and complying with all the laid down processes / policies...
