Preferred Relationship Manager
6 hours 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.For further queries or assistance kindly contact on adityaanerao@rathi.com or WhatsApp on 9819864010.
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Preferred Relationship Manager
4 weeks ago
Nagpur, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Customer Relationship Manager
7 days ago
Nagpur, Maharashtra, India OD Strategies Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe are looking for a person who wishes to settle in Nagpur, Maharashtra and is looking for a Customer Relationship Manager in Nagpur.Candidate should have minimum 3 years' experience in Sales, preferably in Industrial Sales. Should be strong enough in Customer relationship Management, Business to Business sales all over India and should be able to understand...
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Relationship Manager
1 week ago
Nagpur, Maharashtra, India Mihika Investments Full time ₹ 2,50,000 - ₹ 7,50,000 per yearCompany DescriptionMihika Investments is based in Nagpur, specializing in personalized investment solutions that align with your financial goals and risk appetite. Our services include expert guidance in Mutual Funds, SIP Planning, Tax-Saving Investments, Insurance Solutions, and more. We simplify the complex world of investments, helping both first-time...
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Relationship Manager
2 days ago
nagpur, India AAA Global Full timeRelationship Manager – Wealth ManagementLocation: Anywhere in India or AsiaExperience: 5+ yearsAbout the RoleWe are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in providing...
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Relationship Manager
3 days ago
Nagpur, Maharashtra, India Agriwise Finserv Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAgriwise Finserv Limited, formerly known as StarAgri Finance Limited, is an NBFC registered with the RBI and one of India's leading agri finance companies. We provide credit to small farmers, FPOs, input distributors and retailers, agri infrastructure or equipment providers, contract farmers, and other participants in the agri value chain....
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Sales Relationship Manager
6 days ago
Nagpur, India White Force Full timeJob description Job Description: Sales Relationship Manager Company: DocOnline Health India Pvt Ltd Location: Ahmedabad, Assam, Mumbai, Gujarat Experience Required: 4 to 5 years About DocOnline: DocOnline Health India Pvt Ltd is a leading digital healthcare platform that provides accessible and affordable healthcare solutions. We are dedicated to improving...
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Financial Relationship Manager
1 day ago
Nagpur, Maharashtra, India Infitech Human Resources Service Pvt. Ltd. Full time ₹ 4,50,000 - ₹ 5,00,000 per yearJob Title: Financial Relationship Manager – Direct VerticalLocation: Nagpur, MaharashtraGender: Male / Female – Both can applyJob summary :We are hiring a Financial Relationship Manager for the Direct Vertical in Nagpur. The role involves managing client relationships, driving direct sales of financial and insurance products, and ensuring excellent...
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Relationship Manager – Insurance
1 day ago
Nagpur, Maharashtra, India Infitech Human Resources Service Pvt. Ltd. Full time ₹ 4,50,000 - ₹ 5,00,000 per yearJob Title: Relationship Manager – Insurance (Bancassurance Channel)Location: Nagpur, MaharashtraGender: Male / Female – Both can applyJob Summary :We are hiring a Relationship Manager for the Bancassurance Channel to drive insurance sales and manage key channel partner relationships. The ideal candidate will have strong experience in handling multiple...
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Premier Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India Kotak Mahindra Bank Full time ₹ 1,20,000 - ₹ 1,80,000 per yearPremier Relationship Manager-Digital Banking Kotak 811-Sales JOB DESCRIPTIONDevelops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are...
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Relationship Manager
2 weeks ago
Nagpur, Maharashtra, India SBI Funds Management Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRoles & Responsibilities• Responsible for driving the entire BD for Private Banking Channel for the Region.• To build, develop & enhance relationships across Private Banks • Setting up the entire network of Private Banks in the Region,• Responsible for driving the entire Business Development for National Distribution Channel for the...