Relationship Manager
2 weeks ago
Job DescriptionTitle – Relationship Manager – Mutual Fund Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers – Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios, developing and implementing investment strategies· Get the Risk Profiling Done· Portfolio Reviews with Clients· Get Investment Top ups and increased Wallet Share· Get References · New Customers· Responsible for Adding New Relationships & Acquire NRI Relationships· Arranging for Investor Awareness Programs in Corporates· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products · Research & Knowledge· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news· Attending Fund Manager Calls and Product calls and Meetings· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis · Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment productsOther Requirements – Good Analytical and Communication Skills· Experience – 1 - 2 Years.· Compensation – As per Industry Standards. Contact Details:herzel@wealthpremier.comWhatsapp - 9167369223www.wealthpremier.com
-
Relationship Manager
22 hours ago
Maharashtra, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...
-
Relationship Manager
2 hours ago
Maharashtra, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We 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...
-
Relationship Manager
8 hours ago
Maharashtra, 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...
-
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...
-
Relationship Manager
23 hours ago
Sion, Maharashtra, India Wealth Premier Finserv Full time ₹ 2,00,000 - ₹ 6,00,000 per yearJob DescriptionTitle– Relationship Manager – Investment ServicesQualification Required– Graduates & NISM VA or CFPJob Responsibilities:· Existing Customers– Relationships Mapped· Responsible for managing relationships with clients & providing investment advisory services· Monitoring and managing client portfolios,...
-
Relationship Manager
7 days ago
Affordable Housing>West>Maharashtra>Maharashtra>Mumbai>Maharashtra>Maharashtra>>Ayodhyanagar, India Equitas Small Finance Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRelationship Manager - AHF ESIRED RESULT Achieve the defined Disbursement Targets for New Products Collection efficiency & Portfolio Quality Self Development Process Orientaition
-
Relationship Manager
3 days ago
Hingna, Nagpur, Maharashtra, India NANGIA CARS PVT LTD Full time ₹ 19,20,000 - ₹ 24,00,000 per yearThe Relationship Manager is responsible for managing and developing relationships with key stakeholders in the automotive sector, including customers, dealerships, and partners. They will work closely with internal teams to provide exceptional customer service, increase customer loyalty, and drive sales growth.Key Responsibilities:Customer Relationship...
-
Relationship Manager
3 days ago
Wakad, Pune, Maharashtra, India Wealthfirst potfolio Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRole DescriptionThis is a full-time, on-site role for a Relationship Manager located in Pimpri Chinchwad. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and developing tailored investment strategies. The role involves regular interaction with clients to understand their financial needs,...
-
Relationship Manager
3 days ago
Sadar, Nagpur, Maharashtra, India Mansha Tours Private Limited Full time ₹ 1,70,000 - ₹ 2,20,000 per yearJob Title: Relationship Manager - Sales and MarketingDepartment: Sales and MarketingReports to: Sales and Marketing Head / Regional ManagerJob Summary:The Relationship Manager is a key customer-facing role responsible for building, nurturing, and maintaining strong, long-lasting relationships with clients. This role combines sales and marketing functions to...
-
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...
