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
5 days ago
maharashtra, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad We’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅...
-
Relationship Manager
5 days ago
maharashtra, India Kotak Life Full time📢 Urgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers.🔍 Who can apply?✅...
-
Relationship Manager
4 weeks ago
Maharashtra, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad We’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ...
-
Relationship Manager
4 weeks ago
Maharashtra, India Kotak Life Full time📢 Urgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers.🔍 Who can apply?✅...
-
Relationship Manager
2 weeks ago
Maharashtra, India Peoplemint Consultants Full timeHello Connections We are presently hiring for Banking Relationship Manager of Government Banking/Government Business in Pan India Basis. Experience:- Minimum 1 Year experience in Sales of Government Banking/Government Business Location:- Pan India CTC:- Open for right candidates Interested candidates please share your cv at
-
Relationship Manager
2 weeks ago
Maharashtra, India Peoplemint Consultants Full timeHello ConnectionsWe are presently hiring for Banking Relationship Manager of Government Banking/Government Business in Pan India Basis.Experience:- Minimum 1 Year experience in Sales of Government Banking/Government Business Location:- Pan IndiaCTC:- Open for right candidatesInterested candidates please share your cv at subhradip@peoplemint.in
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
-
Relationship Manager
2 weeks ago
Maharashtra, India, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers. Who can apply?✅...
-
Relationship Manager
2 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
2 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...
