Relationship Manager
7 days ago
A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key Responsibilities Client Acquisition & Business Growth : Identify, acquire, and onboard new retail and/or institutional clients, promoting Demat and Trading account openings through lead generation and referrals. Relationship Management : Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates. Sales & Revenue Generation : Drive revenue by meeting sales/revenue targets, cross-selling a range of investment products (e.g., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity. Advisory Services : Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs. Operational Support & Compliance : Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented. Market Analysis : Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights. Qualifications & Skills Education : A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus. Experience : Good experience in equity sales, broking, wealth management, or a similar financial services role. Certifications : Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region. Skills : Strong knowledge of capital markets, stock trading mechanisms, and financial products. Excellent communication, negotiation, and presentation skills. Strong sales aptitude and a target-driven mindset. Ability to build trust and rapport with high-value clients. Familiarity with CRM software and trading platforms.
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Relationship Manager
5 days ago
bangalore, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM) Department Sales & Marketing: Trading Location-Jalandhar Reporting to Branch Manager (of respective branches) Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
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Relationship Manager
2 weeks ago
Bangalore, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
6 days ago
bangalore, 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...
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Relationship Manager
4 days ago
bangalore, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
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Relationship Manager
2 days ago
bangalore, India Bajaj Capital Ltd Full timeBajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -The role focuses on Client Acquisition, HNI Client Handling, Relationship Management, AUM Growth and Portfolio Management. -The product suite includes Mutual Funds , Insurance , Corporate FDs, PMS, AIFs etc. -It's B2C Segment and Direct Channel....
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Relationship Manager
6 days ago
bangalore, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
2 weeks ago
bangalore, 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
5 days ago
bangalore, India Rx100 Ventures Full timeRole Overview:We are seeking an experienced professional to join us as a Relationship Manager, responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency, and...
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Relationship Manager
2 days ago
Bangalore, India Rx100 Ventures Full timeRole Overview: We are seeking an experienced professional to join us as a Relationship Manager , responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency,...
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Relationship Manager
3 days ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeCompany Name - Motilal Oswal financial services limited Profile - Relationship Manager Location - Pune Roles & Responsibilities: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3....
