Preferred Relationship Manager
23 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
1 week ago
Kozhikode, 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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Preferred Relationship Manager
5 days ago
kozhikode district, 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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Relationship Manager
4 days ago
Kozhikode, Kerala, India Medcity Study Abroad Full time ₹ 2,40,000 - ₹ 4,80,000 per yearPosition: Relationship Manager –Life InsuranceIndustry: InsuranceLocation: Kozhikode & WayanadCompany: Ageas Federal Life InsuranceCTC: Up to ₹4.5 LPAPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing...
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Relationship Manager
2 days ago
Kozhikode, Kerala, India AGEAS FEDERAL LIFE INSURANCE Full time ₹ 1,20,000 - ₹ 4,50,000 per yearWe have opening for Relationship Manager - Kozhikode, Malappuram, Wayanad, Kannur, Kasargode.Key Responsibilities:Generate leads from in-branch lead generators, bank customer database & walk in customers.Make appointments, explore the customer's financial needs in life-related investment and insurance needs areas, select appropriate product to meet these...
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Relationship Manager
4 days ago
Kozhikode, Kerala, India Artha Financial services Full time ₹ 1,80,000 - ₹ 3,60,000 per yearResponsible for providing outstanding customer service to keep the customers loyal and obtain long-term business.Meet potential clients.Responsible for getting more than 95% customer satisfaction rate while doing random customer feedback analysis. If any issues occur, address it with the reporting officer.Responsible for getting references from customers as...
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Customer Relationship Manager
1 week ago
Kozhikode, Kerala, India Le Marble Gallery Full time ₹ 9,00,000 - ₹ 12,00,000 per yearThe Customer Relationship Manager is responsible for developing, implementing, and managing strategies that enhance customer satisfaction and loyalty. This role ensures seamless customer service operations, oversees the performance of Customer Relationship Executives, and builds strong long-term relationships with key clients. The CRM acts as the strategic...
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Customer Relationship Manager
2 weeks ago
Kozhikode, Kerala, India Le Marble Gallery Pvt Ltd (MG Group) Full time ₹ 3,00,000 - ₹ 4,20,000 per yearThe Customer Relationship Manager is responsible for developing, implementing, and managing strategies that enhance customer satisfaction and loyalty. This role ensures seamless customer service operations, oversees the performance of Customer Relationship Executives, and builds strong long-term relationships with key clients. The CRM acts as the strategic...
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Senior Relationship Manager
4 days ago
Kozhikode, Kerala, India Bimal Maruti Full time ₹ 93,000 - ₹ 1,12,268 per yearJob SummaryWe are seeking a dynamic and experienced Senior Relationship Manager to join our team. This pivotal role is designed for a professional who excels in building and maintaining strong relationships with clients, driving business development, and leading sales initiatives. The ideal candidate will possess a deep understanding of B2B sales, technology...
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Customer Relationship Manager
7 days ago
Kozhikode, Kerala, India 2ccd7fea-e35f-4bce-8470-d57d83951965 Full time ₹ 3,00,000 - ₹ 4,50,000 per yearCUSTOMER RELATIONSHIP MANAGERA leading home theatre company is looking for CUSTOMER RELATIONSHIP MANAGER for Kannur Calicut and Malappuram district.Job involves meeting architects,builders, interior decorators etc..Two wheeler mustFreshers (Male or Female)can also apply.Salary- As per standard +, Incentives , Traveling Allowance etc.Job Type: Full-timePay:...
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Relationship Manager
1 week ago
Kozhikode, Kerala, India Jobs N Ta Hr Services Full time ₹ 4,00,000 - ₹ 12,00,000 per yearLead and develop a team of Financial Services Consultants (FSCs). Support onboarding, training, and capability-building for frontline staff. Conduct joint field visits to support FSCs and strengthen relationships with bank branch staff.