Preferred Relationship Manager
2 days ago
The Preferred 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.Kindly share applications on adityaanerao@rathi.com or WhatsApp on 9819864010 for further process.
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Preferred relationship manager
3 weeks ago
Bangalore, India Anand Rathi Share And Stock Brokers Ltd Full timeThe Preferred 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...
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Preferred Relationship Manager
3 days ago
Bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Relationship Manager
2 weeks ago
Bangalore, Karnataka, India Jobted IN C2 Full timeJob Title Relationship Manager We are seeking a dynamic and experienced Relationship Manager to join our team As a Relationship Manager you will be responsible for fostering and maintaining strong relationships with our clients ensuring their satisfaction and driving business growth through client retention and expansion Responsibilities Develop and maintain...
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Relationship Manager
2 weeks ago
bangalore, India Zyoin Group Full timeJob title: Relationship Manager Terms: Permanent Requirements: Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Finance Industry in the assigned geography, and should seize the opportunity to develop business. He / She should have Min 2 Years’...
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Relationship Manager
7 days ago
Bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Relationship Manager
2 days ago
Bangalore, -Bangalore-Uniworth Plaza-KTK, Bangalore, Karnataka, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship Manager-NEW CAR FINANCE-Sales Relationship Manager- New car Loans- Grade:- M2-M3 Experience:- Min 3-5 years' Experience in asset product. Preferably in Auto loans. Profile requirement.Dealer channel management- Sourcing business from Car loan dealers as well as from KMBL Branches. Good at MIS and Written and verbal...
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Relationship Manager
4 days ago
bangalore, India The Wedding Company Full timeJob Summary:We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
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Relationship Manager
7 days ago
bangalore, India Petpooja Full timeRoles and Responsibilities: Build and maintain strong, long-term relationships with existing and prospective clients. Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes. Act as the primary point of contact for clients regarding financial product inquiries. Meet or exceed sales...
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Relationship manager
4 weeks ago
Bangalore, India The Wedding Company Full timeJob Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
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Relationship Manager
5 days ago
Bangalore, India The Wedding Company Full timeJob Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
