Preferred Relationship Manager
1 week 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
2 weeks ago
bangalore, 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
4 days ago
bangalore district, 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, India Motilal Oswal Financial Services Ltd Full timeROLES & 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. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening...
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Relationship Manager
13 hours ago
bangalore, India Nuvama Wealth Full timeRelationship Manager- B2B Business Role Overview: We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
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Relationship manager
1 day ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeROLES & RESPONSIBILITIES: -Minimum 1 year experience is required1. 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. Advising Affluent clients on their Investments and managing their...
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Relationship Manager
1 week ago
bangalore, India Livspace Full timeHi Connections!!Livspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We’re India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship ManagerLocation: JP NagarYears of Experience: 5 -9...
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Relationship Manager
1 week ago
bangalore, India Livspace Full timeHi ConnectionsLivspace #hiringalertAbout Livspace :Livspace is building the world's first end-to-end interior design platform out of India. We're India's top online home improvement & interior destination for consumers and the world & first design automation platform for designers.Profile: Relationship ManagerLocation: JP NagarYears of Experience: 5 -9...
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Relationship Manager
2 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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Sales and Relationship Manager
2 weeks ago
Bangalore, India Talent Corner HR Services Pvt Ltd Full timeRelationship Manager / Senior Relationship Manager- Institutional Sales We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Relationship Manager / Senior Relationship Manager- Institutional Sales with 3+ years of experience in the Mutual Fund Industry. Client Acquisition & Relationship Management: Identifying and acquiring...
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Relationship Manager
4 days ago
Bangalore, India Brixline Full timeRole: Relationship Manager Company : Brixline Location : Koramangala, Bangalore Employment Type : Full-Time On-site About Brixline: Brixline is on a mission to fundamentally transform the way India buys and owns homes. For decades, homeownership while being a symbol of success and stability has remained a major financial burden for most families. High EMIs,...
