Preferred Relationship Manager
4 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 clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To 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
dehradun 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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Preferred Relationship Manager
2 weeks 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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Preferred Relationship Manager
1 week 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
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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Relationship Manager
7 days ago
bangalore district, 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...
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Relationship Manager
1 week ago
bangalore district, India ICICIDirect Full timeLocations: We have this requirement at multiple locations- Bangalore, Kolkata & Ahmedabad Key Responsibilities: To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment Advisory, Wealth...
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Relationship Manager
1 week ago
bangalore district, 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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Account Manager
3 days ago
pune district, India Anand Rathi Share and Stock Brokers Ltd Full timeAccount Manager – Pune Account Manager — responsible for supporting RM in managing relationships with Affluent & Super Affluent clients (₹1 Cr+ investments). The role involves offering tailored investment advice, and delivering exceptional service standards. Key Responsibilities Acquire preferred clients (Affluent & Super Affluent) . Prepare reports...
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Relationship Manager
6 days ago
gurgaon district, India TP Full timeJob Profile: Relationship Manager – High Net-Worth Clients We are seeking a polished and proactive Relationship Manager with prior experience in handling high net-worth individuals (HNIs), preferably from banking, wealth management, hospitality, aviation, or premium customer service backgrounds. The ideal candidate will possess exceptional verbal and...
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Relationship Manager
2 weeks ago
bangalore district, 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. Job Summary: New Client Acquisition Existing Client Relationship...
