
Senior Relationship Manager
5 days ago
The ideal candidate will possess a strong background in financial planning, with experience in managing relationships with high-net-worth individuals. They will be responsible for conducting thorough financial assessments, developing tailored financial plans, and providing expert advice to clients.
Required Skills & Qualifications:- Strong knowledge of financial planning principles, including investment planning, tax optimization, retirement planning, and estate planning.
- Proven track record of building and maintaining strong relationships with affluent clients.
- Excellent communication and interpersonal skills, with the ability to present complex financial information in a clear and concise manner.
- Certified Financial Planner (CFP) designation or equivalent experience required.
- Competitive salary and bonus structure.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
We are a leading provider of financial services, dedicated to delivering exceptional results for our clients. Our team is passionate about making a positive impact on people's lives, and we are committed to fostering a culture of excellence and innovation.
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Senior Client Relationship Manager
2 weeks ago
Thāne, Maharashtra, India beBeeRelationship Full time ₹ 12,69,000 - ₹ 25,53,000As a Senior Client Relationship Manager, you will play a pivotal role in building and maintaining long-term relationships with high net worth clients. Your primary responsibility will be to provide exceptional customer service, ensuring that our clients receive personalized solutions to meet their financial needs.The ideal candidate will possess excellent...
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Relationship Manager
1 week ago
Thāne, Maharashtra, India The Reliable Jobs Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRelationship ManagerThane, MumbaiWe are hiring on behalf of our client, a rapidly growing national-level digital platform that is transforming how Micro, Small, and Medium Enterprises (MSMEs) access working capital. Their technology-driven ecosystem enables seamless financing of receivables by connecting buyers, sellers, and financiers through a transparent...
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Associate Relationship Manager
2 weeks ago
Thāne, Maharashtra, India CEOMITRA Full time ₹ 18,00,000 - ₹ 20,00,000 per yearAssociate Relationship Manager – Corporate / FI BusinessLocation: Mumbai/BangaloreExperience:3–7 yearsCTC: 18-20 LPAWe are looking for a driven and client-focusedAssociate Relationship Managerto strengthen our Financial Institutions & Corporate Banking portfolio. The role involves managing securitization products (PTCs & DA), ensuring compliance, and...
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Senior Relationship Manager
1 week ago
Thāne, Maharashtra, India HDFC securities Full time ₹ 5,00,000 - ₹ 10,00,000 per yearDrive Drive Drive We are hiring for Relationship Manager at HDFC Securities. Please find below details. Job Description:1. Building relationships with clients & educating them about Investments2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)3. Client meetings and bank branch visits as per goal sheet.4....
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Relationship Manager
3 weeks ago
Thāne, Maharashtra, India Invoicemart Full timeWe have an opportunity for Relationship Manager - Corporate Business /Supply Chain Finance at Mumbai - Thane location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis
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Relationship Manager
1 week ago
Thāne, Maharashtra, India Uplers Full timeJob DescriptionResponsibilities:- Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies.- Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets.- Set up meetings with potential clients both in person and virtually.- Client...
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Relationship Manager
2 weeks ago
Thāne, Maharashtra, India Peoplemint Consultants Full timeHello Connections We are looking for Relationship/Sales manager of Commercial Vehicle Finance or Construction Equipment finance for Kolkata/Siliguri & Bardhaman location. Job details:- Minimum 2+ Years experience in Sales of Commercial Vehicle Finance or Construction Equipment finance. Job location:- Kolkata/Siliguri/Burdhaman CTC:- Best as per current...
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Relationship Management Lead
2 weeks ago
Thāne, Maharashtra, India beBeeRelationshipManagement Full time ₹ 18,00,000 - ₹ 24,00,000Job TitleWe are seeking a dynamic and experienced leader to lead our efforts in Customer relationship management. As the Area Head, you will be responsible for developing and implementing strategies to build strong relationships with Account holders.You will manage a team of relationship managers and Team Leaders, providing leadership and guidance to achieve...
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Relationship Manager
2 weeks ago
Thāne, Maharashtra, India Kotak Life Insurance Full time ₹ 15,00,000 - ₹ 20,00,000 per yearAbout The Role JOB DESCRIPTION Job role:- Manage sales and distribution through the cross channel and open market channels- Ensure unilateral growth by adding new DSAs / Branches- Manage and grow the Direct Sales team and focus on increased Productivity- Marketing and encashing catchment areas- Meeting HNI clients and explaining various products related...
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Healthcare Relationship Manager
7 days ago
Thāne, Maharashtra, India beBeeRelationship Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Job Opportunity:We are seeking Relationship Managers to handle Employee Health and Benefits for our clients.Key Responsibilities:Providing exceptional customer service by servicing existing clients and developing new relationshipsStudying client portfolios and consulting on risk management strategiesConducting gap analysis, suggesting better terms, and...