Relationship Manager

4 weeks ago


Jaipur, Rajasthan, India Yubi Group Full time
About the Job

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first 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.

Key Responsibilities
  • To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc.
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
Requirements
  • Graduate or Master's Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years.
  • Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
  • Strong communication, sales and a track record of achieving targets and achieving incentives.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.


  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Abacus Consultants Full time

    Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Abacus Consultants. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our clients.Key Responsibilities:Understand client needs and develop plans to address themIdentify key staff in client...

  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Jobopenning Full time

    Job Title: Relationship ManagerJob Summary:The Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a seamless trading experience.Key...

  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Yubi Group Full time

    About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing global debt markets by streamlining the flow of finance between borrowers, lenders, and investors. We are the world's leading platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi Group, opportunities are plentiful, and we equip you with...

  • Relationship Manager

    3 weeks ago


    Jaipur, Rajasthan, India Motilal Oswal Financial Services Ltd Full time

    We are seeking a Relationship Officer to establish and maintain strong, mutually beneficial relationships with our clients. The ideal candidate will be responsible for maintaining contact with clients, understanding their needs, and advising them on how our offerings can meet their objectives.The successful candidate willMeet with potential clients to...

  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Anand Rathi Share and Stock Brokers Ltd Full time

    Key ResponsibilitiesAs a Relationship Manager at Anand Rathi Share and Stock Brokers Ltd, you will be responsible for acquiring quality clients through various channels, including networking, market intelligence, and referrals. Your primary goal will be to generate cross-sell revenue through financial planning and promote the company's focus product of the...


  • Jaipur, Rajasthan, India Bright Metals Full time

    Role SummaryAs a Sales and Relationship Manager at Bright Metals, you will be responsible for managing day-to-day sales activities and customer relationships. Key responsibilities include:Sales Management: Oversee sales from existing clients, ensuring timely payments and adherence to customer requirements.Relationship Building: Foster long-term relationships...


  • Jaipur, Rajasthan, India DBS Bank Full time

    Job SummaryThe role of a HNI Relationship Manager at DBS Bank involves developing and maintaining relationships with high net worth individuals, providing them with personalized banking solutions and exceptional customer service. As a key member of the Consumer Banking Group, you will be responsible for acquiring and engaging with DBS Treasures clients,...

  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Wavehire Full time

    Join Wavehire as a Relationship OfficerAs a Relationship Officer at Wavehire, you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to understand their needs and provide them with tailored solutions to meet their goals.Key Responsibilities:• Front-end interaction with customers, including...

  • Relationship Manager

    3 weeks ago


    Jaipur, Rajasthan, India Find Next Hire Full time

    Job Description for a Relationship Officer at Find Next HireAs a key member of our team, you will play a vital role in fostering strong relationships with our clients and promoting our home loan products. Your excellent communication skills and ability to engage with customers will be essential in this role. Key Responsibilities: Customer Interaction: Engage...

  • Relationship Manager

    1 month ago


    Jaipur, Rajasthan, India Find Next Hire Full time

    We are seeking a skilled professional to join our team at Find Next Hire.Job Description: Relationship OfficerKey Responsibilities:Develop and maintain strong relationships with customers through regular meetings, site promotions, and presentations.Recommend and showcase home loan products and solutions to customers.Execute branding and marketing activities...


  • Jaipur, Rajasthan, India Revolution Software Services Pvt. Ltd Full time

    Customer Relationship Manager Job DescriptionWe are seeking a highly skilled and experienced Customer Relationship Manager to join our team at Revolution Software Services Pvt. Ltd.Company Overview:Revolution Software Services Pvt. Ltd. is a leading web-based company headquartered in Jaipur, Rajasthan. With over 10 years of experience, we offer high-quality...


  • Jaipur, Rajasthan, India HSBC Full time

    Unlock New OpportunitiesHSBC is seeking an experienced professional to join our Global Business team as a Premier Plus Relationship Manager. This role offers a unique opportunity to grow and nurture HSBC Premier relationships and achieve business targets.Key ResponsibilitiesMaximize profit and achieve growth of Premier clients portfolioAchieve agreed...


  • Jaipur, Rajasthan, India STAFFIAA Full time

    Job Role: Relationship Officer/Relationship ManagerProduct: Home Loan and Loan Against PropertyExperience: Minimum 2 years of experience in LAPLocation: JaipurSalary: 5.5 LPAWe are seeking a highly motivated and results-driven Sales Officer to promote and sell Home Loans (HL) and Loan Against Property (LAP) products to potential customers.Key...


  • Jaipur, Rajasthan, India Tata AIA Life Insurance Full time

    Job Title: Executive Relationship Manager S2SJob Summary:We are seeking an experienced Executive Relationship Manager S2S to join our Direct Distribution team. The successful candidate will be responsible for building and maintaining strong relationships with our customers, identifying new business opportunities, and driving sales growth.Key...


  • Jaipur, Rajasthan, India Jobopenning Full time

    Job Title: Relationship ManagerJob Summary:The Relationship Manager will play a key role in managing and nurturing client relationships within our financial services house. This position is responsible for providing exceptional service to clients advising them on investment opportunities and ensuring a seamless trading experience. The ideal candidate will...


  • Jaipur, Rajasthan, India STAFFIAA Full time

    Job Role: Relationship Officer / Relationship ManagerProduct: Home Loan and Loan Against PropertyExperience: Minimum 2 years of experience in Loan Against PropertyLocation: JaipurSalary: 5.5 LPAJob Summary:We are seeking a highly motivated and results-driven Sales Officer to join our dynamic team at STAFFIAA. The primary responsibility of this role is to...


  • Jaipur, Rajasthan, India Jobopenning Full time

    Job Title: Senior Client Relationship ManagerJob Summary:The Senior Client Relationship Manager will play a pivotal role in fostering and maintaining strong client relationships within our stock broking house. This position is responsible for delivering exceptional service to clients, providing expert guidance on investment opportunities, and ensuring a...


  • Jaipur, Rajasthan, India Bright Metals Full time

    Job SummaryBright Metals is looking for a Senior Sales and Business Development Professional to join our team. The ideal candidate will have a strong background in sales and customer relationship management, with a proven track record of success in managing sales teams and driving business growth.Key Responsibilities• Manage day-to-day activities in sales...


  • Jaipur, Rajasthan, India HSBC Full time

    Unlock New Opportunities with HSBCAt HSBC, we're committed to helping our clients achieve their financial goals. As a Premier Relationship Development Manager, you'll play a key role in growing our client base and delivering exceptional customer service.Key Responsibilities:Maximize profit and growth of Premier clients' portfoliosAchieve financial targets by...


  • Jaipur, Rajasthan, India Wavehire Full time

    Relationship Officer Job DescriptionWe are seeking a skilled Relationship Officer to join our team at Finding Candidates. As a Relationship Officer, you will be responsible for building and maintaining strong relationships with clients, recommending home loan products, and executing branding/marketing activities in the catchment area.Key...