Relationship Manager
1 month ago
As a key member of our team, you will play a vital role in building and maintaining strong relationships with our clients. Your primary responsibility will be to understand their financial goals, risk tolerance, and investment preferences, and provide personalized advice and recommendations based on their needs and market conditions.
Key Responsibilities:- Client Relationship Management: Develop and maintain strong relationships with existing clients to understand their financial goals and provide tailored advice and recommendations.
- Channel Partner Recruitment: Identify and recruit top channel partners to expand our client base and drive business growth.
- Investment Advisory: Provide expert guidance on equity investments, including stocks, mutual funds, and other financial products, and conduct thorough research and analysis to provide clients with informed investment recommendations.
- Sales Strategy Development: Develop and implement effective sales strategies to achieve revenue goals and expand our client base.
- Portfolio Review and Management: Regularly review client portfolios to assess performance, balance investments, and optimize asset allocation.
- Compliance and Risk Management: Ensure all client interactions and investment recommendations comply with regulatory requirements and internal policies.
- Market Research and Analysis: Conduct market research and stay updated on industry trends, economic indicators, and geopolitical events that may impact equity markets.
- Team Collaboration: Collaborate with research analysts, portfolio managers, and other departments within the firm to leverage expertise and enhance client service.
- Background: Bachelor's degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience.
- Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets.
- Communication Skills: Excellent verbal and written communication skills to interact with clients effectively, colleagues, and stakeholders.
- Analytical Skills: Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations.
- Negotiation Skills: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm.
We offer a competitive compensation package, including a CTC range depending on performance in the interview, and an opportunity to work with a dynamic team in the financial services industry.
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Tata AIA Life Insurance Full timeJob Title: Relationship ManagerAre you a seasoned sales professional looking for a new challenge? Do you have a passion for building strong relationships and driving business growth? We are seeking a highly motivated and experienced Relationship Manager to join our team at Tata AIA Life Insurance.Job Summary:The successful candidate will be responsible for...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India HDFC securities Full timeUnlock Your Potential as a Relationship Manager at HDFC SecuritiesAbout the Role:We are seeking a skilled and experienced Relationship Manager to join our team at HDFC Securities. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert investment advice and guidance.Key...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Arting Digital Private Limited Full timeJob Title: Relationship OfficerJob Description for Arting Digital Private Limited:Position Overview:As a Relationship Officer at Arting Digital Private Limited, you will play a crucial role in creating and managing relationships with our OEM partners. Your primary focus will be to identify and close deals in the SMB/Enterprise segment, ensuring a healthy and...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Redrob Full timeAbout the RoleThe Relationship Manager will play a pivotal role in GyanDhan's B2B vertical by fostering strong partnerships with study abroad admission consultants. This individual will be responsible for engaging with consultants, securing 100% student referrals, and maintaining lasting relationships to ensure GyanDhan is their preferred loan partner for...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full timeJob Title: Relationship ManagerJob Summary:The ideal candidate will be responsible for acquiring, growing, and deepening Super HNI Banking customer relationships through effective relationship management. This involves analyzing and satisfying the financial and investment needs and objectives of these high-net-worth customers.Key Responsibilities:Generate...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Pranam Recruiters Full timeJob Title: Relationship ManagerAt Pranam Recruiters, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our financial services team, you will play a pivotal role in building and maintaining strong relationships with our clients, understanding their financial goals and objectives, and providing...
-
Relationship Manager
1 month ago
Mumbai, Maharashtra, India Redrob Full timeAbout the RoleThe Relationship Manager will play a pivotal role in GyanDhan's B2B vertical by forging strong partnerships with study abroad admission consultants. Your primary responsibility will be to engage with consultants, secure 100% student referrals, and maintain strong, lasting relationships to ensure GyanDhan is their preferred loan partner for all...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India OppenheimerFunds Distributor, Inc Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at OppenheimerFunds Distributor, Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our distributors, driving sales growth, and providing exceptional customer service.Key ResponsibilitiesDevelop and execute...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Mintskill HR Solutions LLP Full timeJob SummaryWe are seeking a skilled Relationship Manager to join our team at Mintskill HR Solutions LLP. As a key member of our banking team, you will be responsible for acquiring, growing, and deepening relationships with high net worth customers.Key Responsibilities:Generate new business opportunities to achieve defined sales targetsBuild and deepen...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India A2Tech Full timeAbout the Role:We are seeking a skilled Relationship Manager to join our team at A2Tech.Key Responsibilities:Acquire new clients and increase engagement of existing clients by providing complete financial planning solutions.Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.Deliver outstanding customer service...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India OppenheimerFunds Distributor, Inc Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Manager to join our team at OppenheimerFunds Distributor, Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our channel partners and distributors to drive sales growth and revenue.Key ResponsibilitiesDevelop and...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Pranam Recruiters Full timeJob DescriptionAs a Relationship Manager at Pranam Recruiters, you will play a pivotal role in understanding our clients' business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Pranam Recruiters Full timeJob Title: Relationship ManagerJob Summary:As a Relationship Manager at Pranam Recruiters, you will play a pivotal role in building and maintaining strong relationships with our clients. Your primary responsibility will be to understand their financial goals, risk tolerance, and investment preferences, and provide personalized advice and recommendations...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India HDFC Sales Private Limited Full timeJob Summary:HDFC Sales Private Limited is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for sourcing home loans from builders, real estate brokers, and other key stakeholders. You will also handle high net worth individual clients and achieve disbursement targets through lead generation.Key...
-
Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India Kritech Technologies Full timeOur client, Kritech Technologies, is seeking a seasoned Relationship Manager to develop and maintain high-value relationships with HNI customers. The successful candidate will be responsible for analyzing and satisfying customers' financial, banking, investment, and business needs and objectives. This role will ensure the Bank's high net worth customers...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India American Express Full timeTransform Customer ExperiencesAs a key member of the American Express team, you will play a pivotal role in delivering exceptional customer experiences to our high-value Centurion clients. With a deep understanding of luxury travel and lifestyle products, you will develop and implement proactive service and sales tactics to drive customer satisfaction and...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India OppenheimerFunds Distributor, Inc Full timeJob SummaryWe are seeking a highly motivated and experienced Relationship Manager to join our team at OppenheimerFunds Distributor, Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our channel partners and distributors to drive business growth and sales.Key ResponsibilitiesDevelop and...
-
Client Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Savvy Search Full timeJob Title: Client Relationship ManagerJob Summary:We are seeking a skilled Client Relationship Manager to join our team at Savvy Search. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients in the Construction and Architectural Industry.Key Responsibilities:Develop and execute strategies...
-
Relationship Development Manager
4 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeJob Title: Relationship Development ManagerAt Zeal Hind Groups, we are seeking a skilled Relationship Development Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our affluent and super affluent clients.Key Responsibilities:Maintain a strong client book by...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full timeAbout the RoleCandidates should have experience in managing clients of 10 lacs and above for their Banking, Investments, Insurance, and Lending requirements. Relevant experience in VRM-Virtual Relationship Management/Tele Sales in Liability/Insurance market is mandatory. Minimum Experience: Candidates should have Wealth Management/Investment/Insurance...