Senior Relationship Manager

Job Title: Senior Relationship Manager- Wealth Management SolutionsLocation: Mumbai - (with Travel)Job Type: Full-timeRole Overview:We seek a senior relationship manager in wealth management with an entrepreneurial mindset and 5-10 years of experience managing HNI's UHNIs and family office investments. The ideal candidate should have expertise in AIFs, PMS,...

Relationship Manager/Senior Relationship Manager: PBG Desk (Emerald - UHN I / HNI)Experience required: 4 Years Job Description: - 1. Trading on behalf of the clients 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc) 4. Client meetings...

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

Hiring for " SENIOR RELATIONSHIP MANGER-MMG " in a leading

Company DescriptionM1xchange is India's leading RBI-licensed TReDS platform, connecting corporates and MSMEs to Banks/NBFCs since 2017. It facilitates bill discounting through a fast and secure digital marketplace, allowing MSME suppliers to sell receivables to financiers. Transactions occur digitally when an MSME raises an invoice and the buyer validates...

Job Title: Senior Insurance Relationship ManagerJob Description:We are seeking an experienced Senior Insurance Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining business relationships with clients, leading a business development team, and identifying potential clients through market research and...

Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.●...

Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ●...

Client Servicing ExpertThe ideal candidate will have experience in account management with a proven ability to build relationships at senior levels. They should possess strong presentation skills and be able to effectively communicate ideas to clients.Key responsibilities include ensuring seamless client interfacing and project management, contributing to...

Job Title: Senior Relationship Manager- Wealth Management Solutions Key Responsibilities: ● Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs. ● Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range. ...