Senior Relationship Manager
4 days ago
Job Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage relationships with HNI and Ultra-HNI clients.Build and maintain long-term relationships by providing customized financial solutions that align with clients’ goals.Conduct regular portfolio reviews and ensure optimal asset allocation for sustained financial growth.Stay updated on market trends, investment products, and financial opportunities to deliver innovative, tech-driven solutions.Develop a strong sales pipeline for short, medium, and long-term business growth.Offer strategic investment advice and cross-sell relevant financial products.Ensure timely communication and updates on portfolio performance and market developments.Collaborate with internal teams to enhance client experience and ensure compliance with company policies.Required Skills & Attributes:Experience: 5-7 years of relevant experience in Private Banking or Wealth Management.Client Base: Possesses an existing HNI client portfolio.Network: Strong professional connections within Corporate and SME segments.Product Knowledge: Excellent understanding of investment products across asset classes.Communication: Exceptional communication, presentation, and interpersonal skills.Personality: Confident, self-motivated, and target-driven.Client Focus: Ability to build long-term relationships based on trust and deliver high-quality advisory services.Education: Graduate/Post-Graduate in Marketing or FinanceCTC: ₹15 – ₹20 LPAExperience: 5-7 years in Private Banking or Wealth ManagementWorking Days: Monday to SaturdayEmployment Type: Full-time
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Relationship Manager
1 week ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Relationship Manager
3 days ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Senior Relationship Manager
2 days ago
Delhi, Delhi, India easiloan Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionEasiloan is a fintech start-up revolutionizing the home loan process by building a digital marketplace and transaction platform. Our aim is to provide home buyers with an effortless solution to compare, choose, and process home loans digitally. By leveraging technology, we significantly reduce the time and effort required for all...
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Senior Relationship Manager
6 days ago
Delhi, Delhi, India Grihum Housing Finance Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionGrihum Housing Finance Limited (formerly Poonawalla Housing Finance) is a national-scale affordable housing finance company dedicated to making homeownership a reality for those overlooked by India's mainstream lenders. Based on core values of Humility, Trust, and Togetherness, we serve low and middle-income groups through our GO Direct...
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Senior Relationship Manager
2 weeks ago
Delhi, India HDFC securities Full timeImmediate joiners preferred Location: Ahmedabad Relationship Manager/Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments. Specialized Activities: Buying and selling of securities or derivatives, UDR on...
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Senior Relationship Manager
1 week ago
Delhi, India HDFC securities Full timeImmediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - AhmedabadExperience required : 5 Years+Job Description :Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Specialized Activities:Buying and selling of securities or derivatives, UDR on NSE /BSE...
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Senior Relationship Manager
1 week ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearSenior Relationship Manager-Retail Institutions-TASC & INSTITUTIONAL BUSINESS-Regional sales TASC & Institutional Business' vertical is a part of 'Retail Liabilities' division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic...
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Senior Relationship Manager
3 days ago
Delhi, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:Acquire and manage...
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Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 24,00,000 per yearSenior Relationship Manager - NR-RETAIL NR-Regional sales Job Role: • Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank. • Meeting monthly acquisition target for liability sales • Initiating, in consonance with community banking, credit proposals for high net worth...
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Senior Relationship Manager
5 days ago
New Delhi, India HDFC securities Full timeImmediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - Ahmedabad Experience required: 5 Years+ Job Description: Execution of trade orders on behalf of clients. Building relationships with clients & educating them about Investments.Specialized Activities: Buying and selling of securities or derivatives, UDR on NSE...