Senior Relationship Manager
18 hours ago
Role: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector. As a Relationship Manager- Mutual Funds, you will be responsible for managing and driving business growth through Pan-Indian distributors, providing a dynamic and diverse work environment. Responsibilities ● Build, manage, and nurture long-term relationships with high-potential and high-performing financial distribution partners. ● Act as a strategic advisor, ensuring partners are aligned with growth objectives and maximizing their business potential. ● Drive revenue and meet/exceed sales targets across financial products, including: Wealth Management: Mutual Funds, Fixed Deposits, NPS Insurance: Life and Health Insurance ● Strategically grow Assets Under Management (AUM) from assigned partners. ● Identify and execute opportunities to onboard external AUM from partner ecosystems. Conduct regular training sessions, product updates, and skill development workshops for partners. ● Motivate and guide partners to enhance productivity and scale their operations. ● Stay updated on product innovations, market trends, and economic insights. ● Regularly share actionable intelligence and market commentary with partners to aid in their business decisions and client engagement. ● Implement and follow a structured inbound sales process ● Take end-to-end ownership of partner success and be accountable for delivering business outcomes. ● Collaborate with internal stakeholders (product, marketing, operations) to resolve partner issues and enhance service delivery. Suitable candidate profile ∙ Candidates with sales acumen ∙ Sales experience preferably in Banking/Mutual Funds/AMC/Fin-tech ∙ Spoken proficiency in Hindi is mandatory ∙ Understanding financial products is ideal Why AssetPlus? ∙ Exponential career growth in a sport span ∙ Lucrative role and immense exposure to the industry ∙ High scope for learning and knowledge development ∙ Team engagement and culture-building activities ∙ Young and vibrant team ∙ Complimentary lunch ∙ Regular team outings ∙ Relocation assistance Link to Apply :
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Senior Relationship Manager
2 days ago
tamil nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Client Relationship Manager
6 days ago
tamil nadu, India TECEZE Full timeAbout the RoleIT Services - CRMLocation: Chennai/Mumbai/Bangalore/Delhi/HyderabadThe role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.ResponsibilitiesMaintain and establish business...
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Customer Support Executive
2 weeks ago
Chennai, Tamil Nadu, India GST Manager Full time**About Us** **The Role** We are seeking a **Customer Support Executive** to join our team in **Chennai**. This role involves managing client relationships, overseeing task management systems, and ensuring seamless communication between customers and internal teams. - Strong organizational skills - Excellent communication abilities - A knack for...
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Service Relationship Manager
4 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client...
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Service Relationship Manager
5 days ago
tamil nadu, India 360 ONE Wealth Full timeJob Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...
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tamil nadu, India Bajaj Capital Ltd Full timeMega Opening for Relationship Manager/ Sr. Relationship Manager/ Deputy Branchmanager@Chennai , Madurai,Tiruchirapalli, Karur, TirunelveliIf interested Please send your cv to:- harini.sree@bajajcapital.comvaradarajan.dittakavi@bajajcapital.comJOB DESCRIPTION:Role: Relationship Manager/ Sr. Relationship Manager/ Deputy Branch manager.CTC: It’s not constrain...
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Senior Relationship Manager
2 weeks ago
Inclusive Banking - SBL>South>Tamil Nadu>Mailaduthurai>Trichy>Cantonment>Trichy>>Srirangam, India Equitas Small Finance Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSenior Relationship Manager - RetailSourcing of LAP & Housing finance through connectors & self-sourcing. Empanelment of New connecters to source business in HF & LAP Process of LAP & Micro Housing loan by accessing their income through personal discussion & field Visit & documentation. Track and Ensure Repayments of the Loan disbursed An Individual player...
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Wealth Relationship Manager
6 days ago
tamil nadu, India Wise Finserv Full timeRole DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in ChennaiThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...
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Wealth Relationship Manager
4 days ago
tamil nadu, India Wise Finserv Full timeRole Description This is a full-time on-site role for a Wealth Relationship Manager located in Chennai The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added advantage....
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Customer Relationship Management Specialist
6 days ago
tamil nadu, India Chola Securities Full timeWe are seeking a highly skilled and experienced Customer Service Representative to join our team. The successful candidate will have a strong background in the broking industry, with 3-5 years of broking experience providing exceptional customer service to clients. The ideal candidate will be fluent in multiple languages, including [Hindi]. As a key member...
