Senior Relationship Manager
8 hours 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 Finance CTC: ₹15 – ₹20 LPA Experience: 5-7 years in Private Banking or Wealth Management Working Days: Monday to Saturday Employment Type: Full-time
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Senior Relationship Manager
4 days ago
Mumbai, Maharashtra, India 3S Synergy Capital Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHeres your chance to break the "after-acquisition" loop of corporate banking#JobPostIf you're a Relationship Manager who wants to move from operational firefighting to the real action - acquiring clients, building relationships with promoters & CFOs, and originating big-ticket mandates - this is your chance.At 3S Synergy Capital Advisors, we're not about...
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Senior Relationship Manager
1 week ago
Mumbai, Maharashtra, India Religare Broking Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany DescriptionReligare Broking Limited (RBL) is a market leading securities firm in India and a wholly owned subsidiary of Religare Enterprises Limited (REL). Serving over 10 lakh clients across both Offline and Online platforms, RBL offers broking services in Equity, Currency, and Commodity, as well as depository participant services in over 400...
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Senior Relationship Manager
4 days ago
Mumbai, Maharashtra, India Pretty Child Full time ₹ 1,20,000 - ₹ 20,00,000 per yearJob 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,...
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Senior Relationship Manager
9 hours ago
Mumbai, 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 days ago
Mumbai, 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 days ago
Mumbai, 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 days ago
mumbai, 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
1 day ago
Mumbai, 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 days ago
Mumbai, 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
1 week ago
Navi Mumbai, Maharashtra, India Bayleaf Hr Solutions Full time ₹ 24,00,000 - ₹ 40,00,000 per year*Shubham Housing Finance* Urgent HiringProduct :- HL/LAPEducation :- GraduationAge :- 32 LastDesignation :-Relationship Manager /Senior Relationship Manager /Sales Manager /DSA Manager BSM-Alt ChCTC :- 2.4L TO 3L ( RO,RM,) Open Market/DirectCTC :- 3L TO 4LPA ( DSA SRM / Sales Manager/BSM-Alt Ch)*Job & Interview Location*Haryana , Punjab , MP , UP ,...
