*Relationship Manager
1 day ago
Top 5 Reasons to Build Your Career at UpperCrust Wealth 1. # ; Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2. # ; Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. # ; Work With the Largest & Most Experienced Team Learn directly from industry veterans and leaders who’ve managed crores in client portfolios. 4. # ; Fast Growth, High Responsibility A boutique environment where your ideas get implemented and your work gets noticed. 5. # ; Real Client Exposure & Real Impact Interact with HNIs, families, entrepreneurs, and NRIs — build practical wealth-advisory skills early. Position Overview: Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services. Key Responsibilities: 1. Client Relationship Management: o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty. o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice. o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being. o Monitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary. 2. Business Development: o Identify new business opportunities and expand the client base. o Engage in active lead generation and networking to secure new clients and assets. o Conduct financial needs analysis and propose solutions tailored to clients’ financial aspirations. o Drive number of wealth management products, including mutual funds, insurance, structured products, and other investment solutions. 3. Investment Advisory: o Provide sound investment advice based on market trends, client goals, and risk profiles. o Offer timely updates and insights on the market, investment strategies, and portfolio performance. o Advise clients on asset allocation and diversification, ensuring portfolio optimization. 4. Compliance and Risk Management: o Ensure that all client interactions are compliant with regulatory guidelines and company policies. o Maintain accurate client records and manage documentation in adherence to compliance requirements.
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Relationship Manager
2 weeks ago
Vadodara, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
2 weeks ago
Vadodara, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities:Identify and onboard HNW clients through market research,...
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Relationship Manager
4 days ago
Vadodara, India STAFFIAA Full timeJob Title: Relationship Manager – Mortgage Location: Vadodara, Gujarat CTC: Up to 4 LPA Experience: Minimum 1 Year Product: Mortgage (DSA Sourcing) Key Responsibilities: Source mortgage business through DSAs and open market channels. Develop and maintain strong relationships with DSAs to drive business volumes. Achieve monthly sales targets and ensure...
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Relationship Manager
1 week ago
Vadodara, India Petpooja Full timeSummary: We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation through field visits and cold calling, conducting client demos, onboarding restaurants, and maintaining long-term client relationships. You will be the face of...
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Relationship manager
2 weeks ago
Vadodara, India Discoveries Quintessential Full time???? We’re Hiring: Relationship Manager / Sales Specialist ???? Locations: Multiples cities of Punjab ????️ Department: Sales & Marketing We’re reshaping education with engaging books, flashcards, life-skill boards, Olympiads , and more. Since our inception, we’ve been on a mission to make learning fun, practical, and impactful. Now, we’re looking...
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Relationship Manager
5 days ago
Vadodara, Gujarat, India Amar Cars Full time ₹ 1,20,000 - ₹ 3,00,000 per yearAmar cars is Hiring , Relationship Manager Experience : 0 -15 years Location Vadodara Industry : Automobile Dealership 4 wheeler Driving license mandatorySalary : up to 25k + Attractive Incentives share your cv on
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Preferred Relationship Manager
1 day ago
vadodara, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
2 weeks ago
Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
6 days ago
Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
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Preferred Relationship Manager
4 weeks ago
Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
