Preferred relationship manager
2 days ago
The Preferred 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability) Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Kindly share applications on or Whats App on 9819864010 for further process.
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Preferred Relationship Manager
2 days ago
Bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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bangalore, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred 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...
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Relationship Manager
9 hours ago
bangalore, India Live Connections Full timeWe are looking for a skilled Relationship Support Manager to join our team and contribute to our mission of excellence.Location: Hyderabad/BangaloreShift: Night ShiftsPosition Overview:As a Relationship Support Specialist / Manager, you will be responsible for supporting and managing client relationships within the CIB domain. You will work closely with...
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Deputy relationship manager
7 days ago
Bangalore, India VCITI Full timeJob Title: Deputy Relationship Manager Salary Range: 35,000 - 40,000 per month Location: Bangalore, Karnataka Department: Sales/Client Relations (Real Estate) Immediate Joiners Needed Reports To: Relationship Manager/Team Lead Job Summary: We are seeking a highly motivated and detail-oriented Deputy Relationship Manager to join our...
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Relationship manager
2 days ago
Bangalore, India Real Capital Ventures LLP Full timeWe are Hiring!!!! Relationship Manager!!!! Interested candidates forward your resume to We are looking for candidates with. •A great passion for Sales •Entrepreneurial mindset and self-starter. •Excellent in verbal communication, presentation, negotiations & mediating skills. •Should be smart, confident, enthusiastic, self-motivated and...
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Relationship manager
2 days ago
Bangalore, India Redrob Full time"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: Betterhalf.ai Position: Relationship Manager Years of Experience: 0-1 years Community Location: Bangalore Employment Type: Full-Time CONNECT Company Overview Mc Kinley Rice is not...
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Relationship Officer and Manager
5 days ago
Bangalore, India PNB Housing Finance Limited Full timeCompany Description PNB Housing Finance Limited is a leading housing finance company with over 35 years of experience in enabling home ownership for millions of Indians. Backed by Punjab National Bank, PNB Housing Finance offers a variety of home loans and financial products tailored to meet the diverse needs of customers. The company has a strong credit...
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Relationship Officer and Manager
15 hours ago
bangalore, India PNB Housing Finance Limited Full timeCompany DescriptionPNB Housing Finance Limited is a leading housing finance company with over 35 years of experience in enabling home ownership for millions of Indians. Backed by Punjab National Bank, PNB Housing Finance offers a variety of home loans and financial products tailored to meet the diverse needs of customers. The company has a strong credit...
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Relationship manager
2 days ago
Bangalore, India Betterhalf Full timeJob Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
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Relationship officer and manager
2 days ago
Bangalore, India PNB Housing Finance Limited Full timeCompany Description PNB Housing Finance Limited is a leading housing finance company with over 35 years of experience in enabling home ownership for millions of Indians. Backed by Punjab National Bank, PNB Housing Finance offers a variety of home loans and financial products tailored to meet the diverse needs of customers. The company has a strong credit...
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Relationship Officer and Manager
2 days ago
bangalore, India PNB Housing Finance Limited Full timeCompany DescriptionPNB Housing Finance Limited is a leading housing finance company with over 35 years of experience in enabling home ownership for millions of Indians. Backed by Punjab National Bank, PNB Housing Finance offers a variety of home loans and financial products tailored to meet the diverse needs of customers. The company has a strong credit...
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Relationship Manager
17 hours ago
bangalore, India Betterhalf Full timeJob Summary:We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
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Relationship Officer and Manager
2 days ago
Bangalore, India PNB Housing Finance Limited Full timeCompany Description PNB Housing Finance Limited is a leading housing finance company with over 35 years of experience in enabling home ownership for millions of Indians. Backed by Punjab National Bank, PNB Housing Finance offers a variety of home loans and financial products tailored to meet the diverse needs of customers. The company has a strong credit...
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Relationship Manager
2 days ago
Bangalore, India Redrob Full time"Unlock your dream career with us. Connect with renowned employers, enjoy top-notch facilities, and thrive in a vibrant community.” Employer: Betterhalf.ai Position: Relationship Manager Years of Experience: 0-1 years Community Location: Bangalore Employment Type: Full-Time CONNECT Company Overview McKinley Rice is not just...
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Client relationship manager
2 days ago
Bangalore, India Eton Solutions LP Full timeAbout the Company Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton’s Atlas Five® is a comprehensive enterprise management platform specifically designed to allow today’s modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More...
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Relationship Manager
3 days ago
bangalore, India Fincity Full timeOur Hiring Philosophy:“Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”Role and Responsibilities:Customer Managemen t: Manage end-to-end customer interaction including understanding customer need and profile, conduct in-depth tour of the assigned residential property, explain investment...
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Client relationship Manager
2 days ago
Bangalore, India Eton Solutions LP Full timeAbout the Company Eton Solutions is a hypergrowth fintech transforming the Family Office segment of the Wealth Management industry. Eton’s AtlasFive® is a comprehensive enterprise management platform specifically designed to allow today’s modern Family Office meet the unique and varied challenges of Ultra High Net Worth families. For More details...
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Manager – US Donor Relationship
2 days ago
bangalore, India Foundation for Excellence Full timePosition OverviewThe Manager – US Donor Relationship will be responsible for managing relationships and operations with FFE’s extensive base of individual donors in the United States. This includes maintaining regular communication with donors, overseeing donor engagement activities, and ensuring that donations are seamlessly managed and renewed.This...
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Manager - US Donor Relationship
1 day ago
Bangalore, India Foundation for Excellence Full timePosition Overview The Manager – US Donor Relationship will be responsible for managing relationships and operations with FFE’s extensive base of individual donors in the United States. This includes maintaining regular communication with donors, overseeing donor engagement activities, and ensuring that donations are seamlessly managed and renewed. ...
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Relationship Manager
2 days ago
Bangalore, India Betterhalf Full timeJob Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be...
