Relationship Manager
3 hours ago
Opening is for Multiple Location:
Pune and ROMG - 5 years to 8 years of PMS, AIF, Sales Distribution
Ahmedabad (Gujarat & MP) - 5 years to 8 years of PMS, AIF, Sales Distribution.
JOB DESCRIPTION
Reporting to – National Sales Head
Designation as per total work experience
Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)
Background: From an AMC only (MF, AMC or PMS, AIF, Distribution)
This description outlines a comprehensive role in wealth management and distribution, emphasizing client relationship management, market penetration, and team leadership. To summarize the main responsibilities:
AUM Growth through Relationships : Build and maintain relationships with key partners like national distributors, banks, and direct clients to drive Assets Under Management (AUM) growth.
Promotion & Brand Strategy : Plan and implement targeted promotional strategies to increase market penetration and brand visibility at both the investor and distributor levels.
Channel Strengthening & Training : Strengthen distribution channels by providing essential training, including technical and soft skills, to ensure effective outreach and support.
Operational Compliance : Ensure seamless branch operations with strict adherence to regulatory compliance.
Sales of PMS to HNIs : Sell Portfolio Management Services (PMS) products to High Net-Worth Individuals (HNIs) and provide investment advisory services across different segments, including banking, non-banking, institutional, and offshore investors.
Relationship Management with Intermediaries : Maintain relationships with key intermediaries (e.g., SCB, HDFC, Kotak Privy, Aditya Birla, etc.) and onboard/train Independent Financial Advisors (IFAs) to generate business across the region.
Mandatory NISM Courses:
NISM Series XXI-A: Portfolio Management Services (PMS) Distributors
-
Relationship Manager
8 hours ago
mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline. Opening is for Multiple Location: Pune and...
-
Relationship Manager
6 hours ago
Mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.Opening is for Multiple Location:Pune and ROMG - 5...
-
Relationship Manager
2 hours ago
Mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.Opening is for Multiple Location:Pune and ROMG - 5...
-
mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline.Opening is for Multiple Location:Pune and ROMG - 5...
-
mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline. Opening is for Multiple Location: Pune and ROMG...
-
mumbai, India Abakkus Asset Manager Private Limited Full timeCompany Profile: We are an Alpha focused boutique asset manager managing INR 32,200 Crs (as on 31st Aug 2024) in listed Indian equities. Abakkus is professionally run asset manager with highly experienced and able team with endeavor to generate alpha by strict adherence to processes, framework and discipline. Opening is for Multiple Location: Pune and ROMG...
-
Relationship manager
4 hours ago
Mumbai, India Nirvana Realty Full timeNirvana Realty is a leading Holiday home development company in India. Our Holiday Home Townships are located at easily accessible distances from the main city of Mumbai and are themed gated communities designed with unique amenities. We strive to be the trendsetters in the sector of aspirational home townships, creating communities that harmonize luxury...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Tata AIA Life Insurance Full timeJob Title: Relationship ManagerAre you a seasoned sales professional looking for a new challenge? Do you have a passion for building strong relationships and driving business growth? We are seeking a highly motivated and experienced Relationship Manager to join our team at Tata AIA Life Insurance.Job Summary:The successful candidate will be responsible for...
-
Relationship Manager
3 hours ago
mumbai, India Nirvana Realty Full timeNirvana Realty is a leading Holiday home development company in India. Our Holiday Home Townships are located at easily accessible distances from the main city of Mumbai and are themed gated communities designed with unique amenities. We strive to be the trendsetters in the sector of aspirational home townships, creating communities that harmonize luxury...
-
Relationship Manager
2 months ago
mumbai, India IDFC FIRST Bank Full timeJob Title: Relationship Manager-Business Banking Function/ Department: Business Banking Job Purpose: The role entails providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience to become their banking partner of choice. The role bearer is responsible...
-
Relationship Manager
3 weeks ago
Mumbai, India Hiregis Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience.Regularly engaging with customers and providing a consistent and superior...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India American Express Full timeUnlock Your Potential as a Relationship Manager at American ExpressAre you a customer-centric professional with a passion for delivering exceptional service? Do you thrive in a fast-paced environment where no two days are the same? As a Relationship Manager at American Express, you'll have the opportunity to build strong relationships with our most valued...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Talent Vision Full timeRelationship Officer Job DescriptionWe are seeking a skilled Relationship Officer to foster strong connections with key customers, driving growth and loyalty through exceptional relationship management.Key Responsibilities:Develop and maintain profitable relationships with key customers, identifying opportunities for expansion and retention.Oversee customer...
-
Relationship Manager
3 months ago
Mumbai, India Nirvana Realty Full timeNirvana Realty is a leading Holiday home development company in India. Our Holiday Home Townships are located at easily accessible distances from the main city of Mumbai and are themed gated communities designed with unique amenities. We strive to be the trendsetters in the sector of aspirational home townships, creating communities that harmonize luxury...
-
Relationship Manager
3 months ago
Mumbai, India Nirvana Realty Full timeNirvana Realty is a leading Holiday home development company in India. Our Holiday Home Townships are located at easily accessible distances from the main city of Mumbai and are themed gated communities designed with unique amenities. We strive to be the trendsetters in the sector of aspirational home townships, creating communities that harmonize luxury...
-
Relationship Manager
3 months ago
Mumbai, India Nirvana Realty Full timeNirvana Realty is a leading Holiday home development company in India. Our Holiday Home Townships are located at easily accessible distances from the main city of Mumbai and are themed gated communities designed with unique amenities. We strive to be the trendsetters in the sector of aspirational home townships, creating communities that harmonize luxury...
-
Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India HDFC securities Full timeUnlock Your Potential as a Relationship Manager at HDFC SecuritiesAbout the Role:We are seeking a skilled and experienced Relationship Manager to join our team at HDFC Securities. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with expert investment advice and guidance.Key...
-
Relationship Manager
3 weeks ago
Mumbai, India Vitasta Consulting Pvt Ltd Full timeJob Description:We are seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets excellent communication skills and a proven track record of managing client relationships in the wealth management industry.Must have experience handlingUHNI /HNI clients with ticket size...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Redrob Full timeAbout the RoleThe Relationship Manager will play a pivotal role in GyanDhan's B2B vertical by establishing and nurturing strong partnerships with study abroad admission consultants. This individual will be responsible for engaging with consultants, securing 100% student referrals, and maintaining lasting relationships to ensure GyanDhan is their preferred...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Pranam Recruiters Full timeJob Title: Relationship ManagerPranam Recruiters is seeking a skilled Relationship Manager to join our team. As a key member of our financial services team, you will play a pivotal role in building and maintaining strong relationships with our clients.Key Responsibilities:Client Relationship Management: Develop and maintain relationships with existing...