Relationship Manager

6 days ago


Mahavir Nagar Mumbai Maharashtra, India SIREFA FINSERV PRIVATE LIMITED Full time ₹ 1,80,000 - ₹ 3,60,000 per year
  • Client Acquisition and Onboarding New Clients through Networking and Other modes of Marketing
  • Great love for communication and inter-personal skills and passion towards helping People achieve their Financial Goals.
  • Evaluating clients' financial objectives and goals.
  • Analyzing clients' current financial circumstances and investment portfolio.
  • Recommending investment strategies into Equities, Mutual Funds, Index Funds, ETFs, Insurance, Gold and Financial Plans to clients, depending on Client needs and financial objectives
  • Providing advice on investment opportunities and risk management.
  • Monitoring and adjusting investment portfolios to meet clients' goals.
  • Keeping up-to-date on investment trends and market developments.
  • Participating in Training needs of the Firm and imparting training on case to case basis
  • Communicating regularly with clients to provide updates on their investments.
  • Documenting and reporting investment performance and progress.
  • Adhering to legal and ethical standards in financial advising.
  • Providing excellent customer service and building lasting relationships with clients.
  • Any other requirement on case to case basis as specified by the firm and the partners.

Job Type: Full-time

Pay: ₹15, ₹30,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Internet reimbursement
  • Leave encashment
  • Paid time off

Application Question(s):

  • Are you residing between Andheri & Borivali?
  • Do you have working knowledge of MS Office (Word, Excel & Power-Point)
  • Can you communicate in Hindi & English with Team-mates, Clients & Visitors?

Experience:

  • total work: 1 year (Preferred)

Work Location: In person



  • D.N. Nagar, Mumbai, Maharashtra, India Alphabet Investment Full time ₹ 4,00,000 - ₹ 6,50,000 per year

    Key ResponsibilitiesClient Relationship Management:Build, nurture, and strengthen relationships with existing and prospective clients.Act as the primary point of contact for client inquiries, ensuring prompt and effective resolution of issues.Investment Recommendations:Assess clients' financial goals and risk appetite to provide tailored investment...

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India, Maharashtra upGrad Rekrut Full time

    About the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India, Maharashtra Green Start Management Consultancy Full time

    Job Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai.If you have experience in NRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you! Key Responsibilities:Acquire and manage...

  • Influener Marketing

    2 weeks ago


    Mahavir Nagar, Mumbai, Maharashtra, India Refresh Holidays Full time

    Develop and execute influencer marketing strategies and creative campaigns - Identify and build relationships with prominent influencers and thought leaders - Attend relevant events for networking and business purposes - Develop content ideasa nd write and curate content - Research relevant industry experts, competitors, target audience and users -...


  • Sarvodaya Nagar Bhandup, Mumbai, India Sk Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Continuous Improvement:- Manage Clients portfolio and build a good relationship with investor and Identify opportunities to improved sale's efficiency and workflow. Time Management:- Capable of Prioritising tasks in a high-pressure environment.

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India Max Life Insurance Full time

    KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead...

  • Relationship Manager

    2 weeks ago


    maharashtra, India Kotak Life Full time

    Urgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | Ahmedabad We’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅...

  • Relationship Manager

    2 weeks ago


    maharashtra, India Kotak Life Full time

    📢 Urgent Hiring | Relationship Manager – Wealth Channel Company: Kotak Life Insurance Location: Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and Mutual Fund industry to join our Wealth Channel team as Relationship Managers.🔍 Who can apply?✅...


  • Affordable Housing>West>Maharashtra>Maharashtra>Pune>Maharashtra>Maharashtra>>Shivaji Nagar, India Equitas Small Finance Ltd Full time

    Relationship Manager - AHF RED RESULT Ensure achievement of collections target set for allocated centres Ensure achievement of new members through AOC Achieving the set targets for Cross Sell products Member Retention Self Development Process Orientaition


  • Mumbai, -Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Relationship Manager - HNI-Kotak Private Banking-Relationship Manager As a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management....