Relationship Manager

3 days ago


Delhi, Delhi, India Kotak Mutual Fund Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Job Role

  • Meeting the Clients & developing Trust & relationship.
  • Customer interactive role with Portfolio Management experience.
  • Portfolio/Investment Engineers, who can help in designing portfolios.
  • Advice and suggesting different investment avenues to HNI clients.
  • Acquiring and catering to new HNI clients.
  • Growing the existing AUM book size.
  • Products- Mutual Fund/ PMS/AIF.

Job Requirements

  • Knowledge of personal finance (Taxation, Deductions & Benefits)
  • Knowledge of financial products (Fixed Income & Equity products)
  • Updated on Current Affairs
  • Excellent communication skills.

Educational Qualifications & Certifications

  • Post-Graduation Compulsory
  • NISM VA Compulsory
  • NISM XXIA Compulsory

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

  • Team Leadership

    2 weeks ago


    Delhi, Delhi, India Tax Manager Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Role: Team LeaderIndustry: Financial ServicesDepartment: SalesEmployment Type: Full-time, PermanentExperience Required: 7+ years (Preferably in Loans/Advances Sales Leadership)Salary - 20K to 40KResponsibilities:Drive the team to achieve and exceed monthly loan sales targets.Recruit, mentor, and lead a high-performing sales team.Foster strong relationships...

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India Skywings Advisors Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Relationship Manager is responsible for acquiring, managing, and growing customer relationships by offering banking products and ensuring excellent client servicing. Required Candidate profileCandidates should have minimum 1 yr experience in BFSI/Fintech sales.

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India The Headway Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionThe Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.Role DescriptionThis is a...

  • Relationship Manager

    14 hours ago


    Delhi, Delhi, India Synergy Plus Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Dear Candidate,Were Hiring: Relationship ManagerCASA | Leading Private BankPosition:Relationship Manager CASAGrade:AM/DMExperience Required:2+ Years in CASA,Role OverviewWe are looking for an experiencedRelationship Manager (Branch Banking)portfolios management for a reputedprivate sector bank. The ideal candidate will be responsible for delivering...

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DescriptionAs 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. You will be responsible for delivering customized financial...

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India PVAR SERVICES Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title:Relationship ManagerLocation:DelhiExperience:Minimum 1 YearWorking Days:Rotational OffOverview:A leadingtech product organizationis looking for a dynamic and results-drivenRelationship Managerto manage client relationships, drive direct sales, and ensure high customer engagement. The ideal candidate will have prior experience inB2C salesand be...


  • Delhi, Delhi, India Phillipcapital Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.Key ResponsibilitiesClient Acquisition and Retention:Develop and maintain relationships with high-net-worth...

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India BS2 Hire Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Manage client relationships for mutual funds, NISM certification, demat services, equity broking, stock market knowledge.* Acquire HNIs through relationship building and stock broking expertise.Sales incentives

  • Relationship Manager

    2 weeks ago


    Delhi, Delhi, India Ambiraj Consulting Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. Required Candidate profileBanking Experience Existing client base New client onboarding