
Preferred Relationship Manager
4 days ago
The 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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo 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. In case there are any further questions feel free to reach out on ************ or WhatsApp on ***
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Preferred Relationship Manager
4 days ago
Delhi, Delhi, India Anand Rathi Share and Stock Brokers Ltd Full time ₹ 15,00,000 - ₹ 20,00,000 per yearThe 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
1 day ago
Delhi, Delhi, 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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Relationship Manager
23 hours ago
Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 50,000 - ₹ 5,00,000 per yearJob Title: Team Lead – Relationship ManagerResponsibilities:Lead, guide & motivate a team of Relationship Executives.Allocate targets, monitor daily performance, and ensure achievement.Conduct field visits with team for support & training.Build and maintain strong client relationships.Prepare reports and share regular updates with...
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Relationship Manager
4 days ago
Delhi, Delhi, India VI Exports Inc Full time ₹ 6,00,000 - ₹ 7,20,000 per yearConnect with HR Manager- Radhika Job Title: Relationship ManagerLocation: Punjabi Bagh, New DelhiSalary: 50,000 to 60,000 (In-hand, per month) (Depending on your current salary package)Working Days: 6 Days a WeekAbout the Role: We are looking for an experienced and dynamic Relationship Manager who will be responsible for managing key client relationships,...
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Relationship Manager
3 days ago
Delhi, Delhi, India STAFFIAA Full timeJob Title Relationship Manager - Loan Against Property LAP and Micro LAPLocation DelhiSalary upto 4 LPARole Overview The Relationship Manager will be responsible for managing and expanding a portfolio of clients seeking Loan Against Property LAP and Micro LAP solutions This role involves developing strong client relationships understanding their...
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Relationship Manager
1 week ago
Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full timeWe are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.Key Responsibilities:Generating business through DSAs,...
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Relationship Manager
7 days ago
Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full timeWe are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio. Key Responsibilities: Generating business through DSAs,...
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Relationship Manager
4 days ago
Delhi, Delhi, India Alvoral Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearPrimary title:Client Relationship Manager (Relationship Manager)Location:India — On-siteAbout The OpportunityA growing organization in the Financial Services & Fintech sector delivering digital lending, payments and working-capital solutions to SMEs and retail customers across India. We build customer-centric financial products and look for...
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Relationship Manager
3 days ago
Delhi, Delhi, India Winsmart Jobs Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Role: BANCA Wealth Relationship Manager Job Description: The BANCA Wealth Relationship Manager (RM) role, typically offered by banks such as any private Bank under its BANCA (Bank Assurance) division, focuses on managing highnet-worth individuals (HNWIs) and affluent clients, particularly in the context of wealth management services that may include...
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Relationship Manager
7 days ago
Delhi, Delhi, India Manpower Full timeDear Connections, We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon . Role: RM-Customer Engagement (HNI/UHNI) Location: Delhi/ Gurgaon Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual...