
Relationship Manager
3 days ago
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships
2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF
3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.
4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
6) Maintaining client relationships and generate AUM from HNI UHNI clients.
7) Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
8) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
9) To coordinate with product and research team for taking investment decision for the clients.
10) To conduct and assist in organizing seminars, workshops and other business development activities.
Location: Ahmedabad,Surat,Mumbai,Thane,Navi Mumbai,Kolkata,Bengaluru,Chennai,Hyderabad,Coimbatore,Pune,Kochi,Rajkot,Delhi, Trivendrum, Vadodra,
-
Relationship Manager
3 weeks ago
Ahmedabad, Gujarat, India Peoplemint Consultants Full timeJob Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...
-
Relationship Manager
3 days ago
Ahmedabad, Gujarat, India Policybazaar Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole & responsibilities Job Title: Relationship ManagerDepartment: (Health Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - AhmedabadJob Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across...
-
Relationship Manager
6 days ago
Ahmedabad, Gujarat, India Anand Rathi Global Finance Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAnand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC). It is classified as a Systemically Important Non-Deposit taking Non-Banking Financial Company (NBFC-ND-SI). Anand Rathi Global Finance Limited is engaged in the business of lending and offers...
-
Relationship Manager
3 days ago
Ahmedabad, Gujarat, India Rational investments Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionRational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...
-
Relationship Manager
1 week ago
Ahmedabad, Gujarat, India MyFark Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe're Hiring – Relationship Manager (Retail Agri)We believe in empowering rural India by providing farmers, co-operatives, and agri-businesses with the right financial solutions. To strengthen this mission, we are looking for passionate professionals to join us as Relationship Managers (Retail Agri).Key Responsibilities:Build and manage relationships with...
-
Relationship Manager
1 day ago
Ahmedabad, Gujarat, India Xpertvoice Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionXpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India.We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with...
-
Relationship Manager
3 days ago
Ahmedabad, Gujarat, India Kotak Life Insurance Full time ₹ 4,00,000 - ₹ 8,00,000 per yearRelationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail SalesAbout The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...
-
Relationship Manager
1 day ago
Ahmedabad, Gujarat, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRelationship Manager Corporate TreasuryFinancial Objective:Achieve budgeted Revenue and Volume target at the customer and segment levelIncrease Trade and FX wallet share of the customersGrow derivative business in the given set of customersDevelop plans for driving revenues and growth amongst customers, evaluating the segments for new business...
-
Relationship Manager
6 days ago
Ahmedabad, Gujarat, India RB FINSERV Full time ₹ 6,00,000 - ₹ 8,00,000 per yearCompany DescriptionRB FINSERV is redefining the future of finance with our commitment to inclusivity and efficiency. As a dynamic financial services provider, we focus on making financial services more accessible, transparent, and inclusive for all. We are dedicated to serving underserved communities, ensuring fair financial solutions are available to...
-
Relationship Manager
3 days ago
Ahmedabad, Gujarat, India Erience Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionErience Solutions is an ISO 9001:2008 certified Internet agency specializing in robust and scalable Web, Blockchain, and AI solutions. Our highly qualified and dedicated team helps businesses evolve into profitable ventures while ensuring employees and clients enjoy a great work-life culture. In just six years, we have completed over 3,000...