Investment relationship manager

prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Required Candidate profilef2-3 years in each of his last job more than 2 jobs in last 5 yearMust be Local ho has earned incentives Has...

Role & responsibilities-We are looking for a dynamic and result-oriented Relationship Manager (Field Sales) to join our team in Indore. The ideal candidate should have strong expertise in financial products, including Mutual Funds, Insurance, and Broking products, with a proven track record in sales and client relationship management.Preferred candidate...

Company Description: is dedicated to providing investors and traders with the tools they need to succeed. We believe in matching the right strategy with the right stocks and tools to ensure everyone can win in the financial market. Our goal is to empower individuals to make informed investment decisions.About the Role-We are looking for a dynamic and...

Company DescriptionIIFL Capital Services Ltd., established in 1996, is one of India's premier financial services conglomerates specializing in Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. We serve a diverse client base that includes Ultra High Networth Individuals...

NOTE: Read carefully before applyingRoles and ResponsibilitiesNew client acquisition for Trading and Demat account.Revenue generation through brokerage.Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)Monitor and review team members' performance and...

Urgent Hriring For Relationship ManagerPosition: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpaWorking Days- 6 daysLocation- IndoreJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's is extremely important.Business...

Job Title: Relationship ManagerDepartment: Medium Enterprises (ME)Experience: 3–4 YearsGrade: Manager to AVPRole SummaryWe are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from...

Job Description:To understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyer's credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate client with various products like Current Account/Term Deposits/Transaction Banking/Trade...

Job OverviewWe are seeking a dynamic and proactive Relationship Manager to engage with schools, interact with clients, and gather valuable feedback on the functionality and effectiveness of our Bidyut Innovation Labs. The ideal candidate will possess excellent communication skills, a customer-centric mindset, and the ability to build strong, long-term...

Company DescriptionCurezy is creating India's next-generation digital health ecosystem by integrating AI-powered symptom checking, verified doctor consultations, real-time emergency response, and paperless health records into one smart platform. Our mission is to make healthcare faster, smarter, and accessible to everyone, from metro areas to remote regions....