Relationship Manager-Financial Products

Prepare annual, semiannual, and quarterly financial reports for the Columbia Mutual Funds, Life and Annuity Products and Collective Funds, including financial statements, notes to the financial statements, financial highlights and portfolio of investments. Preparation of various internal reports and reports that are filed with regulatory agencies including...

**Job Summary**: **Key Responsibilities**: - Assess client needs and explain available loan options based on eligibility, company policies, and risk assessment. - Conduct credit checks, analyze financial profiles, and provide pre-approvals or recommendations for next steps. - Clearly explain terms and conditions, repayment schedules, and any applicable fees...

**Key Responsibilities**: Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and...

**Responsibilities** Internal Operational activities: - Assist financial advisors in servicing clients through operational and analytical support - Protect Client data and confidentiality; prioritize and perform work in accordance with established processes / procedures. - Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely...

Job Title: Wealth Relationship Manager (Wealth RM)Location: M3M , Sector 65 ,GurugramExperience: 5–7 YearsRole OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) for our client. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through...

Job Title: Wealth Relationship Manager (Wealth RM) Location: M3M, Sector 65 ,Gurugram Experience: 5-7 Years Key Requirements5-7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.Proven ability to build and manage strong client relationships.Must possess a personal database of HNI/UHNI clients and strong...

Job Title CFP Relationship Manager Investor AdvisorExperience 3-8 years in financial planning and wealth management advisory Education Graduate CFP CFA CA preferredLocations GurgaonAbout the Role We are looking for a dynamic and experienced Certified Financial Planner CFP with a proven track record as a Relationship Manager to serve as a trusted...

Join us as a Relationship Manager Credit Delivery Join a dynamic team and control the strategic and daily support for client services business development and relationship building Specialising in credit delivery youll be managing client relationships and aiming to exceed their expectations every time Hone your communication and interpersonal skills in...

Production of financial report packages, Investment review and performance reports. Responsible for ROA creation and quality control for Inv Production of financial report packages, Investment review and performance reports. Responsible for ROA creation and quality control for Investment Reviews. Investigate and validate daily, weekly, monthly and...

Key Requirements - Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs CAs and knowledge about Finance Industry in the assigned geography and grab the opportunity to develop business - He She should have Min 2 Years experience in handling MFD IFA any Financial Products - Freshers...