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...

Profile Relationship Manager Location Delhi Faridabad Noida Gurugram Product Home Loans HL Loan Against Property LAP CTC Up to 4 LPAKey Responsibilities Acquire and manage clients for HL LAP products Build and maintain strong customer relationships Meet sales targets and ensure smooth loan application processing Provide product guidance and...

This role sits within the Product Reporting team which is responsible for delivery reporting on CTI pooled fund range for retail, wholesale and institutional clients as well as 3rd party data platforms. The purpose of this role is to maintain and provide accurate and timely client and regulatory reporting on pooled Fund products in the form of Key Investor...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** - Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Support advisors in creating and delivering comprehensive financial plans for their retail clients. **Responsibilities** Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level - Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

Job Title: Wealth Relationship Manager (Wealth RM) Location: M3M , Sector 65 ,Gurugram Experience: 5–7 Years Role 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 ,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...

**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...

As a Relationship Manager for High Net worth Customers, your role involves developing new relationships and expanding existing ones for liabilities by sourcing customers. You will be responsible for sourcing new bank customers through individual efforts and acquisition channels. Additionally, you are expected to cross-sell bank products to existing branch...

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...