Relationship Manager

SUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...

Company DescriptionSquare One Interior is dedicated to creating places that inspire and elevate lives by combining creativity and functionality. Our team of interior designers specializes in crafting customized homes that reflect your unique tastes and lifestyle. We focus on delivering personalized design solutions that seamlessly blend aesthetics and...

Company DescriptionFounded in January 2022, Centricity empowers finance and investment professionals to establish their independent practices through a comprehensive SAAS-based investment management platform. Our platform offers digital transactional capabilities for a diversified product suite. We aim to provide a consistent family office experience for...

About The Role Core Responsibilities: Sales Process Management o Aggressively drive the sales numbers and achieve the business targets for home loans and through cross selling while continuing to enhance and upgrade the client relationships. o Retain and expand the company's base of customers for home loan and LAP channel so as to ensure repeat business...

Designation - Relationship Manager Corporate BankingGrade - Manager / Senior Manager / AVPReporting to- Head - Corporate BankingJob SummaryTo initiate, develop, strengthen and maintain new and existing relationships with the corporate customers and generate business / revenues.Detailed ResponsibilitiesGetting/maintaining new corporate relationships for the...

Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...

Position Overview : OneX Solutions is a leading advertising and marketing company, committed to delivering exceptional value to our clients. We specialize in digital services, and we're passionate about fostering long-term, trust-based relationships with our customers. We're looking for an experienced and client-focused Relationship Manager to join our...

Job descriptionAbout the Role:The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.Key Responsibilities:Provide financial...

Job Role - The key areas of responsibilities are as follows:1. Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the AMC across MF / PMS / AIF.2. Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required...

Responsibilities:* Manage client portfolios* Build strong relationships with clients* Provide investment advice* Meet revenue targets