
Relationship Manager
1 day ago
Role Position - Relationship Manager
The Candidate should have strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be good with number crunching and must be a strategic thinker who can analyze and solve problems quickly. One should be Intuitive to customers' needs. Through this role the candidate could also have international exposure as the company has global footprints.
Key Responsibilities:
- Review and validate executed transactions to ensure accuracy and compliance.
- Track pending tasks and proactively request and follow up with the Operations team to ensure timely completion of activities.
- Conduct regular portfolio reviews for all clients and ensure the readiness of reports for upcoming client meetings.
- Produce monthly client portfolio reports, which include key metrics, financial results, variance reporting, and overall, MIS.
- Coordinate and oversee the filing of advance tax for clients as per requested timelines.
- Review PMS empanelment documentation and collaborate with relevant teams to ensure the completion of the empanelment process.
- Maintain regular communication with clients, providing updates on pending tasks and activities, ensuring high levels of satisfaction and trust.
- Take charge and lead independently on all client-related activities/requirements and discuss portfolio actions with senior management.
- Support internal research teams in performing product analysis and tracking market trends that may impact client portfolios.
- Coordinate with internal and external teams (banks, mutual fund houses, agencies) to collate required information and manage documentation effectively.
- Prepare the monthly brokerage report, including key metrics, updates on client activity, and financial results.
Preferred Candidate
- 3 to 5 years in Similar Role.
- Proficient in MS Office skills, especially Advanced Excel.
- Ability to collaborate with other cross functional teams.
- Attention to detail and should have a systematic approach.
- Must be self-motivated, flexible and able to manage multi-tasks under pressure.
Language
- Candidate should be proficient in English & Hindi.
Qualification
- Postgraduate in commerce (MBA, Engineering + MBA etc).
- Preferably, they should have good performance in Higher Schooling - 10th & 12th Standard.
- Previous experience in relationship management, operations, or portfolio management is preferred.
- Strong understanding of financial products, transactions, and market dynamics.
- Excellent organizational skills with the ability to track and manage multiple tasks simultaneously.
- Strong communication skills, both written and verbal, with the ability to liaise effectively with internal teams and clients.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Knowledge of PMS, tax filings, and portfolio reviews is a plus.
Job Types: Full-time, Permanent
Pay: Up to ₹720,000.00 per year
Benefits:
- Health insurance
Education:
- Master's (Required)
Experience:
- Service RM: 3 years (Required)
- Wealth management: 3 years (Required)
- Family Office: 3 years (Required)
- Customer relationship management: 3 years (Required)
Language:
- Hindi (Required)
Location:
- HSR Layout, Bengaluru, Karnataka (Required)
Work Location: In person
-
Client Relationship Manager
3 days ago
HSR Layout, Bengaluru, Karnataka, India Frank and Frank corporate Service Provider LLC Full time ₹ 2,40,000 - ₹ 7,20,000 per yearJob Title: Relationship Manager HospitalityDepartment: Sales / Client Services / Business DevelopmentLocation: [HSR SECTOR 2]Reports To: [Head of Sales / Branch Manager / Client Services Lead]Job Summary:The Relationship Manager is responsible for developing and maintaining strong relationships with clients to ensure customer satisfaction and long-term...
-
Customer Relationship Executive
7 days ago
HSR Layout, Bengaluru, Karnataka, India Finzace Wealth Full time**Location**: Bengaluru, India **Employment Type**: Full-Time, On-Site **Work Schedule**: Monday to Friday, and first & third Saturdays of the month (when banks are open) **Work Hours**: 10:00 AM - 7:00 PM **About Finzace Wealth** **Role Overview** **Key Responsibilities** **Client Relationship Management**: - Build and maintain strong, long-lasting...
-
Relationship Manager
1 day ago
Inclusive Banking - MF>South>Karnataka>Karnataka>Bangalore>Chandapura>Karnataka>>HSR LAYOUT, India Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 15,00,000 per yearRelationship Manager - MF Collections Relationship Manager - MF Collections Relationship Manager - MF Collections Relationship Manager - MF Collections Relationship Manager - MF Collections Relationship Manager - MF Collections Relationship Manager - MF Collections
-
Client Relationship Executive
1 day ago
HSR Layout, Bengaluru, Karnataka, India camories photography Full time**Job description** **Job Title**: Client Relationship Executive - Data Monitoring & Client Coordination **Location**: Bangalore **Company**: Camories **Industry**: Photography **Employment Type**: Full-time **About Camories**: Camories is a leading photography studio specializing in maternity and newborn photography with 19 units across 7 major cities in...
-
Client Relationship Support Executive
1 week ago
HSR Layout, Bengaluru, Karnataka, India The Marriage Fit Full timeWe are looking for a motivated and detail-oriented Clint Relationship Support Executive to join our team. The role primarily involves managing customer inquiries, maintaining accurate records of all interactions, and efficiently scheduling appointments and follow-ups. **Key Responsibilities**: - Manage & convince client calls professionally and...
-
Relationship Executive
7 days ago
HSR Layout Sector 2, Bengaluru, Karnataka, India Hustlehub Tech Park Full time**Role**: Relationship Management Executive **Experience**: 6 months to 1 year **Location**: HSR Layout, Bangalore We are looking for an outgoing relationship executive to foster strong relationships with our clients. The relationship executive's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable...
-
Senior Relationship Manager
24 hours ago
Bengaluru, HSR Layout, India Leap Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout the role:This role supports study abroad aspirants by providing financial counselling, assessing loan eligibility, and connecting them with suitable lenders. Responsibilities include managing documentation, negotiating loan terms, and maintaining regular communication with students and lenders. The role also involves meeting specific targets for loan...
-
Sales Manager
6 days ago
HSR Layout, Bengaluru, Karnataka, India Kolo Full time ₹ 45,000 - ₹ 4,50,000 per yearSales/Revenue ManagerLocation: Bangalore (On-site)Experience: 2-4 yearsType: Full-timeAbout KoloKolo is a fast-growing technology platform transforming how homeowners in India design and build their dream homes. We connect homeowners with a curated network of Architects, Contractors, Interior Designers, and product brands—bringing transparency, expertise,...
-
Sales manager
1 day ago
HSR Layout, Bengaluru, Karnataka, India Decormart studio Full time ₹ 4,50,000 - ₹ 5,00,000 per yearFull job description- sales managerRoles & Responsibilities –1)Prospect relentlessly to build pipeline and build strong relationships with prospects2)Own the experience we give every prospective customer from the first time they interact with us3)Be responsible for achieving sales targets by working with a talented group of interiors designers4)Be...
-
Sales Manager
3 days ago
HSR Layout, Bengaluru, Karnataka, India Royal Links construction Full time ₹ 6,00,000 - ₹ 7,80,000 per yearJob Title: Sales ManagerCompany: RoyallinksLocation: HSR Layout, BangaloreSalary Range: ₹50,000 – ₹65,000 per monthAbout UsRoyallinks is a leading firm in construction and interior design, committed to delivering innovative, high-quality, and sustainable solutions. We take pride in our customer-centric approach and professional excellence.Position...