Relationship Manager
5 days ago
Company Description
Alphabet Investment is a full-service financial institution providing a wide variety of savings, investment, and other financial products designed to meet specific needs. Our goal is to help clients take advantage of these products to achieve their financial goals. For more detailed information about our offerings, please visit our website at www.alphabet-
Role Description
This is a full-time on-site role for a Relationship Manager, located in the Mumbai Metropolitan Region. The Relationship Manager will be responsible for managing and nurturing client relationships, identifying client needs, and offering tailored financial solutions. Daily tasks will include servicing client accounts, providing financial advice, and coordinating with other departments to ensure superior client service.
Qualifications
- Client Relationship Management, Customer Service, and Client Servicing skills
- Excellent Communication and Interpersonal skills
- Understanding of Financial Products, Investment Strategies, and Financial Planning
- Problem-Solving and Analytical skills
- Proficiency in MS Office and CRM software
- Bachelor's degree in Finance, Business, Economics, or related field
- Experience in the financial services industry is a plus
- Ability to work collaboratively with a team and independently
-
Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
-
Relationship Manager
6 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
-
Relationship Manager
7 days ago
Mumbai Metropolitan Region, India People Konnect Full timeWe are looking for a highly driven and customer-centricAffluent Wealth Relationship Managerto manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
-
Relationship Manager
7 days ago
Mumbai Metropolitan Region, IN People Konnect Full timeWe are looking for a highly driven and customer-centric Affluent Wealth Relationship Manager to manage and grow a portfolio of affluent customers. The role requires strong financial advisory skills, deep understanding of wealth products, and the ability to deliver personalized investment solutions tailored to customer goals. The ideal candidate will excel in...
-
Relationship Manager
1 week ago
Mumbai Metropolitan Region, India Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
-
Relationship Manager
7 days ago
Mumbai Metropolitan Region, IN Planify Capital Limited Full timeIdentify and onboard strategic partners across private banks, wealth firms, NDs, and IFAs.• Drive AIF and Alternate sales through alliance channels to meet AUM targets.• Maintain strong senior-level relationships with key distribution partners.• Conduct product presentations, training, and joint calls with partners.• Develop account-wise business...
-
Preferred Relationship Manager
3 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
-
Preferred Relationship Manager
3 weeks ago
Mumbai Metropolitan Region, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...
-
Equity Relationship Manager
5 days ago
Mumbai Metropolitan Region, India Finnovate Full timeJob Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...
-
Customer Relationship Manager
4 days ago
Mumbai Metropolitan Region, India Neuraleap Group Full timeCustomer Success Manager (Primary title: Customer Success Manager)Industry & Sector:AI-powered enterprise software and B2B SaaS technology — delivering customer-facing solutions that drive adoption, retention and revenue growth across enterprise accounts. This role is on-site in India and sits at the intersection of account management, post-sales customer...
