Investment Relationship Manager/Sales/NISM-5A

Job Description Key Responsibilities: - Build and manage a strong client portfolio across Mutual Funds, PMS, AIF, Insurance, and other financial instruments. - Acquire new investors through prospecting, referrals, and lead generation. - Conduct 23 quality client meetings per day (virtual or physical) to assess needs and recommend suitable products. -...

Job Title Compliance Officer - Stock Market Investment Advisory Company Sanket Awate Fintech Private Limited Location Kolhapur Maharashtra Job Type Full-time On-site About Us Sanket Awate Fintech Pvt Ltd is a SEBI-registered Investment Advisory firm INA000019381 offering services in mutual funds insurance stock market and financial education We are committed...

BHARTI AXA LIFE INSURANCE COMAPNY HAVING A GREAT OPPOURTUNITY FOR AGENCY CHANNEL - RM/SR.RMNote :1) Apply only who is fit in CTC.2) Candidates required from Travel to above mentioned location.Key responsibilitiesStrategy and planning: Develop and implement sales strategies for the agency channel to achieve growth targets.Partner management: Recruit, build,...

Position Overview You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote stock market products and grow digital revenue through virtual channels. You will be responsible for setting team goals, creating revenue strategies, and ensuring optimal performance through client activation, revenue generation and...

Dear Candidate,Greetings From"APEX SERVICES"Designation- Assistant manager/Deputy managerRole- Relationship Manager ( Sales )CTC- up to-6 lac+ incentive + Other benefitROLES & RESPONSIBILITIES:ESSENTIAL DUTIES & RESPONSIBILITIESResponsible for new client acquisition, building new relationships and deepening relationships with the existing clientsWill be...

Job Summary:We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...

This role is for one of Weekday's clientsSalary range: Rs Rs ie INR 1-4.5 LPA)Min Experience: 3 yearsLocation: SangliJobType: full-timeRequirementsWe are looking for a proactive and customer-focusedClient Relationship Managerto join our team. The ideal candidate will have a minimum of 3 years of experience in client servicing, account management, or customer...

This role is for one of Weekday's clientsSalary range: Rs Rs ie INR 1-4.5 LPA)Min Experience: 3 yearsLocation: SangliJobType: full-timeRequirementsWe are looking for a proactive and customer-focused Client Relationship Manager to join our team. The ideal candidate will have a minimum of 3 years of experience in client servicing, account management, or...

Location: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...

Job Title: Client Relationship Manager- CRM SystemLocation: Sangli, MaharashtraBudget: ₹50,000 per monthQualifications:MBA in Marketing or equivalent.3–5 years of relevant experience in CRM management.Hands-on experience with CRM systems (Zoho, Salesforce, HubSpot, etc.).Strong communication, analytical, and leadership skills.Familiarity with customer...