Relationship Manager mutual fund

Ensure growth of business and surpassing periodical targets in terms of funds mobilized/IFAs empanelled/new investor acquired.Growth, Expenses & Profitability parameters of the channel are executed.Motivating, coaching, training and managing the sales force.Devising strategy for future based on the regional typicality of the UFC location.Maintaining good...

The 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...

The 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...

The Position of Relationship Excellence About the RoleThis is a highly skilled and experienced role that requires exceptional service delivery to clients. The primary focus is on developing and maintaining long-term relationships with high net worth individuals.Key Responsibilities:Design and implement financial plans tailored to client needs.Ensure clients...

Private BankerAbout the PositionWe are seeking seasoned and dynamic Private Bankers/Relationship Managers with a strong background in managing High-Net-Worth Individuals (HNIs)/Ultra-HNIs client relationships. You will have a deep understanding of financial markets and the ability to offer a wide range of wealth solutions.Key Responsibilities:Acquire and...

Senior Relationship ManagerThis role involves driving sales and revenue growth by managing key client relationships. Key responsibilities include:Upselling products to existing clients from an assigned database.Generating new business opportunities through referrals.Achieving sales targets by providing expert investment advice.Providing customized financial...

Experience: 68 Years (Private Banking / Wealth Management)About the RoleAsk Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds,...

Job Title:Senior Business Development ManagerAbout the Role:We are seeking a seasoned Senior Business Development Manager to lead our sales initiatives and drive business growth.Key Responsibilities:Branch Coordination: Collaborate with regional branches to implement sales strategies and achieve business objectives.Sales Accountability: Oversee all sales...

Financial Advisor RoleAbout this opportunity:We are seeking experienced and dynamic financial advisors with a strong background in managing high net worth client relationships, a deep understanding of financial markets, and the ability to offer a range of wealth solutions including mutual funds, bonds, PMS, and alternate investments.Key Responsibilities:

JD StructureJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base Ensure retention of his her allocated Book of...