Relationship Manager

Job Overview",""This role involves building and maintaining strong, profitable client relationships across Wealth Management. It demands a high level of financial acumen, business understanding, and relationship management skills.",""The ideal candidate will have:",""",""A minimum of 5 to 8 years of experience in Wealth Management or a related...

About the RoleThis is a unique opportunity to drive strategic growth and development in key account management. The successful candidate will be responsible for cultivating and expanding relationships with high-net-worth individuals, family offices, and institutional investors.

Location- Mumbai- Andheri EastRole DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for maintaining effective relationships with clients, understanding their needs, and providing appropriate insurance solutions. Day-to-day tasks include managing client accounts, identifying...

Urgent Hiring || Relationship Manager || MumbaiProfile: Sr. Relationship Manager/ Relationship ManagerExperience:- Min 2 years Ctc:- 10 lpa Locations:- MumbaiWorking Days- 6 days Job Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's...

BeWealthy Consultants Pvt. Ltd. is a pioneering service portal that bridges the gap between clients and companies. Specializing in Financial Advisory, Wealth Management, and various Planning Services, our team of experts possess deep insights into the complex economy. We provide services spanning Financial Planning, Insurance, Tax advice, and Investment...

Job Description- I. Position Purpose- -The role holder is responsible for acquiring and providing support to the clients in the high octanemiddle market segment (i.e. Rs. 100-1500 crore turnover), offering them an entire suite of bankproducts.- II. Position Responsibilities- Revenue Generation- Achieve Banks objective in terms of earnings, assets,...

About the Company Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth. About the Role...

Role Summary:We are seeking a high-performing Relationship Manager to manage and scale distribution relationships for our Alternative Investment Fund (AIF) platform. The ideal candidate brings deep experience in the Indian AMC or AIF industry, and has a proven ability to acquire and manage distribution partnerships across Private Wealth firms, Banks, RIAs,...

Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

Purpose of the JobThe role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family OfficesKey ResponsibilitiesEnsure effective and smooth...