Investment Relationship Manager

About Saaivista Investment Services Pvt. Ltd.Saaivista is a boutique investment distribution firm specializing in 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 (𝐏𝐌𝐒),𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐮𝐧𝐝𝐬...

Company DescriptionMINTIT is your dedicated mutual fund app, making investing simple, accessible, and rewarding. We provide expert insights, personalized recommendations, and a user-friendly platform to help you achieve your financial goals. Download the app today and unlock your crorepati potentialRole DescriptionThis is a full-time, on-site role located in...

Company DescriptionKotak Private is the pre-eminent banker to India's wealthiest, with 60% of India's richest having chosen us for our cutting edge investment solutions. We offer a holistic financial platform tailored to meet the needs of our high-net-worth clients. Our comprehensive suite of services is designed to provide the best financial solutions for...

Job Title: Client Relationship ExecutiveLocation: NagpurKey Responsibilities:Develop and maintain long-term relationships with existing clients to ensure satisfaction and loyalty.Identify, pursue, and convert new business opportunities through proactive engagement.Provide expert guidance on a range of financial products, including: Life Insurance, Health...

Roles & Responsibilities• Formulation of the marketing and the distribution plan to tap business from the respective channel (i.e. Individual Financial Advisors) for the AMC based on overall strategy• Significantly Increase the market share of AMC in the IFA Channel.• Planning distribution of the full range of investment products and capabilities...

Company DescriptionAgriwise Finserv Limited, formerly known as StarAgri Finance Limited, is an NBFC registered with the RBI and one of India's leading agri finance companies. We provide credit to small farmers, FPOs, input distributors and retailers, agri infrastructure or equipment providers, contract farmers, and other participants in the agri value chain....

Roles and Responsibilities - Relationship Manager -Sales.Responsible for selling products like Insurance, Mutual funds, PMS , SIPs & D Mat and trading account etc to the customersEnsuring the highest levels of service & relationship with the clientsResponsible for activation of trading account of clients, assisting new entrants in the equity market to...

Roles & Responsibilities• Responsible for driving the entire BD for Private Banking Channel for the Region.• To build, develop & enhance relationships across Private Banks • Setting up the entire network of Private Banks in the Region,• Responsible for driving the entire Business Development for National Distribution Channel for the...

Roles & Responsibilities• Responsible for driving the entire BD for Private Banking Channel for the Region.• To build, develop & enhance relationships across Private Banks • Setting up the entire network of Private Banks in the Region,• Responsible for driving the entire Business Development for National Distribution Channel for the...

• Acquire new clients and manage relationships.• Advice on mutual funds, achieve sales targets, review portfolios.• Ensure compliance; stay updated on markets and cross-sell financial products.Interested one send resume at-