Portfolio Relationship Manager

Job Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...

Position: Portfolio Relationship Manager – Stock MarketLocation: New DelhiWork Mode:OnsiteExperience:0 to 2+ years (Stock Market / Broking / Wealth Management preferred)Salary:15k to 50k per month + IncentivesWe are a fast-growing investment advisory & portfolio management firm helping clients build wealth through strategic equity investments, portfolio...

DescriptionThe Portfolio Relationship Manager (PRM) in the SME segment of Wholesale Banking is responsible for managing and growing a portfolio of corporate clients with turnover ranging from ₹50 to ₹500 crores. This role involves deep relationship management, credit handling, and cross-selling of banking solutions tailored to the unique needs of...

DescriptionAs a Relationship Manager – HNI within Kotak Private Banking, you will play a pivotal role in managing and expanding a portfolio of High Net-Worth Individuals (HNIs). This role demands a deep understanding of financial markets, investment products, and client relationship management. You will be responsible for delivering customized financial...

Position Overview:We are seeking a dynamic Relationship Manager with a strong background in banking or financial services who can leverage existing client relationships and onboard new investors. The ideal candidate should possess an entrepreneurial mindset, in-depth knowledge of investment products, and excellent interpersonal skills.Key...

About 2070HealthW Health Ventures has set up India's first healthcare-focused Venture Studio called 2070 Health—an innovation platform that builds transformative healthcare companies from scratch by discovering disruptive opportunities. Distinct from the accelerator approach, our venture studio is closely involved in idea generation, day-to-day operations,...

Job Description:Job Title: Senior Relationship Manager – Large Corporate PSULocation: DelhiDepartment: Corporate Banking GroupBank: Kotak Mahindra BankRole Summary:As a Senior Relationship Manager in the Large Corporate PSU segment, you will be responsible for managing a portfolio of large public sector clients. The role demands strong relationship...

DescriptionClient Identification & Sourcing: Ability to identify prospects in your location, evaluate the creditworthiness and create a relationship with customer Strong relationship with partners/ Cas/ DSAs in your location who shall enable consistent deal pipeline. Understand clients' financial goals, challenges, and opportunities.Client...

Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

Responsibilities:Develop and maintain strong client relationshipsManage client portfolios and expectationsIdentify new business opportunities through networking and referrals