Preferred Relationship Manager
6 days ago
The Preferred 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 designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Pre-Requisites: -
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products: Mutual Funds, PMS, Structured Products.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)
Roles & Responsibilities: -
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
In case there are any further questions feel free to reach out on or WhatsApp on
-
Relationship Manager
4 days ago
Jaipur, Rajasthan, India Dream Solution Indore Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesRelationship Manager (RM) RoyaleCASA & CAPreferred candidate profileExperience of 4- 8 years in Retail Banking; preferably in relationship/ transactional banking & who are dealing with HNI Clients.
-
Relationship Manager
3 days ago
Jaipur, Rajasthan, India ecH-aaR Manpower Solutions Full time ₹ 4,80,000 - ₹ 6,00,000 per yearLeading bank hiring for Relationship Manager - Home LoansSalary up to 4 LacsInterested candidates can call or mail resumes to Job DescriptionLead Generation Business Development: Sourcing home loan business from builders, real estate brokers, chartered accountants, investment advisors, and direct selling and open Market.Client Relationship Management:...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India Golden Globe Group Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionGolden Globe Advisory Pvt. Ltd., established in November 2010, is one of the leading real estate companies in India. Our philosophy is simple: we adhere to high-quality standards to ensure smooth and transparent property transactions. We believe that business is all about relationships, and our most important relationship is with our...
-
Relationship Manager
3 days ago
Jaipur, Rajasthan, India Golden Globe Group Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionGolden Globe Advisory Pvt. Ltd., established in November 2010, is a leading real estate company in India. We adhere to high-quality standards to ensure smooth and transparent property transactions. At Golden Globe Group, we prioritize customer relationships, striving to exceed client expectations by providing up-to-date knowledge and...
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Bajaj Finserv Lending Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description JOB DESCRIPTION Job Purpose This position is open with Bajaj Finance Ltd. Young and dynamic experienced candidates with 2-4 years of experience in Gold Loans who are passionate about building their career in the Gold loans domain. Should possess excellent written and verbal communication and also should possess basic knowledge in MS Office....
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India Bajaj Finserv Lending Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Description Job Purpose This position is open with Bajaj Finance Ltd. Young and dynamic experienced candidates with 2-4 years of experience in Gold Loans who are passionate about building their career in the Gold loans domain. Should possess excellent written and verbal communication skills and also should possess basic knowledge in MS Office....
-
Relationship Manager
2 weeks ago
Jaipur, Rajasthan, India HOD LISTINGS Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt HOD Listings LLP, we don't just facilitate property transactions—we create opportunities for growth, investment, and living excellence. As a trusted real estate channel partner, we collaborate with top developers to connect clients with the best residential, commercial, and investment properties. Our mission is to make your real...
-
Relationship Manager relationship officer
2 days ago
Jaipur, Rajasthan, India Vastu Housing Finance Corporation Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionVastu Housing Finance Corporation Ltd. is a Mumbai-based housing finance company dedicated to providing responsible, sustainable credit solutions across India. With a focus on financial inclusion, Vastu serves underserved and self-employed communities in peri-urban and rural areas, helping individuals and families achieve homeownership and...
-
Relationship Manager
1 week ago
Jaipur, Rajasthan, India Choice Full time ₹ 2,00,000 - ₹ 12,00,000 per yearCompany DescriptionChoice is one of the leading financial service providers, offering a diverse range of services including stock market, mutual funds, insurance, and loans. Part of the diversified Choice Group, which spans finance, hospitality, and technology sectors, the company employs over 6000 professionals and has a national and international presence....
-
Customer Relationship Manager
1 week ago
Jaipur, Rajasthan, India Pinkcity Jewel Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesKey Responsibilities:International Client Relationship Management: Develop and maintain long-term relationships with clients, understanding their needs and providing tailored solutions.Communication: Act as the primary point of contact for client inquiries and concerns, ensuring timely and effective communication.Customer Feedback:...