Relationship Manager
5 days ago
Company Description
FUNDSMART FINSERV PVT LTD is an AMFI-registered Mutual Fund Distribution Company specializing in Mutual Funds, Insurance, Tax Planning, Fixed Deposits, Loans, and other Financial Services. As industry experts, FUNDSMART provides personalized financial guidance to help individuals navigate complex investment landscapes. The company's vision is to bridge the gap between investors and financial organizations, offering a one-stop solution for all financial and investment needs. With a focus on empowering clients to achieve their financial goals, FUNDSMART is committed to fostering financial success for every client.
Role Description
This is a full-time, on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients by understanding their financial goals and offering tailored solutions. Responsibilities include managing a portfolio of clients, providing investment advice, assisting with financial products and services, and ensuring a high level of client satisfaction. Regular client meetings, market research, and business development efforts will also be key aspects of this role.
Qualifications
- Strong communication, presentation, and interpersonal skills
- Ability to analyze financial data, assess client needs, and provide customized investment solutions
- Knowledge of investment products, including mutual funds, insurance, tax planning, and loans
- Proactive business development skills, with a focus on relationship-building
- Proficiency in financial planning tools and CRM software
- Ability to work independently and collaboratively in a fast-paced environment
- Educational background in Finance, Business, or related field is preferred
- Prior experience in financial services or as a financial or relationship manager is advantageous
- AMFI/NISM certification will be considered a plus
-
Relationship Manager
2 weeks ago
Pune, Maharashtra, India Getnaukri Full time ₹ 4,20,000 - ₹ 6,00,000 per yearJob Title: Relationship Manager – Home Loan Sales (Channel Manager)Department: SalesLocation: PuneReports To: Area Sales ManagerJob Summary:The Relationship Manager will be responsible for selling home loan products through different sales channels. The person will build and maintain strong relationships with customers and channel partners to increase...
-
Relationship Manager
7 days ago
Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesLooking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context.Key...
-
Relationship Manager
14 hours ago
Pune, Maharashtra, India Square Yards Full timeCompany DescriptionSquare Yards is a comprehensive proptech platform that supports the entire property lifecycle, including search, discovery, transactions, mortgages, home furnishing, rentals, and property management. It facilitates over 15,000 transactions annually, amounting to more than $1 billion, with profitable economics. Square Yards has a global...
-
Relationship Manager
2 weeks ago
Pune, Maharashtra, India Bandhan Agritech Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionBandhan Agritech Pvt. Ltd. is dedicated to transforming agriculture through innovative and sustainable practices. Our mission focuses on connecting Indian farmers with international markets to ensure fair pricing while promoting eco-friendly agricultural inputs. We specialize in supporting India's banana export industry by offering...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India ink wealth Full time ₹ 1,60,000 - ₹ 3,20,000 per yearThe Role: Role OverviewWe are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.Key Responsibilities Build and maintain strong client relationships Acquire new clients through lead...
-
Relationship Manager
1 week ago
Pune, Maharashtra, India Kotak Mahindra Bank Full time ₹ 12,00,000 - ₹ 15,00,000 per yearJob Description - Relationship Manager- Construction EquipmentSourcing new to bank (NTB) clients and client for used asset fundingRegular dealing with dealers, manufacturers and channel partners.Cross sell of working capital and other banking products.Relationship management with retail as well as SME and large corporates / Infrastructure companiesCandidate...
-
Relationship Manager
2 weeks ago
Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...
-
Relationship Manager
5 days ago
Pune, Maharashtra, India Speedioo Full time US$ 3,00,000 - US$ 9,00,000 per yearAbout the RoleWe're looking for a passionate and energetic Relationship Manager to join our growing team at Speedioo. The ideal candidate will have hands-on experience in B2B sales, strong relationship-building skills, and the ability to connect effectively with showroom partners and business owners.Key ResponsibilitiesIdentify and connect with new...
-
Relationship Manager
3 days ago
Pune, Maharashtra, India Kay Bee Bio-Organics Pvt. Ltd. Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe're Hiring – Dealer Relationship Manager | PuneKay Bee Bio-Organics Pvt. Ltd., a leading name in sustainable agri-solutions, is looking for a dynamicDealer Relationship Managerto join our growing teamExperience:Minimum 5+ years in the Agriculture industryKnowledge:Local cropping patterns & pesticides (must)Education:B.Sc. Agriculture or related field...
-
Relationship Manager
2 weeks ago
Pune, Maharashtra, India Infinityarthvishva Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Description:The Relationship Manager (RM) is responsible for developing and maintaining long-term relationships with clients by providing comprehensive financial advisory solutions across investments, insurance, and loan products. The role requires a blend of sales acumen, client servicing skills, and financial knowledge to help clients achieve their...