Preferred Relationship Manager
3 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 clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo 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. Kindly share applications on ************ or WhatsApp on *** for further process.
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Preferred Relationship Manager
1 week ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Preferred Relationship Manager
4 weeks ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Preferred Relationship Manager
2 weeks ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Preferred Relationship Manager
6 days ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Rathi - Preferred Relationship Manager - Wealth
4 weeks ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeRole/Profiles - Preferred Relationship ManagerJob Title/ Designation - Manager/Senior ManagerCompany Profile https://anandrathi.com/ SUMMARY: The Relationship Manager-Wealth 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...
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Bengaluru, Karnataka, India Airtel Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob Summary:We are seeking a highly motivated and customer-focused Relationship Manager to handle our corporate service accounts. This role is responsible for maintaining strong relationships with key corporate clients, ensuring high levels of client satisfaction, and driving retention and growth through effective service delivery and cross-functional...
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Relationship Manager
6 days ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Relationship Manager
2 days ago
Bengaluru, Karnataka, India AnandRathi Full timeJob DescriptionJob Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred 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...
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Relationship Manager
1 day ago
Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 10,00,000Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with expectant mothers and fathers to promote our services.About the Role:Counsel pregnant women at hospitals to generate leads and presentations.Establish...
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Relationship Manager
3 days ago
Bengaluru, Karnataka, India Astravise Services Pvt Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per yearWe are looking for Relationship Managers to build and preserve trusting relationships with our customers. We'll rely on you to find ways to outperform our competition and maintain our company's positive image.To succeed in this role, you should be an excellent communicator with the ability to build rapport with customers. We expect you to be a strategic...
