Relationship Manager

2 weeks ago

Vadodara, India Hensex Securities Pvt Ltd. Full time

Company Overview


Hensex Securities Pvt. Ltd. is the fastest growing financial service provider in India. With a focus on innovation and technology, we are dedicated to achieving a leadership position in the industry. Our diverse client base includes retail customers, HNIs, and corporates. Headquartered in Jodhpur, we have a network spread across all major cities in India.


Job Overview


The Relationship Manager will be responsible for maintaining and enhancing the company's relationship with existing clients, as well as actively seeking out and developing new business opportunities. This role is based in Vadodara and is a full-time position. The salary range for this role is competitive and will be based on the candidate's qualifications and experience.The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients.


Qualifications and Skills


  • Min 5 years of experience in a similar role
  • Excellent customer relationship management (CRM) skills
  • Proven ability to generate leads and drive business growth
  • Good understanding of business propositions
  • Sales-focused mindset with the ability to identify and pursue prospects


Roles and Responsibilities


  1. Client Relationship Management: Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.
  2. New Business Development: Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.
  3. Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.
  4. Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FDs, aligned with clients' risk profiles and objectives.
  5. Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by client.
  6. Compliance and Risk Management: Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.


How to Apply: To apply for the position of Relationship Manager, please submit your updated resume and a cover letter highlighting your relevant experience and achievements at gauri.mathur@Hensex.com

  • Relationship Manager

    4 days ago

    vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct Sales C. Location: Vadodra D. Industry: Insurance E. Position: 23 F. Experience: 0-8 Years G. CTC: ₹2.80 to ₹4.00 LPA + Incentives H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel I. Job Purpose: To offer customized insurance solutions to customers,...

  • Relationship manager

    5 days ago

    Vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct SalesB. Department: Direct SalesC. Location: VadodraD. Industry: InsuranceE. Position: 23F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:To offer customized insurance solutions to customers, addressing...

  • Preferred relationship manager

    3 weeks ago

    Vadodara, India Anand Rathi Share And Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with...

  • Preferred Relationship Manager

    3 weeks ago

    Vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

  • Preferred Relationship Manager

    3 weeks ago

    vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

  • Preferred relationship manager

    2 weeks ago

    Vadodara, India Anand Rathi Share And Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

  • Preferred Relationship Manager

    6 days ago

    vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

  • Relationship Manager

    3 days ago

    Vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct SalesB. Department: Direct SalesC. Location: VadodraD. Industry: InsuranceE. Position: 23F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:- To offer customized insurance solutions to customers, addressing...

  • Elite Relationship Manager

    4 weeks ago

    Vadodara, Gujarat, India Mintskill HR Solutions LLP Full time

    Job SummaryWe are seeking a highly skilled and experienced Elite Relationship Manager to join our team at Mintskill HR Solutions LLP. As a key member of our organization, you will be responsible for managing a portfolio of high net worth individual (HNI) clients and providing them with exceptional service and support.Key ResponsibilitiesClient Acquisition...

  • Preferred Relationship Manager

    2 weeks ago

    vadodara, India Anand Rathi Share and Stock Brokers Ltd Full time

    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 managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

  • Strategic Relationship Manager

    3 weeks ago

    Vadodara, Gujarat, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job Title: Preferred Relationship ManagerJob Summary:The Preferred Relationship Manager will be responsible for acquiring and managing high net worth relationships, providing exceptional client service, and delivering tailored financial solutions to meet the unique needs of affluent and super affluent clients.Key Responsibilities:Acquire and manage a...

  • Channel Relationship Manager

    2 weeks ago

    Vadodara, Gujarat, India DBS Bank Full time

    Job Title: Channel Relationship ManagerDBS Bank is seeking an experienced Channel Relationship Manager to join our Corporate Banking team in India. In this role, you will be responsible for acquiring new-to-bank customers and growing our liabilities portfolio.Key Responsibilities:Source new business opportunities through cold calling, personal networks, and...

  • Relationship Manager

    6 days ago

    vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct SalesC. Location: VadodraD. Industry: InsuranceE. Position: 23F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:To offer customized insurance solutions to customers, addressing...

  • Relationship Manager

    5 days ago

    Vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct Sales C. Location: Vadodra D. Industry: Insurance E. Position: 23 F. Experience: 0-8 Years G. CTC: ₹2.80 to ₹4.00 LPA + Incentives H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel I. Job Purpose: To offer customized insurance solutions to...

  • Relationship Manager

    5 days ago

    vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct Sales C. Location: Vadodra D. Industry: Insurance E. Position: 23 F. Experience: 0-8 Years G. CTC: ₹2.80 to ₹4.00 LPA + Incentives H. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS Excel I. Job Purpose: To offer customized insurance solutions to...

  • Relationship Manager

    5 days ago

    Vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct SalesC. Location: VadodraD. Industry: InsuranceE. Position: 23F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:To offer customized insurance solutions to customers, addressing...

  • Relationship Manager

    6 days ago

    Vadodara, India Estalvis Advisors Pvt. Ltd. Full time

    A. Job Title: Relationship Manager - Direct Sales B. Department: Direct SalesC. Location: VadodraD. Industry: InsuranceE. Position: 23F. Experience: 0-8 YearsG. CTC: ₹2.80 to ₹4.00 LPA + IncentivesH. Qualifications: Minimum qualification: 10th Pass. Proficiency in MS ExcelI. Job Purpose:To offer customized insurance solutions to customers, addressing...

  • Channel Relationship Manager

    3 weeks ago

    Vadodara, Gujarat, India DBS Bank Full time

    Job SummaryDBS Bank is seeking a skilled Channel Relationship Manager to join our team. As a Channel Relationship Manager, you will be responsible for acquiring new-to-bank customers and growing our liabilities portfolio.Key ResponsibilitiesSource new business opportunities through cold calling, personal network, and partnerships.Drive liabilities sales...

  • Channel Relationship Manager

    2 weeks ago

    Vadodara, Gujarat, India DBS Bank Full time

    Job SummaryDBS Bank is seeking a skilled Channel Relationship Manager to join our team. As a Channel Relationship Manager, you will be responsible for acquiring new-to-bank customers and growing our liabilities portfolio.Key ResponsibilitiesSource new business opportunities through cold calling, personal network, and partnerships.Drive liabilities sales...

  • Branch Relationship Manager

    5 months ago

    Vadodara, India Max Life Insurance Full time

    KEY RESPONSIBILITIES Drive Revenue through Cross sell / Up sell Ensure team works on every lead allocated from HO team Drive productivity measures like lead to conversion ratio. Supervise daily activity plan of team & setup governance mechanism Undertake join field work with team to demonstrate successfully financial planning skills. ...