Relationship Manager

2 months ago

Hyderabad, India ConsultBae India Private limited Full time
Role Relationship ManagerWealth(Hyderabad)Experience59 YearsModeWFO 5.5daysLocationHyderabad
JobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of financial markets investmentproducts and a commitment to delivering exceptional client service.The person will also be responsible for Business DevelopmentPortfolio Performance Analysis Portfolio Modelling PortfolioManagement and Business Analytics Financial Analyst WealthManagement
Responsibilities:
ClientAcquisition and RelationshipManagement:
AddressHNI clients for investment requirements through exclusive productbouquet and superior and seamless service delivery to assist theclient in achieving his shortterm and longterm investment goals viaproper profiling and offering of Debt productsStructuresEquities MFs and Fundbased RealEstate products and other Investmentproducts.
  • Acquisition and handling agroup of HNI (High Net Worth Exclusive)Clients.
  • Profiling Customers and providingfinancial products to meet customerneeds.
  • Deepen the relationship by Cross sellingto mapped broking clients and Services according to CustomerNeeds.
  • To Enhance & Retain customerprofitability by capturing a larger share ofWallet.
  • Ensure profitability of the portfolio:Generate high Income per Customer.
  • Acquire newcustomers who meet product criteria throughcrossreferral.
  • Actively network and seekreferrals to expand the client base and contribute to businessgrowthtargets.

Marketingand BusinessDevelopment:
  • Assistingthe development and implementation of marketing plans for acquiringnew customers in the corporate space and formulate acquisitioninitiatives.
  • This role is to acquire B2Cclientele & build a portfoliothereon.
  • Acquisition Assist Head RM inexecuting successful microevents for the acquisition of newclients.
  • Acquire new accounts from groupCollaborate within the internal teams including research investmentand compliance to ensure the delivery of accurate and compliantinvestment solutions toclients.

Financialand ProductExpertise:
  • Ensureprofitability of the portfolio: Generate high Income perCustomer.
  • Stay uptodate with industry trendseconomic developments and regulatory changes that could impactclients' financialpositions.

AboutCompany
TataCapital Limited is a financial and investment service provider inIndia. The company is based in Mumbai and has more than 100branches across the country. The firm offers consumer loanswealth management commercial finance andinfrastructure finance among others.TataCapital a subsidiary of Tata Sons Limited was establishedin the year 2007. It is the financial services arm of theUSD 108 billion Tata Group. It is a holding company ofTata Capital Financial Services Limited (TCFSL) Tata SecuritiesLimited and Tata Capital Housing FinanceLimited.The company is registered with theReserve Bank of India (RBI) as a Systematically ImportantDeposit Accepting NonBanking Financial Company. Tata Capital offersservices like commercial finance investment bankingconsumer loans private equity treasury advisory and creditcards. It serves corporate retail and institutional customersthrough its wholly owned subsidiaryTCFSL.

business development skills,financialservices,communication skills,marketing plans,investment productsknowledge,private wealth management,revenue generation,financialadvisory,mf,wealth management knowledge,mis reporting,riskpolicies,communication,aif,market analysis,productexpertise,relationship management,wealth productsunderstanding,client management,financial servicesknowledge,investment trends analysis,portfolio management,marketingskills,company knowledge,portfolio services,regulatory changesawareness,listening skills,financial analysis,riskmanagement,wealth products,client servicing,aif fundmanagement,risk policies adherence,financial markets,customeracquisition,investment products,acquisition initiatives,assetmanagement,pms,sip book,market credibility,clientacquisition,financial products,market credibility enhancement,salesstrategies,marketing,market research,financial needsunderstanding,sip,investment solutions,wealth management,markettrends analysis,financial expertise,private wealth,assetallocation,financial planning,interpersonalskills,wealth,sales,business development

  • Relationship Manager

    4 weeks ago

    Hyderabad, Telangana, India Mskills United Full time

    Relationship ManagerMskills United is seeking a skilled Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients, understanding their business objectives, and providing strategic recommendations to help them achieve their goals.We are looking for a highly motivated and...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India iGrand IT Solutions Pvt Ltd Full time

    Job Overview:As a Relationship Manager in the real estate sector, your primary responsibility is to establish and maintain positive relationships with clients, property owners, developers, and other key stakeholders. Your goal is to promote the real estate services provided by your organization, facilitate real estate transactions, and ensure client...

  • Relationship Manager

    3 weeks ago

    Hyderabad, Telangana, India Muthoot Fincorp Ltd. Full time

    Job OverviewMuthoot Fincorp Ltd. is a market leader in the gold loans business, serving over 75,000 customers daily across 3,600 branches in India. As a Relationship Manager, you will build and maintain strong relationships with clients, providing financial solutions to meet their needs.Key ResponsibilitiesBuild and maintain strong relationships with...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India Gamut HR Solutions Full time

    Company OverviewGamut HR Solutions is a leading HR consultancy firm that specializes in helping individuals find the right job opportunities. With a team of highly experienced professionals, we provide personalized services to both job seekers and employers. Our commitment to excellence and dedication to our clients make us the ideal choice for all your HR...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India Mskills United Full time

    RELATIONSHIP MANAGERHello Friends! Recruiting for the Relationship Manager RoleLocation : Hyderabad, Mumbai, Chennai, Bangalore, Vijaywada, Vishakapatnam, Warangal, DelhiJob Description:Required Skills/Experience:1. Exp: 2-15 yrs in equity markets2. Strong understanding of the Capital Markets & Knowledge of Mutual Funds, Insurance, Equity, Debt Markets3....

  • Relationship Manager

    4 weeks ago

    Hyderabad, Telangana, India Yubi Group Full time

    About Yubi GroupYubi Group is revolutionizing the global debt markets by streamlining the flow of finance between borrowers, lenders, and investors. Our platform offers a wide range of debt solutions, making it easier for institutional and retail participants to discover and invest in corporate debt products.The RoleWe are seeking an experienced Relationship...

  • Relationship Manager

    6 months ago

    Hyderabad, India visapro.in Full time

    Relationship Manager (Code: IN150) VisaPro Relationship Manager will: Prospecting, identifying, & generating new business and generating additional business from existing customer. Create and implement strategies to seek out potential partners to promote our services. Develop and maintain positive customer relationship and ensure proper end to...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India INDIA INSURE RISK MANAGEMENT & INSURANCE BROKING SERVICES PVT. LTD Full time

    Company OverviewINDIA INSURE RISK MANAGEMENT & INSURANCE BROKING SERVICES PVT. LTD is a pioneering company in the broking industry in India. We prioritize customer relationships based on unwavering trust and strive to provide customized solutions and superior customer support. With a comprehensive array of insurance and risk management services, we add true...

  • Relationship manager

    2 days ago

    Hyderabad, India Corporate Fincon Pvt Ltd Full time

    Job descriptionA Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities:1. Client Relationship ManagementBuilding and maintaining relationships:...

  • Relationship Manager

    3 days ago

    Hyderabad, India Corporate Fincon Pvt ltd Full time

    Job descriptionA Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities:1. Client Relationship ManagementBuilding and maintaining relationships:...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India Rising Star HR Solutions Full time

    We're looking for Relationship Manager to join our team in Hyderabad,Responsibilities : Responsible for generating insurance sales with new and existing clients.Develop and nurture business opportunities with new clients in the insurance industry.Achieve insurance sales targets and goals set for the profile.Establish, maintain, and expand client base for...

  • Relationship Manager

    2 weeks ago

    hyderabad, India GA Capital Management Full time

    Who we are? GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Relationship Manager

    1 month ago

    Hyderabad, Telangana, India Karvy Growth Hub Full time

    Karvy Growth Hub is seeking a skilled Relationship Manager to join its team. As a key member of our sales team, you will be responsible for building relationships with individual customers and distributors, and for selling financial and investment products across our key markets. Your goal will be to quickly build a customer base and drive sales growth. This...

  • Relationship Manager

    3 days ago

    Hyderabad, India Corporate Fincon Pvt ltd Full time

    Job descriptionA Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities:1. Client Relationship ManagementBuilding and maintaining relationships:...

  • Relationship Manager

    3 days ago

    Hyderabad, India Corporate Fincon Pvt ltd Full time

    Job description A Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities: 1. Client Relationship Management Building and maintaining...

  • Relationship Manager

    3 days ago

    Hyderabad, India Corporate Fincon Pvt ltd Full time

    Job descriptionA Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities:1. Client Relationship ManagementBuilding and maintaining relationships:...

  • Relationship Manager

    2 days ago

    Hyderabad, India Corporate Fincon Pvt ltd Full time

    Job description A Relationship Manager in a bank loan company typically acts as a liaison between the bank and its clients, focusing on building and maintaining long-term relationships with clients while also meeting business objectives. Below is a detailed list of key responsibilities: 1. Client Relationship Management Building and maintaining...

  • Relationship Manager

    4 weeks ago

    Hyderabad, India Bandhan Bank Full time

    BandhanBank Relationship Manager's -Small Enterprise LoansThis position is responsible for open market sourcing & collection of unsecured & secured business loans along with maintenance of his or her portfolio & providing best in class customer service. The candidate will be mapped to a particular branch & report to the Area Sales Manager for the...

  • Relationship manager

    7 days ago

    Hyderabad, India GA Capital Management Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, Ed-Tech, Software Development and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Mumbai, Delhi,...

  • Relationship Manager

    1 week ago

    Hyderabad, India Network People Services Technologies Ltd. (NPST- Banking and Payment Solutions) Full time

    Who we are and what do we doNPST is into Digital Payments bridging the banking and fintech worlds with its product suite of technology and payments, for over 10 years. We provide software and digital payment solutions to the BFSI Industry as a Technology service provider(TSP) and Payment Platform as a Service (PPaaS), catering to stakeholders across the...