- Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Daily meetings with clients.
- Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth
- He is also responsible for selling Insurance.
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Relationship Manager
1 day ago
Circle Wealth Advisors Private Limited Mumbai, IndiaCompany Description · Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. · Role Description ...
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Relationship Manager
3 days ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company: · SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited ...
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Relationship Manager
1 hour ago
Corphive Mumbai, IndiaSource new customers to generate revenue for fund Based and non-fund based products and · increase customer base. · Strengthen relationship with existing customer base so as to generate sustained business and · identify opportunities for cross sell. · Ensure prudent portfolio man ...
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Relationship Manager
3 days ago
Waytogo Consultants Mumbai, IndiaJob Type: Full Time · Role: Experienced · Min Salary: 7 Lakh · Max Salary: 16 Lakh · Experience: 5 to 12 Years · Locality: Mumbai · Eligibility: Graduation · Company: Leading Asset Management Company · The Relationship Manager plays a pivotal role in fostering and maintaining str ...
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Relationship Manager
1 day ago
Shift Risk Insurance Brokers Limited Mumbai, IndiaShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance · We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. · Maintaining a deep knowledge of Motor / SME / Life product. · Building and maintai ...
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Relationship Manager
5 days ago
DBS Bank Mumbai, IndiaJob Purpose: · To manage and sustain a portfolio of Corporate customers, building long term relationships founded on efficient and reliable support for their business. To work with product groups and other colleagues both in India and overseas to build our Local and MNC client ba ...
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Relationship Manager
5 days ago
Shapoorji Pallonji Finance Private Limited Mumbai, IndiaWe are looking for candidates with years of relevant experience in Anchor/ Vendor, Relationship Management - Supply Chain Finance. Candidates can apply from Fintech/NBFC/Banks. · Key Responsibilities / Accountabilities · The objective is to provide our clients with a best-in-clas ...
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Relationship Manager
2 days ago
Consult SP Mumbai, IndiaRole RequirementsManage the marine practise- Especially the below products:H&MP&IAWRPLiability etc · Focus on servicing existing clients and develop new clients.Working with Operations teams to get all the bookings done in the system/generate debit notes, etc.Interacting with all ...
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Relationship Manager
3 days ago
Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Mumbai, IndiaLocation: Colaba, Mumbai · Reporting To: National Head – Sales (Supply Chain Finance) · Key Responsibilities: · • To enable growth in SCF Business by identifying potential clients through · self-sourcing, target market technique and referral networks. · • Responsible for deal ori ...
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Relationship Manager
5 days ago
Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, IndiaAbout the Company/Business · Debt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable fi ...
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Relationship Manager
2 days ago
SMEST Capital Private Limited Mumbai, IndiaAbout the Company:SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited. · ...
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Relationship Manager
3 days ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
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Relationship Manager
5 days ago
Consult SP Mumbai, IndiaRole Requirements · Manage the marine practise- Especially the below products: · H&M · P&I · AWRP · Liability etc · Focus on servicing existing clients and develop new clients. · Working with Operations teams to get all the bookings done in the system/generate debit notes, etc. ...
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Relationship Manager
1 day ago
Wenger & Watson Inc Mumbai, India Full timeQualifications · Graduation/Post-Graduation: Marketing/Finance · -Minimum experience in years 5-10 yrs in Banking /Banking sales · -Must have experience in Banking products and sales · -Wealth Management experience preferred, Insurance experience , retail relationship management ...
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Relationship Manager
1 day ago
R3 Consultant Mumbai, India Full timeRelationship Managers · Salary Range 3 4.8 LPA · Designation: Relationship Managers · Location: Mumbai (Colaba) · Job Responsibilities include: · The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent). · Supporting in adv ...
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Relationship Manager
3 days ago
Arun Gupta Advisors Pvt Ltd Mumbai, IndiaCompany Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...
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Relationship Manager
1 day ago
Hiregis Mumbai, India Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. ...
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Relationship Manager
1 week ago
iimjobs Mumbai, India Full timeDesignation : ND Department Mutual Fund. · Job Location : Mumbai. · Exp: 5 to 10 years. · Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience. · Responsibilities: · - Responsible for all Sales & d ...
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Relationship Manager
1 week ago
iimjobs Mumbai, India Full timeRelationship manager - Infrastructure finance · Key Responsibilities: · - Sourcing and structuring of deals · - Financial modelling and preparation of presentations for internal approvals · - Liase with legal team as well as client for the documentation of the deal · - Disbursem ...
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Relationship Manager
1 day ago
BayLeaf HR Solutions Pvt. Ltd Mumbai, India Full timeWe are Hiring for one of the leading General Insurance company providing comprehensive retail, commercial and industrial insurance solutions. The company has an employee strength of 1200+ over a network of 110 offices in 95 cities across 29 states. · Job Location : Mumbai - Lower ...