Wealth Relationship Manager - Mumbai, India - Waytogo Consultants

Relationship Manager

6 hours ago

Core Responsibilities · Relationship Management : · Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment · Develop, manage, and expand YES FIRST customer relationships by pr ...

Relationship Manager

6 days ago

Position Name - Relationship Manager / Sr. Relationship Manager · Education - Min. Graduate · Experience – Minimum 1 year experience in direct sales · Preferred Industry - Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, Ecommerce · JD for Rela ...

Relationship Manager

1 week ago

As a Relationship Manager, your primary responsibility is to identify, evaluate, and secure new franchise opportunities for the company. You will play a crucial role in expanding the company's franchise network by developing relationships with potential franchisees, conducting ma ...

Relationship Manager

4 days ago

Company 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 ...

Relationship Manager

1 week ago

Source 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 ...

Relationship Manager

6 days ago

About 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 ...

Relationship Manager

1 day ago

We 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 ...

Relationship Manager

1 week ago

About 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 ...

Relationship Manager

2 hours ago

Key Responsibilities: · - To enable growth in SCF Business by identifying potential clients through self-sourcing, target market technique and referral networks. · - Responsible for deal origination, structuring, sanction & disbursements of SCF products to large/medium corporat ...

Relationship Manager

6 days ago

Key Responsibilities: · Treasury & Markets requires building and sustaining relationships with the clients in Corporates for Treasury products. · Build and strengthen relationships with Corporate Clients across India in the Corporates for Treasury Products. · Constantly cover and ...

Relationship Managers

4 days ago

Relationship Managers / Branch Service / Channel Heads · Position Overview · Relationship Manager JD - · Acquisition · Assist in executing successful micro-events for acquisition of new clients · Acquire new accounts from group companies / family of existing customers · Acquire ...

Relationship Manager

6 hours ago

Responsibilities- · Cold calls on leads provided. · Explain entire OFA platform to IFAs · Convince the IFAs to register on the OFA platform · Getting Registration process done for the IFAs on the system. · Qualifications Required- · Any Graduate. · Personal Traits: · Communicatio ...

Relationship Manager

4 days ago

Hi, · We are hiring for Relationship Manager profile for Bajaj Capital Ltd for Mumbai location · Please go through below job description for the same. · The CTC bracket, age criteria and total experience required are given below. · Age Criteria: Up to 36 (M/F) · Designation an ...

Relationship Manager

6 days ago

Company 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 ...

Relationship Manager

3 days ago

Company Description · We Deal in all kind of financial products like Equity, Currencies, Commodities, Mutual Funds, Life Insurance, Loans & Bonds. · Role Description · This is a full-time on-site role for a Human Resources Manager at Aartham FinExpert in Mumbai. The Human Resourc ...

Relationship Manager

1 week ago

Job Description · JOB SUMMARY- · Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers' financial, banking, investment and busines ...

Relationship Manager

5 days ago

Company 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 ...

Relationship Manager

1 week ago

Job Description · Purpose : Relationship Manager - Government & Institutional Business · The role entails providing banking solutions to the Institutional Clients in Government, Financial Institutions, Corporates and TASC Segments with a focus on liabilities and fee income and en ...

Relationship Manager

4 days ago

tions) · The Kotak Mahindra Group · The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offer ...

Relationship Manager

2 weeks ago

Private wealth Manager · Job Description: · We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experie ...