- Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing
- Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.
- Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking
- Working closely with compliance, legal, and other departments to provide holistic service & support to clientele
- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.
- Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns
- Conduct continuous capital market research to be updated on the latest trends.
- Responsible for building AUM and revenue generation as per company benchmarks.
- Bachelors Degree in Finance or related business field.
- 2+ years experience in an RM position in the BFSI industry.
- NISM Exam clearance & renewal as per requirement.
- Exceptional interpersonal communication and relationship-building skills.
- Strong understanding of capital markets and investment management.
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Relationship Manager
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Selections HR Services Private Limited Gujarat, IndiaJob Title: Relationship Manager · Job Highlights: · Minimum 1 year of sales experience preferred, preferably in the stock market domain. · Education: · Graduate in Any Specialization/ MBA in Marketing & Finance. · Job Description: · Responsible for direct sales of demat accoun ...
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Relationship Manager
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Finnovate Ahmedabad, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate:Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financ ...
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Relationship Manager
3 days ago
Finnovate Gujarat, IndiaLocation: Ahmedabad/Gandhidham/Bhuj · Why should you choose Finnovate: · Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive fin ...
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PracWorld HR Consultancy Ahmedabad, India Full timeResponsibilities: · Increase the top of funnel by driving period BTL activates, generating referral form prospect customers to generate a bigger prospect base. · Maximize virtual connections with the qualified prospects using various digital platforms along with other social medi ...
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Relationship Manager
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Relationship Manager
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Waayslive Solutions Private Limited Ahmedabad, India Full timeJOB DESCRIPTION · POSITION Sr. Manager / Chief Manager · DESIGNATION Sr. Manager / Chief Manager · POSITION GRADE L4/L5 · DEPARTMENT Alternate · SUB DEPARTMENT Wealth Channel · REPORTING POSITION Deputy Vice President · OBJECTIVE OF THE ROLE · Primarily responsible for sourcing & ...
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Relationship Manager
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Horizon Training & Recruitment Services Ahmedabad, India Full timeJob Title · Relationship Manager · Job Requirement · Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analysing sales options. · Sells products by establishing contact and developing relationships with prosp ...
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Relationship Manager
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Riverforest Connections Private Limited Ahmedabad, IndiaJobDescription · RelationshipManagerTASC & InstitutionalBusiness · TASC &Institutional Business vertical is a part of Retail Liabilitiesdivision of Banks segment. It is Companys dedicatedSales/Relationship Channel for customer segments like TrustsSocieties Educational bodies Ass ...
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Relationship Manager
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Share India Securities Ahmedabad, India Full timeJob Requirements · Job Title: Relationship Manager · Company Name: Share India Securities · Location: Gandhi Road, Ahmedabad, Gujarat · Salary: ₹15,000 - ₹25,000 per month · Qualification: Graduate and above · Job Description: · Elevate your career as a Relationship Manager with ...
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Relationship Manager
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Ratnaafin Group Ahmedabad, India Full timeRoles and Responsibilities · Should be responsible for business development of working capital products by way of effective stake holder management. · Should be responsible for sourcing and closing leads for working capital products across section of business segments traders, ma ...
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WorkQuest India Ahmedabad, India Full timeRelationship Manager (RM) to us known as Relationship Executive (RE) · Responsibilities · Responsible for creating & maintaining relationship with customers · Responsible for resolving customer queries and providing quick services · Responsible for updating customer about his pur ...
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Relationship Manager
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Aditya Birla Group Ahmedabad, India To Identify and plan customer visits regularly to build relationships and achieve · sales targets. · Build strong relationships with clients to generate new orders and fulfill repeat · orders. · Enable customers to place orders using digital tools and bring more digitizatio ...
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Relationship Manager
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Caring Click Enterprises LLP Ahmedabad, India Full timeThe ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you w ...
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Relationship Manager
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Wealthstreet Financial Services Pvt. Ltd. Ahmedabad, India Full timeCandidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency. · Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF. · Responsible for generating revenue from Third party product ...
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Relationship Manager
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Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
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Relationship Manager
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Ratnaafin Group Ahmedabad, India Full timePRIMARY RESPONSIBILITIES: · Responsible for sourcing, structuring & servicing clients for their financial needs by offering them various secure & unsecured products majorly designed to cater to the MSME segment from open market and DSA. · Responsible for attending clients queries ...
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Client Relationship Manager
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White Force Group Ahmedabad, IndiaLocation - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra) · CTC Upto -5 LPA · Job Description: · To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer ...
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Client Relationship Manager
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ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Client Relationship Manager
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ZEN PEOPLECRAFT INDIA (P) LIMITED Ahmedabad, IndiaJob Description · Zen Peoplecraft is a preferred and trusted Partner to many Fortune 100 and Fortune 500 companies for integrated HR Services and the list is ever growing. With over a decade of experience in the area of specialized knowledge based Services and interventions for a ...
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Affluent Relationship Manager
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Rightmatch Ahmedabad, IndiaCompany - Leading AMC Company. · Role - Affluent Relationship Manager · Location - Ahmedabad · Broad Responsibilities : · 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. · 2.Generate fresh leads through reference. · 3.Achieving the busines ...
Relationship Manager - Ahmedabad, India - JK Securities Private Limited
Description
Candidate Profile & Skill Requirements