- Experience in relationship management and client servicing
- Knowledge of portfolio management schemes such as PMS, AIF, and MF
- Strong understanding of financial markets and investment products
- Excellent communication and interpersonal skills
- Ability to build and maintain long-term client relationships
- Proven track record in achieving sales targets
- Strong analytical and problem-solving skills
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications such as NISM Series VA and NISM Series XB are a plus
-
Relationship Manager
3 weeks ago
Aerem Delhi, IndiaCompany Description · Aerem provides end-to-end solar solutions, seamlessly blending deep domain expertise in solar technology, finance, and Tech. Our mission is to accelerate solar energy adoption across the nation. · As the parent company of NetZero Finance, the only RBI-licens ...
-
Relationship Manager
2 weeks ago
Tata AIA Life Insurance new delhi, IndiaJob Description · A PositionOverview · Position Title · Relationship Manager - IDFC First Bank · Department · Partnership Distribution · Level/ Band · 301 · Role Summary: · The Jobholder will need to engage with internal sales team along with the ChannelPartner to ...
-
Relationship Manager
1 week ago
Quotient Consultancy Delhi, IndiaOpening in one of the reputed bank. · Job Description · The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a ...
-
Relationship Manager
3 weeks ago
SmartQ Delhi, IndiaAs a Relationship Manager at SmartQ, your primary goal will be to lead and oversee a frontline Partner team of food service associates. In addition, the candidate must coordinate various tasks related to food production planning, engineering, and front-of-house services. Also, en ...
-
Relationship Manager
1 week ago
Talent Leads HR Solutions Pvt Ltd Delhi, IndiaRelationship Manager Retail Sales · Position Purpose: · Working with distributors across assigned channels with the end result of continuous and balanced subscription to organizations funds and ensuring adequate mix across all products to achieve set sales targets. · Principal Ac ...
-
Relationship Manager
3 weeks ago
Foodship India Delhi, IndiaPoint of Sale, Online Food Ordering System, QR Code Ordering, Kiosk Ordering System · Job description · Job Title: · Relationship Manager · Company: · Foodship India · Experience: · 1-5 years · Education: · Any graduation degree · Location: · New Delhi, Chandigarh, Jaipur, Luckno ...
-
Relationship Manager
3 weeks ago
Invoicemart Delhi, IndiaWe have an opportunity for · Relationship Manager - Corporate Business · at PAN India location with INVOICEMART - A.Treds. · A.TREDS Limited (a group company of Axis Bank) · is a national level online platform which · facilitates financing of Receivables of Micro, Small and Mediu ...
-
Relationship Manager
3 weeks ago
Profinity Delhi, IndiaPosition · :- Relationship Manager (Financial Industry) · Location · : - Kanpur (UP) · Salary · :- Upto 2.5 to 6 LPA · Interview Timing:- 11:00 AM to 3:30 PM · We are currently seeking a Relationship Manager in the financial industry. The ideal candidate will have a solid underst ...
-
Relationship Manager
1 week ago
Arting Digital Private Limited New Delhi, IndiaJob Description · Position Title: Relationship Manager · CTC: 5LPA · Exp:2-4 Yrs of Sales experience · Location: Delhi NCR · Working Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual Funds · Good to have: Presentation skills · Qualification: Any Gradua ...
-
Relationship Manager
1 week ago
Anand Rathi Global Finance Limited Delhi, IndiaOrganization Description · Anand Rathi Global Finance Limited is a financial services company registered with Reserve Bank of India as a non-banking finance company (NBFC) and classified as a Loan Company that is categorized as 'Systemically Important Non-Deposit taking Non-Banki ...
-
Relationship Manager
1 week ago
YES BANK Delhi, India Full timeCore 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
2 weeks ago
Passionmojo Pvt Ltd Delhi, IndiaJob Title: · Relationship Manager · Experience : 3-5 years · Industry : Insurance · Job Type : Full time · Workplace : On-Site · Job Description · The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are ...
-
Relationship Manager
2 weeks ago
Standard Chartered Bank delhi, India Full timeRole Responsibilities · Job Role · Relationship Management · Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. · Provide professional customer service to achieve a high percentage of customer satisfaction a ...
-
Relationship Manager
1 week ago
DBS Bank Delhi, IndiaBusiness Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exc ...
-
Relationship Manager
2 weeks ago
AK Capital New Delhi, IndiaCandidate's Profile: · - Make outbound calls to prospective clients and convert them into customers. · - Experience of selling financial products to HNI clients, Family offices and Corporates (preferably bonds) · - Engage with customers to understand their financial goals and req ...
-
Relationship Manager
3 days ago
Mist IT Services Pvt Ltd New Delhi, IndiaRelationship Manager · Wealth Management : · Responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. · The role requires a deep understanding ...
-
Relationship Manager
3 weeks ago
Anand Rathi Global Finance Limited Delhi, IndiaAnand Rathi Global Finance Ltd is Hiring a Relationship Manager for SME-LAP: Delhi/NCR · Role & responsibilities: · Sourcing to loan disbursement of LAP Files. · Should have market connection of DSA channels. · Good understanding of various programs like Vanilla income, Low LTV, ...
-
Relationship Manager
3 weeks ago
Kalash Delhi, IndiaNOW WE ARE HIRING · Post - Relationship Manager · Department - Sales (P2P Investment & Digital Gold) · Qualification: Any Graduate & above · Experience : 4+ years of relevant experience can apply. · Salary : 4.65 - · 10 LPA · Interested may apply and share the cv in the below · E ...
-
Relationship Manager
3 weeks ago
N/a Delhi, IndiaIt's a FIELD SALES role completely · Job Objective & Key Result Areas · Build healthy relationships with hotel owners · Deliver good hotel ownership and customer experience · Act as a point of contact for hotel owners for operations support & escalations · Help hotel owners manag ...
-
Relationship Manager
2 weeks ago
Waytogo Consultants Delhi, India· • Conduct Events and activities to enable lead generation to assist NTB acquisition · • Implement "needs-based strategy" to attract New to Bank (NTB) Treasures clients in the · assigned location/areas and actively engage them in new business opportunities. · • Drive incrementa ...
Relationship Manager - new delhi, India - Avani Consulting
Description
Company Description
Avani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clients in their regular recruitment, manpower planning, and critical hiring needs, while helping candidates find new job opportunities.
We are hiring for a leading AMC in India...
Position: Relationship Manager - Family Office Business - PMS/AIF/MF
Role Description
This is a full-time on-site role for a Relationship Manager - Family Office Business. The Relationship Manager will be responsible for managing client relationships, specifically for Private Wealth clients in the Family Office Business. The role involves providing advisory services on portfolio management schemes such as PMS, AIF, and MF, and working closely with clients to understand their investment goals and provide personalized financial solutions.
Managing Family Office Relationships
Identifying new Family Office relationships.
Work on new products to increase more depth in family office
Upscaling of clients to more longer term assets
Achieving the business targets assigned in terms of up selling AMC
Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned family office
Acquisition & Servicing of HNI/UHNI customers.
Qualifications