Relationship Manager - Pune - Wealth First Portfolio Managers Ltd

The Relationship Manager HNI / UHNI will be responsible for prospecting acquiring managing and growing relationships with High Net-worth and Ultra High Net-worth Individuals including business leaders and senior executives in large national and multinational organizations. · Grad ...

A Relationship Manager is responsible for acquiring new clients through various sources generating new business using existing and potential customer networks interviewing clients to determine their current income expenses insurance coverage tax status financial objectives risk t ...

This is a full-time Relationship Manager role at FinChikitsak located in Kharadi, Pune. · Building and maintaining client relationships. · Providing financial advice. · ...

In this role the Relationship manager is responsible for supervising business delivery under the Banca team and primarily growing business with profits Channel Management Managing Banks NBFCs and other Micro Finance companies. · ...

· Roles & Responsibilities · • Responsible for Institutional sales or Key Accounts Management. · • Experience in directly handling Family Offices / HNI / SME clients / Corporates. · • Drive business growth in Institutional Investor Space for the Company. · • An Expert in B2B sal ...

I am looking for a person who has high Emotional IQ who can filter and run my relationships network on behalf · Key Skills Required · Relationship management and growth - 30% · Research - 30% · Content Writing - 30% · Executive Assisant - 10% · Position is onsite Baner Pune ...

Desired Candidate Profile Desired Candidate Profile with strong understanding of Casa Current Account Retail Liabilities Portfolio Management Wealth Management HNI Client Handling skills and excellent communication interpersonal skills for effective relationship building with HNI ...

To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. · To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portf ...

We are seeking a dynamic Relationship Manager to lead and inspire a team of sales professionals focused on achieving home loan targets. This role is pivotal in developing and executing effective sales strategies, fostering strong client relationships, and ensuring compliance with ...

Role & responsibilities · Revenue Generation · Achieve Banks objective in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets / targets from client relationship across all product groups · Relationship Management · Seek and acquire new client relatio ...

This is a full-time role for a Relationship Manager based in Pune. The primary responsibility will be to develop and maintain strong relationships with clients, assist them in understanding their real estate needs, and guide them through the property acquisition or investment pro ...

Ensure effective and smooth relationship with assigned key corporate clients in the region for growth in business. · ...

This is a full-time role for a Relationship Manager (Investments). The selected candidate will develop and maintain relationships with clients, understand their investment needs, and provide customized financial solutions. · ...

This is a full-time role as Relationship Manager located in Pune. The job involves building and nurturing client relationships. · ...

+Ensure effective and smooth relationship with assigned key corporate clients in the region for growth in business. · +Influence decision making at senior levels of prospective business organizations. · MAPPING THE OPPORTUNITY FOR PRIMARY SELLING RELATIONSHIP MANAGING CROSS SELLI ...

Job Title: Relationship Manager Premium Accounts · Industry: BANKING · Experience: 2 to 5 Years (CASA Sales) · Location: Kalyani Nagar (Pune) · Job Responsibilities: · CASA acquisition & portfolio management · Cross-selling banking products (Insurance, Investments, Loans, etc.) ...

We are seeking a Relationship Manager for a full-time position located in Pune. · The Relationship Manager will develop and maintain strong client relationships, · identify customer needs, and offer tailored banking solutions. · Active collaboration with internal teams and contri ...

Build effective relationships with assigned banks in the region to grow business. · ...

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1 to 6 years of experience in the BFSI industry, preferably with a background in Mutual Funds. · Roles and Responsibility · Devel ...

The Relationship Manager will be responsible for managing and nurturing client relationships, offering personalized financial planning advice, and assisting with investment and financial needs. · ...

We are seeking a proactive and customer-focused Relationship Manager to drive quality business sourcing, maintain strong persistency, and ensure exceptional customer service. The ideal candidate will build long-term relationships with clients, support sales efforts, and consisten ...