- We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors.
- The role holder will be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
- Also need to ensure growth of AUM or book size.
- This is going to be a sales and business development role. He has to acquire new clients, he has to introduce his own clients as well.
-
Relationship Manager
4 days ago
Mahindra Holidays & Resorts India Limited Mumbai, IndiaPosition 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
6 days ago
YES BANK Mumbai, IndiaCore 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
3 days 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 ...
-
Relationship Manager
1 week 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 ...
-
Relationship Manager
5 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 ...
-
Relationship Manager
5 days ago
Anand Rathi Share and Stock Brokers Ltd Mumbai, IndiaAs 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
1 week 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 ...
-
Relationship Managers
2 days ago
Deutsche Bank India, Mumbai Full timeRelationship 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
1 week ago
Mintskill HR Solutions LLP Mumbai, IndiaJob 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
4 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 ...
-
Relationship Manager
4 days ago
Corphive Mumbai, IndiaKey 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 Manager
3 days ago
Standard Chartered Bank Mumbai, India Full timeRole Responsibilities · Responsible for originating and delivering revenues as the primary global client contact for the select Bank Relationships delivering the best product the bank has to offer by mobilising RAM's, FAM's, product partners & new ideas into each client relation ...
-
Relationship Manager
2 weeks ago
iimjobs Mumbai, India Full timePrivate 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 ...
-
Relationship Manager
2 days ago
TM Inputs And Services Private Limited Mumbai, India Full timeHi, · 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
4 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 ...
-
Relationship Manager
1 week ago
Snaphunt Mumbai, India Full timeThe Offer · A role that offers a breadth of learning opportunities · Join a well known brand within Brokerage / Treasury / Securities Exchange · Work alongside & learn from best in class talent · The Job · You will be responsible for : · Acquiring and managing relationships with ...
-
Relationship Manager
1 week ago
Mintskill HR Solutions LLP Mumbai, IndiaPurpose : RelationshipManager Government & InstitutionalBusiness · The role entails providing banking solutions to the InstitutionalClients in Government Financial Institutions Corporates and TASCSegments with a focus on liabilities and fee income and ensure bestin class relation ...
-
Relationship Manager
2 weeks 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 ...
-
Relationship Manager
2 days ago
Aartham FinExpert Mumbai, IndiaCompany 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
2 days ago
Kotak Mahindra Bank Limited Mumbai, India Full timetions) · 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 - Mumbai, India - Right Tic
Description
Eligibility Criteria –
1. MBA/ CFA is preferred but not mandatory
2. MBA from tier 1 / reputed colleges
3. Minimum years of experience in wealth platforms as a RM
4. Should be managing at least Crs of AUM