-
Relationship Manager
Found in: Talent IN 2A C2 - 6 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
Found in: Talent IN 2A C2 - 4 days 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
Found in: Appcast Linkedin IN C2 - 3 hours 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
Found in: Talent IN 2A C2 - 6 days ago
Shift Risk Insurance Brokers Limited Mumbai, IndiaShift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance · We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. · Maintaining a deep knowledge of Motor / SME / Life product. · Building and maintai ...
-
Relationship Manager
Found in: Talent IN 2A C2 - 2 days ago
DBS Bank Mumbai, IndiaJob Purpose: · To manage and sustain a portfolio of Corporate customers, building long term relationships founded on efficient and reliable support for their business. To work with product groups and other colleagues both in India and overseas to build our Local and MNC client ba ...
-
Relationship Manager
Found in: Appcast Linkedin IN C2 - 3 hours ago
Waytogo Consultants Mumbai, IndiaJob Type: Full Time · Role: Experienced · Min Salary: 7 Lakh · Max Salary: 16 Lakh · Experience: 5 to 12 Years · Locality: Mumbai · Eligibility: Graduation · Company: Leading Asset Management Company · The Relationship Manager plays a pivotal role in fostering and maintaining str ...
-
Relationship Manager
Found in: Talent IN 2A C2 - 2 days ago
Consult SP Mumbai, IndiaRole Requirements · Manage the marine practise- Especially the below products: · H&M · P&I · AWRP · Liability etc · Focus on servicing existing clients and develop new clients. · Working with Operations teams to get all the bookings done in the system/generate debit notes, etc. ...
-
Relationship Manager
Found in: Talent IN 2A C2 - 2 days ago
Shapoorji Pallonji Finance Private Limited Mumbai, IndiaWe 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
Found in: Talent IN 2A C2 - 1 day 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 Manager
Found in: Whatjobs IN C2 - 4 days ago
Xponent n Services Mumbai, IndiaResponsibilities · Understandcustomer needs and develop plans to address themIdentify key staffin client companies to cultivate profitable relationshipsResolvecustomer complaints quickly and effectivelyForward upselling andcrossselling opportunities to the sales teamPromote highq ...
-
Relationship Manager
Found in: Appcast Linkedin IN C2 - 3 hours 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
Found in: Talent IN 2A C2 - 6 days ago
PropTiger Mumbai, IndiaWho we are...? · REA India is a part of REA Group Ltd. of Australia (ASX: REA) ("REA Group"). It is the country's leading full stack real estate technology platform that owns , and · In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquartered ...
-
Relationship Manager
Found in: beBee S2 IN - 4 days 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
Found in: beBee S2 IN - 4 days ago
iimjobs Mumbai, India Full timeRelationship Manager - Infra Finance · Role & Responsibility: · - To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated area · To assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to ...
-
Relationship Manager
Found in: beBee S2 IN - 4 days ago
iimjobs Mumbai, India Full timeDesignation : ND Department Mutual Fund. · Job Location : Mumbai. · Exp: 5 to 10 years. · Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience. · Responsibilities: · - Responsible for all Sales & d ...
-
Relationship Manager
Found in: Appcast Linkedin IN C2 - 5 days ago
PropTiger Mumbai, IndiaWho we are...? · REA India is a part of REA Group Ltd. of Australia (ASX: REA) ("REA Group"). It is the country's leading full stack real estate technology platform that owns , and · In December 2020, REA Group acquired a controlling stake in REA India. REA Group, headquartered ...
-
Relationship Manager
Found in: Talent IN C2 - 2 days ago
Mintskill HR Solutions LLP Mumbai, IndiaJob role: Responsible for New to Bank business origination of working capital and business loan. · Flair of Meeting people and sensing Business. · Responsible for relationship management of Local RL Branches being major sourcing partners. · Responsible for driving other cross sal ...
-
Relationship Manager
Found in: beBee S2 IN - 4 days 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
Found in: Talent IN C2 - 4 days ago
Prov HR Solutions Private Limited Mumbai, India Full timeRelationship Manager ( Manger /Senior Manager) - · This job opening is for relationship manager who will handle Mid-Market/SME brokers with span of 10-12 brokers. Candidate should have a good knowledge of commercial line of general insurance business as he/she has to deal for co ...
-
Relationship Manager
Found in: beBee S2 IN - 4 days ago
iimjobs Mumbai, India Full timeRelationship Manager - PCM Sales international market · Important qualifying criteria: · - Prior institutional sales experience. · - Should have done sales with international Fund houses · - Min of 3 yrs of exp is a Must · - MBA is desired · JD : · - Assist in the developmen ...
Relationship Manager - Sion, India - Wealth Premier Finserv
Found in: Talent IN 2A C2 - 2 days ago
Description
Title – Relationship Manager – Investment Services
Qualification Required– Graduates & NISM VA
Job Responsibilities:
· Existing Customers – Relationships Mapped
· Responsible for managing relationships with clients & providing investment advisory services
· Monitoring and managing client portfolios, developing and implementing investment strategies
· Get the Risk Profiling Done
· Portfolio Reviews with Clients
· Get Investment Top ups and increased Wallet Share
· Get References
· New Customers
· Responsible for Adding New Relationships & Acquire NRI Relationships
· Arranging for Investor Awareness Programs in Corporates
· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services & other Investment Products
· Research & Knowledge
· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news
· Attending Fund Manager Calls and Product calls and Meetings
· Get Acquainted with Morning Star Research Platform and other Software's for Analysis
· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products
Other Requirements – Good Analytical and Communication Skills
· Experience – 1 - 2 Years.
· Compensation – As per Industry Standards.
Contact Details:
,