- Graduate / Post graduate 3-6 years of Sales experience in managing partners/distributors/franchisee network of financial products from financial services industry, preferably Mutual Funds (AMC), Banks, Stock broking/Securities, General Insurance industry.
- Candidates having AUM (Asset under Management) size of 20cr & above and connect with Mutual Fund distributors/Wealth management companies/IFA/IRA is must. Minimum partners under portfolio should be 50 and above and average clients per partner need to be above 300.
- To prospect, acquire and drive business through partners.
- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side for
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment opportunities/ financial market trend to determine whether they fit into client portfolios.
- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
- To provide various investment performance reports and summaries to the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- To prepare the MIS reports in the specified formats.
- Increase liabilities size of relationship via balances in accounts of existing customer.
- Ensure profitability of the portfolio: Generate high Income per Customer. The candidates who are individual contributors and have experience in managing Channel Partners/Distributors with at least one of the following should only apply: - Direct Sales, Financial advisory, Portfolio Management , Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS. Role
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Relationship Manager
6 days 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 ...
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Relationship Manager
5 hours 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 ...
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Relationship Manager
4 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 ...
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Relationship Manager
6 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 ...
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Relationship Manager
1 day 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 ...
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Relationship Manager
4 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 ...
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Relationship Manager
5 days ago
Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Mumbai, IndiaLocation: Colaba, Mumbai · Reporting To: National Head – Sales (Supply Chain Finance) · Key Responsibilities: · • To enable growth in SCF Business by identifying potential clients through · self-sourcing, target market technique and referral networks. · • Responsible for deal ori ...
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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. · ...
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Relationship Manager
12 hours 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 ...
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Relationship Manager
5 days ago
Consult SP Mumbai, IndiaRole RequirementsManage the marine practise- Especially the below products:H&MP&IAWRPLiability 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.Interacting with all ...
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Relationship Manager
2 days 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 ...
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Relationship Manager
4 days ago
R3 Consultant Mumbai, India Full timeRelationship Managers · Salary Range 3 4.8 LPA · Designation: Relationship Managers · Location: Mumbai (Colaba) · Job Responsibilities include: · The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent). · Supporting in adv ...
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Relationship Manager
5 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 ...
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Relationship Manager
11 hours 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 ...
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Relationship Manager
4 days ago
Hiregis Mumbai, India Full timeWe're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. ...
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Relationship Manager
4 days ago
Raj Enterprise - Raj Placement Services Mumbai, India Full timePosition: Relationship Manager, Sr. Relationship Manager and Key Relationship Manager · DirectReports : Business Manager / Area Manager · Function/Department : Direct · PurposeofRole : The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads ...
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Relationship Manager
6 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 ...
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Relationship Manager
1 week 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 ...
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Relationship Manager
2 days ago
Right Tic Mumbai, IndiaWe 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 ...
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Relationship Manager
4 days ago
BayLeaf HR Solutions Pvt. Ltd Mumbai, India Full timeWe are Hiring for one of the leading General Insurance company providing comprehensive retail, commercial and industrial insurance solutions. The company has an employee strength of 1200+ over a network of 110 offices in 95 cities across 29 states. · Job Location : Mumbai - Lower ...
Relationship Manager - Mumbai, India - Faircent
Description
Job Description Job Responsibilities:Asset Management, Partnership Management B2B, Direct Sales - Financial advisory
SkillsSales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund,
Functional AreaSales
EducationGraduate in any discipline, MBA
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