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9.0 - 14.0 years
9 - 16 Lacs
Chennai
Work from Office
Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement necessary changes. Design and implement policies and procedures to streamline operations and improve the effectiveness of deliverables Preferred candidate profile Excellent client relationship and communication skills. Change management. Empowers others to self-organize. Ability to work under pressure and manage multiple priorities effectively. Proficiency in Advanced Excel & Presentation. Interested candidates can share their resumes to: nasarhussain.m@camsonline.com
Posted 1 week ago
10 - 20 years
15 - 25 Lacs
Bengaluru
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 1 month ago
5 - 10 years
7 - 17 Lacs
Pune, Mumbai (All Areas)
Work from Office
Are you ready to be part of a dynamic asset management company? At Carnelian Asset Management & Advisors, we provide a platform to innovate and grow. You will thrive at Carnelian if you are: Self-driven Ambitious Out-of-the-box thinker Team Player Adaptable Customer focused About us: We are a fast-growing Asset Management firm headquartered in Mumbai having multiple offices in the country. We manage over USD 1 bn in assets across several PMS & AIFs and Offshore funds. We specialize in Indian equity investments for HNIs, Family Offices, Institutions, and Partners' capital. Carnelian works with a varied range of wealth partners such as 360 One, Nuvama, Julius Baer, Barclays, ICICI Bank, HDFC Bank, Axis Bank, ASK Wealth and many more. The company is known for its values, expertise, and best practices, focusing on quality investments at a reasonable price and risk diversification through forensic analysis. Our Offerings Include: • Category III Alternative Investment Funds • Portfolio Management Services • Advisory Services for Domesc and Global Investors • Registered Fund Management Enty in IFSC GIFT Work Arrangement: • In-Office / On-Site - (Mumbai Only) • Off-Site / Hybrid - (For all locations except Mumbai) Key Responsibilities: • Responsible for generang sales and maintaining/nurturing relationships with existing distributors/clients. • Identify potential distributors/clients, driving the business development & empaneling them onboard for our AIF/PMS Investment Products. • Develop and implement strategic sales plans including making the required collaterals. Requirements: • Strong understanding of equity markets/trends. • Proven track record of achieving sales targets and building client relationships • Excellent communication, negotiation, and presentation skills. • Ability to work independently and collaboratively in a fast-paced environment. Are you ready to make a difference? Send your CV to "hr@carneliancapital.co.in" and join the Carnelian family.
Posted 3 months ago
8 - 13 years
15 - 27 Lacs
Bengaluru, Hyderabad
Work from Office
Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management Location: Bangalore & Hyderabad CTC up to 27Lacs Designation: Relationship Manager Affluent Segment Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience Advise clients on investment options including Portfolio Management Services (PMS), Mutual Funds, Alternative Investment Funds (AIFs), and insurance products, Responsible for acquisition of new to bank Client How to Apply: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube
Posted 3 months ago
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