43181 Relationship Management Jobs - Page 33

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking 1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, add...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. 4) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 5) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 6) Maintaining client relationships and generate AUM from HNI UHNI clients. 7) Advising HNI/ UHNI clients on their investments and managing their ov...

1) Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. 2) Train, Motivate & get productivity from the team. 3) Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. 4) Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. 5) Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. 6) Ensure best services to partners. 7) Help distributors on joint calls. 8) Organise seminar/webinar for the partners of his/her cluster.

1) Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2) Advising UHNI/ HNI clients on Equity, Derivatives, currency & commodity Markets and generate Revenue from them. 3) Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), Insurance. 4) Handling Queries & complains of client's & solving it within TAT. 5) Should apply deep market understanding & Advance strategies to increase book size & revenue. 6) Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. 7) Monitoring &...

SVP/VP/ AVP/ Relationship Managers- PCG (Private Client Group), Equity Broking & Investments 1. The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. 2. Achieve the Revenue Target through Broking/Trading (viz. equity, derivatives, currency & commodity markets) and Cross selling Third Party Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds). 3. Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue. 4. Upselling and look for opportunity to guide large custo...

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Candidate Profile 1) 2 -Years To 6-Years in sales/wealth management of handling the HNI clients. 2) Team handling experience: Needed, 3) Preferred industry back ground: Wealth Management, Banking, Investment Counselling Location: Sura...

Cluster Manager - Stock Broking & Investment Products, Partner Alliances- Franchisee, IFAs 1) Achieve given AUM and Revenue targets 2) Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. 3) Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. 4) Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. 5) Maintain relationships with the existing network of Part...

1) Advising HNI/Ultra HNI clients on currency & commodity products. 2) Individually handling clients with the book size of 25 lacs & above. 3) Creation of revenue & Activation of clients through effective Advisory. 4) Coordinating with clients for their daily trades in Commodity & Currency. 5) Help customers to Execute trade online and place orders on behalf of customers. 6) Advising clients with requisite information regarding the market condition. 7) Activating inactive clients through regular follow up. 8) Regularly following-up with clients and handling their queries. 9) Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, Candidate Profile 1) 5 - Ye...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Key Responsibilities: Acquire potential new Sub-brokers/Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) remain active every month. Reactivate inactive Sub-brokers to drive engagement and transactions. Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs. Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets. Conduct monthly SB engagement programs to enhance partner relationships. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Acquire potential new Sub-brokers/Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) remain active every month. Reactivate inactive Sub-brokers to drive engagement and transactions. Advise Sub-broker clients on investment ideas tailored to risk profile, return expectations, asset allocation, and liquidity needs. Deliver on Mutual Fund (SIP & Lump-sum) and Insurance (Life, General & Health Insurance) targets. Conduct monthly SB engagement programs to enhance partner relationships. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Ensure 90% of Sub-brokers (SB & IFA) are active every month. Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, and liquidity needs. Who You Are: Candidate with experience from Broking...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee & Partner Acquisition: Acquire potential new Sub-brokers / Partners for Mutual Fund (SB & IFA). Work on inactive Sub-brokers to make them active. Sales & Revenue Management: Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Manage 90% of SIP Registered to Triggered ratio. Service & Relationship Management: Ensure 100% service delivery to assigned partners. Conduct SB engagement programs every month. Advise Sub-broker clients on investment ideas based on risk profile, return expectation, asset allocation, liquidity needs, etc. Who You Are: Fresh graduate or candidate with relevant experience from the Broking industry. Good communication...

Key Responsibilities: Franchisee Acquisition & Sales: Ensure the region achieves Franchisee acquisition and servicing targets for Mutual Fund / Insurance business. Build partnerships and alliances with top IFAs / Equity Partners in West India. Drive sales and meet assigned sales/revenue targets from mapped IFAs / Equity Partners. Plan and strategize acquisition of potential new IFAs, Mutual Fund Sub-brokers, and channel partners. Organize events and activities to generate new leads for Sub-broker acquisition and business growth. Service & Relationship Management: Ensure timely resolution of partner queries and service requests. Constantly engage with Equity Franchisees / IFAs to generate bus...

Key Responsibilities: Acquisition: Identify and acquire existing and potential new Sub-brokers, Franchisees, IFAs, and channel partners. Partner Support: Handhold and work closely with partners to ensure scale-up, retention, and increased transactions. Facilitate the addition of new clients through various initiatives. Customer Service: Deliver outstanding pre-sales and post-sales support to ensure partner satisfaction. Opportunity Identification: Identify and capitalize on business opportunities aligned with company objectives. Who You Are: Any Graduate. Experience in Franchise Acquisition in Stock Broking. Strong communication and interpersonal skills. Customer-centric mindset with the abi...

Key Responsibilities: Outbound Calling: Initiate outbound calls to potential MFDs/clients to introduce mutual fund products and services. Utilize lead lists, databases, and other resources to drive business parameters such as activation, SIPs, and Lumpsum investments. Facilitate onboarding of MFDs and KYC completion. Product Presentation: Present detailed information on mutual fund products, including features, benefits, and performance. Help clients understand investment options in line with their financial goals. Objection Handling: Address and resolve concerns related to mutual fund investments, fees, and risks. Provide accurate, transparent information to build trust with MFDs. Relations...

Job description: PTR Global is seeking an MSP Program Specialist to manage the full life cycle of contingent workforce requests. This role will serve as a key point of contact for client hiring managers, suppliers, and internal stakeholders, ensuring seamless requisition management, compliance, and operational success. The ideal candidate will have strong experience in recruitment, MSP operations, and Vendor Management Systems (VMS), along with a customer service-oriented mindset and the ability to navigate complex, high-volume programs. Responsibilities: Train, assist, and facilitate the requisition life cycle with client managers and suppliers. Support large-scale hiring initiatives, VMS d...

Key Responsibilities: Acquire potential new Sub-brokers / Partners for Mutual Funds (SB & IFA). Ensure 90% of Sub-brokers are active every month and reactivate inactive partners. Advise Sub-broker clients on investment ideas based on risk profile, return expectations, asset allocation, and liquidity needs. Deliver Mutual Fund (SIP & Lump-sum) and Insurance (LI, GI & HI) targets. Conduct SB engagement programs every month. Manage 90% of SIP Registered to Triggered ratio. Ensure 100% service delivery to assigned partners.

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...

Key Responsibilities: Maintain strong relationships with assigned business partners and franchisees. Drive business growth of franchisees according to the business plan. Travel to meet business partners at their registered addresses and provide business support. Mentor, coach, and activate Authorized Partners (APs). Ensure regulatory and procedural compliance. Drive service excellence, improve retention, and enhance cross-selling of third-party products. Engage, motivate, develop, lead, and drive business among partners. Manage day-to-day activities, ensuring timely responses to partner queries and requests. Deliver services effectively, meeting agreed service levels, targets, and Key Perfor...