Get alerts for new jobs matching your selected skills, preferred locations, and experience range. Manage Job Alerts
0.0 - 1.0 years
2 - 3 Lacs
mumbai
Work from Office
Total years of Experience: 0-1 year Requirements: - A Relationship Manager is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Responsible for Sourcing & Acquiring New Franchisee/Business Associate/Partner. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Business conversion of all the newly acquire...
Posted 4 weeks ago
1.0 - 2.0 years
1 - 3 Lacs
mumbai
Work from Office
Requirements: - A Relationship Manager is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Responsible for Sourcing & Acquiring New Franchisee/Business Associate/Partner. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Business conversion of all the newly acquired franchisees. Skills & Qualificatio...
Posted 4 weeks ago
0.0 - 1.0 years
2 - 3 Lacs
mumbai
Work from Office
Requirements: - A Relationship Manager is a professional responsible for establishing and maintaining strong relationships with clients or customers on behalf of a company or financial institution. The primary goal of the role is to foster positive interactions, understand the needs and preferences of clients, and offer tailored solutions to enhance client satisfaction and retention. Roles & Responsibilities Responsible for Sourcing & Acquiring New Franchisee/Business Associate/Partner. Managing the existing mapped franchisee his territory and ensuring the Business Development of all the new develop franchisees. Business conversion of all the newly acquired franchisees. Skills & Qualificatio...
Posted 4 weeks ago
3.0 - 5.0 years
6 - 10 Lacs
ahmedabad, rajkot, surat
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI / UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing cl...
Posted 4 weeks ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, bengaluru
Work from Office
1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time 6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) ...
Posted 4 weeks ago
5.0 - 7.0 years
12 - 15 Lacs
ahmedabad, surat, vadodara
Work from Office
1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.3) The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).4) Maintaining client relationships and generate AUM from preferred clients.5) Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients6) Helping te...
Posted 4 weeks ago
3.0 - 5.0 years
10 - 14 Lacs
ahmedabad, delhi / ncr, vadodara
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...
Posted 4 weeks ago
3.0 - 5.0 years
8 - 10 Lacs
new delhi, ahmedabad, vadodara
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...
Posted 4 weeks ago
5.0 - 9.0 years
8 - 12 Lacs
mumbai, vijayawada, delhi / ncr
Work from Office
1) Expertise in Financial Products: Possess extensive knowledge and understanding of diverse financial products including Mutual Funds, PMS, AIF, Corporate Deposits, Bonds NCDs, Insurances, and stock broking. 2) Team Leadership: Lead and manage a team of Asst ASMs RMs, utilizing at least 5- years of prior experience in team management. 3) Should go on client calls with the Asst ASMs RMs 4) Collaboration and Marketing: Work closely with the marketing team to effectively market products. Collaborate with Relationship Managers, Dealers, and Partners for product distribution. 5) Goal Achievement: Drive and coordinate different teams and departments to achieve established goals and objectives. 6)...
Posted 4 weeks ago
3.0 - 5.0 years
8 - 10 Lacs
vadodara
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...
Posted 4 weeks ago
3.0 - 5.0 years
5 - 7 Lacs
ahmedabad, rajkot, surat
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...
Posted 4 weeks ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, bengaluru
Work from Office
1) Client Acquisition 2) Revenue generation through Equity Brokerage 3) Cross-selling of Financial Products as per the target Equity, Mutual Funds. SIP, Derivatives 4) Hand holding of clients during initial phases 5) To handle sales promotion activities from time to time6) Prepare and submit required reports from time to time 7) Do maintain Sales MIS of the team and report in timely manner. 8) Achieve growth and hit sales targets by successfully managing the sales team. 9) Design and implement a strategic business plan that expands companys customer base and ensure its strong presence. 10) Own recruiting, objectives setting, coaching and performance monitoring of sales representatives. 11) B...
Posted 4 weeks ago
3.0 - 5.0 years
5 - 10 Lacs
ahmedabad
Work from Office
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...
Posted 4 weeks ago
3.0 - 5.0 years
6 - 10 Lacs
rajkot
Work from Office
1) Would be responsible for Acquiring & Managing High Net Worth Relationships 2) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and then by ensuring that they receive and execute on the right advice. 3) Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. 4) The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 5) Maintaining client relationships and generate AUM from HNI UHNI clients. 6) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clie...
Posted 4 weeks ago
3.0 - 5.0 years
8 - 10 Lacs
mumbai, ahmedabad, surat
Work from Office
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...
Posted 4 weeks ago
1.0 - 6.0 years
3 - 4 Lacs
thane
Work from Office
Stock Market (Dealing/Trading): Execute trades as instructed. Monitor live markets, price movements, and news updates. Maintain accurate trade records, P&L and reports. Assist in research and analysis of stocks Personal Assistance work as requires Required Candidate profile Knowledge of stock market platforms / trading terminals Presentable , Good communication /Organizational skills. Ability to multitask Personal Assistance: coordination, meetings, & admin support.
Posted 4 weeks ago
7.0 - 12.0 years
7 - 11 Lacs
mumbai
Work from Office
Outbound Sales Calls: Make calls to potential customers to promote and sell share market investment products and services. Follow up with leads generated via campaigns and marketing. Client Education: Educate customers about share market trends, investment benefits, and risk factors. Explain various financial instruments like equity, mutual funds, and demat accounts. Target Achievement: Meet or exceed daily, weekly, and monthly sales targets. Maintain a healthy conversion ratio through effective pitching and objection handling. CRM Management: Update all lead details, interactions, and status in the CRM tool accurately. Schedule follow-up calls and track responses. Compliance & Process Adher...
Posted 4 weeks ago
2.0 - 7.0 years
4 - 8 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...
Posted 4 weeks ago
2.0 - 7.0 years
4 - 7 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Retail- RM Advisor Location: Chennai, Bangalore, Hyderabad, Vizag, Coimbatore, Kolkata, Mumbai & Delhi Designation: RM Advisor Roles and Responsibilities: Activate trading accounts for clients and guide new entrants in understanding equity market dynamics. Cross-sell investment products such as Insurance, Mutual Funds (MF), PMS, SIP, and Initial Public Offerings (IPOs) to existing clients. Coordinate daily equity trades for clients and assist in executing trades online or placing orders on their behalf. Drive revenue growth while ensuring client profitability and long-term engagement. Provide clients with market insights and investment advisory services based on current financial conditions....
Posted 4 weeks ago
9.0 - 14.0 years
5 - 15 Lacs
mumbai, panaji, mumbai suburban
Work from Office
- Order Punching on behalf of client, Terminal Handling, Advising the client - Client base is Provided by the company - Achieve target of brokerage generation - Cross selling of Mutual Fund, Demat A/c to existing client - popularplacement@gmail.com Required Candidate profile - Must have NISM 8 Certificate. - Should be ready to achieve Brokrage generation target - 1 Year of Dealing Experience in Stock Market. candidate can also send CV at popularplacement@yahoo.com
Posted 1 month ago
5.0 - 10.0 years
5 - 10 Lacs
ahmedabad, surat, mumbai (all areas)
Work from Office
- To Sell Mutual Fund, PMS, Education Product, Insurance, NCD, Corporate FD to the existing HNI customers of Company - This is Field work Job - Build and maintain relation with clients - Candidate can also send their CV at popularplacement@gmail.com Required Candidate profile - Min 3 years of experience as Wealth Manager in AMC/Bank/Broking Company - Sound Knowledge equity broking, insurance and mutual funds - Ready to work under pressure popularplacement@yahoo.com
Posted 1 month ago
5.0 - 10.0 years
6 - 16 Lacs
hyderabad, ahmedabad, chennai
Work from Office
Will drive the team to ensure equity brokerage, revenue and cross sell revenue through various financial or wealth products.
Posted 1 month ago
5.0 - 10.0 years
6 - 9 Lacs
ahmedabad
Work from Office
Skill 5-8 years of experience in sales- mutual funds and fixed income products Strong knowledge of financial markets Excellent communication, interpersonal & negotiation skills Ability to meet sales targets and handle a client portfolio independently
Posted 1 month ago
4.0 - 9.0 years
6 - 11 Lacs
noida, lucknow, delhi / ncr
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 1 month ago
4.0 - 9.0 years
6 - 11 Lacs
ludhiana, chennai, bengaluru
Work from Office
Role & responsibilities To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch to generate Business revenue & brokerage. The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health insurance. Preferred candidate profile Achieve the revenue growth & profitability to upscale the branch To drive the sales targets for the branch and build teams as per companys annual target and over all objectives. • To focus on Revenue & Profitability with achievement of target and ...
Posted 1 month ago
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Accenture
81102 Jobs | Dublin
Wipro
28851 Jobs | Bengaluru
Accenture in India
24265 Jobs | Dublin 2
EY
21926 Jobs | London
Uplers
15950 Jobs | Ahmedabad
IBM
15060 Jobs | Armonk
Bajaj Finserv
14778 Jobs |
Amazon.com
14002 Jobs |
Accenture services Pvt Ltd
13694 Jobs |
Capgemini
13629 Jobs | Paris,France