Talent.com
This job offer is not available in your country.
Relationship Manager

Relationship Manager

Jobbo.inNoida, Uttar Pradesh, India
1 day ago
Job description

If you have a passion for personal finance, enjoy interacting with people, and want to guide customers on their financial journey, then this could be the opportunity for you!

Position : Senior Relationship Manager / Relationship Manager

Location - Noida / Gurgaon

Core Responsibilities :

  • Regularly engage with clients and conduct portfolio reviews.
  • Understand clients' financial goals and align their investment strategies accordingly.
  • Monitor market trends and ensure plans are updated and effective.
  • Prepare and interpret reports such as investment performance, income projections, etc.
  • Explain financial planning concepts and assist in the creation and implementation of plans.
  • Have a deep understanding of products like mutual funds, bonds, PMS, corporate FDs, etc.
  • Provide ongoing support to clients through various market cycles.
  • Ensure client satisfaction and grow relationships through trust and performance.
  • Acquire new clients through referrals and lead generation.
  • Collaborate internally to ensure client feedback drives continuous improvement.

Desired Skill Set :

  • Strong knowledge of financial markets and products.
  • Empathetic, solution-oriented with excellent communication skills.
  • High professional standards and strong value system.
  • Willingness to travel and adapt to a dynamic, startup environment.
  • Create a job alert for this search

    Relationship Manager • Noida, Uttar Pradesh, India

    Related jobs
    • Promoted
    Relationship Manager

    Relationship Manager

    Oakwiz Capital LLPGreater Delhi Area, India
    WEALTH RM (MANAGER / AVP) : The ideal candidate will be responsible for reaching out to the prospective clients by generating leads through different channels, and then organizing the exploration me...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Talent WorxNoida, UP, IN
    Quick Apply
    Location : Noida, Cochin, Gurugram, Raipur, Ahmedabad, Hyderabad,.As a Relationship Manager at a leading financial service company, you will play a crucial role in nurturing and enhancing the conne...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    setindiabizNoida, Uttar Pradesh, India
    AM - 6 : 30 PM (Monday to Saturday).LPA (No bars for deserving candidates).Setindiabiz is a reputed professional services company offering compliance, business registration, and legal advisory soluti...Show moreLast updated: 12 days ago
    Relationship Wealth Manager - Bank

    Relationship Wealth Manager - Bank

    NGC CORPORATE RESOLUTION PRIVATE LIMITEDUP, India
    About the Company : Nexedge Capital is a fast-growing asset and wealth management start-up focused on providing innovative investment solutions and personalized financ...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Right Fit ResourcesNoida
    Greetings from rightfit resources,.Relationship Manager role (MOTOR INSURANCE) : .Qualification : Graduate Completed.Experience : 1 year in field sales (preference for motor insurance sales with stabi...Show moreLast updated: 17 days ago
    Centricity - Relationship Manager / Sr. Relationship Manager

    Centricity - Relationship Manager / Sr. Relationship Manager

    NexthireUP, India
    Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography a...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager – Property Management

    Relationship Manager – Property Management

    GatedHomes.inGhaziabad, IN
    You’ll take ownership of client communication, understand their needs, negotiate fair deals, and coordinate service requests across teams to ensure timely execution. Working with us means being part...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    FinLenderNoida, Uttar Pradesh, India
    Job Title : Relationship Manager / Client Relationship Manager .Industry Preference : Banking, Investment Banking, Financial Services & Consulting, Private Credit . Job Type : On-site, Full Time & Perm...Show moreLast updated: 1 day ago
    Relationship Manager

    Relationship Manager

    Talent CornerTelangana
    MTF trading, Equity marketing, sales.Should be from stock broking or banking.Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Placement IndiaGoa, Goa, IN
    Relationship ManagerChannel-Agency channel Key Responsibilities : Agent Recruitment & Onboarding : Identify and recruit new agents, provide onboarding and training programs to ensure agents are well-p...Show moreLast updated: 30+ days ago
    Moneyboxx Finance - Relationship Manager

    Moneyboxx Finance - Relationship Manager

    Moneyboxx FinanceKarnataka, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understandi...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    INDIA MANPOWER SOLUTION PVT LTDFaridabad, Haryana, India
    The candidate should be target Oriented.Graduate with Excellent communication skills in English.Minimum 1-year work experience in Insurance Sales. The candidate should know the regional language.Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    iServe FinancialINDIA
    Job Description Acquiring clients through direct sales / CA / Broker / Builder Channels.Analyze clients' financial needs. Taking Leads from tie up Builders & creating new ones.Sales -Customer Service -...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    White ForceDelhi
    Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Viraaj VenturesNoida, Uttar Pradesh, India
    We are looking for a high-performing Sales managers to help us meet our customer acquisition.Connect and engage with pre-generated leads via outbound calls. Reach out to new customers and explain th...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    AllianzNoida, IN
    Agency Sales Relationship Management sales .Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    PROPTIGERINDIA
    What does this role hold for you??.Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects.Usin...Show moreLast updated: 30+ days ago
    Relationship Manager - Motor

    Relationship Manager - Motor

    Liberty General InsuranceINDIA
    Primarily handle the existing dealerships & DSAs in the location.Source new business, license agents, activate dealer counters. Responsible for Top Line & Bottom Line.At Liberty Mutual, our purpose ...Show moreLast updated: 30+ days ago