Talent.com
Relationship Manager

Relationship Manager

360 ONE Wealthernakulam, India
1 day ago
Job description

Role Overview :

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.

Key Responsibilities :

  • Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
  • Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
  • Facilitate digital onboarding and guide clients through their digital investment journey
  • Deepen client relationships to increase wallet share and long-term engagement

Requirements :

  • 5+ years of experience in private banking or wealth management
  • Strong product knowledge and understanding of HNW client needs
  • Excellent communication, relationship management, and advisory skills
    • Create a job alert for this search

    Relationship Manager • ernakulam, India

    Related jobs
    • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdernakulam, kerala, in
    You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital. Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    360 ONE Wealthkottayam, India
    An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 1 day ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQernakulam, India
    We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requ...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager

    Relationship Manager

    ConfidentialBengaluru / Bangalore, Cochin / Kochi / Ernakulam
    Achieving stretched targets in a result-focused environment.Preparing pre-sales proposals for prospective clients.Delivering inspiring sales presentations to convert prospects to successful sales.H...Show moreLast updated: 5 days ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsKochi, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
    • Promoted
    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management

    ConfidentialIndia, Cochin / Kochi / Ernakulam
    We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepening e...Show moreLast updated: 5 days ago
    • Promoted
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreqkochi, kerala, in
    Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers. Manage all customers focusin...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    Discoveries Quintessentialkochi, India
    We’re Hiring : Relationship Manager / Sales Specialist.Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Urgent Opening- Relationship Manager / Sr Relationship Manager

    Bajaj Capital LtdKottayam, IN
    Role : Relationship Manager / Sr.CTC : It’s not constrain for right candidate (Its Negotiable).Functional Area : BFSI, Investments & Trading. Employment Type : Full Time, Permanent.Notice period : Most pr...Show moreLast updated: 13 hours ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundKochi, IN
    The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 1 day ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad Rekrutkochi, kerala, in
    Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals. Drive remittance business across managed and sourced p...Show moreLast updated: 1 day ago
    • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    upGrad Rekrutkottayam, kerala, in
    Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. Drive remittances across all managed and s...Show moreLast updated: 1 day ago
    • Promoted
    Wealth Management Advisor Dubai

    Wealth Management Advisor Dubai

    prosperity servicesKochi, Kerala, India
    This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth,...Show moreLast updated: 30+ days ago
    • Promoted
    Customer Relationship Executive – Matrimony BPO

    Customer Relationship Executive – Matrimony BPO

    Continental HR SolutionsKochi, Kerala, India
    Customer Relationship Executive – Matrimony BPO.Matrimony BPO (Sales and Target is there).With over four decades of experience, we continue to uphold our legacy of trust and reliability by connecti...Show moreLast updated: 1 day ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialErnakulam, India
    We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients. This role involves acquiring new clients, deepeni...Show moreLast updated: 5 days ago
    • Promoted
    Relationship Manager Banca

    Relationship Manager Banca

    ConfidentialIndia, Cochin / Kochi / Ernakulam
    We are Ageas Federal Life Insurance, a joint venture between Ageas, a multinational insurance giant headquartered in Europe, and India's leading bank, Federal Bank. Combining global expertise with l...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Relationship Manager – Mutual Fund Sales

    Relationship Manager – Mutual Fund Sales

    mNiveshernakulam, India
    Job Title : Relationship Manager – Mutual Fund Sales.Location : Rohini Delhi / Sonipat, Haryana, India.Experience Required : 2–5 Years (Mutual Fund Sales). Qualification : Graduate with NISM Series V-A ...Show moreLast updated: 15 hours ago
    • Promoted
    Private Wealth Manager

    Private Wealth Manager

    TekPillar®Kochi, IN
    Bangalore / Chennai / Hyderabad.Years in Private Wealth Management.LPA – ₹60 LPA (Based on current CTC and interview).We are hiring experienced Relationship Managers for our Private Wealth Division...Show moreLast updated: 1 day ago