Talent.com
No longer accepting applications
▷ Immediate Start! Preferred Relationship Manager

▷ Immediate Start! Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdSurat, Gujarat, India
9 hours ago
Job description

The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Pre-Requisites : -

  • Relationship Managers with prior experience working in a Private Bank / Wealth Management set up.
  • Selling of products : Mutual Funds, PMS, Structured Products.
  • Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.
  • Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)

Roles and Responsibilities : -

  • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
  • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
  • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Create a job alert for this search

    Relationship Manager • Surat, Gujarat, India

    Related jobs
    • Promoted
    • New!
    ▷ (15h Left) Relationship Manager- MIB

    ▷ (15h Left) Relationship Manager- MIB

    YES BANKSurat, Gujarat, India
    Job description Job description : - The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach.The role hold...Show moreLast updated: 1 hour ago
    • Promoted
    " Relationship Manager - HNI Sales, Stock Broking & Investments"

    " Relationship Manager - HNI Sales, Stock Broking & Investments"

    ConfidentialAhmedabad, Surat, Mumbai
    Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships.Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF. Would establish strong ties wi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Managers Acquisition

    Relationship Managers Acquisition

    ConfidentialSurat, Mumbai, Chennai
    Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking.The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Margin per accou...Show moreLast updated: 30+ days ago
    • Promoted
    Senior IT Sales / Pre-Sales Manager

    Senior IT Sales / Pre-Sales Manager

    Evangelist AppsSurat, IN
    We are a growing IT services company specializing in Full stack, Mobile apps and Salesforce cloud delivery and digital transformation. With a focus on innovation and customer success, we help enterp...Show moreLast updated: 30+ days ago
    • Promoted
    Referral Marketing Salesperson

    Referral Marketing Salesperson

    R R GroupAnklesvar, Gujarat, India
    Job Title : Referral Marketing Salesperson – Industrial Insulation Projects.Location : Ankleshwar, Gujarat (GIDC Area and nearby industrial zones). R R Group is a growing industrial insulation company...Show moreLast updated: 20 days ago
    • Promoted
    Electrical Maintenance Engineer

    Electrical Maintenance Engineer

    MRFBharuch, Gujarat, India
    Knowledge on ALLEN BRADLEY / SIEMENS PLC.Operation maintenance and troubleshooting of Utilities like Boilers, Chillers, DG's etc. Checking all types of Motor drives (AC & DC) and transformers.Troubl...Show moreLast updated: 30+ days ago
    • Promoted
    Marine Head

    Marine Head

    Naman StaffingBharuch, Gujarat, India
    We, Naman Staffing, are hiring for one of our clients which is a Chemical Storage Terminal Port.Exp-20+ Years experience in handling overall port Operation. Qualification – BSC-Nautical Science / BE...Show moreLast updated: 12 days ago
    • Promoted
    Chief Relationship Officer

    Chief Relationship Officer

    Vetina IndiaSurat, IN
    Delhi | Mumbai | Chennai | Kolkata | Jaipur | Lucknow.Are you passionate about building strong customer relationships and driving sales growth in the veterinary healthcare space?.Join Vetina Health...Show moreLast updated: 11 days ago
    • Promoted
    Client Relationship Executive

    Client Relationship Executive

    Kahani by i2c EventsSurat, Gujarat, India
    The Client Relationship Executive (CRE) is responsible for managing post-closing client coordination, ensuring milestone-wise payment collections, timely reporting, and smooth communication between...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    ▷ (Urgent) Preferred Relationship Manager

    ▷ (Urgent) Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdSurat, Gujarat, India
    The Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S)he would be responsible for acquiring High Ne...Show moreLast updated: 1 hour ago
    • Promoted
    Relationship Manager, Wealth

    Relationship Manager, Wealth

    ConfidentialVadodara, Surat
    Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.Achieve the Targets set in terms of product mix. Relationship Management profile involving acquiring, growing and ...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Insurance DekhoSurat, Gujarat, IN
    We are seeking a dedicated Relationship Manager to join our dynamic team in Surat.This role is ideal for professionals with expertise in motor insurance products and a passion for customer relation...Show moreLast updated: 18 days ago
    • Promoted
    Sales Service Engineer

    Sales Service Engineer

    Sealmatic India Ltd.Bharuch, Gujarat, India
    Diploma or Bachelor's degree in Mechanical Engineering (BE Mechanical).Atleast 1 – 5 years’ Experience in the sales and service industries for products like Mechanical Seals, Pumps, AMKR, or any ot...Show moreLast updated: 8 days ago
    • Promoted
    Boiler Operation Engineer with valid certificate

    Boiler Operation Engineer with valid certificate

    Fuji Technical Services Pvt LtdBharuch, Gujarat, India
    Fuji Technical Services Pvt Ltd is a leading provider of consulting, maintenance, and operation services for heavy-duty diesel and gas-based power plants in India and abroad.Our expertise lies in b...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Retail Sales

    Relationship Manager - Retail Sales

    ConfidentialNavsari
    To execute the marketing strategies in the allocated space with focus on garnering and developing sales.Ensuring growth of business and surpassing periodical sales targets in terms of funds mobiliz...Show moreLast updated: 30+ days ago
    • Promoted
    Manager - Investor Relations & Corporate Development

    Manager - Investor Relations & Corporate Development

    PazagoSurat, IN
    Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 22 days ago
    • Promoted
    Brand, PR & Analyst Relations Marketer

    Brand, PR & Analyst Relations Marketer

    Kanerika Incmohali, gujarat, in
    Cultivate relationships with top-tier journalists and editors across AI, automation, and enterprise tech.Pitch and land coverage in outlets like Forbes, VentureBeat, TechCrunch, CIO.Secure executiv...Show moreLast updated: 11 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Fionicsmohali, gujarat, in
    Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes.Own P&L responsibility and risk management. Develop and implement quantitative strategies.Proven alpha g...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Acquisition - Demat cum Trading Accounts

    Relationship Manager - Acquisition - Demat cum Trading Accounts

    ConfidentialBengaluru / Bangalore, Surat
    Position - Relationship Managers - Acquisition - Demat cum Trading Accounts , Equity Broking.The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Ma...Show moreLast updated: 30+ days ago
    • Promoted
    Assistant Manager -Tech Transfer Surfactants

    Assistant Manager -Tech Transfer Surfactants

    AtomgridAnklesvar, Gujarat, India
    Atomgrid is on a mission to revolutionize the global specialty chemicals industry.We are creating a new-age, asset-light, R&D-driven brand that combines pioneering process innovation, market intell...Show moreLast updated: 9 days ago