Talent.com
▷ Immediate Start! Preferred Relationship Manager

▷ Immediate Start! Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdJunagadh, Gujarat, India
30+ days 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 • Junagadh, Gujarat, India

    Related jobs
    • Promoted
    Brand, PR & Analyst Relations Marketer

    Brand, PR & Analyst Relations Marketer

    Kanerika Incjunagadh, 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: 25 days ago
    • Promoted
    Customer Relationship Executive

    Customer Relationship Executive

    SWITRUS HOLIDAYSjunagadh, gujarat, in
    Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation. Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 14 days ago
    • Promoted
    • New!
    Relationship Manager-Team Lead Wealth Management

    Relationship Manager-Team Lead Wealth Management

    State Bank of Indiajunagadh, India
    We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 17 hours ago
    • Promoted
    Relationship Manager -Lead Based / BFSI

    Relationship Manager -Lead Based / BFSI

    ConfidentialJunagadh
    Convert provided leads into confirmed sales.Understand customer needs and suggest suitable solutions.Maintain accurate CRM records of interactions and follow-ups. Coordinate with field teams to ensu...Show moreLast updated: 8 days ago
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojJunagadh, IN
    Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge. Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 4 days ago
    • Promoted
    Remote Sales Executive – Lead Generation & Cold Calling

    Remote Sales Executive – Lead Generation & Cold Calling

    SSK AutoWorksjunagadh, gujarat, in
    Remote
    Job Title : Remote Sales Executive – Lead Generation & Cold Calling.We are looking for a proactive and results-driven Remote Sales Executive to join our team. In this role, you will independently gen...Show moreLast updated: 2 days ago
    • Promoted
    Loan Associate - India

    Loan Associate - India

    Outsourced Pro Globaljunagadh, gujarat, in
    Salary : 70,000 – 100,000 INR per month.Job Type : Full-Time | Day Shift (Sydney, Australia Time Zone).Performance-Based Annual Incentive. Australian home loan processing or lending.Proficiency in Inf...Show moreLast updated: 25 days ago
    • Promoted
    (Apply in 3 Minutes) Relationship Manager - Partnership and Alliance

    (Apply in 3 Minutes) Relationship Manager - Partnership and Alliance

    RATNAAFINJunagadh, Gujarat, India
    Key Responsibilities : • Manage day-to-day coordination with partner teams for smooth credit operations.Monitor portfolio performance and support in maintaining portfolio quality.Assist in collecti...Show moreLast updated: 21 days ago
    • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    upGrad RekrutJūnāgadh, Republic Of India, 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: 3 days ago
    • Promoted
    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management

    ConfidentialIndia, Gondal
    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: 3 days ago
    • Promoted
    • New!
    Global Customer Relationship & Sales Manager

    Global Customer Relationship & Sales Manager

    Yajur Knowledge Solutionsjunagadh, gujarat, in
    What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?. We’re a fast-growing global advisory platform blen...Show moreLast updated: 1 hour ago
    • Promoted
    Principal

    Principal

    Rocket Capitaljunagadh, India
    Principal – Private Credit (India).USD ( ~INR 50 Lakhs) per year + competitive performance-linked bonuses.Rocket Capital is the asset management arm of Rocket, investing across Private Equity, Vent...Show moreLast updated: 14 days ago
    • Promoted
    Investor Relation Executive

    Investor Relation Executive

    TalentojJunagadh, IN
    Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems. You have basic financial knowledge.Show moreLast updated: 1 day ago
    • Promoted
    Delegate Acquisition Manager

    Delegate Acquisition Manager

    REDD Mediajunagadh, gujarat, in
    Delegate Acquisition Manager – Hotel Guest Experience Forums.Full-Time or Freelance | Remote | Global Markets : India, Middle East, Europe & UK). Redd Media Limited is a forward-thinking company comm...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager - Large / Mid Corporate [Urgent]

    Relationship Manager - Large / Mid Corporate [Urgent]

    InvoicemartJunagadh, Gujarat, India
    We have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A. TREDS Limited (a group company of Axis Bank) is a national level on...Show moreLast updated: 11 days ago
    • Promoted
    Senior Performance Marketer

    Senior Performance Marketer

    PU PrimeJunagadh, IN
    We are seeking a highly skilled.Senior Performance Marketing Manager.This role requires expertise in acquiring high-quality trader leads, optimizing. The ideal candidate will have managed large budg...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Manager- (Institutional Sales) PMS & AIF

    Relationship Manager- (Institutional Sales) PMS & AIF

    Nippon India Mutual FundJunagadh, 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: 4 days ago
    • Promoted
    Sales Representatives / Merchant Acquisition Specialists

    Sales Representatives / Merchant Acquisition Specialists

    BeamJunagadh, IN
    Sales Representatives / Merchant Acquisition Specialists.Location : Remote / International.Excellent salary, outstanding conditions, and strong growth potential based on performance.If you’re passio...Show moreLast updated: 3 days ago