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

Relationship Manager - Wealth

The Premier Consultants ( Recruitment Company )nadiad, gujarat, in
1 day ago
Job description

Opening with a leading Fund Management Company ..!!

Role : Relationship Manager - Wealth

Location : Mumbai

Key Responsibilities :

  • Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service providers such as CPAs, Law firms etc.
  • Managing and growing existing business and client relationships by constant engagement for additional businesses and references.
  • Managing Sales Activities and achieving monthly targets across products and services.
  • Responsible for preparing yearly budgets and strategies for achieving the targets.
  • Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Regular Travel to existing and prospect clientele locations {South East Asia }

Interested candidates please share your CV on himani@thepremierconsultants.com

#wealthmanager #wealthmanagement #wealthmanagementcompany #familyoffice #familyoffices #CPA #CPAs #Trustees #investmentadvisor #investmentadvisors #privateequity #venturecapital #AIF #alternativeinvestmentfund #alternativeinvestment #FPI #foreignportfolio #foreigninstitutionalinvestor #FII #custody #capitalmarket #capitalmarkets #FDI #relationshipmanager #RM #relationshipmanagement #UHNI #HNI #highnetworth #ultrahighnetworth

Create a job alert for this search

Relationship Manager • nadiad, gujarat, in

Related jobs
  • Promoted
Relationship Manager - Wealth Channel

Relationship Manager - Wealth Channel

ConfidentialChennai, Ahmedabad
We have openings for Relationship Manager - Wealth Channel.Ahmedabad, Chennai, Kolkata, Delhi, Pune.Huge and attractive incentive earning schemes. Exposure to the most unique and promising business ...Show moreLast updated: 4 days ago
  • Promoted
Wealth Manager / Investment Manager (Paid Consultancy Opportunity)

Wealth Manager / Investment Manager (Paid Consultancy Opportunity)

RONIN StudiesVadodara, IN
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show moreLast updated: 14 days ago
  • Promoted
Sr. Relationship Manager

Sr. Relationship Manager

ConfidentialAhmedabad
Originate NTB prospects through direct sourcing and open market channels.Acquiring customers and taking their proposal up to the stage of disbursement. Meeting existing customers to generate busines...Show moreLast updated: 30+ days ago
Relationship Manager ( RM)

Relationship Manager ( RM)

Talent WorxAhmedabad, GJ, IN
Quick Apply
A national level online platform which facilitates financing of receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers via a bidding model.In the business of openi...Show moreLast updated: 18 days ago
  • Promoted
Senior Relationship Manager – Debt

Senior Relationship Manager – Debt

GetFiveAhmedabad, Gujarat, India
Name of the organization – Getfive Advisors Pvt.Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fun...Show moreLast updated: 18 days ago
  • Promoted
Relationship Manager - Wealth

Relationship Manager - Wealth

ConfidentialAhmedabad
Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requir...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager - RBL Bank

Relationship Manager - RBL Bank

ConfidentialAhmedabad
Achieve personal and business unit goals by implementing a variety of.Relationship deepening technique and new business acquisition activities. Acquiring and managing Resident and NRI clients.Collab...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager - Banks and NDs

Relationship Manager - Banks and NDs

ConfidentialAhmedabad
To execute marketing and business development strategies within the assigned region, with a strong focus on increasing Assets Under Management (AUM), driving investor engagement, and managing distr...Show moreLast updated: 25 days ago
  • Promoted
Wealth Manager | Leading Financial Services Company

Wealth Manager | Leading Financial Services Company

ConfidentialAhmedabad
Acquire and manage HNI clients with tailored investment solutions.Deepen client relationships through cross-selling and portfolio diversification. Stay updated on market trends and regulations impac...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager – Life & General Insurance

Relationship Manager – Life & General Insurance

CharyasAhmedabad, Gujarat, India
Relationship Manager – Life & General Insurance (Agency Leadership Track).India’s next transformation won’t be built only through infrastructure it will be built through financial resilience.At Cha...Show moreLast updated: 2 days ago
  • Promoted
Sales & Relationship Manager | Fintech | Upto 50K per month

Sales & Relationship Manager | Fintech | Upto 50K per month

Dhan SaarthiAnand, IN
Schedule and deliver product demos for.Follow up with prospects and support conversions.Maintain and update leads in the. Finance, Business, or related field.Finance knowledge is mandatory.Excellent...Show moreLast updated: 4 days ago
  • Promoted
Relationship Manager- MIB

Relationship Manager- MIB

YES BANKAhmedabad, Gujarat, India
The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager - Bank & Wealth Channel - Asset Management Firm

Relationship Manager - Bank & Wealth Channel - Asset Management Firm

DSP Eminence Consulting ServicesAhmedabad, India
Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago
  • Promoted
Jainam - Relationship Manager

Jainam - Relationship Manager

Jainam Broking LimitedVadodara, India
Role Overview : As a Relationship Manager, you will be responsible for leading a team of Branch Relationship Managers (RMs), driving revenue targets, managing client portfolios,...Show moreLast updated: 7 days ago
  • Promoted
Preferred Relationship Manager

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdVadodara, Gujarat, India
The Relationship Manager 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 relationshi...Show moreLast updated: 30+ days ago
  • Promoted
Wealth Manager

Wealth Manager

Stack Wealthanand, gujarat, in
Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a ...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Manager

Relationship Manager

ConfidentialVadodara, India
To up sell MF products to Retail / HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of ...Show moreLast updated: 28 days ago
  • Promoted
GetFive - Senior Relationship Manager - Debt

GetFive - Senior Relationship Manager - Debt

GetfiveAhmedabad,Gujarat, India
Name of the organization Getfive Advisors Pvt.SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising and ...Show moreLast updated: 12 days ago