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Rs 8 - 12 lakhs p.a.
...This role is for an Affluent Relationship Manager specializing in Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) . The ideal candidate will have extensive experience in the BFSI sector, focusing on upselling investment products...SuggestedAvani Consulting
Jaipura month ago- *Job Title: Mutual Fund Relationship Manager (MF RM)* *Company: Shri Ashutosh Securities Pvt. Ltd.* *Location: Patna, Bihar* *About Us:* Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest...Suggested
Rs 10 - 15 lakhs p.a.
...QuickTurtle is seeking experienced and driven SVP/VP/AVP/Relationship Managers for our Private Client Group (PCG) Advisory team. In this role,... .... Cross-sell Third Party Products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment...SuggestedQuick Turtle
Vadodara1 day agoRs 5 - 10 lakhs p.a.
...This role is for a Relationship Manager at a leading AMC company, specializing in Mutual Funds, PMS, and AIF . The ideal candidate will have extensive experience in B2C sales to HNI and UHNI clients and will be responsible for providing investment advice, generating...SuggestedAvani Consulting
Secunderabada month ago- ...Job Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role Summary: You will handle acquisition... ...drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while...SuggestedFull time
Chola Securities
Chennai1 day ago Rs 3.5 - 15 lakhs p.a.
1) Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships 2) Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF 3) Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and...SuggestedQuick Turtle
Ahmedabad1 day ago- Job Description: Key Responsibilities: ~Manage a portfolio of existing and prospective clients through virtual platforms (phone, email... ...of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person). ~NISM Series V-A certification...SuggestedFull time
- ...Job Description: ~To up sell MF products to Retail/HNI Clients as per the assigned... ...selling and upgrading the Client Net worth relationships. ~Profiling customers and provide financial... ...profiles or wealth counter who are managing HNI client , have knowledge on Mutual fund...SuggestedFull time
- ...Description Job Purpose Responsible for managing a team of premier IFAs and achievement of... ...About the AMC industry The Indian MF Industry has grown on the back of some... ...maximum PoS selling our product. With every Relationship Manager managing a large number of...SuggestedLong term contract
Aditya Birla Group
Kolkatta2 days ago - ...Job Title: Relationship Manager-PCG-Advisory Location: Chennai, Bangalore, Hyderabad, Kolkata, & Delhi Key Responsibilities: # Execute... ...party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares...Suggested
Chola Securities
Secunderabad1 day ago Rs 6 - 10 lakhs p.a.
...Privy or Priority of CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc. can apply... ...Privy or Priority Channel Acquire and manage all kinds of core liability clients and... ...Should be strong in Business lobbying, relationship, and rapport building with immigration consultants...SuggestedFull timeLocal areaKarur Vysya Bank
Karur23 days agoRs 10 - 22 lakhs p.a.
...Treasures Relation Ship Manager – CBG Description – External Business Function... ...through pro-active client engagement & relationship management, coordinating internally with... ...-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure...SuggestedFull timeLocal areaSubramaniam Hemamalini (Proprietor Of Live Connections)
Coimbatorea month agoRs 3 - 7 lakhs p.a.
...Priority products (CA, SA, RD, TD, LI, GI, MF, Investments, Asset X Sell etc.). ~ Full... ...Privy or Priority Channel Acquire and manage all core liability clients and products (NR... ...market. Strong in Business lobbying, relationship, and rapport building with immigration consultants...SuggestedFull timeLocal areaKarur Vysya Bank
Thiruvananthapuram23 days agoRs 10 - 20 lakhs p.a.
...Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the... ...industry knowledge Developing people & relationships Sets positive example, guides staff... ...Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel...SuggestedStack Digital
Kolkattaa month ago- ...Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition... ...investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital...SuggestedLong term contract
360 one wealth
Lucknow2 days ago Rs 3 - 8 lakhs p.a.
...Key Responsibilities Acquire and manage all types of core liability clients and products... ...Demonstrate strong business lobbying, relationship building, and rapport with immigration consultants... ...for CA, SA, RD, TD, LI, GI, Mutual Funds (MF), Investments, and Asset Cross-Sell. ~ A...Full timeLocal areaKarur Vysya Bank
Mangalore23 days ago- ...on the system Regularly interact with the customer to build relationships and understand the profile. Achieving MTD and YTD Revenue Targets... ...· Achieving Top Line targets for various products like LI, MF etc. · Liability products – CASA, FX, Quickremit etc Update any...Local area
Hdfc
Gandhidham1 day ago - ...ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships... ...goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross –...
Muthoot Fincorp
Bangalore3 days ago - ...portfolio growth, with a focus on Assets Under Management (AUM) product penetration. Promote and... ..., including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (... ...maintaining and nurturing long-term relationships with existing clients. Conduct client...
SkillLabs
Bangalore17 days ago - ...portfolio growth with a focus on Assets Under Management (AUM) product penetration. Promote... ...including Insurance Mutual Funds (MF) PMS SIP AIF Bonds Fixed Deposits (FD) Unlisted... ...maintaining and nurturing long-term relationships with existing clients. Conduct client...
Skill Lab Services
Secunderabad2 days ago Rs 2.05 - 4 lakhs p.a.
Relationship Manager Start Date Starts Immediately... ..., portfolio underperformance, new product launches (f&o, mtf, mf, insurance, lending) 5. Own communication taxonomy, cadence rules...Full timeImmediate start- ...Abhiloans Mutual Fund Distributors Share Brokers Wealth Managers Loan Aggregators Engagement And Disbursal – Driving the business... ...Effectively Ability to leverage existing contacts networks in MF distribution and Share Broking ecosystem. Education ~...
abhi loans
Delhi2 days ago - ...Sky Phygital - Relationship Manager Job Role: # Customer Engagement (meeting, Video call, Tele call) and Relationship... ...TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book # Deepening of CA SA and TD mapped...
Kotak Mahindra Bank Limited
Secunderabad2 days ago - ...Description Job Purpose Responsible for managing BANKs & NDs and achievement of the sales... ...is an equally important arm of the MF business as compared to institutional. It... ...maximum POS selling our product. With every Relationship Manager managing a large number of...
Aditya Birla Group
Erode2 days ago - ...Job Context:/Job Challenges:The Indian MF Industry has grown on the back of some really... ...globally on India's fast growing asset management business. This can also be witnessed with... ...Managing and maximizing business from Client Relationships through prompt service Developing and...Long term contract
Aditya Birla Group
Bellary2 days ago - ...Role: National Account Manager - Credit Life Business Reports to: Zonal head Experience... ...responsible for acquiring and managing relationships with financial institutions, NBFCs, MFIs,... ...manage partnerships wit h banks, NBFCs, MF Is, and other lending institutions for distribution...
Kotak Life
Mumbai2 days ago - ...Role Summary The Key Account Manager will be responsible for managing and maintaining relationships with existing clients, ensuring that agreements with both the company... ...- preferably in roles with AMCs, RTAs, or MF-focused fintechs. ~ Prior experience in B2B sales...
Cybrilla
Mumbai1 day ago Rs 8 - 15 lakhs p.a.
...using digital marketing channels) to achieve key outcomes Manage the tracking and measurement of integrated digital marketing... ...customer-focused mindset with the ability to influence and engage direct and indirect reports and peers and build effective relationships....Flexible hoursProptiger.com
Navi Mumbai29 days agoRs 5 - 15 lakhs p.a.
...candidates about roles, responsibilities, salary, and benefits. Manage candidate expectations and provide timely feedback throughout the recruitment process. Build and maintain strong client relationships, recommending solutions and exploring new business opportunities....People Alliance Workforce
Delhia month agoRs 3 - 4 lakhs p.a.
Relationship Manager Wealth Management (Fresher) Start Date Starts Immediately... ...Support client onboarding and documentation (KYC, account opening, MF transactions, forms) Check documents for completeness and...Work at officeImmediate start
