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 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...
Immediate joiners preferred Location: Ahmedabad Relationship Manager/Senior Relationship Manager - Ahmedabad Experience required: 5 Years+ Job Description: - Execution of trade orders on behalf of clients. - Building relationships with clients & educating them about Investments. Specialized Activities: - Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal. -...
Position Overview: The Strategic Relationship Manager would be responsible for building strong, long-term relationships with authors/clients, serving as their primary point of contact. This role requires excellent communication skills, a customer-first mindset, and the ability to proactively identify opportunities to add value and nurture client relationships. Key Responsibilities: Author...
About UsYubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles. About...
Urgent Hiring || AVP/DVP – Private Client Group (PCG) || Gujarat Location: Ahmedabad Profile-: AVP/DVP – Private Client Group (PCG) Experience- 12 + years Ctc- Depends on interview Reporting To: CEO – Wealth & Capital Markets Key Responsibilities Strategic Leadership - Define and execute the overall PCG strategy in alignment with business objectives. - Build and scale the PCG business...
Job Name – RBB - Imperia RM Job Title :(Job Name) – RBB - Imperia RM Location - Ahmedabad Job Purpose- Imperia Relationship Manager - Ahmedabad Job Purpose Responsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products,...
Prudent Corporate Advisory Services Ltd. is urgently hiring for Relationship Manager- Mutual fund. Location: Ahmedabad (Panchvati/Nikol) Experience Required: Min 1 year Job Description: • Ability To create quality network & exposure in local market. • Acquisition and managing of new as well as existing financial advisors / distributors from market. • Should be AMFI Passed/or need to pass...
JOB DESCRIPTION Role: Relationship Managers (Motor) – Agency channel What is the purpose of the role - • Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process • Create offline...
About the Company Responsible for developing present and surrounding locations for LAS business. About the Role Develop and manage the book and deliver Net AUM growth. Enhance Customer engagement regularly and provide wow customer experience. Responsibilities - Acquire New Clients and channel partners every month. - Drive sales activities for self-sourcing and channels. - Risk Management and...
Vyn (pronounced “win”) is a new-age fintech venture building a world-class platform for international wealth investing. We are backed by a seed capital of $4M and led by two co-founders — Adesh Tyagi, a US-based serial entrepreneur and Rakesh Bhunatar, a fintech entrepreneur — bringing deep global and financial expertise to the table. We are a part of $1B US technology group, a headquartered in...
JOBDESCRIPTION A Position Overview Position Title Senior Relationship Manager – Virtual Bancassurance HDFC Function Partnership Distribution Department Virtual Bancassurance HDFC Level/ Band Executive Grade 209 Role Summary: ·Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations B OrganizationalRelationships Reports...
Urgent Hiring || Relationship Manager || Ahmedabad Location- Ahmedabad Profile: Manager / Sr. Manager – Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Highlights: 3 decades of experience in Capital Markets SEBI registered Category – I Merchant Banker Association s Membership of NSE, BSE, BSE – WDM, MCX, NCDEX,...
What is the purpose of the role - • Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle Customer Inquiries with a speedy and satisfactory resolution coordinate with Girnar Insurance HO Team for the smooth execution of the sales process • Create offline training and servicing process for the POSP. • Should know local agent...
About UsYubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven productsYubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.About...
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...
Immediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - AhmedabadExperience required: 5 Years+Job Description:- Execution of trade orders on behalf of clients.- Building relationships with clients & educating them about Investments.Specialized Activities:- Buying and selling of securities or derivatives, UDR on NSE /BSE /IIBX terminal.- Advising to client...
Job Name – RBB - Imperia RMJob Title :(Job Name) – RBB - Imperia RMLocation - AhmedabadJob Purpose- Imperia Relationship Manager - AhmedabadJob PurposeResponsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring...
Urgent Hiring || AVP/DVP – Private Client Group (PCG) || GujaratLocation: AhmedabadProfile-: AVP/DVP – Private Client Group (PCG)Experience- 12 + yearsCtc- Depends on interviewReporting To: CEO – Wealth & Capital MarketsKey ResponsibilitiesStrategic LeadershipDefine and execute the overall PCG strategy in alignment with business objectives.Build and scale the PCG business with a clear focus on...
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...
Job Name – RBB - Imperia RMJob Title :(Job Name) – RBB - Imperia RMLocation - AhmedabadJob Purpose- Imperia Relationship Manager - AhmedabadJob PurposeResponsible for including HNI customers into the Imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring...