About the Company Who are we? Our Vision: To be the trusted one stop “strategy to execution” global banking transformation and digital innovation advisor for designing pragmatic business maximization solutions, building future of banking ready capabilities and delivering the best business value realization, user adoption and faster go-to-market transformation programs for our banking and...
Project Description: We are seeking a highly experienced Senior Delivery Manager to support a rapidly growing banking account by overseeing staffing and managing a large-scale capabilities project. The ideal candidate will be proactive, adaptable, and possess a broad skill set, including exceptional communication skills for engaging with senior stakeholders. Experience in Avaloq and/or Wealth...
Location: Koramangala,Bangalore Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities - Plan the day’s work with emphasis on leads to be contacted basis the - importance of the Wealth Advisory funnel and size - • Identify fitment of Wealth Advisory products matching the client’s investing goals - • Interact with potential customers with the emphasis on high quality -...
Designation- Manager/ Sr Manager- Wealth Management Job Profile: - Develop and provide solutions to the client’s basis their requirements - Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles - Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM - Initiate portfolio review of the existing...
The Preferred 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...
ROLE SUMMARY (PURPOSE) The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services KEY RESPONSIBILITIES - Identify opportunities to expand the client base through referrals, networking, and prospecting to...
Entity : Kotak Mahindra Asset Management Co. Ltd. Job Role : Relationship Manager - Sales Location : Pan- India (Mumbai, Bangalore , Delhi) Job Role - Meeting the UHNI / Family Office Clients & developing Trust & relationship. - Customer interactive role (B2C role) with Portfolio Management experience. - Portfolio/Investment Engineers, who can help in designing portfolios. - Advice and...
We are seeking a talented individual to join our Marsh Multinational team at Marsh India Insurance Brokers Pvt Ltd. This role will be based in Bengaluru. Senior Relationship Manager / Assistant Vice President / Vice President - Marsh Multinational We will count you to: - Identify client needs and develop action plan for servicing them - Responsible for new business generation. - Build and...
Relationship Officer/Manager – National Distribution & Connector Network Location: Pan India CTC: ₹2,50,000 - 3,50,000 per annum Education: Graduation in any stream. Experience: Minimum1 year in HFC loan products or sales Roles and Responsibilities Affordable Home Loan Business Development Actively acquire customers for affordable home loan solutions through daily meetings, lead...
Role: Relationship Manager | Property Advisor (*Real Estate Experience Mandatory) Company : Chandragiri Properties Location : Bangalore, Karnataka Employment Type : Full-Time | On-site About Chandragiri Properties: Chandragiri Properties is a 7 year old Bengaluru-based real estate development company focused on plotted communities, villa neighbourhoods, and township-scale projects. With a...
Job Title: Relationship Manager-PCG-Sales Location: Chennai, Hyderabad, Bengaluru, Kolkata, Delhi Role Summary: You will handle acquisition and growth of high-value clients under the Private Client Group. You will drive revenue through advisory-led selling across equity, MF, PMS, AIF, Insurance and Fixed income products while maintaining strong compliance discipline. We are looking for...
*Opportunity Open at multiple locations- Chennai, Bangalore & Delhi Essential Experience: - 7+ Years of experience in wholesale, managing mid sized corporates - Experience in deal origination Key Responsibilities: •Primary focus is on sourcing new opportunities. •Originate and coverage of corporate relationships with an objective of creating value credit investments and syndications for the...
About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...
🚀 We’re Hiring | Relationship Manager 🏢 Company: Motilal Oswal Financial Services limited 📍 Location: Bengaluru Industry: Banking & Broking and Finical services 🔹 Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred...
Interested candidates can share their cv at [email protected] 9717060231 Locations that we are hiring for - Bangalore Salary Upto - 3 to 5LPA +unlimited incentives Role Overview: We are seeking a dynamic and result-driven Relationship Manager to join our growing team . The ideal candidate will have a proven track record in the insurance industry (either from an insurance...
Key Responsibilities: - Client Engagement: Build and maintain strong relationships with clients, understanding their emotional and practical needs, and guiding them through the process. - Market Analysis: Stay updated on the real estate market trends and competition in Bangalore, providing insights and strategies to stay ahead in the industry. - Sales Strategy: - Coordinate with the office...
ROLE PURPOSE & OBJECTIVE - The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. - Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. - Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction...
We are hiring for #Private #Client #Group - #Relationship Manager Role: #PCG - #Relationship #Manager Location: #Bangalore Experience: Minimum 5+ years in Broking, wealth, handling #HNI and #UHNI clients Qualification: Graduate / PG / MBA #Role & #Responsibilities: • Acquire high value relationships into #HNI & #UHNI clients (#Equity). • Managing large trader clients/big ticket size client...
About SmartQ SmartQ is redefining how the world experiences food. As a next-generation food-tech innovator, we solve real operational challenges through empathy-led insights and powerful technology. Our mission is clear: to elevate everyday dining into a seamless and meaningful experience. In the last decade, we’ve transformed cafeteria and food operations across industries with scalable,...
Job Title: Relationship Manager – Retail Advisory Location: Mumbai, Chennai, Bengaluru, Hyderabad, Kolkata, Delhi Role Summary: You will advise clients on securities and capital market products. You focus on suitability, risk alignment and long-term portfolio outcomes while operating within regulatory boundaries. We are looking for candidates with 2-3 years of relevant experience in securities...