Relationship Manager Advisory Jobs

We are seeking an experienced Sr. Manager NRI Sales to manage inbound and outbound NRI sales leads and drive property sales across international markets. The role involves client advisory, relationship management, coordination across internal teams, and delivering a seamless end-to-end sales experience for NRI customers aligned with their investment goals.Key Responsibilities:Handle inbound and outbound NRI sales leads through digital platforms, referrals, and channel partnersUnderstand client requirements and recommend suitable properties based on investment objectivesCommunicate project USPs, pricing, payment plans, legal processes, and handover timelines clearly to NRI clientsCoordinate virtual site visits and manage communications across multiple time zonesBuild and maintain long-term client relationships through personalized engagementWork closely with CRM, Legal, and Documentation teams for smooth post-sales supportTrack sales pipeline, update CRM systems, and submit weekly performance reports to the HODStay updated on real estate market trends and NRI-specific compliance regulationsRequired Skills & Qualifications:8+ years of experience in real estate sales, with strong exposure to NRI clienteleProven experience in managing international customers and virtual sales processesStrong communication, negotiation, and relationship-building skillsGraduation/Post-Graduation in Business, Marketing, or a related fieldPrior exposure to international real estate exhibitions or NRI campaigns is an added advantageUS Visa holder candidates will be given preference

Reactivate inactive clients PAN-India via phone / online engagement. Encourage clients to Start SIPs or invest in mutual funds, Direct Equity ,PMS, or bonds. Achieve SIP and AUM mobilization targets as per plan. Source new clients through referrals and personal networks. Conduct portfolio reviews, performance updates, and client follow-ups. Maintain accurate CRM records and adhere to SEBI / AMFI compliance standards.

Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST

JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutualfunds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincomeprojections.8. Interact with the various teams within the organization such as Research, FinancialPlanning,Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)

We are hiring for Relationship Managers for Various Reputed Banks. Responsibilities of a Relationship Manager:Maintain a strong relationship with the clients and build trust among them.Discuss the primary financial goals of clients and help them achieve these goals.Manage clients' investment portfolios to provide them with guaranteed financial success.Conduct risk assessments on the investment options and report them to the client.Follow stringent banking protocols and policies.Develop presentations for clients and help them understand how the bank can help them. Update the customers and clients on their portfolio success and activity.

We have vacant of 10 Relationship Manager Advisory Jobs in Delhi,Sales Consultant, Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Sales Consultant etc.

JOB DESCRIPTION RELATIONSHIP MANAGERWe are looking for Relationship Manager/Financial consultant / sales executive ( STOCK BROKING COMPANY) - INDIAN MARKETResponsibilities :- Cold calling Meeting monthly sales target Maintain client relationship. Meeting or exceeding sales goals. Negotiating all contracts with prospective clients. Helping determine pricing schedules for quotes, promotions, and negotiations. Preparing weekly and monthly reports. Giving sales presentations to a range of prospective clients. Coordinating sales efforts with marketing programs. Understanding and promoting company programs. Experience - minimum 4 month (relevant experience)Location - Indore Job Type - Full TimeShift - Day ShiftSalary - Based on interview(% based)How to apply:Reach out to me directly and share your resume at 9981694852.

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

A Relationship Manager (RM) is a professional who plays a crucial role in building and maintaining positive relationships with clients or customers on behalf of a company or organization. The primary objective of a Relationship Manager is to ensure client satisfaction and loyalty, which, in turn, contributes to the growth and success of the business.

Exp should be minimum 3 year'sNISM 8 is mandatory/ or any other series related with NISM.Should be experienced from dealing experience with cross selling of insurance and investment products.

Job Description:Assist the company in acquiring new customersCross sell and up-sell to existing customersSupport the customer in the stock marketsMaintaining a cordial relationship with customers

Urgent Hiring for Relationship Manager.Dear candidates we are hiring for quality manager in automobile sector. Minimum qualification of candidates should be graduation with good communications skills. Only interested candidates can apply for this post. Salary of this post would be 20 thousand per month.

Should have work experience to work with Stock broking firm, -Get New Clients (Retail, Hni)On Board for Wealth management/ Financial Planning. -should have Service the Client with Regular Investment Advice,Sales of Any Financial Products such as Wealth Management, Financial Planning, mutual Funds, Insurance, Trading & Demet Accounts.

Responsibilities of Relationship Manager - TelesalesGuide users of Financial Freedom App on the benefits of using the app and various courses available in the app.Help them navigate through various features in the app and explain the benefits of each feature.Help them choose the right subscription package to access premium content on the app and guide them through the entire payment process.Be part of the daily morning meeting with entire Sales Leadership Team at 8.30 AM daily over zoom.Achieve daily 4 hours of Talk Time (You will have to work for 8-9 hours to achieve 4 hours of Talk Time daily.There is no sales target in this job, but you will earn incentive for every sale you make.You will be paid Rs 15000 Fixed Monthly Salary per Month and this is purely based on your attendance & talk time (No Sales Targets)You will have to attend a week long Training Program after joining over zoom.You will have to clear a certification post completion of training.This is a permanent work from home job and work timings are between 8.30 AM to 6 PM.You don't need to have a computer or laptop to perform this job. All you need a smartphone with good internet connectivity.You can earn up to Rs 50000 incentive per month in addition to your Fixed Monthly Salary of Rs 15000.Working Days - Monday to Saturday.Required Qualifications & SkillsYou should have completed minimum PUC/12th Standard/Diploma/Graduation in any stream.This is a full time job hence you should be able to dedicate minimum 9 hours between 8.30 AM to 6 PM daily.Location - Anywhere in India. As it is a permanent work from home job, you can work from anywhere in India.LocationWork From Home

We are looking for 5 Relationship Manager Posts in Sikar, Rajasthan with deep knowledge in Sales,Financial Advisory,Investment Advisory,Client Relationship Management, Lead Generation and Required Educational Qualification is : Any Bachelor Degree Local candidates will be preferred.age limit :- below 30 years can applyExperience in life insurance and other insurance will be consider

We are looking for 20 Relationship Manager Advisory Posts in Delhi/NCR with deep knowledge in Relationship Manager Sales,Relationship Manager Wealth Management and Required Educational Qualification is : Other Bachelor Degree, B.A, B.B.A, B.Com, B.Sc, Post Graduate Diploma, M.A, M.B.A/PGDM

Acquiring of minimum 3 good retail/uhni/hni clients with their Funds/Portfolio(Min total Fund 3 lacs p.m). They will chase big clients to move their portfolio on LKPs platform. RM should be able to advice the correct product. Good knowledge on financial products Broking (Commodity ,Currency, Equity), MF , Insurance . They should have ability to book 4-5 quality accounts every month with margins of min (3-4) lacs from open market and justify 2 x CTC monthly. CTC plus attractive incentive (5-10)% is there in the package on achieving targets.

Company Name: Mswipe TechnologiesDesignation: Relationship ManagerLocation: Mumbai Job Responsibilities:Tie up with New Merchants Must have Business loan Experience Responsible to sales Secured and unsecured loan Experience: 1 4 years in Business Loan saleSalary 15 to 20 K take home Skills Required: HSC + Relevant Experience from Business Loan BackgroundRelevant companies We can get hire the candidates from- FT cash- Hindustan Micro Finance- SME corner- HDB Finance Ltd- Piramal Finance - Freecharge- Capri global- IDFC FIRST BANK- Jana Finance and other banks , NBFCs

The Branch Relationship Manager for the Loyalty Channel is responsible for building and maintaining strong relationships with existing customers, driving customer loyalty, and ensuring the retention and growth of the customer base within the branch. The role involves working with the sales and service teams to provide personalized solutions and enhance the customer experience.Key Responsibilities:Customer Relationship ManagementDevelop and maintain long-term relationships with existing customers to ensure high levels of satisfaction and loyalty.Proactively engage with customers to understand their needs and offer appropriate financial solutions.Retention & Loyalty ProgramsDrive customer retention by promoting loyalty programs, benefits, and personalized offers.Identify opportunities to cross-sell products and services to increase customer value.Sales & Service ExcellenceEnsure sales targets and service quality standards are met.Work closely with the sales team to ensure the delivery of superior customer service.Customer Feedback & Issue ResolutionHandle escalated customer issues, ensuring prompt and effective resolution.Collect and analyze customer feedback to improve branch services and customer satisfaction.Collaboration & ReportingCollaborate with branch managers and other departments to align on customer strategies.Provide regular reports on customer engagement, loyalty metrics, and sales performance.Market & Product KnowledgeStay informed about bank products, services, and market trends to provide relevant solutions to customers.Ensure customers are well-informed about loyalty benefits and new offerings.

Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed

Should have work experience to work with Stock broking firm, -Get New Clients (Retail, Hni)On Board for Wealth management/ Financial Planning. -should have Service the Client with Regular Investment Advice,Sales of Any Financial Products such as Wealth Management, Financial Planning, mutual Funds, Insurance, Trading & Demat Accounts.

Responsibilities of Relationship Manager - TelesalesGuide users of Financial Freedom App on the benefits of using the app and various courses available in the app.Help them navigate through various features in the app and explain the benefits of each feature.Help them choose the right subscription package to access premium content on the app and guide them through the entire payment process.Be part of the daily morning meeting with entire Sales Leadership Team at 8.30 AM daily over zoom.Achieve daily 4 hours of Talk Time (You will have to work for 8-9 hours to achieve 4 hours of Talk Time daily.There is no sales target in this job, but you will earn incentive for every sale you make.You will be paid Rs 15000 Fixed Monthly Salary per Month and this is purely based on your attendance & talk time (No Sales Targets)You will have to attend a week long Training Program after joining over zoom.You will have to clear a certification post completion of training.This is a permanent work from home job and work timings are between 8.30 AM to 6 PM.You don't need to have a computer or laptop to perform this job. All you need a smartphone with good internet connectivity.You can earn up to Rs 50000 incentive per month in addition to your Fixed Monthly Salary of Rs 15000.Working Days - Monday to Saturday.Required Qualifications & SkillsYou should have completed minimum PUC/12th Standard/Diploma/Graduation in any stream.This is a full time job hence you should be able to dedicate minimum 9 hours between 8.30 AM to 6 PM daily.Location - Anywhere in India. As it is a permanent work from home job, you can work from anywhere in India.LocationWork From Home