IneoJobs.com

[Full Time] Relationship Manager at tation Enterprise Llp

Fri, 10 Apr 2026 12:33:23 +0530

Job Description

Job Description

1. New Client Acquisition: Identify and onboard new clients to expand the customer base
and strengthen relationships.
2. Cross-Selling: Promote and cross-sell a wide range of third-party investment products
including Insurance, Mutual Funds, PMS, SIPS, TGS, AIFS, Bonds, Unlisted Shares, IAP, and
other financial services.
3. Revenue Generation: Drive revenue growth by effectively managing sourced accounts and
maximizing income across all product categories.
5. Client Engagement: Conduct regular client meetings to understand financial needs,
provide suitable investment solutions, and ensure long-term relationship building.

Qualifications & Experience

1. Educational Qualifications: Minimum Graduation
2. Experience: Minimum 2 year of experience in NBFC & BFSI Industry
3. Domain Knowledge: Equity Market

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Relationship Manager

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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[Full Time] Walk In Drive- Relationship Manager Sales at Anand Rathi Financial

Thu, 12 Mar 2026 12:30:00 +0530

Job Description
Mega Walk In Drive:- Position: Relationship Manager Privilege: Key Job Responsibilities -

Acquire quality clients through networking, data base, market intelligence and references from existing clients.

Generate Cross Sell revenue through Financial Planning.

Promote Focus Product of the month

Maintain records of business on internal software.

Induct new clients to the Central Dealing Desk for smooth interaction and services.

Liaison with Central Dealing Desk for revenue generation and query resolution.

Conduct activities for Client Acquisition and Financial Planning.

Ensure compliance as per various regulator and organization guidelines.

Maintain the brand image of the organization.

Preferred candidate profile - Only from Broking , Insurance & banking Perks and benefits - Best Incentive in Industry Position: Equity Dealer/Advisor Key Job Responsibilities - 1. Acquisition of minimum 3 clients per month for offline equity dealing and advise the same. 2. Review relationship incase of existing clients and increase revenue through them 3. Obtain minimum five client references from existing and new clients for business expansion 4. Client Servicing based on research and back office inputs 5. Order executions in NSE,BSE and Derivatives ( Neat / Bolt / Odin terminal operators should be able to execute trades with speed and accuracy ) 6. Provide Confirmation to Clients on Order Status and Trade Status. Update Clients on Pay-in & Pay-out, margin funding etc as required 7. Resolve all customer queries Preferred candidate profile - Only from Broking Perks and benefits - Best Incentive in Industry Interested Candidates kindly share their resume @hidden_mobile(hidden_email) and can also refer your friends/Colleagues as well.
Employement Category:
Employement Type: Full time
Industry: Broking
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Walk In Drive- Relationship Manager Sales
Contact Details:
Company: Anand Rathi Financial
Location(s): Delhi, NCR

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[Full Time] Investment Products - Wealth Manager ,,and Bdm at Raina Infovision

Wed, 04 Mar 2026 14:57:53 +0530

Job Description
Job Description for Investment Products SUMMARY: - The Relationship Manager-Wealth 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 plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: - Manage clients with a minimum Investment amount of Rs 50 Lakhs and above. Strong analytical skills and ability to work in teams.

ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Desired Skill Set: Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought, speech and expression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working Result oriented

(2).Job Title (Manager Level Profile) Business Development Manager Location Regional Offices Minimum Qualification Graduate Experience 2 to 5 years in either Stock broking/Insurance/Mutual funds Sales/Advisory/Business Development Skills Required Should have Ownership Mind-set/Attitude Proactive Approach & Go-Getter attitude Persuasive Verbal & Written communication skills. Effective People management & Inter Personal Skills Problem-solving & Decision Making skills. Basic Analytical skills Basic knowledge of MS Excel, Word & Power Point Basic awareness/understanding of Stock Markets/Broking business Job Description Responsible for developing business in the assigned territory Achieve the assigned targets via Business Partners in terms of Client Acquisition & Promotion of Investment Advisory products leading to overall revenue growth Managing relationships effectively with the Business Partners/Digi Partners Motivate Business Partners to align their mind-set towards business growth Organise Seminars/Webinars independently/jointly with the Business Partners for promotion of MOFSL products

Employement Category:
Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Investment Products - Wealth Manager ,,and Bdm
Contact Details:
Company: Raina Infovision
Location(s): Ahmedabad

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[Full Time] Investment Banking Team Leader - Voice Process at Izee Manpower

Tue, 03 Feb 2026 12:30:00 +0530

Job Description
IZee Manpower Consultancy is hiring for Investment Banking Client

Customer Support in Investment Banking, Know the Banking Products,
Handle inbound customer calls related to account administration and support

Address account security concerns, including: Fraud prevention guidance Steps to follow if a device is lost or stolen Data protection and storage-related queries Support onboarding and verification processes

Corporate action, Swift code, clearance & settlement.

Experience : Minimum 4 yrs of experience

Location : Gurgaon

Shift : General Shift

Notice period : 0-1 week (Immediate Joiners)

Interested candidates call/WhatsApp Noor hidden_mobile
Employement Category:
Employement Type: Full time
Industry: Investment Banking / Venture Capital / Private Equity
Role Category: Securities Trading
Functional Area: Not Specified
Role/Responsibilies: Investment Banking Team Leader - Voice Process
Contact Details:
Company: Izee Manpower
Location(s): Noida, Gurugram

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