Relationship Manager Job at Turtlemint (Mumbai)

Relationship Manager

Are you a natural born people person who thrives on cultivating relationships wi...

Location

United States , Downers Grove

Salary:

74200.00 - 84700.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 1 year of experience in Financial Services or at least 1 year of Business to Business Sales experience

Job Responsibility

Cultivate positive relationships with our dealerships
Optimize communication skills by creating strategic deals and goals with dealerships over the phone
Review the structure in underwriting for COAF
Guide the deals in house for funding
Analyze territory production goals
Partner successfully with peers and teammates to efficiently achieve operational alignment and mutual objectives

What we offer

Health, financial and other benefits that support your total well-being
performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)

Fulltime

Relationship Manager

We are looking for a dedicated Relationship Manager to join our client's investm...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree, preferably in Finance or a related field
Minimum of 2 years of experience in wealth management or the financial industry, ideally in a similar role
Series 7 certification or actively preparing to obtain it
Proficiency in Microsoft Excel, Word, and Outlook
Strong verbal and written communication skills
Above-average organizational skills with attention to detail
Ability to work collaboratively and build positive relationships with clients and colleagues
Passion for delivering exceptional customer service and assisting clients in achieving financial security

Job Responsibility

Establish and nurture strong relationships with clients to understand and address their financial goals and needs
Provide comprehensive support to Wealth Advisors by assisting with client services
Manage investment accounts and ensure accuracy in financial documentation and reporting
Collaborate with team members to share insights and improve firm processes and client outcomes
Uphold compliance standards and follow policies and procedures to maintain operational integrity
Assist clients with inquiries related to financial planning and investment strategies
Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation
Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge
Ensure a high level of customer satisfaction by consistently delivering precise and timely service

What we offer

medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

Relationship Manager

This role will facilitate strong partnerships with dealers and sales managers wh...

Location

United States , Jericho

Salary:

89200.00 - 101700.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 1 year of experience in Financial Services or at least 1 year of Business to Business Sales experience

Job Responsibility

Cultivate positive relationships with our dealerships
Optimize communication skills by creating strategic deals and goals with dealerships over the phone
Review the structure in underwriting for COAF
Guide the deals in house for funding
Analyze territory production goals
Partner successfully with peers and teammates to efficiently achieve operational alignment and mutual objectives

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Relationship Manager

Location

United States , Redwood City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree
3-6+ years in an RIA, brokerage, or family office
Familiarity with Fidelity, Schwab, Orion, or Redtail a plus
Strong attention to detail and problem-solving skills
Polished communication and ability to manage multiple priorities

Job Responsibility

Serve as a key contact for clients, anticipating needs and delivering thoughtful service
Lead and refine the onboarding process for new clients
Support financial planning and meeting preparation
Open and service accounts across custodial platforms
Coordinate with custodians, CPAs, and attorneys
Manage cashiering, client records, and CRM updates
Assist clients with platform access and account navigation

What we offer

flexible hybrid schedule
supports ongoing education and credential growth
medical, vision, dental, and life and disability insurance
401(k) plan

Relationship Manager

Are you a natural born people person who thrives on cultivating relationships wi...

Location

United States , Alpharetta

Salary:

74200.00 - 84700.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 1 year of experience in Financial Services or at least 1 year of Business to Business Sales experience

Job Responsibility

Cultivate positive relationships with our dealerships
Optimize communication skills by creating strategic deals and goals with dealerships over the phone
Review the structure in underwriting for COAF
Guide the deals in house for funding
Analyze territory production goals
Partner successfully with peers and teammates to efficiently achieve operational alignment and mutual objectives

What we offer

performance based incentive compensation
cash bonus(es)
long term incentives (LTI)
health, financial and other benefits

Fulltime

Relationship Manager

ECW Search is delighted to be partnering with a highly respected organisation op...

Location

United Kingdom , Manchester

Salary:

40000.00 - 45000.00 GBP / Year

ECW Search

Expiration Date

Until further notice

Requirements

Previous success within a business development and relationship management from within the vehicle replacement, accident management or the credit hire sector
Strong experience managing key stakeholder relationships and influencing decision-makers
A proven track record of delivering against revenue and growth targets
Knowledge of the automotive, accident management, insurance or related sectors
Excellent communication, presentation and negotiation skills
A proactive and solutions-focused approach to problem solving
Exceptional organisational skills with the ability to manage multiple priorities effectively
Confidence working collaboratively across a variety of internal and external stakeholders

Job Responsibility

Managing and developing relationships with existing commercial partners to achieve agreed growth objectives
Identifying, qualifying and securing new business opportunities within target markets
Leading presentations, meetings and negotiations with prospective and existing partners
Maintaining an active sales pipeline and providing regular forecasting and performance reporting
Gathering market intelligence, competitor insight and customer feedback to support strategic decision-making
Representing the business at industry events, conferences and networking opportunities
Collaborating with operational, legal, compliance and finance teams to support commercial activity and contractual agreements
Ensuring all follow-up actions and stakeholder communications are delivered to a consistently high standard

What we offer

Company Bonus Scheme
25 days holiday
Company Pension

Fulltime

Relationship Manager

Join a boutique wealth management firm known for personalized advice and long-te...

Location

United States , San Carlos

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
3-6+ years in an RIA, brokerage, or family office
Familiarity with Fidelity, Schwab, Orion, or Redtail a plus
Strong attention to detail and problem-solving skills
Polished communication and ability to manage multiple priorities

Job Responsibility

Serve as a key contact for clients, anticipating needs and delivering thoughtful service
Lead and refine the onboarding process for new clients
Support financial planning and meeting preparation
Open and service accounts across custodial platforms
Coordinate with custodians, CPAs, and attorneys
Manage cashiering, client records, and CRM updates
Assist clients with platform access and account navigation

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan
flexible hybrid schedule
supports ongoing education and credential growth

Fulltime

Relationship Manager

Are you a natural born people person who thrives on cultivating relationships wi...

Location

United States , Plano

Salary:

74200.00 - 84700.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 1 year of experience in Financial Services or at least 1 year of Business to Business Sales experience

Job Responsibility

Cultivate positive relationships with our dealerships
Optimize communication skills by creating strategic deals and goals with dealerships over the phone
Review the structure in underwriting for COAF
Guide the deals in house for funding
Analyze territory production goals
Partner successfully with peers and teammates to efficiently achieve operational alignment and mutual objectives

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

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