Client relationship manager jobs in Thiruvananthapuram

 ...Responsibilities for RM - NR & Privy or Priority Channel Acquire and manage all core liability clients and products (NR & Privy or Priority SA, CA, TD, RD, LI,...  ...building in the market. Strong in Business lobbying, relationship, and rapport building with immigration consultants,... 

 ...staff on incentive programs and insurance products Coordinate medicals and documentation to ensure timely policy issuance Identify cross-selling and up-selling opportunities with existing customers Support branch staff and build long-term professional relationships... 

1) Coordinating with clients for their daily trades in Commodity. 2) Help customers to Execute trade online and place orders on behalf...  ...revenue, acquiring clients, 11) enhancing, & upgrading the client relationship. 12) Ensuring the highest level of service to the clients... 

1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking...  ...clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity... 

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and...  ...norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product... 

 ...through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business... 

Candidate Profile: # Minimum 1 year of experience in Life Insurance Sales , BFSI , or NBFC ~ Good awareness of the life insurance industry is essential # Must be a graduate # Must own a two-wheeler # Immediate joiners or candidates with short notice ...

 ...Roles: · Educate customers about insurance products. · Conduct cold calls to arrange meetings with potential clients. · Build and maintain client relationships. · Meet sales targets through direct customer engagement. · Responsible for sales completion by facilitating... 

 ...Field Relationship Manager focuses on building and maintaining strong relationships with clients, primarily in the field, by understanding their needs and offering appropriate banking products and services. They are responsible for generating new business, achieving sales targets... 

 ...Description We are seeking a proactive and client-focused Relationship Manager in the Financial Services sector to join our team. The ideal candidate will have 1-3 years of experience in managing client relationships and will be responsible for providing excellent service... 

 ...customers of ICICI Bank and offer 360 degree-banking solutions. As a Relationship Manager - Business Banking, you will have the opportunity to provide...  ...within the Bank to ensure a quick turnaround time for all client requirements. You will continuously strive to extend our... 

1) HNI UHNI Portfolio Management (Acquiring, Enhancing, Deepening and Retention). 2) Generate Revenue by promoting Mutual Funds...  ...PMS, AIF, Equity. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans... 

 ...SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and...  ...responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products... 

 ...expected to be role and location-fungible with the understanding that Banking is an essential service.    About the role A Relationship Manager is a core anchor in taking our banking solutions and services to our valuable customers. This involves a 360-degree banking... 

 ...from a select group  Assist in launching & driving Annuity Business  Prepare periodic sales reports Maintain database on corporate clients and competitor information  Update the call reports and any competitor's information as suggested by corporate solutions team Continuously... 

~ Acquire and handle UHNI HNI clients for PCG (Private Client group) having book size of Rs.25Lac and above. ~ Advising UHNI/ HNI clients...  ...Products like products like MF (Mutual Funds), PMS (Portfolio Management Services), AIFs (Alternate Investment Funds), LAS, IPO,... 

 ...QuickTurtle is seeking highly experienced and dynamic SVP/VP/AVP/Relationship Managers to join our Private Banker/Wealth Management team. This role...  ...relationships with High Net Worth (HNI) and Ultra HNI clients by offering expert advice and a comprehensive suite of financial... 

 ...QuickTurtle is seeking experienced and driven VP/AVP/Managers to join our Private Client Group (PCG) Advisory team. In this role, you will be responsible for acquiring, managing, and advising Ultra High Net Worth (UHNI) and High Net Worth (HNI) clients, driving revenue across... 

 ...Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity...  .... 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity... 

 ...products. Responsible for growing the book by deepening relationships with existing self-acquired clients and increasing Current Accounts (CA), Savings Accounts...  ...Products (TPP) for income generation. Handle and manage BC (Business Correspondent) Points for the acquisition... 

 ...QuickTurtle is looking for a driven VP / AVP / Branch Manager to lead our NRI Desk within the Private Client Group . In this key role, you'll be responsible...  ...Leader , capable of recruiting and developing new Relationship Managers. Client Activity & Growth: Focus on... 

 ...Mutual Funds, PMS, AIF, Insurance, LAS, IPO and also inhouse products launched by the company. 3) Servicing to existing/ new acquired clients of the company. 4) To ensure highest level of service to customers in terms of advisory and also operational issues and give timely... 

 ...diverse pool of prospective students. Build relationships with 12th-grade schools, colleges, high...  ...and drive business Organize and manage Offline outreach activities, including setting...  ...to changing schedules, environments, and client needs. Creativity to come up with... 

 ...This role is for one of the Weekday's clients Salary range: Rs 1200000 - Rs 1500000 (ie...  ...requirements. Taxation & Audits Manage both direct and indirect tax filings and...  ...Ensure effective communication and relationship management with all financial stakeholders... 

 ...Position - Pvt Client Group Advisor - B2B Franchisee Partner Alliance , Equity & Investment Products Acquisition of Franchisee, IFA...  ...Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the... 

 ...agency and our mission is to accelerate client success and growth across all channels,...  ...Integrity, Trust & Transparency build lasting relationships. We started in London, but have expanded...  ...-channel retail solutions, and project management amongst others. We provide best-of-breed... 

 ...agency and our mission is to accelerate client success and growth across all channels,...  ...multi-channel retail solutions, and project management amongst others. We provide competitive...  ...secure delivery. Manage IT vendor relationships, contracts, procurement, and performance... 

 ...We are seeking an experienced   Sales Manager   with a minimum of 5 years of experience in the   sales department , specifically...  ...market, driving revenue and growth. Build and maintain relationships with key clients, partners, and stakeholders in the IT industry. Identify... 

 ...Actively hiring Agency & Sales Manager Start Date Starts  Immediately...  ...policyholders with customized insurance solutions 7. Build trust with clients and understand their life protection needs 8. Ensure high...