Average salary: Rs423,688 /yearly
More stats ...potential clients - Provide clients with products that have been approved. - Get advisors ready and inspired to join the group. - Continue to have a positive relationship with the advisor. Kindly Contact Us at : Anand HR Team Phone/WhatsApp: (***) ***-**** (ref:updazz.com)
Serve as SPOC to Service Inquires.Draft portfolio Commentary.Maintain and generate investment performance.Identify and capitalize on Expansion opportunities.Manage Client relationships.Perform Money movements.Ensure compliance with regulatory requirements.
...and Singapore. Our head office is located in New Delhi.
Role Description
This is a full-time hybrid role for a Client Relationship Associate. The Client Relationship Associate will be responsible for developing new business opportunities for the organization. They will...
Roles and responsibilities : - Utilize liability products to increase sales performance in order to meet specific revenue targets (both branch and personal). Current and savings accounts, term deposits, wealth management plans, and products pertaining to assets (secured and...
...Graduation
Company: Leading Asset Management Company
The Relationship Manager plays a pivotal role in fostering and maintaining... ...clients.
Take steps development of long-term relationship/association with the key/potential distributors in order to generate repetitive...
...driving the large multi-market, multi-channel deals and hence a dedicated team to drive this agenda becomes critical. Strong agency relationships also benefit the network on rest of the accounts across the network in a world where partnerships have increasingly become a norm,...
Rs 1 lakh p.a.
...raising debt via /CPs/PTCs/NCDs for large and mid-corporate clients across sectors. Key Responsibilities: · Manage the investor relationships with the large distribution wealth houses PAN India. · Run the marketing process for individual deals on the platform and more...
...We are looking for an experienced Customer Relationship Executive to join our EdTech team. The successful candidate will be responsible... ...in Mumbai and Bangalore with 40 training centres | 27 schools associated with us | 4000+ Students from Top Schools from India and 1000+...
...financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited.
Job Summary
We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We also expect you to be a self-starter with an analytical...
...Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance!!! We have multiple openings for Relationship manager for Motor / SME and Life Insurance product.
- Maintaining a deep knowledge of Motor / SME / Life product.
- Building...
Rs 50 lakh p.a.
...purpose is to empower clients to achieve their financial aspirations.
Role Description
This is a full-time on-site role for a Relationship Manager located in Mumbai. The RM will be responsible for identifying and developing new business opportunities, expanding the firm...
...ensure seamless information flow, negotiation, follow up, preparation of deal document
and ensuring final deal closure.
Maintaining relationship with new & existing clients.
Ensure post sale needs of the clients by way of servicing them.
Handle service queries &...
...recommendations based off of this understanding. Should have managed & have a book of HNI & UHNI clients.
You will do so by building a strong relationship with clients driving business for Retail Liabilities, Insurance & Investment products (except Equity). Essentially, you will act as...
...Company Name - Vibrant Publishers Company Website -
Job Role - Relationship Executive
Salary - 2 to 4.5 LPA
Experience - 1 to 3 Years
Mode - Work From Office
Days - Monday to Friday 8:30 am to 5:30 pm, Saturday 8:30 am to 1 pm
Address - Mumbai - Borivali...
Rs 1.8 lakh p.a.
...Approach potential clients for the broking services. Build and maintain relationships with clients, addressing their needs and providing solutions.
Possess a deep understanding of the products and services offered by the broking firm.
4. Meet and exceed sales targets...
Company Description
Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and...
Source new customers to generate revenue from banking products and increase customer base
Strengthen relationship with existing customer base to generate sustained business and
identify opportunities for cross sell.
Generate partnership opportunities where different...
...a given time frame - Provide timely solutions to customers by coordinating with the internal service delivery team - Develop good relationships with HRs and across the hierarchy - Update meeting details on the sales MIS by the end of the day Work Location : Mostly WFH (Partially...
Rs 4 - 6 lakhs p.a.
...Relationship Manager Debt Syndication
Job Description
Develop and maintain relationships with clients.
Research and analyze clients' financial profiles and market dynamics to identify potential opportunities.
Conduct research to identify new markets and customer...
Rs 45000 - Rs 47000 per month
JOB ROLE : Respond promptly to customer inquiries via phone, email, or in-person.
Handle and resolve customer complaints in a professional and timely manner.
Provide technical support and assistance to customers regarding our products/services.
Identify and escalate...
Rs 3 lakh p.a.
...Objectives of sales numbers, revenue and product mix.
Improve business generation from new and existing clients
Cement existing relationships, develop new ones; strong service attitude.
Identify the customer requirement and need gaps and work towards bridging the same...
Rs 1.8 lakh p.a.
...with our imminent focus on personalised customer service. The Role
You will be responsible for :
Building strong client relationships by providing customers with ongoing support and regular sharing of best practices, insights, and product knowledge.
Partnering...
...Customer Relationship Manager Roles and Responsibilities : Shift timings : General shift - 6 days working Location : Lotus Corporate Park, Goregaon East, Mumbai. 1) Collecting and analyzing customer data 2) Using CRM systems to manage relationships 3) Developing new ways to...
Rs 4 - 6 lakhs p.a.
...Indian lending space. They have successfully built a reputation in debt syndication and project finance.
Job Overview
As a Relationship Manager at Capwise Financial Services Private Limited, you will be responsible for managing client relationships and identifying...
...ROLES & RESPONSIBILITIES OF CRO
Role Name/DesignationCUSTOMER RELATIONSHIP OFFICER
Function/DepartmentCustomer Service
GradeEXECUTIVE
Reporting To Functionally AdministrativelyHead Customer Advisory & Customer Service Branch Head
Purpose of the RoleAttend...
...Relationship Manager We need energetic insurance professionals who would like to work and grow in a fast paced environment. - Competency Skills Required - Good at Hospital Networking - Core knowledge on Insurance. - Strong Communication Skills Please find the Job Description...
...Job Description: Manager - Lender Relationship.
Flexmoney’s mission is to “Simplify, Sachet-ize and Democratize Consumer Credit” for the
mass-market Indian consumer. Flexmoney enables banks and trusted lending partners to
offer lender-branded, instant consumer finance...
...: - Bachelor's degree in Marketing, Communications, or a related field (Master's preferred). - 2-3 years of experience in customer relationship management (CRM), or similar role - Proven experience in driving customer engagement strategy, with a focus on digital communication...
...RM is primarily responsible for acquiring New to Bank Relationships and enhancing the profitability of the
relationship by increasing... ...Segment
Government Segment
Start Up Segment
Trusts, Associations, Societies and Clubs
Prominent Individual Competition Customers...
...Making sure the orders are dispatched on time .
Good understanding of costing in jewellery.
Build and maintain positive relationships with customers, fostering trust and loyalty.
Address customer inquiries, concerns, and escalations promptly and professionally....