Average salary: Rs660,000 /yearly
More stats ...minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM... ...wealth management and revenue generation business from HNI and UHNI clients; should have experience... ...have developed and maintained a good relationship with the existing HNI customers of the...
...Description: (Pl mention detailed profile)
l Responsible for business development through acquisition of high net-worth clients [client... ...set of customers and building depth within the existing relationships
l Provide regular updates to the immediate superior as and when...
...Core Responsibilities
Relationship Management :
Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
Develop, manage, and expand YES FIRST customer relationships...
...intelligence.
He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.... ...should have experience from banking and broking industries and managing bank AUM of HNI Clients.
Candidate should be having 12-15CR...
...We are hiring great candidates with management strategies and marketing skill. We need experienced and well educated candidate with field knowledge. Job Description : - Ready to work in the field as this is fieldwork, not office work - Helping in the recruitment and training...
...The Relationship ManagerWealth 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... ...acquiring High Net Worth relationships
and managing & retaining such relationships by delivering the...
Rs 1.8 - 3 lakhs p.a.
...Relationship Manager ( open demat and trading account , generate brokerage , cross selling of mutual fund and
insurance and other Our growing... ...chief goal as our Insurance Agent will be to generate new business by contacting potential customers and building lasting relationships...
...Job Description:
Job Description of Relationship Manager (Finance)
Profile: Relationship Manager (Finance)
Role and Responsibilities:
Primary responsibility will be to do relationship building with banks and NBFC (Non-Banking Financial Corporations) for corporate tie...
...Monitor the day-to-day activity of the team and monitor performance - Manage sales goal achievement through team - Training and developing... ...in any field Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category:...
...Role Description: This is a full-time on-site role as a Relationship Manager - Corporate Banking. As a Relationship Manager, you will be responsible... ...with internal teams to deliver exceptional service and Business Relationship Management and Portfolio Management skills - Strong...
...JD for HNI RM :
Designation : Relationship Manager(HNI) Salary : Competitive
Reporting to: HNI Desk Head Location – Kolkata
Key Responsibilities... ...to effectively communicate value propositions.
Maintain Business Records: Utilize internal software and Customer Relationship...
...Position Grade: M4/M5
'Priority Banking’ Business vertical is a part of ‘Retail... ...Trade Clients, Assets, Forex,Portfolio management, CASA values, Sales to portfolio.
Acquisition... ...Developing and maintaining banking relationships with a select group of high net worth customers...
Rs 3.5 - 4.75 lakhs p.a.
...Job description
Profile: Relationship Manager
Role and Responsibilities:
Primary responsibility of a Relationship Manager will be to do relationship building with banks and NBFC (Non-Banking Financial Corporations) for corporate tie-ups for end clients. Detecting...
...Roles & Responsibilities : - Relationship management of the premium customer segment of the Bank. - Generate new business to achieve defined sales targets across various Banking and wealth products. - Build and deepen relationships with existing Pioneer Customers to achieve...
...Designation: Client Relationship Manager-PCG Advisory Vertical: Private Client Group
Location: Chennai/ Bangalore/ Kolkata/ Delhi/ Pune... ...As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services to HNI and UHNI...
Rs 9 - 18 lakhs p.a.
...existing portfolio and in acquiring new business. Part of which is bringing aggressive growth... ...peer Bank,
Multi-tasking with crisis management capabilities,
Must be able to work... ...,Investment Banking
Designation: Relationship Manager SME ( Corporate Segment )-Size of...
...Description : We are a rapidly expanding BFSI business committed to offering our customers... ...are looking for a business development manager who is results-oriented to guide our team... ...cultivate and maintain important client relationships. - To maximize profitability, manage...
...Customer Relationship Manager - Our client has many showrooms and stores in Kolkata and Bangalore. - Our client is looking for CRM's for their various showrooms in Kolkata. - A CRM is responsible for the Customer Service activities of the store or showroom. Pleasing and presentable...
The Relationship Manager Direct Sales acts as a bridge between customers and the company offering customized insurance solutions to fulfill their... ...and achieving selfsourcing targets. Additionally maintaining business reporting Management Information System (MIS) and updating...
...and are also core drivers of the Bank's customer engagement strategy across products and services.
About the Role:
The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be...
...We are hiring for leading bank for Virtual Imperia - Relationship Manager Industry - Banking - Candidate must have 2-3yrs+ experience in Banking Sales+ Portfolio Management - Graduation is must - CTC - Max. 9.2Lpa Location - KOLKATA - Need Local Candidates Only - Interested...
...Post : Assistant Relationship Manager - Recruiting a team of financial advisors on commission basis - Provide them for training regarding the products - Identifying the prospective customers - Make them aware of the role - Handling the advisers to work Candidate profile : -...
Rs 1.8 - 3.2 lakhs p.a.
...and individual contacts.
Building and maintaining profitable relationships with key customers. Overseeing the relationship with customers... ...Relationship,Customer Engagement
Designation: Customer Relationship Manager
Vacancies: 1
Experience: 2.0 Year(s) - 3.0 Year(s)...
...Job Description
Required Ability to motivate,Advisory,Good communication,Good Personality & Friendly,Networking
Manage relationship with existing partners
Job Requirement
Experience
6 Months to 4 Years
Internship
No
Skills
Ability to motivate...
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi Job... ...The core function is to empanel, activate, canvass, mobilize business and manage relationship in retail distribution segment like Individual...
Job Role:
1. Incremental Business Development
2. Digital product presentation to high-end clients
2. Tele consultation and CRM working... ...educational level Graduation
4. Negotiation , Persuasion, Relationship Building Skills
5. Minimum 2 years of relevant work...
Rs 2.4 - 3 lakhs p.a.
...Building and maintaining profitable relationships with key customers.
Overseeing the relationship... ...to increase sales.
Meeting with managers in the organization to plan... ...needs and addressing these.
Conducting business reviews using CRM programs.
Knowing your...
...Looking for Banca ! Position: Relationship Manager Channel: Banca Channel CTC: Up to 4.50 LPA+ Incentive Roles and Responsibilities: - Building... ...- Providing pre and post sales support - Ensuring quality of business and persistency - Enabling channel sales team to use latest digital...
...quality within the CRM system.
Collaborate with sales and marketing teams to ensure seamless information flow and effective lead management.
Develop and implement data handling protocols to enhance system efficiency.
Generate and analyze reports from CRM data to assist...
...Position : Relationship Manager Location : Kolkata, Bhubaneshwar, Cuttack, Guwahati, Jorhat CTC : 4 to 5 LP+ Incentives+ Bonus Experience : 3... ...Parental Leave - Retirement Benefits NPS, PF, and Gratuity - Business travel Interested Candidates Can Call or WhatsApp their Resume...