Search Results: 19,801 vacancies
...Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers. - Sources new bank customers through external individual efforts and acquisition channel. - Ensures high levels of customer service orientation...
Job description - Deal with the walk-in customers in branch - Will have to work on the leads given from branch - Set up a meeting with potential customers and close the deal - Mostly branch-work (ref:updazz.com)
Rs 3 - 4 lakhs p.a.
...support to clients.
2. Establishing new relationships with the client and new clients and... ...targets of the company
8. MIS reporting to management and gathering market intelligence.
9.... ...skills
Manager-Direct Sales Channel,Mutual Fund
Designation: Relationship...
...marketing and booking new quality assets in the Bank’s books. Responsible to meet the Branch... ....
· Visit customers to establish the relationship in order to book and maximize utilization... ...reports / returns required by the Management, Board of Directors, Internal and External...
...young, high-energy individuals with a passion for sales and for achieving aspirational targets. - Liaise with bank's branch staff and build effective relationships to maximize the business opportunity. - Provide knowledge about the insurance products and support bank's branch...
...Direct Relationship and Responsibilities : - Assist the Business Relationship Manager in cultivating client relationships with both new and... ...to suitably organize Leasafric Bank's product and service packages... .... - Boost client interaction with digital channels. (ref:updazz.com)
...About the group The Wholesale Banking Group is responsible for maintaining relationships with and servicing large and mid-corporates with turnover ranging above... ...transaction banking solutions, term loans, treasury and risk management solutions, structured products, M&A advisory and...
...Relationship Manager Urgent Opening for Relationship Manager with leading AMC Ahmedabad/ Surat/ Mumbai/ Nagpur/ Kolkata/ Bhubaneswar/ Delhi Job Description, Duties & Responsibilities : 1) The core function is to empanel, activate, canvass, mobilize business and manage relationship...
...Relationship Manager - Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc... ...understand the dynamics of market - Candidate should be from Broking, Banking and Insurance/Mutual Fund Company only. Perks and Benefits :...
...Relationship Manager Job Description : - Identify & recruit the right quality advisors to build a strong advisor base. - Provide training on products, business processes and selling techniques continuously. - Provide assistance to advisors in lead generation, prospecting and...
...advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to... ...- Any Graduate / Postgraduate with relevant Experience. - Good relationship management and service focus skills. - Good communication and presentation...
...regards to their investment in Bonds, NCD's, PMS, etc - Building relationships with the client and educating them about investments. -... ...selling of financial products categorically bonds. - Broadly into channel partner / IFA market by and largely conceptualizing of secondary...
Rs 2.5 - 3.75 lakhs p.a.
...requirements.
Sell them life insurance policies.
Fixed Salary + Incentives + Allowances
Promotion on completion of goal sheet.
Sales,Insurance,Direct Channel
Designation: RM - Direct - Kotak Life
Vacancies: 6
Experience: 1.0 Year(s) - 6.0 Year(s)...
...Private Wealth Relationship Manager Job Role: 1. Serve as a trusted financial consultant to high-net-worth individuals or families 2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns...
...Job Title: Relationship Manager-Business Banking Function/ Department: Business Banking
Job Purpose:
The role entails providing financial solutions... ...based on competitor analysis and feedback from different channels and customers.
Recommend process changes in order to...
...Key Responsibility Areas : HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention... ...- Cross selling products of the bank based on the customer need - Joint calls... ...customers. - Promoting all direct banking channels and ensuring that the customer is utilizing...
- Manage sales goal achievement through - Recruiting Team members - Training and developing Team on commission basis - Promote & motivate Team - Handling the advisers to work - Negotiate/close Leads (ref:updazz.com)
...Direct Relationship and Responsibilities : - Encouraging clients and prioritizing their needs in everything we do, establishing industry-leading... .... - Comply with established procedures and frameworks for managing credit, operational, reputational, financial crime, and regulatory...
...Find key personnel at client companies to establish profitable relationships. - Make contact with potential customers to establish fruitful... ...their needs, and resolving any problems they may be having. - Manage client accounts and act as the primary point of contact for the...
...portfolio being handled so as to build effective relationship with the classic customers by regularly... ...shared with by the supervisor /unit manager/training manager on the quality of... ...Communication skills
Conversation Skills
Banking Product and Process Knowledge
Selling...
