Average salary: Rs540,776 /yearly
More stats ...cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
l Provide regular updates to the immediate superior as and when required
l Cross-sell products and services to both new and...
...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...
...a minimum of 3 clients per month for offline equity dealing and advise the same. - Review relationships in case of existing clients and increase revenue through... ...Advisor Designation : Senior Executive/Assistant Manager/Deputy Manager/Senior Manager Role : Equity Dealer Industry...
...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...
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 insurance company is currently searching for a highly-analytical and professional Insurance Agent to join our team. If you’re a talented...
...market - Identifying and assessing customers' needs and fulfill it - Monitor the day-to-day activity of the team and monitor performance - Manage sales goal achievement through team - Training and developing team for better performance Required Candidate profile - Graduation is...
...financial services. We are looking for a business development manager who is results-oriented to guide our team and advance our company... .... - For fulfilment , cultivate and maintain important client relationships. - To maximize profitability, manage budgets, financial planning...
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...
...The Relationship Manager-Wealth 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 for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering...
...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...
...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...
...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 : -...
...Role Description: This is a full-time on-site role as a Relationship Manager - Corporate Banking. As a Relationship Manager, you will be responsible for managing client relationships, assessing their financial needs, developing customized solutions, and ensuring high levels...
...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...
...JD for HNI RM :
Designation : Relationship Manager(HNI) Salary : Competitive
Reporting to: HNI Desk Head Location – Kolkata
Key Responsibilities:
Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire...
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)...
...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/ Hyderabad
As a Client Relationship Manager- Equity Advisory for the PCG Business will be responsible to provide advisory services...
...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...
...candidate needs to have minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM and IRDA certified... ...The candidate should have developed and maintained a good relationship with the existing HNI customers of the bank and should have managed...
...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...
The Relationship Manager Direct Sales acts as a bridge between customers and the company offering customized insurance solutions to fulfill their financial needs. The role involves direct selling to customers through appointments ensuring leads provided by the call center are...
...leading financial and investment experts in India and South-East Asia. A renowned name in Stock Broking and Private Wealth Management in India. RM - Relationship Manager - and Responsibilities : - Would be responsible for the acquisition of Demat Account and all other financial...
...Relationship Manager Please find the JD. Job Description : - Individual Contributor Role - Responsible for handling the direct sale (Field Sales) at the prospects site. - 100% on field B2C sales Area - PAN Mumbai Navi Mumbai- Western, Central and Harbor - Generation/ souring...
Rs 2.4 - 3 lakhs p.a.
...Building and maintaining profitable relationships with key customers.
Overseeing the relationship with customers handled by your team... ...the latest products in order to increase sales.
Meeting with managers in the organization to plan strategically.
Expanding the customer...
...English and Hindi) and written communication skills English
3. Minimum educational level Graduation
4. Negotiation , Persuasion, Relationship Building Skills
5. Minimum 2 years of relevant work experience in service or product industry in business development /tele...
...Looking for Banca ! Position: Relationship Manager Channel: Banca Channel CTC: Up to 4.50 LPA+ Incentive Roles and Responsibilities: - Building a strong relationship with the sales team of the channel partners (Bank/NBFC/MFI/Broker) - Achieving your sales targets as per channel...
...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...
...Position : Relationship Manager Location : Kolkata, Bhubaneshwar, Cuttack, Guwahati, Jorhat CTC : 4 to 5 LP+ Incentives+ Bonus Experience : 3 to 4 years experience in Sales Or Marketing/ Banking/Insurance/ BFSI any sales Job Description : - Recognizing new customers via networking...