Average salary: Rs1,242,865 /yearly
More stats ...activation of trading account of clients, assisting new entrants in the equity
l Responsible for achieving targets based on acquisition and... ...set of customers and building depth within the existing relationships
l Provide regular updates to the immediate superior as and...
...should have a maximum number of own clients relationship and he/she should be aware of local... ...from banking and broking industries and managing bank AUM of HNI Clients.
Candidate should... ...having 12-15CR of AUM with him/her into Equity & Investment Product
Min. 25-30 client...
...Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
New client acquisition for Broking ,... ...to be done monthly with clients for deepening the Client relationship.
~ Ensure adherence to Compliance process for advice given...
Rs 3 - 5 lakhs p.a.
...qualification work experience in the fields of Finance, Consulting, or Equity Research. The preferred qualifications for this role include an... ...opportunities to stakeholders.
Build and maintain strong relationships with external parties to facilitate successful transactions....
...minimum 3-5 years' experience in wealth management.
The candidate needs to be both NISM... ...should have developed and maintained a good relationship with the existing HNI customers of the... ...and market dynamics with insight into equities, mutual funds, stocks and protection products...
...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...
Rs 3 - 3.6 lakhs p.a.
...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-ups for end customers...
...working world for all.
Role name and description
Tax Manager - Manager is primarily responsible for the planning of engagement... ...program to continually develop skills.
Maintain cooperative relationships with other engagement teams.
Articulate and support the...
...Asia. A renowned name in Stock Broking and Private Wealth Management in India. RM - Relationship Manager - and Responsibilities : - Would be responsible... ...Manager/Deputy Manager/Senior Manager Job Description : Role : Equity Dealer Industry Type : Banking Department : BFSI,...
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...
...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...
...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... ...responsible for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering the best standards...
...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 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...
...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...
...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...
...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...
...Position- Business Development Manager
Location- Kolkata
Job Responsibilities:
A. Sales:
- Meeting Sales Targets in the assigned region
- Meeting Clients, Following up on all Sales Leads for Projects; Coordinating with the client for all clarifications...
...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...
...Equity Dealer - (NISM certified) Kolkata - Candidate should have an NISM Derivative Series... ...dealing and advise the same. - Review relationships in case of existing clients and increase... ...Designation : Senior Executive/Assistant Manager/Deputy Manager/Senior Manager Role : Equity...
...Acquisition of minimum 3 clients per month for offline equity dealing and advise the same.
Review relationship in case of existing clients and increase revenue... ...please share your profile o
Role Customer Service Manager
Industry Type Banking
Functional Area...
...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...
...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...
...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...