Investment Relationship Manager

Job DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.Business Development and Relationship Management:Identify opportunities to expand the client base...

Job Description The primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services. Business Development and Relationship Management: Identify opportunities to expand the client...

Job DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.Business Development and Relationship Management:Identify opportunities to expand the client base...

Job DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.- Business Development and Relationship Management:- Identify opportunities to expand the client...

Understand customer needs and develop plans to address themIdentify key staff in client companies to cultivate profitable relationshipsResolve customer complaints quickly and effectivelyForward upselling and cross-selling opportunities to the sales teamPromote high-quality sales, supply, and customer service processesAim to preserve customers and renew...

**Roles and Responsibilities** 1. Advising clients with regards to their Investments in Equity & Derivatives Market & Mutual funds 2. Building relationships with the client & educating them about Investments 3. Accelerating client base. 4. Demat & Trading Account Opening 5. Online Training and education for clients and Should possess good communication...

Job Description To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. • Building Relationship and Motivate branch staff to help generate leads. Industry ...

Department Priority – Retail Liabilities Location : Multiple locations in IndiaNumber of Positions 15Position Grade: M4/M5‘Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and investment needs...

Job Description Department Priority – Retail LiabilitiesLocation : Multiple locations in IndiaNumber of Positions 15Position Grade: M4/M5‘Priority Banking’ Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s premium banking proposition designed to cater for the financial planning, banking and...

**Designation**: - Insurances Relationship Manager **Company**: Ageas Federal Life Insurance (Federal Bank) **Function**: Sales/BD **CTC**: 4.5LPA

Role Summary In the above context, the Cluster Relationship Managerrole is responsible to supervise the business delivery under Banca team and Tie Ups& primarily grow the business with profits, Channel Management – Managing Banks, NBFCs and other Micro Finance companies. Also liaising with Operations & Product tower, Process Excellence...

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

We at Health Basix are looking for young and energetic professionals for the role of Customer Relationship Executive / Key Account Manager, Coimbatore. Qualification: Any degree with 2-3 years experience in Customer Relationship management. Should be willing to travel. **Responsibilities**: - **Client On Boarding** - QC, Establishing SPOC - **Upsell -...

Muthoot Finance Position: Interns Junior Relationship Executive Probationary officers. Job Role and Responsibilities Handling Sales & Operation. Products might include either Gold loan, Personal loans, Home loans,Auto Loans ,vehicle Loans Mortgage, Loans, Or other allied products or all of these. Prospecting and identifying new leads and pitching to the...

Designation - Relationship Officer Vertical - Student loan Location - Coimbatore qualification - Graduate Relevant Experience - Minimum experience - 1 to 2 Years Salary - Best in Industry Job Descriptions: - Making avenues for new & Existing School & colleges for tie ups - Managing and facilitating the existing channel for new and better output of...

:Ongoing Job Summary Relationship Management Responsibilities Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve...

:Ongoing Job Summary Relationship Management Responsibilities Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and...

We are a growing Real Estate and Property Management Company. Our goal is to help our clients get the best value in Real Estate transactions by leveraging a combination of our experience and the latest tools and technologies. Our team works hard to provide excellent service, whether a client is purchasing a new home, selling a home, buying investment...

**Customer Relationship Manager Requirements**: - A bachelor’s degree in administration or a related field. - Excellent interpersonal and communication skills. - Superior product knowledge. - A team player with leadership skills. - Maintain a positive attitude focused on customer satisfaction. **Salary**: ₹12,000.00 - ₹15,000.00 per...