Affluent Relationship Manager

Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

Affluent Banking:Network Coverage - Service Relationship Manager 5 - 8 Years 1 Opening Ahmedabad Role description Service Relationship Manager INTERNAL USAGE: No. of Vacancies: 1 Reports to: BOSH Is a Team leader? No Team Size: 0 Grade: Business: Affluent Banking Department: � Affluent...

Company - Leading AMC Company.Role - Affluent Relationship ManagerLocation - AhmedabadBroad Responsibilities : 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. 2.Generate fresh leads through reference. 3.Achieving the business targets assigned in terms of up-selling Products. 4.Provide financial products to meet...

Location - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra)CTC Upto -5 LPAJob Description:· To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.· Build, manage and promote relationships with existing/old customers to...

Job Title: Relationship Manager Job Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education:- Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...

Job Title: Relationship Manager Job Highlights: - Minimum 1 year of sales experience preferred, preferably in the stock market domain. Education: - Graduate in Any Specialization/ MBA in Marketing & Finance. Job Description: - Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency. - Generate revenue...

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus...

Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. - Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Job Types**: Full-time,...

Roles and Responsibilities Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.Achievement of New Wealth Customer ID Acquisition Target.Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold,...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...

We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...

Company DescriptionWealthkare is investment management company . Industries: Investment & insurance Role DescriptionThis is a full-time on-site role for a Relationship Manager at Wealthkare - A Financial Super market located in Ahmedabad. The Relationship Manager will be responsible for managing and developing client relationships, providing financial advice...

RELATIONSHIP MANAGERWe are Urgently looking for a Relationship Manager location based at Navrangpura AhmedabadResponsibilitiesResponsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Life Insurance, General Insurance), Mutual Funds, Debt Instruments, Fixed Deposits ,...

RELATIONSHIP MANAGERWe are Urgently looking for aRelationship Manager location based at Navrangpura AhmedabadResponsibilitiesResponsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Life Insurance, General Insurance), Mutual Funds, Debt Instruments, Fixed Deposits ,...

Job Title: Relationship ManagerJob Highlights:- Minimum 1 year of sales experience preferred, preferably in the stock market domain.Education:- Graduate in Any Specialization/ MBA in Marketing & Finance.Job Description:- Responsible for direct sales of demat accounts and margin collection for equity, commodity, and currency.- Generate revenue from...

Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

Good English Communication (verbal & written) - Knowledge of Computer, Internet surfing & Google Search - Search, Build and Develop Relationships with new client. **Salary**: ₹25,000.00 - ₹35,000.00 per month Schedule: - Morning shift **Speak with the employer** +91 8866555354

JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...