Senior Relationship Manager

1 month ago


DehradunUttarakhand, India iimjobs Full time

Job Tittle : Senior Relationship Manager Wealth

Experience : 6-12 Years

Skills : Relationship management, Business development

Location : Dehradun

Job Responsibilities:

- Thorough understanding of the capital markets, including regulations, NCFM certification.

- Adequate knowledge of the equity market and the dynamics of the broking business.

- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

- Responsible for business development through acquisition of high net-worth clients

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

- Responsible for achieving targets based on acquisition and revenue generation through equity

- Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

- Provide regular updates to the immediate superior as and when required

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.

- Analyze client portfolios and make necessary suggestions.

- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

- Must ensure the growth of AUM and IR from existing customers mapped to them

CANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE


  • Relationship Manager

    1 month ago


    Dehradun, India Jobee Fie Full time

    JobDescriptionToidentify and acquire the customers Maintainingthe relationship with the customers. Retentionof customers To crosssell the investment partyproducts To ensure to reach the revenuetarget. Acquiring new and prospectivecustomersUnderstanding the requirements of theprospect. Providing clients with advices thathelps them to sort out their problems...


  • dehradun, India TEKPILLAR SERVICES Full time

    Position: Relationship managerDirect Channel Responsibilities: As a Relationship Manager youwill: Develop and execute corporatesales strategies in the Banca Sales Channel within the Dehradunbanking sector. Cultivate and managerelationships with corporate clients to achieve businesstargets. Lead mentor and support ahighperforming sales team in driving...


  • Dehradun, India Tanya Maruti Full time

    We are looking for an outgoing Relationship Manager/Sales Executive to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client...


  • Dehradun, India timesjobs Full time

    Job Responsibility: To identify and acquire the customers.Maintaining the relationship with the customers.Retention of customersCross-sell the investment party productsAcquiring new and prospective customers Understanding the requirements of the prospect.Providing clients with advices that help them to sort out their problems in investment. Ensuring future...

  • Marketing Executive

    4 weeks ago


    Dehradun, Uttarakhand, India PREasy Realty Services Full time

    As a Marketing Executive, you will be responsible for executing various field operations and activities on behalf of the organization. Your primary role will involve interacting with clients/customers representing the company's services, conducting surveys, collecting data, and ensuring customer satisfaction. This position requires excellent communication...


  • Dehradun, India IDFC FIRST Bank Full time

    Role/ Job Title: Sales Manager – Suvidha LAP  Function/ Department :  Suvidha LAP Job Purpose: The role entails direct customer interaction and is responsible for acquisition of Suvidha LAP customers for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank...


  • dehradun, India IDFC FIRST Bank Full time

    Role/ Job Title: Sales Manager – Suvidha LAP  Function/ Department :  Suvidha LAP Job Purpose: The role entails direct customer interaction and is responsible for acquisition of Suvidha LAP customers for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers...

  • B2b Sales Executive

    6 days ago


    Dehradun, Uttarakhand, India Vigyan Lime Group Full time

    ,**Join Our Team at Vigyan Lime!** **Position: B2B Sales Executive (Field)** **About Us**: - **VIGYAN LIME GROUP**, having head office at Dehra Dun, Uttarakhand and Manufacturing Units at Jodhpur, Rajasthan, is a well-established and respected brand with over 7 decades of experience in dealing with **Slaked Lime/ Hydrated Lime, Quick Lime, Calcium...

  • Chef de Partie

    1 month ago


    Dehradun, Uttarakhand, India Marriott International, Inc Full time

    **Job Number** 24065660 **Job Category** Food and Beverage & Culinary **Location** Fairfield by Marriott Dehradun, Mauza Malasi, Dehradun, Uttarakhand, India VIEW ON MAP **Schedule** Full-Time **Located Remotely?** N **Relocation?** N **Position Type** Non-Management *** Prepare special meals or substitute items. Regulate temperature of ovens,...

  • Purchase manager

    2 days ago


    dehradun, India Naukripay Full time

    Purchasing Manager JobResponsibilities:Maintainsrecords of goods ordered and received. Negotiates prices andcontracts with suppliers. Builds and maintains relationships withvendors. Selects prospective vendors and negotiatescontracts.meeting with clientsvirtually or during sales visits. demonstrating and presentingproducts. establishing new business....


  • dehradun, India Incode Full time

    REIMAGINE TRUST Incode is the leading provider of world-class identity solutions that is reinventing the way humans authenticate and verify their identities online to power a world of digital trust. Through our revolutionary identity solutions, we are unleashing the business potential of universal industries including finance, government, retail,...


  • Dehradun, India MNR Solutions Pvt. Ltd. Full time

    Hiring for BSM (Branch Sales Manager) Job Location – Mumbai SHIFT - DAY. Qualification:  Graduation Industry : NBFSI Experience – 2 years + Shift Timings: 9 TO 7 PM Notice Period: - 15 Days to 30 Days Require Skills: Sales, Marketing Objectives of this role  i.     Will be responsible for Sales and driving business in given accounts and...

  • Dean Academics

    1 week ago


    uttarakhand, India UPES Full time

    Organization Brief - The opportunity is with the University of Petroleum & Energy Studies (UPES) based out of Dehradun.Job Role - Dean AcademicsBased at - DehradunDean Academics holds a senior leadership position within an educational institution, typically a university or a large college. The role of a Dean of Academics involves providing strategic...

  • Key Account Manager

    1 month ago


    Dehradun, India Kotak Mahindra Bank Full time

    Department: Alternate channelDesignation: KAMGrade: E1 - AMYears of Exp: 1 to 4 yrsReporting to: M5Location: DehradunRole:1. Will be responsible for sourcing & deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers2. Will be responsible for selling Equity based investment products to this set of Privy...

  • Key Account Manager

    3 days ago


    dehradun, India Kotak Mahindra Bank Full time

    Department: Alternate channel Designation: KAM Grade: E1 - AM Years of Exp: 1 to 4 yrs Reporting to: M5 Location: Dehradun Role: 1. Will be responsible for sourcing & deepening relationships from existing High Net worth(HNI) customer base of Kotak Bank Privy League customers2. Will be responsible for selling Equity based investment products to this...


  • uttarakhand, India Rainbow Full time

    Job Title: Sales and Business Development ManagerSalary Package: No bar for the right candidateJob Description:We are seeking a dynamic Sales and Business Development Manager to join our innovative education product startup. In this role, you will be responsible for creating a robust network of clients and partners while efficiently closing the entire sales...


  • uttarakhand, India airtel Full time

    We are hiring for Territory Sales Manager - Executive Level for Prepaid business (Channel Sales, B2C sales) for Dehradun Zone.Skills Required• Strong Execution Skills.• Partner Management• Distribution effectiveness• Drive productivity• Excellent communication skill• Go To Market working• Channel sales, ROI calculation, Distributor Handling,...

  • Store Manager

    2 weeks ago


    Dehradun, India Senco Gold and Diamonds Full time

    Store Manager - Senco Gold & DiamondsDo you have a passion for luxury and a drive to succeed? Are you a natural leader with a keen eye for detail? If so, Senco Gold & Diamonds wants you!We are searching for a highly motivated and experienced Store Manager to join our team at [Store Location]. As a Store Manager, you will play a critical role in achieving our...

  • Store Manager

    2 weeks ago


    Dehradun, India Senco Gold and Diamonds Full time

    Store Manager - Senco Gold & DiamondsDo you have a passion for luxury and a drive to succeed? Are you a natural leader with a keen eye for detail? If so, Senco Gold & Diamonds wants you!We are searching for a highly motivated and experienced Store Manager to join our team at [Store Location]. As a Store Manager, you will play a critical role in achieving our...

  • Senior Manager

    1 month ago


    dehradun, India Corporate Resources Full time

    Job Description Responsible for the development and performance of all sales activities in assigned market. Establishes plans and strategies to expand the customer base in the marketing area and contributes to the development of training and educational programs for clients. Develops a business plan...