Relationship Manager
2 weeks ago
We are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue through
cross-selling and upselling clients while helping them to make the right investment decisions thus enabling long
term wealth creation at the same time. The candidate will also be responsible for growing the client base by
converting leads and getting new accounts in the system.
Roles & Responsibilities
Achieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicing
Acquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.
Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail Broking
Working closely with compliance, legal, and other departments to provide holistic service & support to clientele
Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.
Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaigns
Conduct continuous capital market research to be updated on the latest trends.
Responsible for building AUM and revenue generation as per company benchmarks.
Candidate Profile & Skill Requirements
Bachelors Degree in Finance or related business field.
2+ years experience in an RM position in the BFSI industry.
NISM Exam clearance & renewal as per requirement.
Exceptional interpersonal communication and
-
Relationship Manager
2 weeks ago
Surat, Gujarat, India Cupid Knot Full timeWe 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 knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...
-
Relationship Manager
4 days ago
Surat, Gujarat, India Tata AIG General Insurance Company Full timeJob DescriptionTATA AIG General Insurance Company Limited is looking for Relationship Manager - Key Partnership Group to join our dynamic team and embark on a rewarding career journey- Manage relationships with key partners, ensuring their needs are met and business goals are achieved- Develop and execute account plans to drive growth and deepen...
-
Customer Relationship Manager
2 weeks ago
Surat, Gujarat, India Perfect Naukari Full timeWe are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients. You should also be strategic and analytical...
-
Relationship Manager
2 weeks ago
Surat, Gujarat, India SRG Housing Finance Full timePromising career in the field of housing finance division.Sourcing file from open market.Generate leads from known contact.Identification of right customer, ability to understand customers need, explain various products and convince them about the product offeringsShould be able to manage overall responsibilities including customer expectations, identifying...
-
Assistant Relationship Manager
3 days ago
Surat, Gujarat, India Tekpillar Full time- As a Assistant Relationship Manager in the Direct Channel your primary role is to oversee and manage the operations and customer service activities of the branch You will be responsible for ensuring a seamless and exceptional service experience for clients and customers while also maintaining operational efficiency Responsibilities - Build strong...
-
Relationship Manager
1 week ago
Surat, Gujarat, India Kotak Mahindra Bank Limited Full timeAbout the RoleWe are seeking a highly motivated Relationship Manager to join our Small Business Enterprise team. As a key member of our team, you will be responsible for building and maintaining relationships with manufacturers, dealers, and sub-dealers to drive business growth in the semi-urban and rural markets.Key ResponsibilitiesAs a Relationship...
-
Client Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeAbout the Role">This Business Development Professional will play a key role in identifying and pursuing new business opportunities, building strong relationships with clients, and driving sales growth.The ideal candidate will have a proven track record of success in sales and client relationship management, with excellent communication and interpersonal...
-
Branch Relationship Manager
2 weeks ago
Surat, Gujarat, India White Force Full timeJob Description: A Relationship Manager is responsible for building and maintaining positive relationships with customers, identifying opportunities for business growth, and resolving customer complaints. They possess excellent communication and problem-solving skills and work closely with sales and marketing teams to boost profitability and customer...
-
Relationship Manager Intern
17 hours ago
Surat, Gujarat, India SkillParkho Full timeCompany DescriptionSkillParkho is dedicated to empowering individuals to achieve their career goals, regardless of their background. We offer skill-based training that aligns with employer needs, flexible payment options, and a no-risk guarantee where we refund the course fee if you don't secure a job. Our mission is to support fresh graduates and those with...
-
Relationship Growth Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeRole and ResponsibilitiesThe Relationship Growth Manager will be responsible for developing and maintaining strong relationships with a select group of customers through personalized customer service. This includes handling customers' queries and providing exceptional service to mapped customers, ensuring timely delivery of customers' enquiries and...
-
Commercial Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeJob Description:This Commercial Relationship Manager role involves managing customer relationships and driving sales growth through effective sales strategies. The ideal candidate will have excellent communication skills, be able to work independently, and have a proven track record of meeting sales targets.Responsibilities:Develop and implement sales...
-
Financial Relationship Manager
4 days ago
Surat, Gujarat, India Kotak Securities Full timeKey ResponsibilitiesDevelop and maintain strong relationships with existing clients, identifying opportunities to grow their portfolios and deliver exceptional service.Collaborate with relationship managers to enhance business growth and ensure seamless customer experience.Stay up-to-date with market knowledge and trends, providing actionable insights to...
-
Relationship Manager
4 days ago
Surat, Gujarat, India Tata AIG General Insurance Company Full timeJob DescriptionIn the above context, the RMrole 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 group, Claims,Finance,legal, Business...
-
Insurance Relationship Manager
6 days ago
Surat, Gujarat, India Policybazaar Full timeJob Summary: We are seeking a highly motivated and results-driven Insurance Relationship Manager to join our sales team at Policybazaar. The successful candidate will have a proven track record of success in sales and relationship management, as well as a deep understanding of the insurance industry and its complexities. Key Responsibilities: Build and...
-
Client Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeJob Description:As a Client Relationship Manager, you will be responsible for developing and executing strategies to grow client relationships, identify new business opportunities, and collaborate with colleagues to deliver exceptional service.Key Responsibilities:Deliver tailored financial solutions to clients, building trust and loyalty through exceptional...
-
Vendor Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timePurchasing System Improvement Specialist Job Description:We are seeking a highly skilled Purchasing System Improvement Specialist to join our team.Main Responsibilities:Enhance the current purchasing system to improve vendor relationships and reduce business costsDevelop and implement improvements to the purchasing system, resulting in better vendor...
-
Investment Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeRole OverviewWe are seeking a skilled and experienced Wealth Management Professional to join our team. In this role, you will be responsible for identifying client needs and developing targeted solutions to meet their requirements.You will work closely with clients to understand their financial goals and objectives, and provide expert advice on investment...
-
Assistant Relationship Manager
4 weeks ago
Surat, Gujarat, India Tekpilllar Full timeAn Assistant Relationship Manager serves as a key point of contact between the company and its clients ensuring customer satisfaction achieving sales targets and fostering long-term relationships Key Responsibilities - Identify and approach potential clients to promote HDFC Life s insurance products - Cross-sell and up-sell various insurance products to...
-
Client Relationship Manager
2 days ago
Surat, Gujarat, India beBee Careers Full timeJob Description">We seek an experienced Business Development & Client Success Manager to drive revenue growth, strengthen client relationships, and ensure seamless project execution. ">About the Role">">This role involves collaborating with internal teams to drive success across client management, project execution, and revenue growth.">You will serve as the...
-
Relationship Manager Professional
6 days ago
Surat, Gujarat, India Deutsche Bank Full timeAbout the RoleThis is an exciting opportunity for a seasoned professional to join our team as a Relationship Manager. We are looking for someone who can work effectively with clients, colleagues, and other stakeholders to deliver exceptional results.