Relationship Manager
2 hours ago
A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key ResponsibilitiesClient Acquisition & Business Growth: Identify, acquire, and onboard new retail and/or institutional clients, promoting Demat and Trading account openings through lead generation and referrals.Relationship Management: Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates.Sales & Revenue Generation: Drive revenue by meeting sales/revenue targets, cross-selling a range of investment products (e.g., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity.Advisory Services: Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs.Operational Support & Compliance: Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented.Market Analysis: Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights. Qualifications & SkillsEducation: A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus.Experience: Good experience in equity sales, broking, wealth management, or a similar financial services role.Certifications: Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region.Skills:Strong knowledge of capital markets, stock trading mechanisms, and financial products.Excellent communication, negotiation, and presentation skills.Strong sales aptitude and a target-driven mindset.Ability to build trust and rapport with high-value clients.Familiarity with CRM software and trading platforms.
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Relationship Manager
2 hours ago
Ahmedabad, Gujarat, India, Gujarat YES BANK Full timeJob Title: Relationship Manager - SM / AVPDepartment: Small Enterprises (SE) - Working Capital ProductsExperience: 5+ yearsGrade: SM / AVPRole Summary:We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with...
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Preferred Relationship Manager
2 hours ago
Ahmedabad, Gujarat, India, Gujarat Anand Rathi Share and Stock Brokers Ltd Full timeThe Preferred Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
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Senior Relationship Manager
2 hours ago
Ahmedabad, Gujarat, India, Gujarat HDFC securities Full timeImmediate joiners preferredLocation: AhmedabadRelationship Manager/Senior Relationship Manager - AhmedabadExperience required: 5 Years+Job Description:Execution of trade orders on behalf of clients.Building relationships with clients & educating them about Investments.Specialized Activities:Buying and selling of securities or derivatives, UDR on NSE /BSE...
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Relationship Manager
2 hours ago
Ahmedabad, Gujarat, India, Gujarat Network People Services Technologies Ltd. Full timeAbout the JobWho we are and what do we doIndia has witnessed a journey of Innovation in Digital Payments and today it leads the world with over 45% of the Global digital transaction volume. At NPST, we believe that our decade long journey has carved an opportunity for building future roadmap for the world to follow.We are determined to contribute immensely...
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Relationship Manager Corporate Banking
2 hours ago
Ahmedabad, Gujarat, India, Gujarat Careerfit Full timeExperience – 4-6 years of experience working in Corporate BankingJob base location – AhmedabadWorking from – AhmedabadEducation – MBA in Finance, Marketing, or equivalent fieldTitle – Relationship Manager – Corporate BankingReporting to: Managing DirectorRole OverviewWe are seeking a dynamic and client-focused Relationship Manager to drive...
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Relationship Manager
2 hours ago
Surat, Gujarat, India, Gujarat Petpooja Full timeSummary:We are seeking a dynamic and field-oriented Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation through field visits and cold calling, conducting client demos, onboarding restaurants, and maintaining long-term client relationships. You will be the face of...
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Relationship Manager
1 day ago
Ahmedabad, Gujarat, India Resolute Property Solutions Ahmedabad Full time ₹ 3,00,000 - ₹ 9,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager - Real Estate Sales located in Ahmedabad. The Relationship Manager will be responsible for managing and maintaining client relationships, understanding client needs, and providing them with suitable real estate solutions. Daily...
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Relationship Manager
1 day ago
Ahmedabad, Gujarat, India TCP Corps Full time ₹ 12,00,000 - ₹ 36,00,000 per yearOverview: The Relationship Manager plays a crucial role in the organization as they are responsible for building and maintaining strong relationships with clients and stakeholders. They act as a liaison between the organization and its clients, ensuring customer satisfaction and identifying opportunities for business growth.Key Responsibilities:Develop and...
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Relationship Manager
1 day ago
Ahmedabad, Gujarat, India RATNAAFIN Full time ₹ 4,00,000 - ₹ 8,00,000 per yearKey Responsibilities:• Manage day-to-day coordination with partner teams for smooth credit operations.• Monitor portfolio performance and support in maintaining portfolio quality.• Assist in collection follow-ups on overdue cases in coordination with partner teams.• Prepare and maintain basic MIS/data for review.• Visit partner offices periodically...
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Relationship Manager
1 week ago
Ahmedabad, Gujarat, India tataaiggen Full time ₹ 1,00,00,000 - ₹ 2,00,00,000 per yearRole 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 group,...