Relationship Management Role

Private wealth ManagerJob Description:We are actively hiring Relationship Manager (Sales) in these locations - Mumbai/West Region. We are open for RMs at various experience levels, internal designation will vary between Senior Manager to Vice President, depending on experience, CTC parity and other factors. The role holder will be responsible for acquiring...

Relationship Manager - Infra Finance Role & Responsibility: To assist Zonal Head in delivering budgeted sales volumes, profitability and Fee Income in the designated areaTo assist Zonal Head in implementing devised Business strategy for the Zone and tap local network to achieve the budgeted business volumes / Net Interest Income / Fees / Asset Book etc. To...

SALARY: 4 lakhsLOCATION:Navi MumbaiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSGenerate new business to achieve defined sales targetsBuild and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high...

Relationship Manager - PCM Sales international market Important qualifying criteria: Prior institutional sales experience. Should have done sales with international Fund houses Min of 3 yrs of exp is a Must MBA is desiredJD : Assist in the development and execution of sales strategies to acquire and retain Non-Resident Indian (NRI) clients. Support the team...

Job Purpose: You will be responsible for meeting the investment needs of clients by offering researchbased advice in Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products. The role involves actively managing client relationships through personalised visits, recommending suitable financial products, achieving business...

Apply for Relationship Manager, Career Progress Consultants in Navi Mumbai ,Mumbai for 2 - 5 Year of Experience on

Apply for Relationship Manager, Career Progress Consultants in Navi Mumbai ,Mumbai ,Thane for 3 - 5 Year of Experience on

Relationship manager - Infrastructure finance Key Responsibilities: Sourcing and structuring of deals Financial modelling and preparation of presentations for internal approvals Liase with legal team as well as client for the documentation of the deal Disbursement of the debt facility sanctioned to client Managing post disbursement activities Monitoring of...

Apply for Premier Relationship Manager, Tekpillar in Mumbai ,Kolhapur ,Nagpur ,Nanded ,Nasik for 2 - 4 Year of Experience on

JOB DETAILSManage client relationships by providing advice and information on investmentsDeliver timely service and resolve client queries satisfactorilyAbly assisting in decision-making of client's investment portfolios and asset allocationsGrow existing client relationships by nurturing and educating themManage new client relationships by building right...

Designation : ND Department Mutual Fund.Job Location : Mumbai.Exp: 5 to 10 years. Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience.Responsibilities: Responsible for all Sales & distribution for the assigned set of distributors. Responsible for advising the distributors the...

Our key capabilities include : Organizational Change Management Organizational Design HR Operating & Delivery Model HR Process Efficiency & Policy TransactionsYour key responsibilities :As a Manager, you will be a key resource on business transformation projects. In this role, you should be able to deliver quality client service, deliver insightful solutions...

Institutional Equity Sales Job Title: Institutional Sales-EquityLocation: MumbaiEducation Qualification: MBA preferredDesired Candidate: If you are passionate about Institutional Sales?We are looking for a professional to join our Institutional Sales team to develop valuable and quantifiable insights and generate various Sales /Dealing ideas for our...

Experience in Years Min - 1yrScope and Responsibilities 1. Will be directly responsible for retail / HNI customer acquisition for financial products related to the stock markets.Calling customers based on leads generated as well as seek referals from existing clientsUpdate the prospective clients on various services offered by Sushil FinanceBuilding a good...

Canara HSBC Life InsuranceDesignation : Sr. Relationship Officer-Direct DistributionJob Description: Number of Customer meeting per day Delivery of Minimum business guarantee Creating Leads through campaigns /Cold calling Documentation, logins & Issuance tracking. Lead / Feedback / Referral Updating on LMS Meeting Business targets: Achievement of Business...

JOB DETAILSServe a designated portfolio of accounts in the Commercial Banking business segmentOur services Asset Allocation, loans, Mutual Funds, Insurance, Tax Planning, Financial GoalsDevelop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customersAchieve various individual business...

Performance Marketing Management Role - NBFCJob Role: Performance Marketing Management- NBFC - MumbaiLocation: MumbaiJob Purpose :This role will be part of the Digital Marketing function of the company which manages all external & internal internet and mobile based marketing for multiple product categories. The team works in a fast-paced environment,...

POSITION:AVP - Institutional Sales. Reports to(Position): Vice President AND Zonal Head - Institutional Sales.Business Unit: Institutional Sales.Location: Mumbai.Position Purpose: To establish local resource for managing existing and new client relationships. To work closely with distributors to enhance reach in the region.Principal Accountabilities:...

Education Any GraduateKey Skills Customer service, Strong Communication Skills, CRM, customer relationship, customer relationship executiveDescription Inbound and Outbound calling.Basic Computer Skills.Problem Resolving Capabilities.Inter Personal Skills.

Canara Hsbc Life InsuranceDesignation:Senior Relationship Officerchannel: PFRDA/NPS Channel Job Description:A PFRDA Grade A officer is a professional working in the Pension Fund Regulatory and Development Authority (PFRDA) in India. PFRDA is the regulatory body for the pension sector in India, and is responsible for the oversight and development of the...