Relationship Manager

Found in: beBee jobs IN - 3 weeks ago


Gurgaon, Haryana, India iimjobs Full time
:

This is a full-time on-site role as a PWM - Relationship Manager/Client Partner located in Gurugram. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio , monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM & Revenue for these Clients , collaborating with cross-functional teams to enhance Knowledge the client experience.

- Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow.

- Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.

- Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships

- Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .

- Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.

- Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with company's KRA

- Financial Markets product knowledge

- Financial Analysis and risk management knowledge

- Communication and presentation skills

- Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment

- Business understanding of client business models with acumen on new client acquisitions

- Sales skills with excellent negotiation, presentation and client acquisition skills

- Understanding of recent technologies in Financial Markets & Business.

- Deal closure and execution skills

- Strong cross - cultural awareness and interpersonal skills

- High degree of integrity, ethical conduct, and professionalism

Preference :

Location - Gurugram

4th Saturday is off

RETAIL

BRANCH RELATIONSHIP RMs

- Retail Banking exp of 3 - 7 years

- Exp in CA / SA / LI/ MF/ LAP/ HL/ ASSETS /LIABILITIES

Private Wealth

Priority/Exclusive/Pioneer/ Imperia Rms

Retail Affluent Banking Experience Of5 - 10 Yrs

Exp In Li / Mf / Ca/ Sa/ Lap/ Hl/ Assets / Liabilities

Having Aum Book And Control On Clients. So Much To Move Them With Him
Skills : Bachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plus


  • Relationship Manager, Credit Delivery

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India NatWest Group Full time

    Join us as a Relationship ManagerJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you'll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in a collaborative and...

  • Relationship Manager, Credit Delivery

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India NatWest Group Full time

    Join us as a Relationship ManagerJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you'll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in a collaborative and...

  • Customer Relationship Executive

    Found in: beBee jobs IN - 3 days ago


    Gurgaon, Haryana, India timesjobs Full time

    JOB DETAILSData mining for searching relevant / prospective clients from the assigned territories.To make cold calls to the prospective clients and promote our engineering services viz : Structural Detailing, BIM, Precast etc.Maintain systematic data of all the sales promotion transactions in Salesforce.Lead generation , booking appointments of the...

  • we are hiring in customer relationship manager

    Found in: beBee jobs IN - 2 days ago


    Gurgaon, Haryana, India staffix inc Full time

    Job Title: Customer Relationship Excutive Prefer- Female candidate Location: Gurugram, India Work from Office Salary provide will be 25k interested candidated call me.

  • - Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    business development managerCompany Description:is a supply chain intelligence company based in Gurugram. We specialize in helping brands optimize their supply chain to enable faster and better deliveries, ultimately accelerating business growth. Our solutions empower businesses to move closer to their customers, providing data-driven insights for informed...

  • Account Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    The Account Manager will be responsible in creation and implementation of the Business Development strategy, creating a business development leads pipeline and for delivering the desired results across our customer base and with new customers, managing their requirements and expectations.Below are some of the key expectations: Developing strong relationships...

  • Sales Consultant Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    What You'll Do: Building and maintaining strong relationships with internal clients the consultant team. Managing active Clients and relationships with decisionmakers on the client side, monitoring the level of services provided, and providing support in the implementation of IT projects. Supporting the recruitment of new consultants and onboarding...

  • Deputy Manager/Assistant Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Deputy Manager / Assistant Sales Manager Sales and Marketing of Machine tools Visit customers for new business potential, market information gathering, build good rapport & maintain close relationships. Handle daytoday operational works like RFQ, and coordinate with customers regarding shipment delay, short supply delivery problems. Prepare a written...

  • Brand Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Brand Manager - SalesResponsibilities:Identify potential clients/brands to offer them advertising services. Initiate discussions with the brands through emails, calls, and scheduled meetings. Deliver MyGate sales pitches convincing clients to subscribe to an advertising space. Highlight the benefits of various ad properties and their capacity to reach a...

  • Senior Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Senior Manager - Digital Ad Sales & Business Development Responsibilities:Managing portfolio of existing Key / Enterprise accounts with multiple business units. Building strategic relationships with different stakeholders. Achieving sales targets / Acquisitions through a focus on existing client base in the assigned territory. Making proposals and...

  • Deputy Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Developing policies and strategies for acquiring new talent Analyzing the company's hiring and talent needs to anticipate hiring Using various channels to source candidates Working with hiring managers to anticipate needs and fill positions Managing the screening process, including resume screening and interviewing Building relationships with applicants and...

  • - Regional Sales Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Job Description: Candidate Must be front line Manager with stockists handling and sales team (consisting ASM / SO/SR) Responsible for Implement Sales Plan, Strategies with a view to increase sustainable market share and profitability. Responsible for strengthening and expansion distribution network. Responsible for implementing the policies and guideline for...

  • Lead Assistant Manager/Manager/Senior Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Data Science: Lead Assistant Manager/Manager/Senior Manager Role & Responsibilities Overview: Expected to work in close collaboration with the Client team and EXL team on establishing relationship with stakeholders, identify new opportunities, areas of growth Develop longlasting, trusted advisor relationships with clients Analyze structured and unstructured...

  • Senior Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Senior Manager (New Sales) - Strategic AccountsAbout Us: We are seeking a dynamic and results-oriented Senior Manager in Strategic Partnerships to join our team. The ideal candidate will drive the identification, cultivation, and management of strategic partnerships with large manufacturing companies, with the primary goal of expanding our strategic...

  • Assistant Manager/Lead Assistant Manager/Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Role Overview: Emphasis is on providing business insights and managing end to end project delivery. Structure analytical solution to address business objectives and problem solving. Translate stated or implied client needs into researchable hypotheses. Develop sophisticated analysis plans to test those hypotheses given data and resource availability, time,...

  • Events Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    ODC (Out Door Catering) Events Manager -The RoleEvent Planning and Coordination: Plan, organize, and coordinate various events such as weddings, corporate functions, festivals, and other outdoor gatherings. Generate leads, follow up on inquiries, and convert prospects into clients and Identify opportunities for business growth and expansion within the events...

  • Senior Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Role & Responsibilities Overview: Expected to work in close collaboration with the Client team and EXL team on establishing relationship with stakeholders, identify new opportunities, areas of growth Develop longlasting, trusted advisor relationships with clients Provide Project, Client & Team Management and Monitor progress of deliverables on daily basis...

  • Assistant Manager/Lead Assistant Manager/Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Role Overview: Emphasis is on providing business insights and managing end to end project delivery Structure analytical solution to address business objectives and problem solving Translate stated or implied client needs into researchable hypotheses. Develop sophisticated analysis plans to test those hypotheses given data and resource availability, time,...

  • Lead Assistant Manager/Manager

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India iimjobs Full time

    Role Overview: Emphasis is on managing end to end project delivery. Structure analytical solution to address business objectives and problem solving. Translate stated or implied client needs into researchable hypotheses. Develop sophisticated dashboards and solutions to incorporate complex client requirements and enhance UX. Facilitate client working...

  • Hospitality Management

    Found in: beBee jobs IN - 2 weeks ago


    Gurgaon, Haryana, India Skytech Aviation Services Pvt Ltd Full time

    A hospitality manager oversees the operations of hotels, resorts or other hospitality establishments and ensures a seamless and exceptional guest service and customer experience. They are essential in maintaining high service standards, managing resources efficiently and maximising profitability for the company.The primary responsibilities of hotel managers...