Relationship Manager

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...

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...

Relationship management Debt Capital Market, B2B Bonds ,Investor coverage Key responsibilities: Onboard and run coverage of Institutional Investors like Alternate Investment Funds (AIFs), Corporate Treasuries, NBFCs, Mutual Funds, Insurance Companies, Banks, Venture debt funds etc. Primarily for debt capital market opportunities to invest in NBFCs, Banks,...

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...

Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...

Roles & Responsibilities: Building and maintaining relationships with corporate and institutional clients. Providing financial advice and solutions tailored to client needs. Analyzing credit risk and structuring appropriate lending terms. Identifying opportunities for business growth and crossselling banking products. Ensuring compliance with regulations and...

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...

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.

Meeting new prospective Export/Import business clients on Daily basis.Opening of minimum 3 EXIM current accounts (GTA) every month and activating the same with minimum 5k TFX revenue.Identification and Login of doable Trade Assets through supporting channels like WCG, SME, AGRI etc.Generating TFX income from acquired Current accounts.Maintaining strong...

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...

SR RM -REAL ESTATE-BUY SIDE - Investment Banking Job Brief: New Client Acquisition, Existing Client new business generation, Deal Structuring and Deal conclusion - Buy Side, work along with sell side to close transaction.Roles & Responsibilities: To generate business across real estate sector (Syndication, Land Intermediation, Asset Management, Strategy) To...

Key Responsibilities:Building a channel of high net worth individuals and brokers who would invest and trade.Provide information to clients on a daily basis related to trading and market movements.Educate clients regarding online self-trade.Increase the channel through references and other sources.Follow in house research reports, company news, and track...

Job Description:Background : ICICI Bank Limited is registered with Securities Exchange Board of India (SEBI) as custodian of securities for investments in India. Key services provided in this segment include safekeeping of securities (dematerialized and physical), settlement of securities, cash management, foreign exchange, information reporting, fund...

Job Description: Lead Based Work Branch Sales Direct Sales To Walk-In Customer Understand Customer Requirement Achievement of the Target Client Servicing Team Recruitment & Development Training and managing a teamRequirement:Minimum 1 years of exp. In sales & Marketing ( Field work) Or BFSI.Any graduation.Age limit: 21 to 38 years.Stability of last jab is...

Head - VRM (Virtual Relationship Manager)Job Responsibilities:Responsibilities:Team Leadership: Lead and supervise a team of Virtual Relationship Managers for Home Loans. Provide guidance, mentorship, and coaching to team members to ensure optimal performance. Foster a collaborative and positive team culture, promoting continuous improvement.Loan Processing...

Our Vision:Help IIT Bombay rank among the top engineering and technology institutes worldwide by fostering strong relationships with its alumni, corporations and philanthropists.About us:Indian Institute of Technology Bombay - Development and Relations Foundation (DRF) is a not-for-profit section 8 unit. IITB DRF facilitates Institute's core mission and...