Affluent Relationship Manager

3 weeks ago


Navi Mumbai, Maharashtra, India iimjobs Full time
Affluent Relationship Manager

Responsibilities:
To up sell Mutual Fund products to Retail/HNI Clients

  • To generate fresh leads and acquire clients through reference to shore up the clientele
  • To achieve sales and revenue targets spread across product mix
  • To achieve sales and revenue targets spread across product mix
  • To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
  • Profiling customers and provide Investment plan & financial advice to the client/HNI clients
  • Ensuring the highest levels of service to the client /HNI clients
  • One point of contact for the assigned client
  • To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

  • Relationship Manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India timesjobs Full time

    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...


  • Navi Mumbai, Maharashtra, India SEVEN CONSULTANCY Full time

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


  • Navi Mumbai, Maharashtra, India SEVEN CONSULTANCY Full time

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

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    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

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    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...

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    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

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    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...


  • Mumbai, Maharashtra, India TekPillar Full time

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


  • Mumbai, Maharashtra, India timesjobs Full time

    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...


  • Mumbai, Maharashtra, India iimjobs Full time

    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...

  • Relationship Manager

    3 weeks ago


    Mumbai, Maharashtra, India iimjobs Full time

    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...


  • Mumbai, Maharashtra, India iimjobs Full time

    National Manager - Sales ABOUT ASTAGURU)AstaGuru operates as an online auction platform, allowing bidders and collectors from around the world to participate in their auctions via the internet. This digital approach has made it more accessible to a global audience.The organization conducts auctions across various categories, including but not limited to:Fine...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India timesjobs Full time

    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...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India timesjobs Full time

    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...


  • Mumbai, Maharashtra, India timesjobs Full time

    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...


  • Mumbai, Maharashtra, India timesjobs Full time

    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.


  • Mumbai, Maharashtra, India timesjobs Full time

    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...

  • branch manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India Atharva Endeavours LLP Full time

    Position Overview:As a skilled and experienced Branch Manager you will play a pivotal role in overseeing branchoperations, driving business growth, ensuring regulatory compliance, and delivering exceptionalcustomer service. With your strong leadership abilities, strategic mindset, and deep understanding offinancial services, you will be responsible for...

  • Health Manager

    3 weeks ago


    Navi Mumbai, Maharashtra, India Satvam Consulting Private Limited Full time

    Job profileManage high disease risk customers/patients over the phone/emails/EMR and, if required, in personShould understand the medical diseases and finer details of their management protocol along with the finer details of the program constructFollow/Develop a detailed plan of tracking as per the protocol keeping in mind the complications that could...

  • Sales Manager

    1 week ago


    Navi Mumbai, Maharashtra, India Marriott International Full time

    Job Number Job Category Sales & MarketingLocation Marriott Executive Apartments Navi Mumbai, D-33, Turbhe, Navi Mumbai, Maharashtra, India VIEW ON MAP Schedule Full-TimeLocated Remotely? NRelocation? NPosition Type ManagementJOB SUMMARYThe position is accountable for proactively soliciting and handling sales opportunities. Ensures business is turned over...