Relationship Manager
3 days ago
Company Name - Motilal Oswal financial services limitedProfile - Relationship Manager Location - Pune Roles & Responsibilities: -1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2.Maintaining client relationships and generate AUM from preferred clients.3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.7.To conduct and assist in organizing seminars, workshops and other business development activities.To conduct and assist in organizing seminars, workshops and other business development activities.To schedule your interview, send your CV through WhatsApp (number mentioned below)HR Avdhut: 7796426971
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Crm Relationship Manager
5 days ago
tirupati, India beBeeCustomer Full timeCrm Relationship Manager - B2CWe are seeking a seasoned Crm Relationship Manager to spearhead customer engagement strategies, analyzing data and collaborating with sales and marketing teams.Strong analytical skills for interpreting CRM data and identifying trends.Effective communication and sales skills to engage clients and build lasting...
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Relationship Executive
3 days ago
Tirupati, India Skywings Advisors Private Limited Full timeKey Account abilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys...
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Tirupati, India DBS Bank Full timeSenior Officer, Branch Relationship Manager, Consumer Banking Group-(WD79690)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...
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Program Relationship Specialist
2 weeks ago
Tirupati, India beBeeCareer Full timeJob OverviewThis role involves contacting potential students to discuss how our programs can help them achieve their career goals.Main Responsibilities:Establish and maintain relationships with potential students through phone and email outreachAssess the needs of potential students and provide guidance on how our programs can meet those needsDevelop and...
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Tirupati, India beBeeInvestment Full timeAcquire and Manage High Net Worth InvestorsCredfund is hiring a driven professional to acquire and manage HNI/UHNI investors, wealth partners, and family offices for curated alternative investment products – pre-IPO equity, structured credit, revenue-linked financing, asset-backed opportunities, and private markets deals.The ideal candidate will have 4–8...
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Customer Relationship Management Executive
1 week ago
Tirupati, India beBeemanager Full timeAbout the Role:This Manager CRM position spearheads strategy and execution to engage a global user base. Key responsibilities include quarterly planning, revenue targets, campaign deployment plans, collaboration with teams, and maintaining growth while ensuring user experience.
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Senior Key Relationship Manager
1 week ago
Guntur, Nellore, Tirupati, India Bwise Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Title: Senior Key Relationship OfficerCTC: Upto 4 lacsPRODUCT: Home Loan/LAPLOCATION: Guntur/Nellore/TirupatiSource new home loan customers through direct sales, referrals, builders, and channel partners.Conduct field visits and cold calls to generate leads and convert them into customers.Develop and manage relationships with builders, real estate...
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Strategic Financial Partnerships Manager
2 weeks ago
tirupati, India beBeeRelationship Full timePurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions.This role involves managing client relationships, identifying client needs, and providing tailored financial solutions. The key tasks include understanding clients'...
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Account Development Manager
2 weeks ago
Tirupati, India beBeeCustomer Full time**About the Role:**We are seeking a seasoned professional to assume responsibility for promoting and positioning our product offering to commercial fleets across various industry segments.Main Responsibilities:To present our overall solution to customers and provide guidance, training, and support during initial interactions and proof-of-concept stages.To...
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Configuration Asset Management Professional
2 days ago
Tirupati, India beBeeConfiguration Full timeJob DescriptionWe are seeking a skilled specialist to manage our client's asset lifecycle and configuration management practices globally.End-to-end delivery of HAM engagements, including Configuration Identification and Reconciliation rules.Monitoring CMDB health, resolving data conflicts, and defining standard CIs, CI relationships, and classification...