Relationship Manager
2 days ago
Job title: Relationship ManagerTerms: PermanentRequirements:Graduates of any background or higher degree should have a very good demographic understanding, a strong relationship with IFAs / CAs, and knowledge about the Finance Industry in the assigned geography, and should seize the opportunity to develop business. He / She should have Min 2 Years’ experience in handling MFD / IFA / any Financial Products.About the role:1. The candidate will be responsible for client acquisition and managing the overall client relationship.2. Responsible for achieving the target.3. Engaging with customers to enrich the relationships and garner higher wallet share from the client.4. Ensure coverage of all relationships through customer engagements and risk profiling5. Identify potential customers who can be sold tailored products to enhance product penetration.6. Acquire new customers through converting referral leads.7. Provide complete and comprehensive information on products, services, charges, etc., proactively to the customer and ensure the best services are provided to them.8. Having relevant experience in the financial services industry.9. Proven people, business, and client relationship handling skills.10. Having a pleasing personality and effective communication skills11. Ability to engage sizable clients.12. Strong persuasion skills13. Deal closure ability.14. Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.Primary Role:Recruitment:1) Generating Leads for Financial Product Distributor2) Coordinating / Conducting Business Opportunity Session to upcoming / Existing FPDs3) Assisting new FPDs to clear NISM ExamsBusiness Development:1) Providing training to Partners on Product availability2) Preparing Business Development Plans for partners and training them to achieve via Joint Calls, Conducting Client Meetings, Asset Allocation with Product Diversifications3) Establishing Strong relationships with Partners, IFA in the assigned geography and providing the right communication on Products, Solutions, and services, which helps in their business growth.4) Providing the right information and Coordinating / Conducting regular Partner Meetings to enable their knowledge.
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Relationship Manager
4 days ago
New Delhi, India propelld Full timeSenior Relationship Manager / Relationship Manager – Field Sales Dehradun Job Type: Full-timeAbout the Role: We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...
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Relationship Manager
2 days ago
New Delhi, India Green Start Management Consultancy Full timeJob Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focused NRI Relationship Manager to join the team in Mumbai.If you have experience in NRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you!Key Responsibilities:- Acquire and...
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Relationship Manager
4 days ago
New Delhi, India Kotak Life Full timeUrgent Hiring | Relationship Manager – Wealth ChannelCompany:Kotak Life InsuranceLocation:Nashik | Pune | Kolkata | Delhi | Bangalore | Chennai | Surat | AhmedabadWe’re looking for dynamic professionals with experience in the Agency Channel and MutualFund industry to join our Wealth Channel team as Relationship Managers. Who can apply? ✅ Professionals...
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Relationship Manager
4 days ago
New Delhi, India Mittsure Full timeRelationship Manager Locations: MultipleCities Across India | Department: Sales & Marketing Join the Mission to Transform Learning with Mittsure! Are you a go-getter who thrives on building connections and driving impact? At Mittsure Technologies, we’re reshaping education throughengaging books, flashcards, life-skill boards, and more — and we need...
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Relationship Manager
1 week ago
New Delhi, India Nuvama Wealth Full timeRelationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...
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Relationship Manager
5 hours ago
New Delhi, India Auroedge Private Limited Full timeTitle: Relationship ManagerLocation: BhubaneswarExperience: 2+ yrsSalary : 21k + (Based on Experience)Probation Period: 6 MonthsIncentives: Performance-basedKey Responsibilities:- Build and maintain strong client relationships - Identify new business opportunities and convert leads into sales - Develop and implement sales strategies to achieve revenue...
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Relationship Manager
2 days ago
New Delhi, India InsuranceDekho Full timeProfile:Relationship manager Location:Mumbai Experience:Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred) Channel:Agency Channel — work with POSP agents✨ Key Responsibilities: Recruit and manage POSP (Point of Sales Person) agents for Motor & Health Insurance Build strong relationships with agents & drive business through them...
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Relationship Manager
4 days ago
New Delhi, India Nuvama Professional Clients Group Full timeJob Title: Sales Strategist – ForexBusiness : Nuvama Professional Clients Group (PCG)Locations: Mumbai / Delhi / KolkataExperience: 5+ yearsRole Type: Mid-Senior Level | Front-End SalesAbout Nuvama PCGAt Nuvama Professional Clients Group, we serve a distinguished set of clients including Ultra HNIs, Family Offices, Corporates, and Quasi-Institutions. With...
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Relationship Manager
7 hours ago
New Delhi, India Insight Global Full timeCompany: Insight GlobalJob Title: Relationship ManagerLocation: HiTEC City in Hyderabad, IndiaWork Schedule: Mon-Fri onsite, 2PM-10PM ISTAbout This Role:Insight Global is seeking a motivated professional to support one of our top Food & Beverage clients, globally. This role will be responsible for general sales support, light technical support/coordination,...
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Service Relationship Manager
2 days ago
New Delhi, India 360 ONE Wealth Full timeJob Description: Service Relationship ManagerRole Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities; Client...
