Relationship Manager
4 weeks 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
3 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
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Relationship Manager
4 weeks 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
4 weeks 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
5 days ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research,...
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Relationship Manager
4 weeks 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
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .- Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description-Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
2 weeks ago
New Delhi, India TIE-UPS Manpower Consultants Full timeTIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros . Excellent paymaster . Diversifying into NBFC DomainJOB TITLE--Relationship Manager - Investment Banking & Wealth DomainJob description- Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular...
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Relationship Manager
3 days ago
New Delhi, India Green Hedge Capital Full timeLocation:Amritsar |Full-timeAbout Green Hedge Capital AtGreen Hedge Capital, we believe that true wealth is built ontrust, discipline, and personalized guidance. As a holistic financial firm, we offer a complete range of wealth management services — from investments and stock broking to insurance and portfolio management — all under one roof. Our goal is...
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Relationship Manager
3 weeks ago
New Delhi, India GramPro Business Services Pvt. Ltd. Full timeWe are Hiring for a Scheduled Commercial Bank!Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to:Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...
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Relationship Manager
4 weeks 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...
