Relationship Manager
2 weeks ago
We have an opening with Reputed Banking companyKey Responsibilities:Client Management & Business Development:- Up-sell and cross-sell with Bank Mutual Fund products to retail and HNI clients from the assigned database.- Generate new leads and referrals to expand the client base and increase overall market penetration.- Develop and maintain strong, long-term relationships with existing HNI/UHNI clients.Sales & Revenue Generation:- Achieve sales and revenue targets by offering a diversified product mix, catering to the needs of the clients.- Provide targeted financial advice, investment planning, and portfolio management services to clients, ensuring they achieve their financial goals.Client Profiling & Advisory:- Conduct detailed client profiling and offer customized investment products to meet clients specific needs and objectives.- Provide sound investment advice, keeping clients' financial aspirations and risk appetites in mind.Customer Service & Satisfaction:- Act as the primary point of contact for assigned clients, ensuring seamless service and prompt resolution of queries or issues.- Maintain high service standards to ensure clients are satisfied and continue to entrust their financial investments with Bank AMC.Team Handling & Leadership:- Provide leadership and guidance to the team in achieving business objectives, sales targets, and client relationship goals.- Mentor and coach team members, driving a culture of excellence, customer-centricity, and high performance.Compliance & Knowledge:- Ensure adherence to company policies, industry regulations, and ethical standards.- Preferably hold NISM certifications with up-to-date knowledge of Mutual Fund products, market trends, and regulatory changes.Market Research & Competitor Analysis:- Stay abreast of industry developments, market conditions, and competitor offerings to better advise clients and adjust sales strategies.Desired Skills & A minimum of 11-13 years in a similar role, with at least 3 year of team handling Preferably NISM certified.Product Knowledge: In-depth knowledge of Mutual Funds, portfolio management, and financial markets.Client Relationship Management: Proven experience in managing Retail/HNI/UHNI clients with a focus on sales and customer satisfaction.Sales Skills: Strong ability to generate leads, up-sell products, and achieve business targets.Leadership: Ability to manage, coach, and motivate a sales team towards achieving targets and enhancing client relationships.Communication Skills: Excellent verbal and written communication skills to engage effectively with clients and internal teams. (ref:iimjobs.com)
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. 🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
7 days ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ yearsLocation: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks?We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.Open PositionsWe...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
1 week ago
Mumbai, India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai)Experience: 1 to 10+ years Location: Mumbai (All major locations)Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai.🔹 Open...
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Relationship Manager
2 weeks ago
mumbai, India Groupon Perfect Solution LLP Full timeCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for fostering and maintaining relationships with clients, understanding client needs, and providing tailored solutions. Daily tasks include managing client accounts,...
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Relationship Manager
6 days ago
Mumbai, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Mumbai. This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management. With an experience range of 3-6 years, the ideal candidate will be responsible for managing sales targets and fostering...
