Client Relationship Manager

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

Job Role - PCG RM - Indore Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. To give your full involvement to support clients to maintain longterm relationship with them....

The Offer Flexible working options Join a market leader within the Financial Services Industry Opportunity within a company with a solid track record of performance The Job You will be responsible for : Managing the full spectrum of financial accounting and reporting. Driving accurate and timely monthly, quarterly and year end closing. Overseeing...

The OfferFlexible working optionsJoin a market leader within the Financial Services IndustryOpportunity within a company with a solid track record of performanceThe Job You will be responsible for : Managing the full spectrum of financial accounting and reporting.Driving accurate and timely monthly, quarterly and year end closing.Overseeing monthly closing...

Field work: Connect to different organizations & get the investment seminar appointments for their employees or management - Existing client’s query solving - Making data of attendees & follow up with them - Social media posting - Existing client’s portfolio reviews follow up & setting call with them - Submitting physical forms (if any) to different...

Job Role - PCG RM - Indore- Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.- To give your full involvement to support clients to maintain long-term relationship with...

Client Servicing Responsibility: 2. Identify clients, assess business potential & convert into customers 3. Maintaining an accurate record of all existing and potential clients. 4. Client management for Creative flowed by other promotional campaigns 5. Understanding of consumers, markets & categories 6. Responding to client Inquiries in a timely and...

The ideal candidate will be responsible for gaining a deep understanding of the students' objectives and challenges and creating recommendations based off of this understanding. You will do so by building a strong relationship with our enquiries and analyzing our course data. Essentially, you will act as the main point of contact for our students.. ...

The ideal candidate will be responsible for gaining a deep understanding of the students' objectives and challenges and creating recommendations based off of this understanding. You will do so by building a strong relationship with our enquiries and analyzing our course data. Essentially, you will act as the main point of contact for our students.. ...

The ideal candidate will be responsible for gaining a deep understanding of the students' objectives and challenges and creating recommendations based off of this understanding. You will do so by building a strong relationship with our enquiries and analyzing our course data. Essentially, you will act as the main point of contact for our...

:Ongoing Responsibilities Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank....

:Ongoing Responsibilities Business Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will...

**Relationship Executive/ Sales Executives** **Job Location**:Indore **Roles and responsibilities**: - New client acquisition for Trading and Demat account. - Revenue generation through brokerage. - Cross selling of investment products, Equity and Advance brokerage product (as per client’s needs) - Monitor and review team members' performance and help...

**Brief Description**: Arihant Capital is India’s leading financial services and broking company with over 900 investment centers across the country. Everything we do is shaped by the five values of Integrity, Client Commitment, Respect, Excellence and Innovation. Together, we are working on making investments and financial services understandable and...

**Brief Description**: - Arihant Capital is India’s leading financial services and broking company with over 900 investment centers across the country. Everything we do is shaped by the five values of Integrity, Client Commitment, Respect, Excellence and Innovation.- - Together, we are working on making investments and financial services understandable and...

We are looking for an experienced customer relationship manager to be responsible for engaging with key customers by building and preserving trusting relationships. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with new clients. Responsibilities: Responding promptly to...

**Customer Relationship Manager** Experience = Fresher Joining: Immediate Shift Timings = 9am to 6 pm Location = Indore **Job Brief** We are looking to hire an experienced stockbroker to advise clients on investment opportunities within the stock market. The stockbroker’s responsibilities include analysing the stock market, finding profitable...

Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications sourced Tapping the right database of the branch and...

Managing client relationships - Service oriented mindset - Good communication skills - Presentable and friendly, team person - Setting up meetings over dinner - Event management Should be self-starter, results & details oriented Should possess critical thinking & good analytical skills Flexibility to work in a start-up environment and ability to solve...

Fix customer appointments and visit potential customers for new business.Make the customer understand the various benefits available in the plan & check whether it meets the customer's requirements.Self-sourcing of customer leads from own natural market to sell a financial product.Customer Leads when provided are to be called and fix appointments for sales...