Relationship Manager | Private wealth
4 weeks ago
1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).
2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.
3. Manage the existing clients and build AUM.
4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients.
5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
6. Expand Market Share from both new and existing clients and responsible for servicing.
7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters.
8. Responsible for Cross Sell.
9. Activating i online Accounts for corporates.
10. Active networking with clients, competition and distributors to get market information.
11. Timely information on the products to distributors.
12. Ensure market share across clients and distributors as per organizational requirement.
13. Adhering to compliance norms of the organization and Regulator.
14. Involved in meeting the investors on a joint call with the distributor (Need based with Distributors)
15. Maintain the data on market share and review it on regular basis.
16. Closely co-ordinate with Operations in Following up on Fax Pending documents.
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Private Wealth Manager
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Agra, India IIFL Securities Full timeCompany Description We suggest you enter details here. Role Description This is a full-time role for a Wealth Manager at IIFL Securities in Mumbai. As a Wealth Manager, you will be responsible for financial planning, investment management, and insurance services for clients. This role involves providing personalized financial advice, developing investment...
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Relationship Manager- Agra
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Agra, India TEKPILLAR SERVICES PRIVATE LIMITED Full timeApply Relationship Manager, TEKPILLAR SERVICES PRIVATE LIMITED in Agra ,Ghaziabad ,Meerut ,Moradabad ,Muzaffarnagar for 2 - 6 year of Experience on TimesJobs.com
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Relationship Manager
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Agra, India STAFFIAA Full timeJob Title: Relationship Manager Home Loans and LAP Location: Kanpur Unnao Prayagraj Gorakhpur CTC Upto 6LPA Job Overview: We are seeking a dynamic and experienced Relationship Manager to join our team specializing in Home Loans and Loan Against Property (LAP). The ideal candidate will be responsible for managing and enhancing relationships with...
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Relationship Manager
2 months ago
Agra, India STAFFIAA Full timeJob Title: Relationship ManagerHome Loans and LAPLocation: Kanpur UnnaoPrayagraj Gorakhpur CTC Upto 6LPA JobOverview: We are seeking a dynamic and experiencedRelationship Manager to join our team specializing in Home Loansand Loan Against Property (LAP). The ideal candidate will beresponsible for managing and enhancing relationships with existingclients as...
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Relationship Manager
4 days ago
agra, India STAFFIAA Full timeJob Title: Relationship ManagerHome Loans and LAPLocation: Kanpur UnnaoPrayagraj Gorakhpur CTC Upto 6LPA JobOverview: We are seeking a dynamic and experiencedRelationship Manager to join our team specializing in Home Loansand Loan Against Property (LAP). The ideal candidate will beresponsible for managing and enhancing relationships with existingclients as...
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Relationship Manager
2 days ago
agra, India STAFFIAA Full timeJob Title: Relationship ManagerHome Loans and LAP Location: Kanpur UnnaoPrayagraj Gorakhpur CTC Upto 6LPA JobOverview: We are seeking a dynamic and experiencedRelationship Manager to join our team specializing in Home Loansand Loan Against Property (LAP). The ideal candidate will beresponsible for managing and enhancing relationships with...
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Relationship Manager
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agra, India Snaphunt Full timeThe OfferA role that offers a breadth of learning opportunitiesThe JobYou will be responsible for : Lead Generation and Conversion Business Development and Account Management Customer Relationship Management Target Achievement Appointment-Based VisitsThe ProfileYou are highly goal driven and work well in fast paced environmentsYou are adaptable and thrive...
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Relationship Manager
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agra, India Reliance Nippon Life Insurance Full timeReliance Nippon Life Insurance Company is a life insurance company in India. The firm offers life insurance products targeted at individuals and groups, catering to four distinct segments protection, children, retirement and investment plans. The Role You will be responsible for : Lead Generation and Conversion Business Development and Account...
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Relationship Manager
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agra, India Snaphunt Full timeThe Offer A role that offers a breadth of learning opportunities The Job You will be responsible for : Lead Generation and Conversion Business Development and Account Management Customer Relationship Management Target Achievement Appointment-Based Visits The Profile You are highly goal driven and work well in fast paced environments You are...
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Relationship Manager
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Relationship Manager
2 days ago
agra, India Tata AIA Life Insurance Full timeAPosition Overview Position Title Relationship Manager –Branch Department Partnership Distribution Level/ Band Role Summary: ·Provide support in Sales of Life Insurance business to equity & securitiescustomersatHDFC Securities branches& at customer premisesacross assigned locations B Organizational Relationships Reports To ...
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Research Manager
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Agra, India Net Zero Insights Full timeAbout Net Zero InsightsNet Zero Insights is a leading provider of market intelligence for the Net-Zero Economy, offering comprehensive insights, data, and research to climate innovation professionals worldwide. Our cutting-edge Net0 Platform provides access to thousands of startups/SMEs, deals, investors, market reports, and more, enabling users to discover...
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Sales Manager
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Client Relationship Manager
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Agra, India Because Full timeOwn Your Creativity at Because, Ditch the stuffy suits, craft marketing magic!Who are we looking for: An Account CoordinatorWhere will you be located: Ahmedabad, GujaratWe're Because, a marketing agency that's all about fresh ideas and killer strategies. Here,you'll get to (what is generally called your Key Responsibility Area):● Unleash Your Inner...