Urgent Opening- Relationship Manager/ Sr Relationship Manager
3 days ago
JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Thiruvananthapuram Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: * Conduct daily sales calling with prospective new clients and identify their needs. * Provide and develop solutions and suggest schemes to clients basis their requirements and goal. * Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. * Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. * Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. * Achieve financial goals of the clients through various product line. * Update and cross sell products to existing clients and update them about the primary and secondary market trends. * Update self-regarding all schemes, products and solutions by regularly attending trainings. * Share regular communications with client regarding information, research and material of the organization.. * Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals * Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client.KEY SKILLS: Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance. KNOWLEDGE: * Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. * Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. * Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.Interested Candidate can mail there resumevaradarajan.dittakavi@bajajcapital.com
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Relationship Manager
1 week 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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Sr. Relationship Manager
1 day ago
Delhi, Mumbai, NCR, Pune, India Tata Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are looking for a highly skilled and experienced Sr. Relationship Manager to join our team in Jaipur, responsible for managing client relationships and driving business growth. The ideal candidate will have 2 to 7 years of experience in sales, relationship management, or a related field.Roles and ResponsibilityManage and maintain strong relationships with...
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Urgent Search: Sr. Relationship Manager
2 weeks ago
Delhi, India RR Finance Full timeJob Description We are urgently looking for Sr.Relationship Manager profile location based at Location:- Barakhamba Road,New Delhi110001, Responsibilities Responsible for all aspects of products of should have knowledge of all financial Product i.e. Fixed Deposit, Mutual funds, Bonds ,insurance etc. Candidate will be responsible for B2B Sales. Responsible...
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Service Relationship Manager
6 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...
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Relationship Manager
2 days ago
Delhi, NCR, New Delhi, India Softpath Consulting Full time ₹ 5,00,000 - ₹ 10,00,000 per yearRole & responsibilitiesFunctional Designation- Relationship / Sales Manager in Current AccountDepartment- Branch BankingJob- Sales / AcquisitionA. Position PurposeAcquisition of High End Current Accounts through open market along with cross selling of other products of the Bank.Preferred candidate profileCandidate Must have experience of Min 2 years in...
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Relationship Manager
6 days ago
New Delhi, India Discoveries Quintessential Full timeHiring: Branch Sales Officer – Branch Banking (CASA & KYC Focus)We are looking for motivated and experienced professionals to join ourBranch Bankingteam as aBranch Sales Officerin key growth markets across South and West India. This role is ideal for candidates with a proven track record infield sales , particularly within the banking or financial services...
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Client Relationship Manager
2 weeks ago
New Delhi, India Spectral Consultants Full timePosition: Client Relationship ManagerExperience: 2-4 YearsLocation: Pitampura, Delhi (Work from Office)Company: Spectral ConsultantsNote: This role is open to Diversity Candidates Only.Job Summary:Spectral Consultants is seeking a dynamic and confident Client Relationship Manager with 2-4 years of experience to join our team in Pitampura, Delhi. This...
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Relationship Manager
1 week 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
6 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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Campaign Manager
1 week ago
Delhi, Delhi, India Perridot Manager Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCampaign Manager Peridot Media (Meme Marketing)Plan and execute creative meme campaigns.Coordinate with clients and internal teams.Track trends to create viral content.Analyze results and optimize performance.