Relationship Manager
3 days ago
Bajaj Capital is currently hiring Relationship Mangers for North Location . -The role focuses on 𝗖𝗹𝗶𝗲𝗻𝘁 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻, 𝗛𝗡𝗜 𝗖𝗹𝗶𝗲𝗻𝘁 𝗛𝗮𝗻𝗱𝗹𝗶𝗻𝗴, 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗔𝗨𝗠 𝗴𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁. -The product suite includes 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀, 𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲, 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗗𝘀, 𝗣𝗠𝗦, 𝗔𝗜𝗙𝘀, etc. -It's 𝗕𝟮𝗖 𝗦𝗲𝗴𝗺𝗲𝗻𝘁 and 𝗗𝗶𝗿𝗲𝗰𝘁 𝗖𝗵𝗮𝗻𝗻𝗲𝗹. Job Description: 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. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. 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 Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client. Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability. Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit. Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation To have the best of the talent in our company.
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Relationship Manager
1 week ago
New Delhi, India Tax Manager Full timeJob Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...
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Relationship Manager
5 days ago
Delhi Division, India Policybazaar.com Full timeInterested candidates can share their cv at shivangibhardwaj@policybazaar.com 9717060231 Job Title: Relationship Manager Company: PolicyBazaar Location: Delhi Experience: 1+ Years in Insurance Companies/DSAs Role Overview: We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Chandigarh. The ideal candidate will have a...
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Relationship Manager
2 weeks ago
Delhi Division, India ICICIDirect Full timeThis role is open in multiple locations- Delhi, Mumbai, Bangalore, Pune, Kolkata, Hyderabad, Ahmedabad, Chennai Key Responsibilities : To be involved into relationship building and management with the customer for sales and services of financial products of ICICI group (E.g., Online Trading Account, Client Activation and Retention, Mutual Funds, Investment...
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Client Relationship Manager
2 weeks ago
Delhi Division, India Stunning Dentistry Full timeCompany Description Stunning Dentistry is India’s Most Elite & Premier Dental Office located in Greater Kailash 1 and Netaji Subhash Place . Role Description This is a full-time on-site role as a Client Relationship Manager located in New Delhi at Stunning Dentistry. The Client Relationship Manager will be responsible for Patient management and Handling,...
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Relationship Manager
2 weeks ago
Delhi Division, India Policybazaar for Business Full timeAbout Policybazaar for Business:Policybazaar for Business is the B2B vertical of Policybazaar.Com, India’s leading online insurance marketplace. We specialize in providing customized insurance solutions to professionals, SMEs, and corporates. Our Professional Indemnity product is designed to safeguard professionals such as doctors, lawyers, consultants,...
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Relationship Manager
4 days ago
Kanpur Division, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Kanpur Dehat. 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...
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Private Banking Relationship Manager
7 days ago
Delhi Division, India Client of Prudent HR Consultant LLP Full timeAbout the Role - The role is with NBFC As a Relationship Manager - Private Wealth, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role’s primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored...
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Relationship Manager
1 week ago
Bangalore Division, India NoBroker.com Full timeJob Title : Relationship Manager Location : Kaikondrahalli, Bangalore Position Type : Fulltime Role and Responsibility Act as relationship manager for the Paid customers of NoBroker. Build sustainable relationships and trust with customer accounts through open and interactive communication. Identify and assess customers needs. Service customer in finding the...
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Relationship Manager
1 week ago
Pune Division, India Petpooja Full timeJob Summary: We are looking for a Field Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS) . The role involves lead generation, client demos, onboarding restaurants , and maintaining long-term customer relationships. You will represent Petpooja in the market, drive sales targets, and ensure customer...
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Relationship Manager
3 weeks ago
Bangalore Division, India The Wedding Company Full timeJob Summary: We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services. As RM, you will be responsible for cultivating relationships with potential clients, and closing sales for our premium wedding services, against a token booking amount. Your primary goal will be to...
