Relationship Manager
2 weeks ago
Locations: We have this requirement at multiple locations- Bangalore, Kolkata & Ahmedabad 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 Advisory, Wealth Management) To manage assigned client base through virtual/client visits and provide financial / investment advisory, develop new relations through referencing and other sources To generate leads for quality NCAs and act as productive resource by meeting objectives thereby ensuring fulfillment of budgetary expectations of the organization To be active in client engagement/reach out in assigned campaigns/activity which happens time to time for effective outcome To deliver the desired business expectations/objectives by maintaining customer relationship To manager customer meetings and sales process as part of his/her reporting structure To consciously deliver support to reporting manager in increasing profitability To conduct market research for generating business thereby adding for revenue generation To ensure customer satisfaction through effective customer service and query handling To explore new areas and ways to achieve productivity To prepare and maintain MIS report Skill Set: Should be a good communicator Should have customer orientation Should have strong interpersonal skills Should be confident and possess positive approach Should have analytical skills
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Relationship Manager
7 days ago
bangalore, India Zuari Finserv Ltd. Full timeJob Title Relationship Manager (RM) Department Sales & Marketing: Trading Location-Jalandhar Reporting to Branch Manager (of respective branches) Job Summary The Relationship Manager will serve as the primary point of contact for clients in the equity broking segment. The role demands expertise in equity markets, retail client acquisition, and advisory-led...
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Relationship Manager
2 weeks ago
Bangalore, India PurpleFinch Full timeCompany Description PurpleFinch is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial aspirations. We specialize in providing tailored financial solutions, including mutual funds, portfolio management services, insurance, corporate deposits, direct equity investments, and loans against securities. Our...
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Relationship Manager
1 week ago
bangalore, India AAA Global Full timeRelationship Manager – Wealth Management Location: Anywhere in India or Asia Experience: 5+ years About the Role We are seeking experienced Relationship Managers to join our Wealth Management division. The ideal candidate will have an existing client base of High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) individuals and a strong background in...
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Relationship Manager
6 days ago
bangalore, India The Leaders Hive Full timePosition Vacant / Job Title Relationship Manager - Dy Manager /Manager Organization Name Receivables Exchange of India Ltd Company Profile Receivables Exchange of India Ltd (RXIL), is a joint venture promoted by Small Industries Development Bank of India (SIDBI). RXIL operates the Trade Receivables Discounting System (TReDS) Platform. The scheme for setting...
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Relationship Manager
4 days ago
bangalore, India Bajaj Capital Ltd Full timeBajaj Capital Ltd. is currently hiring for Relationship Manager/ Sr. RMs with minimum of 1 Year of experience. -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....
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Relationship Manager
1 week ago
bangalore, India GetFive Full timeRole Overview We are looking for a proactive and dynamic Relationship Manager to drive business growth through advisors’ network, direct client engagement, and strategic collaborations. The role involves identifying, reaching out, and building relationships with advisors meeting clients face-to-face, and converting leads into long-term partnerships. Key...
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Relationship Manager
1 day ago
bangalore, India YES BANK Full timeJob Title: Relationship Manager - SM / AVP Department: Small Enterprises (SE) - Working Capital Products Experience: 5+ years Grade: SM / AVP Role Summary: We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Small Enterprises (SE) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients...
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Relationship Manager
5 days ago
Bangalore, India Rx100 Ventures Full timeRole Overview: We are seeking an experienced professional to join us as a Relationship Manager , responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency,...
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Relationship Manager
7 days ago
bangalore, India Rx100 Ventures Full timeRole Overview:We are seeking an experienced professional to join us as a Relationship Manager, responsible for serving as the single point of contact for a dedicated entity. The Relationship Manager will oversee all aspects of communication, coordination, and operational alignment between the entity and internal teams, ensuring transparency, efficiency, and...
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Relationship Manager
5 days ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeCompany Name - Motilal Oswal financial services limited Profile - Relationship Manager Location - Pune Roles & Responsibilities: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3....
