
Relationship Manager Acquisition
1 day ago
1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances.
4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
5) Developing and implementing strategic plans and initiatives to grow the business with key accounts.
6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.
Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts.
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Relationship Manager Acquisition
2 weeks ago
Delhi, Delhi, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...
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Relationship Manager
2 weeks 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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Broking Relationship Manager
2 weeks ago
Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 10,00,000 per yearWe are hiring a Broking Relationship Managerto drive client acquisition, strengthen long-term relationships, and enhance trading activities in equity and derivatives. Your role will be to build and manage a strong client base, provide tailored investment solutions, and achieve business growth through proactive sales and advisory.What You'll Do● Acquire...
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Broking Relationship Manager
1 day ago
Delhi, India Merits Capital Market Services Pvt. Ltd. Full timeWe are hiring a Broking Relationship Managerto drive client acquisition, strengthen long-term relationships, and enhance trading activities in equity and derivatives. Your role will be to build and manage a strong client base, provide tailored investment solutions, and achieve business growth through proactive sales and advisory. What You'll Do ●...
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Relationship Manager
1 week ago
Delhi, Delhi, India Wiky Waky Woo Full time ₹ 10,00,000 - ₹ 12,00,000 per yearRole: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...
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Delhi, Delhi, India Aimlay Private Limited Full timePosition: Global Universities Acquisition ManagerExperience: 8-10 YearsLocation: Delhi, IndiaJob Summary:We are seeking a highly driven and experienced Global Universities Acquisition Manager to join our team in Delhi. The ideal candidate will be a strategic and relationship-focused professional responsible for identifying, acquiring, and nurturing...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India TATA CAPITAL Full timeKey Objective of the Job Main Accountabilities Client Acquisition Lead efforts to acquire new clients in the mid corporate sector identifying prospects and converting them into valuable business relationships Also adding Channel partners Direct selling Agents to multiply the business scope Client Relationship Management Build and maintain...
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Relationship Manager
2 weeks ago
Delhi, Delhi, India Manpower Full timeDear Connections, We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon . Role: RM-Customer Engagement (HNI/UHNI) Location: Delhi/ Gurgaon Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual...
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Relationship Manager
2 weeks ago
Delhi, Mumbai, NCR, Pune, India Tata Capital Full time ₹ 1,04,000 - ₹ 1,30,878 per yearAbout The Role Client Acquisition and Relationship Management: - Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography Large, Mid, Small Corporates & others- Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform- Manage, Train & Service corporate stakeholders throughout the...
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Branch Relationship Manager
3 weeks ago
Delhi, Delhi, India Kotak Mahindra Bank Full timeBranch Relationship Manager - Business DevelopmentJOB ROLE Responsible for NTB acquisition of customers Responsible for successfully contacting 20 customers per day Responsible for meeting 4 customers prospects per day Responsible for upgrading customers from a lower product category to high JOB REQUIREMENT Blend of service and sales orientation ...