See more Collapse

Relationship Manager

1 month ago


india Profinity Full time

Position :- Relationship Manager (Financial Industry)

Location : - Kanpur (UP)

Salary :- Upto 2.5 to 6 LPA


Interview Timing:- 11:00 AM to 3:30 PM


We are currently seeking a Relationship Manager in the financial industry. The ideal candidate will have a solid understanding of financial products and services, coupled with excellent interpersonal skills to build, and maintain client relationships.


Responsibilities:


1. Cultivate and manage client relationships, understanding their financial needs and goals.

2. Provide personalized financial advice and solutions to clients based on their individual circumstances.

3. Act as a trusted advisor to clients, offering guidance on investment opportunities, retirement planning, and wealth management strategies.

4. Collaborate with internal teams to ensure seamless delivery of financial services and products.

5. Stay updated on market trends, economic indicators, and regulatory changes affecting the financial industry.

6. Meet or exceed sales targets and performance metrics.


Requirements:


1. Master’s degree in finance, Business Administration, Economics, or related field.

2. 0 to 3 years of experience in the financial industry, preferably in a client-facing role.

3. Strong understanding of financial products and services, including investments, insurance, and banking products.

4. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.

5. Proven track record of meeting or exceeding sales targets and performance goals.

6. Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Note:- This position is only for Kanpur Candidates


We have other current jobs related to this field that you can find below


  • India Checkmate Full time

    The Enterprise Relationship Manager's role is to ensure the success of the integration for their client from the setup to after the integration is live by spearheading the Enterprise Cluster and building and maintaining relationships. Responsibilities Build and maintain relationships with our top clients along with Relationship Manager. Project management...


  • India Ffreedom Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...

  • Relationship Manager

    2 months ago


    india Ffreedom Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Requirements Smart phone or...


  • India Career Connect Full time

    Job Opportunity: Relationship Manager at a Leading Real Estate FirmOur client, a prominent real estate company, is seeking a Relationship Manager to nurture and enhance client relationships. The ideal candidate will serve as the primary point of contact for clients, addressing inquiries, requests, and concerns post-purchase promptly and effectively. In...

  • Relationship Manager

    1 month ago


    india Tabbdoc Aircraft Full time

    We Are Hiring For Relationship Manager Role. Job Role: Relationship Manager Location: Bengaluru ,Mumbai , Ahmedabad Job Type: Full-time Education: MBA in Marketing Specialization Salary Range: 3.6 LPA to 4.8 LPA Skills: Excellent English communication skill Excellent presentation skill Customer Relationship Management Customer Acquisition Marketing &...

  • Relationship Manager

    3 weeks ago


    india Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...


  • India Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...

  • Relationship Manager

    4 weeks ago


    india Allsopp & Allsopp Recruitment Full time

    Job Description About Our Client: An investment firm that focuses on providing financial brokerage services to institutional and professional clients. Providing customers access to financial markets in the United States, Europe, and MENA region, as well as emerging markets fixed income instruments.About the Role: As a Relationship Manager, you will be in...


  • India G&R Management Consultancy Pvt Ltd Full time

    Urgent Opening For Relationship Manager 2, 70, , 00,000 P.A. | Hiring For MNC Company.Designation: Relationship ManagerJob Description:Trading on behalf of the clients.�Portfolio Management�Building relationships with clients & educating them about InvestmentsGuiding clients on 3rd party products (LI/MFI)�Specialized Activities:Executing Trade...

  • Relationship Manager

    4 weeks ago


    india Passionmojo Pvt Ltd Full time

    Job Title: Relationship Manager Experience : 3-5 years Industry : Insurance Job Type : Full time Workplace : On-Site Job Description The Relationship Manager will be responsible for building and maintaining strong relationships with clients, ensuring their needs are met and exceeded. This role involves acting as the primary point of contact for clients,...

  • Relationship Manager

    1 month ago


    india Silkroutech Solutions Pvt Limited Full time

    Company Description Silkroutech Solutions Pvt Limited is a Cross Border Trade Tech Platform based in Bengaluru. Our platform provides Financial & Non-Financial tools to the Indian Exporters & Importers community. We aim to empower businesses by enabling smoother trade transactions and providing comprehensive support. Role Description This is a full-time...


  • india Jobberman Full time

    Job Description Job Title:  Relationship ManagerJob Summary: As a Relationship Manager, you will play a critical role in the bank’s success by managing and developing relationships with clients. Your primary responsibilities will involve growing and maintaining a profitable portfolio of banking customers, providing personalized financial advice, and...


  • India Jobberman Full time

    Job Description Job Title: Relationship ManagerJob Summary: As a Relationship Manager, you will play a critical role in the bank's success by managing and developing relationships with clients. Your primary responsibilities will involve growing and maintaining a profitable portfolio of banking customers, providing personalized financial advice, and ensuring...

  • Relationship managers

    2 months ago


    india Talenture Group Full time

    Job Description Maintaining a deep knowledge of company products and services.Building and maintaining strong relationships with prospective and existing clients.Researching and pursuing new business opportunities.Identifying clients' needs and requirements and proposing suitable solutions.Providing clients with comprehensive product/service consultations...


  • India Tata AIA Life Insurance Full time

    JOBDESCRIPTION A Position Overview Position Title Relationship Manager – CSC Relationship Department CSC - Partnership Distribution Level/Band Executive Grade 205 Role Summary ·Providesupport in Sales of Life Insurance business through CSC's Village levelEntrepreneurs (VLEs) in 3-4 districts basis mapping in base...

  • Relationship Manager

    2 months ago


    india Career Connect Full time

    Job Description Our client, one of the country's top real estate firms, is looking for Relationship Manager who will be assigned to build, manage and improve relationships with clients. They will be the single point of contact of these clients for any inquiry, request or concern post-sale, and ensure timely resolutions. Aside from resolving customer issues,...


  • India Anand Rathi Share and Stock Brokers Ltd Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

  • Relationship Manager

    3 weeks ago


    india Career Connect Full time

    Job Description Our client, one of the country's top real estate firms, is looking for a Relationship Manager who will be assigned to build, manage and improve relationships with clients. They will be the single point of contact of these clients for any inquiry, request or concern post-sale, and ensure timely resolutions. Aside from resolving customer...

  • Relationship Manager

    4 weeks ago


    india Anand Rathi Share and Stock Brokers Ltd Full time

    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...


  • India Selections HR Services Private Limited Full time

    Job Title: Relationship Manager - Super Trader Location: Mumbai, Coimbatore Job Description: We are seeking a highly motivated and results-driven Client Relationship Manager to join our team. The ideal candidate will be responsible for actively managing client relationships, driving revenue growth, and ensuring high levels of customer satisfaction. Key...