Relationship Manager-Financial Services

Responsibilities: Responsible for business development through acquisition of high net-worth clients (client acquisition). Analyzing the market movements and keeping the clients updated on the same. Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements. Advising clients on stock market...

Cashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale.Role Description:This is a full-time role as...

Cashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale. Role Description:This is a full-time role...

Post:Bancassurance SalesManager Tomaintain relationships and accomplish local business goals throughthe channel partners sales force and distributionnetwork CTCup to 4.50 LPA Incentive; onrolljob RolesandResponsibilities: Buildinga strong relationship with the sales team of the channel partnersFocus on Customerretention. Generatesales leads through...

Role : Engineering Manager- Salesforce Development Team At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide...

Role : Engineering Manager- Salesforce Development Team At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide...

Managing Principal-India Business Consulting-Financial Services at Capco India - Bengaluru Job Title: Managing Principal-India Business Consulting-Financial Services About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been...

Job Role:Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship.Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long term...

Position Name Sr Relationship ManagerLocation BangaloreExperience Range 12 17 years Salary Range: Upto 35 LPAMandatory Requirement:Client AcquisitionWealth ManagementCorporate Clients / Institutional ClientsJob Role and Responsibilities:The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing...

Job Role: Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationship. Use financial acumen and investment expertise to review client personal data, align clients need through superior service thereby helping the client reach short term and long...

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...

Are you ready to open a world of opportunity in talent mobility? Our clients include some of the largest and most recognized brands in the world. They’re innovators and leaders in their industries, making life-enhancing breakthroughs every day. We help them tap into those opportunities by placing their exceptional people where they need to be, anywhere...

Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you’ll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in...

Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you’ll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in...

The Relationship Manager in Branch Banking is responsible for managing and enhancing the relationship with existing and potential clients to achieve sales targets for various banking products and services. This role requires a proactive approach to customer service, the ability to understand customer needs, and a thorough knowledge of financial...

Job Title: Managing Principal-India Business Consulting-Financial ServicesAbout Us“Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across...

About the job :At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we're growing our team to help more clients every day. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow....

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...

About the job :At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we're growing our team to help more clients every day. We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to...

To be a part of fast growth and meritorious environment Opportunity to work closely with the top management leaders About Our Client Independent Global Specialist Financial Services Industry Job Description Financial Planning Budgeting Forecasting & Analysis Financial Reporting Business Partnering and Process Improvement ...