Wealth | Relationship Manager
6 days ago
1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals). 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing clients. 5. Take steps for development of long-term relationship/association with the key/potential distributors in order to generate repetitive business 6. Expand Market Share from both new and existing clients and responsible for servicing. 7. Responsible for up-sell & cross sell across asset classes to both Corporates & its Promoters. 8. Responsible for Cross Sell Initiative with Group Synergy activity. 9. Activating i online Accounts for corporates. 10. Active networking with clients, competition and distributors to get market information. 11. Timely information on the products to distributors. 12. Ensure market share across clients and distributors as per organizational requirement. 13. Adhering to compliance norms of the organization and Regulator. 14. Involved in meeting the investors on a joint call with the distributor (Need based with Distributors) 15. Maintain the data on market share and review it on regular basis. 16. Closely co-ordinate with Operations in Following up on Fax Pending documents.
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Wealth | Relationship Manager
7 days ago
Haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
6 days ago
Haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals). 2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team. 3. Manage the existing clients and build AUM. 4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
7 days ago
Haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
7 days ago
Haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
7 days ago
Haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
7 days ago
haridwar, India Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Wealth | Relationship Manager
1 week ago
Haridwar, Uttarakhand, India, Uttarakhand Waytogo Consultants Full time1. Responsible for New Client Acquisition and Inactive client activation (Dead Folio Revivals).2. Follow up / Conversion on the leads shared by the Corporate Acquisition Team.3. Manage the existing clients and build AUM.4. Responsible for Client and distribution servicing & active involvement in hand holding the transactions with the new and existing...
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Customer Relationship Manager
1 week ago
Haridwar, Uttarakhand, India Green Pine Industries Full time ₹ 3,00,000 - ₹ 6,00,000 per yearWalk-In for "Customer Relationship Manager" (Female) in Chemical Manufacturing PlantAbout CompanyA leading and prime manufacturer of Terpene Chemicals having more than 40 years of experience in producing innovative high-quality and wide range of Pine Products across the globe.LocationBhagwanpur, Roorkee-Uttarakhand (India)Min. Exp.: 2 Years & MoreJob...
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High Net Worth Relationship Specialist
7 days ago
haridwar, India beBeeRelationship Full timeHigh Net Worth Relationship SpecialistJob Overview:We are seeking a skilled High Net Worth Relationship Specialist to acquire new clients and re-activate inactive ones.The ideal candidate will follow up on leads from our Corporate Acquisition Team, managing existing clients and growing their Assets Under Management (AUM).Servicing clients and transactions is...
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Relationship Bancassurance Manager
1 week ago
Dehradun, Haridwar, Meerut, India Bajaj Life Insurance Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilities • Responsible for managing a key relationship of a very reputed and demanding Bank.Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target...
