Digital Relationship Manager

3 weeks ago

Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales conversions.

Responsibilities:

  • Call and engage with leads to address queries and understand their investment needs.
  • Assess and qualify leads based on their investment size, financial goals, and product interests.
  • Coordinate and schedule meetings between qualified prospects and Offline Relationship Managers for seamless sales conversion.
  • Maintain consistent engagement with prospects through WhatsApp, email, and follow-ups to enhance conversion rates.
  • Track and update lead status, conversion progress, and client interactions in the CRM system.
  • Support business growth by contributing to client acquisition and revenue goals.
  • Stay informed about market trends and investment products through collaboration with the research team.
  • Ensure effective communication and timely follow-ups to enhance the client experience and build long-term relationships.

Required Skills :

  • Basic knowledge of Equity, PMS, AIF, and investment products.
  • Experience in customer interaction, lead qualification, and financial advisory support.
  • Strong communication and problem-solving skills with the ability to handle customer queries efficiently.
  • Proficiency in CRM tools, email communication, and client management.
  • Ability to work in a fast-paced, dynamic environment with keen attention to details.

Qualifications:

  • 1-3 years in stock broking, banking, insurance, or financial services with exposure to client engagement.
  • Any graduate/Postgraduate with relevant experience.

  • Digital Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales...

  • Client Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 10,00,000 - ₹ 15,00,000

    We are seeking a skilled Client Relationship Manager to drive impactful digital and creative outcomes for our clients.About the RoleAs a Client Relationship Manager, you will serve as the primary point of contact for assigned clients, managing all communication and deliverables. You will translate client requirements into actionable briefs for design, video,...

  • PivotRoots - Account Manager - Digital Marketing

    2 weeks ago

    Mumbai, Maharashtra, India PivotRoots Digital Private Limited Full time

    About the Role:- We are looking for a strategic and dynamic Account Manager to lead client relationships and drive digital marketing initiatives across performance, brand, social, SEO, UI/UX, and creative workstreams. - You will serve as the primary point of contact for clients and internal teams, ensuring seamless execution and measurable results across...

  • Relationship Manager

    6 days ago

    Mumbai, Maharashtra, India Yo Hr Consultancy Full time

    Job Title Relationship Manager - Loan Products LAP Business Loans - Location Mumbai - Experience 3 - 6 years - Work Mode 6 days week office-basedCompany Overview We are looking for a dynamic and result-driven Relationship Manager to build and manage client relationships source new customers and promote loan products such as LAP and business loans ...

  • Digital Marketing Professional

    1 week ago

    Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    About the RoleWe seek a Strategic Account Manager to lead client relationships and drive digital marketing initiatives across performance, brand, social, SEO, UI/UX, and creative workstreams.The successful candidate will serve as the primary point of contact for clients and internal teams, ensuring seamless execution and measurable results across digital...

  • Digital Payments Relationship Builder

    2 weeks ago

    Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 80,00,000

    Job Title: Digital Payments Relationship BuilderWe are seeking a skilled and results-driven Digital Payments Relationship Builder to join our team.Key Responsibilities:Establish and maintain strong relationships with merchants, providing personalized support and solutions to drive business growth and customer satisfaction.Develop and execute strategic plans...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Altaa Vistaa Business Solutions Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centreAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customers needsThe Relationship Manager is...

  • Relationship Manager

    7 days ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Position: Relationship Manager ( Supply Chain Finance )Location: MumbaiYears of experience Required: 4 to 9 yearsQualification: Graduate/Postgraduate in Marketing/FinanceKey Responsibilities:-Develop and managing a portfolio of SCF programs for clients, including large corporates and vendors/dealers.Act as the primary point of contact for clients, owning the...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Blox Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Mumbai0-10 years Exp.Full-timeJob ResponsibilityCustomer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call centerAll the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects...

  • Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Blox Full time ₹ 3,00,000 - ₹ 4,00,000 per year

    Responsibilities:Customer 360-degree lead management on the tech platform. This will include end to end lead handling generated by the Digital engagement, self-calling on databases and call center.All the leads to be nurtured with intention to culminate to closures basis the right product match for the defined area or projects basis customer's needs .The...