Relationship Manager

4 weeks ago


tamil nadu, India Cholamandalam Securities Limited Full time
Job Description:
Designation: Relationship Manager
Vertical: Private Client Group
Location: Chennai / Bangalore / Hyderabad / Delhi NCR / Kolkata / Pune
As a Sales Manager for the PCG Business you will be responsible for acquiring new clients and building relationships. Become a one stop shop for all the client's investment needs.
RESPONSIBILITIES:
Achieve revenue target of 3x Cost.
Actively prospect and engage in client acquisition efforts to grow the business.
Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
Perform regular portfolio reviews to ensure client investment objectives are met.
Attend team meetings and contribute to the team's success by sharing experiences and client feedback.
Maintain a high-level of product knowledge and stay informed with industry trends and changes.
Sell and distribute products such as IAP, Mutual funds, Portfolio Management Services, Alternate Investment Fund, Insurance, and Bonds.
QUALIFICATION & EXPERIENCE:
Postgraduate / MBA in Finance / Marketing.
Proven track record of 3 - 6 years of meeting revenue targets and client acquisition with a Bank or a Full-Service Stock Broking House.
Strong understanding of Capital Markets, Investment Products, Portfolio Management and Industry regulations.
Experience in managing and mentoring diverse teams, driving their professional growth and fostering a collaborative culture.
Demonstrated ability to navigate complex regulatory environments and ensure compliance with relevant laws and regulations.
Excellent communication skills, with the ability to present complex concepts in a clear and concise manner to diverse stakeholders.
If your profile matches the above requirement, please share your updated cv to
  • Relationship Manager

    2 weeks ago


    tamil nadu, India Axis Bank Full time

    #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"About Wholesale Banking Coverage Group:The Wholesale Banking Coverage Group (WBCG) focusses on doing business with customers such as the Government, Multinational (MNC), Strategic, Large and Mid-corporates, and the SMEs across industries like IT/ITES,...


  • tamil nadu, India AssetPlus Full time

    AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services sector.As a Relationship Manager- Mutual...

  • Relationship Manager

    2 weeks ago


    tamil nadu, India IBSFINCORP Full time

    IBSFINCORP is an industry leader for over a decade, providing loan facilities like Loan Against Property / Mortgage Loans, Working Capital Loans, Home Loans, Dropline OD, Overdraft/Cash Credit Limits, Letters of Credit, Packaging Credit, Bank Guarantee, Construction Loans, and NRI Loans to 300+ Micro, Small, and Medium Enterprises. The company has partnered...


  • Chennai, Tamil Nadu, India Maatrom HR Solution Full time

    Designation: Relationship Manager/Partner Support Executive Qualification: Any degree Industry :Food /Fmcg /any other industry Experience :1 +yrs **Salary**:Industry norms Gender : Female Location:Hybrid Keyskills: Key Account Managers of Kitchen Partners | End to End from Onboarding to Daily Relationships | Query Handling | Growth Consultants 1....


  • Coimbatore, Tamil Nadu, India Reqroots Full time

    Position: Client Relationship Executive Location: Coimbatore Female Preferred Job description: - Implement processes for consistent team handling of customer complaints - Analyzes and reports performance data on customer escalation trends and business improvement plans - Proactively identifies issues and implements plans to resolve them - Partners with...


  • Erode, Tamil Nadu, India SMAA Royal Enfield Service Dealership Full time

    **Job Summary** **Responsibilities and Duties**: - **Customer Feedback**: - Collects customer feedback - Plans corrective action with CRM - **Customer Complaint Management**: - One point of contact for customer complaints by receiving customer complaints - Note down the concerns of the dissatisfied customer in detail in complaint tracker (collected...

  • Customer Relationship

    1 month ago


    Chennai, Tamil Nadu, India Nibav Lifts Pvt. Ltd. Full time

    **Designation** - CRM **Location** - Palavakkam, Chennai. **Language Preferred** - Expert in English and Hindi **Experience** - Freshers - 5 years **IMMEDIATE JOINERS** - Building and maintaining relationships with clients and key personnel. - Conducting business reviews to ensure clients are satisfied with their products and services. - Alerting the...

  • Customer Relationship

    1 month ago


    Chennai, Tamil Nadu, India Nibav Lifts Pvt. Ltd. Full time

    **Designation** - CRM **Location** - Palavakkam, Chennai. **Language Preferred** - Expert in English and Malayalam **Experience** - 3 - 5 years **IMMEDIATE JOINERS** - Building and maintaining relationships with clients and key personnel. - Conducting business reviews to ensure clients are satisfied with their products and services. - Alerting the sales...


  • Perungudi, Chennai, Tamil Nadu, India Assettrustservices Full time

    **Company Name:* Asset Trust Services Pvt Ltd** **Industry*Real Estate** **Company Description** Asset Trust Services is one of the leading real estate services company in Bangalore serving various Tyre-1 brands. We are built upon ethics, trust and Integrity as core principles. Our growing business teams consist of various real estate expertise with...


  • Chennai, Tamil Nadu, India DJH Renault Full time

    1. Conduct Service Reminder to customer through SMS and call to ensure consistent service intakes of dealership 2. Coordinate and record customer’s appointment booking and plot capacity planning to ensure smooth flow of operations in dealership 3. Handle customer’s concern, analyse root cause and take improvement activities 4. Ensure all customers’...


  • Chennai, Tamil Nadu, India VAS India Consulting Full time

    Greeting from VAS INDIA CONSULTING!!! We are hiring for a Customer Relationship Executive Salary - Rs.20000/ - Location Chennai Responsible for carrying out the paperwork required for the projects so that they comply with business and legal requirements. Understand customer needs, analyses the trend to deliver constructive output to move forward the...


  • Guindy, Chennai, Tamil Nadu, India Kopuram chits pvt ltd Full time

    **Customer Relationship officer** We are looking for an experienced customer relationship manager/Executive to be responsible for providing an exemplary services to the clients and increase the business scale on the same. The customer relationship manager will constantly identify opportunities to grow the customer base and build positive relationships with...

  • Wealth Manager

    2 weeks ago


    tamil nadu, India Muthoot Fincorp Ltd. Full time

    Job DescriptionThe primary responsibility of Relationship Manager in the Wealth Channel at Muthoot FinCorp is to cultivate and manage relationships with high-net-worth individuals, families, or businesses seeking wealth management and financial advisory services.Business Development and Relationship Management:Identify opportunities to expand the client base...


  • Chennai, Tamil Nadu, India Nibav Lifts Pvt. Ltd. Full time

    **Designation** - CRM **Location** - Palavakkam, Chennai. **Language Preferred** - Expert in English and Malayalam. **Experience** - Freshers - 5 years **IMMEDIATE JOINERS** - Building and maintaining relationships with clients and key personnel. - Conducting business reviews to ensure clients are satisfied with their products and services. - Alerting...


  • Perungudi, Chennai, Tamil Nadu, India Assettrust Services Pvt Ltd Full time

    **Real Estate Sales Executive** Meeting the sales target every quarter through given paid leads & data calling. 2. Pitching the prospective property seeker's relevant property options. 3. Assisting Site visit for the buyer along with team members. 4. Post visit provide all support to ensure a smooth closure of the deal on paper as per Team managers...


  • Coimbatore, Tamil Nadu, India Literact Financial services Full time

    Role and Responsibilities: BUSINESS RELATIONSHIP OFFICER roles is responsible for generating new business from the sales officer and meeting targets by introducing our company's products range to existing and new customers. Recruit, train sales officers & generate business through them. Responsible for a managing a team Playing the role of a problem...

  • Branch Manager

    1 month ago


    tamil nadu, India DBS Bank Full time

    Job Purpose:Drive overall business of the branch by ensuring exceptional customer service, proactive sales environment, seamless back-office operations and overall profitable branch.Enhance existing relationships with customers and build new relationships to increase the customer baseEnsure compliance with all applicable external and internal regulations and...


  • Chennai, Tamil Nadu, India Vervenest Technologies Full time

    Role**:CRO - Customer Relationship **Officer - Relevant Experience: 1 - 3 years - Roles: - Excellent communication skills. - Sales and Data management experience. - Well versed with MS Office and Computers MS Word, MS Excel & MS Power Point. - Good analytical and logical reasoning ability - suggest outcomes / actionable from data analysis - NP: 0-15 Days -...


  • Coimbatore, Tamil Nadu, India Quess Corp Limited Full time

    *Job Description: Customer Relationship Officer (CRO) - Vodafone* As a Customer Relationship Officer (CRO) at Vodafone, you will play a vital role in fostering positive relationships with our valued customers. Your primary responsibility will be to ensure an exceptional customer experience by addressing inquiries, resolving issues, and providing...


  • Adambakkam, Chennai, Tamil Nadu, India PH Online Ventures Pvt Ltd Full time

    **Key Responsibilities**: - Develop and execute strategic PR campaigns that enhance the company's brand reputation and visibility. - Cultivate and maintain positive relationships with the media, journalists, and industry influencers. - Craft compelling press releases, media pitches, and other communication materials to secure media coverage. - Plan and...