Preferred relationship manager
1 week ago
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.Pre-Requisites: -Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.Selling of products: Mutual Funds, PMS, Structured Products.Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.Experience of advising clients across asset classes.Strong analytical skills and ability to work in teams.Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)Roles & Responsibilities: -The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new client acquisitionTo research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.To conduct and assist in organizing seminars, workshops and other business development activities.For further queries or assistance kindly contact on or Whats App on .
-
Relationship Manager
2 weeks ago
Kozhikode, Kerala, India AGEAS FEDERAL LIFE INSURANCE Full time ₹ 1,20,000 - ₹ 4,50,000 per yearWe have opening for Relationship Manager - Kozhikode, Malappuram, Wayanad, Kannur, Kasargode.Key Responsibilities:Generate leads from in-branch lead generators, bank customer database & walk in customers.Make appointments, explore the customer's financial needs in life-related investment and insurance needs areas, select appropriate product to meet these...
-
Customer Relationship Manager
4 days ago
Kozhikode, Kerala, India TVS AKB MOTORS Full time ₹ 1,80,000 - ₹ 3,00,000 per yearLocation: KozhikodeJob Description:We are seeking a proactive and organized CRM to manage our customer relationship processes at AKB TVS. The ideal candidate will be responsible for handling customer calls, coordinating with staff, and ensuring smooth communication between customers and the dealership.Key Responsibilities:Handle and monitor all inbound and...
-
Customer Relationship Manager
2 days ago
Kozhikode, Kerala, India Le Marble Gallery Pvt Ltd (MG Group) Full time ₹ 3,00,000 - ₹ 4,20,000 per yearThe Customer Relationship Manager is responsible for developing, implementing, and managing strategies that enhance customer satisfaction and loyalty. This role ensures seamless customer service operations, oversees the performance of Customer Relationship Executives, and builds strong long-term relationships with key clients. The CRM acts as the strategic...
-
Customer Relationship Manager
13 hours ago
Kozhikode, Kerala, India Ritchoiz Full time ₹ 2,40,960 - ₹ 3,74,484 per yearRequirementsRole: Lead a dedicated team focused on handling unhappy customers, running retention strategies, and converting them into revenue.Experience Required: Minimum 3+ years in sales, customer retention, and customer service.Industry Preference: Any sales-driven industry with proven experience in sales, customer service, and retention.Team Handling:...
-
Customer Relationship Manager
13 hours ago
Kozhikode, Kerala, India CAP-INDEX ENTERPRISES LLP Full time ₹ 80,000 - ₹ 1,20,000 per yearJob Description:We are looking for an Fresh customer relation manager to join our team. As a CRM, you will ensure that our customers receive great customer service. You'll be responsible for promptly addressing their inquiries and resolving any issues.If you are an expert in handling client inquiries, adept at collaborating with other departments to optimise...
-
Client Relationship Manager
2 weeks ago
Kozhikode, Kerala, India Katha Infocom Full time ₹ 4,00,000 - ₹ 8,00,000 per yearKatha is hiring a Client Relationship Manager 2+ yrs in client-facing roles, fluent in Malayalam English, great with communication, problem-solving & campaign tracking. Accounts/Marketing/Branding background is a plus. Must have own laptop & internetWork from homeTravel allowanceHealth insurancePerformance bonusProvident fundMaternity leavesPaternity...
-
Customer Relationship Management Specialist
1 week ago
Kozhikode, Kerala, India BrandsTrek Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Customer Relationship Management Specialist located in Hilite business park Kozhikode. The day-to-day tasks include managing customer relationships, developing and implementing CRM strategies, analyzing customer data to improve customer experiences,...
-
Relationship Manager
6 days ago
Kochi, Kodungallur, Kozhikode, India Indusind Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearPositions : Relationship Manager & Key Account ManagerLocation : Kochi/Kozhikode/KodungallurJob Role :To acquire new clients through leads and family accounts groupingTo grow the liability base (CASA,FD) of the bank by deepening relationships of premium mapped customer baseTo sell asset, wealth & other products (bank and third party) with a view to enhance...
-
Customer Relationship Manager
6 days ago
Kozhikode, Kerala, India Nivano Digital Technology Full time ₹ 1,20,000 - ₹ 1,80,000 per yearKey Responsibilities:Build and maintain strong relationships with customersHandle customer inquiries, feedback, and complaints promptly and professionallyCoordinate with internal departments to ensure customer satisfactionMaintain customer records and track interactionsFollow up with clients to ensure smooth service deliveryContribute to improving customer...
-
Customer Relationship Executive
2 days ago
Kozhikode, Kerala, India TVS AKB MOTORS Full timeLocation: RamanattukaraDepartment: Sales & ServicesEmployment Type: Full-timeThe Customer Relationship Executive (CRE) is responsible for building and maintaining strong relationships with customers to ensure satisfaction.Requirements:Education: Bachelor's degree in Business, Marketing, or a related field (preferred).Experience: 1–3 years in customer...