Urgent Opening- Relationship Manager/ Sr Relationship Manager
2 weeks ago
Role & responsibilities
Position: Relationship Manager/ Sr Relationship Manager
Job Description:
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build
AUM.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market
trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.•
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,
fixed income, mutual funds, etc
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and
assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge
of competitors, must provide sound and reliable advice to clients
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information
clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong
logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
conscientiousness when dealing with achieving targets.
Should always identify opportunities for greater profit
Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request
for documentation
Preferred candidate profile
Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.
Perks and benefits
CTC- 4 lap - 8 lpa
Location- Delhi/ NCR ( Gurgaon, Noida , Delhi)
Interested Candidate can mail there resume to
Regards
Meghna Dwivedi
Deputy Manager- Talent Acquisition
-
delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Delhi, India Bajaj Capital Ltd Full timeRole & responsibilitiesPosition: Relationship Manager/ Sr Relationship ManagerJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from...
-
Relationship Manager
3 weeks ago
Delhi, India Mahindra Holidays & Resorts India Limited Full timePosition Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr. Relationship ManagerJob Purpose:To make powerful and successful sales...
-
Relationship Manager
2 weeks ago
Delhi, Delhi, India Mahindra Holidays & Resorts India Limited Full timePosition Name Relationship Manager / Sr. Relationship ManagerEducation Min. GraduateExperience – Minimum 1 year experience in direct salesPreferred Industry Pharmaceutical, Insurance, Education Sector, Home Loans, Real Estate, Telecom, BFSI, EcommerceJD for Relationship Manager / Sr.Relationship ManagerJob Purpose:To make powerful and successful sales...
-
Senior Relationship Manager
4 weeks ago
Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience )Experience 4 years & AboveCertification NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as...
-
Senior Relationship Manager
4 weeks ago
Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience ) Experience 4 years & Above Certification NISM 5A Job Description : 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC Securities Mumbai Location Fort, Vashi, Borivali, Andheri CTC upto 10.00L pa ( depends on experience )Experience 4 years & AboveCertification NISM 5AJob Description: 1. Advising clients on trade related query. 2. Building relationships with clients & educating them about Investments 3. Client Acquisition as...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India HDFC securities Full timeUrgent opening for Senior Relationship Manager HDFC SecuritiesMumbaiLocationFort, Vashi, Borivali, AndheriCTC upto 10.00L pa ( depends on experience )Experience - 4 years & AboveCertification NISM 5AJob Description :1. Advising clients on trade related query.2. Building relationships with clients & educating them about Investments3. Client Acquisition as...
-
Telesales Executive
6 days ago
New Delhi, India Tax Manager Full timeTaxManager.in, a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of...
-
Relationship Manager
6 days ago
New Delhi, India Cashinvoice Full timeRole and Responsibilities:• Acquire, build and maintain the corporate relationships• Identify new business opportunities and structure customized supply chain finance solutions on both payables and receivable side of a corporate• Engage actively with CFO/Finance Team and Purchase/SCM teams at corporates to grow the corporate supply chain partner base...
-
Business Development Executive
5 days ago
New Delhi, India Tax Manager Full timeTaxManager.in, a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of...
-
Telesales Executive
4 weeks ago
new delhi, India Tax Manager Full timeTaxManager.in, a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of...
-
Relationship Manager
4 weeks ago
New Delhi, India Arting Digital Private Limited Full timeJob DescriptionPosition Title: Relationship ManagerCTC: 5LPAExp:2-4 Yrs of Sales experienceLocation: Delhi NCRWorking Mode: OnsitePrimary Skill: Effective communication, Basic Knowledge of Mutual FundsGood to have: Presentation skillsQualification: Any Graduate/Post Graduate/MBARoles and Responsibilities:-Role is to increase client base and maximize sales...
-
Business Development Executive
2 months ago
New Delhi, India Tax Manager Full timeTaxManager.in, a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of...
-
Business Development Executive
4 weeks ago
new delhi, India Tax Manager Full timeTaxManager.in, a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of...
