Institutional Client Relationship Manager
3 weeks ago
Job Purpose: To drive the growth of Aditya Birla Money’s institutional business by acquiring new Institutional clients through enplanement leads, converting these opportunities into long-term strategic partnerships. The role ensures seamless onboarding, delivers exceptional client service and nurtures strong, lasting relationships with institutional clients. Key Result Areas Supporting Actions New Institutional Clients enplanement - Drive new client enplanement by identifying, acquiring and converting institutional prospects into long-term partnerships. - Build and nurture strong relationships with institutional clients to enhance engagement & retention Existing Institutional Client relationship - Maintain and deepen long-term partnerships with existing institutional clients by understanding their investment objectives and evolving needs. - Act as the primary point of contact for any support and service requirements, ensuring timely resolution. - Monitor client satisfaction and proactively address gaps to enhance client retention - Conduct regular reviews and meetings with key clients to strengthen engagement and build trust. To reactivate dormant Institutions. - To engage and revive inactive/dormant Institutions with order flow/brokerage. - To continuously interact with the institutions with Research reports, new ideas and offerings.
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Institutional Engagement Manager
7 days ago
Mumbai, Maharashtra, , India HRhelpdesk Full time ₹ 12,00,000 - ₹ 36,00,000 per yearThe Organization is a well established Indian multinational conglomerate, the position is for their financial services/Broking domain.Position: Institutional Engagement Manager(Diversity)Location: AndheriYears of work exp: 7+ yearsIndustry: Broking onlyAge : upto years onlyJob Summary: Lead our efforts in engaging, converting, andexpanding our base of...
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Relationship Manager-TASC-TASC
20 hours ago
Chandigarh, India Kotak Mahindra Bank Limited Full timeJob Description Relationship Manager-TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/...
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Client Relationship Manager
7 days ago
st floor, Gopalan Millennium Towers, ITPL Main Rd, Brookefield Karnataka, Bengaluru, India COMMUNICATION,ZOHOCRM,CLIENT MANAGEMENT Full time US$ 30,000 - US$ 60,000 per yearAbout the Role We are seeking a detail-oriented and proactive CRM Executive to manage client relationships, update CRM databases, and ensure smooth communication between clients and internal teams. The role requires strong organizational skills, multitasking abilities, and excellent communication to maintain high-quality client engagement and operational...
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Relationship Manager Private Client Group
4 weeks ago
Pune, India Anand Rathi Share and Stock Brokers Ltd Full timeJob Description Company Description Anand Rathi is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions to institutions, corporations, high-net-worth individuals, and families. The firm operates over 350 locations across India with an international presence in Dubai, Hong Kong,...
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Relationship Manager-Retail Institutions-TASC
2 weeks ago
Raipur, India Kotak Mahindra Bank Limited Full timeJob Description Job Description Relationship Manager-TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt....
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Gurugram, India DBS Bank Full timeJob Description Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated...
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Institutional Sales
2 weeks ago
Jaipur, India Annakosha Pvt. Ltd. Full timeJob Description Role Description This is a full-time on-site role for an Institutional Sales professional at Annakosha Private Limited in Jaipur. The Institutional Sales professional will be responsible for managing and expanding institutional client relationships, creating sales strategies, executing trades, and managing investments. Daily tasks will also...
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Client Relationship Manager
3 weeks ago
Delhi, India Sarv Insights Full timeJob Description About Us: Sarv Insights is a leading financial services firm dedicated to providing our clients with comprehensive investment solutions. We specialize in a range of financial products including mutual funds, fixed deposits, bonds, PMS, and private equity and insurance. Job Summary: We are seeking a dynamic and motivated Client Relationship...
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Relationship Manager
4 weeks ago
Mumbai, India InCred Capital Full timeJob Description InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth...
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Client Relationship Executive
5 days ago
Chennai, India Valam Solutions Full timeJob Description Required Qualifications & Skills - Specifically looking for a women candidate. - Any degree related to business development. - Willing to work in a mid size company. - Who stays within 3 to 5 km radius around maduravoyal. - Strong negotiation, communication, and presentation skills. - Proven track record of success in generating leads,...