Relationship Manager
4 days ago
A Broking Sales Relationship Manager will be expected to be responsible for acquiring new clients and managing existing high-value relationships to generate brokerage revenue through the sale of various financial products, including equities, mutual funds, and derivatives. Key Responsibilities Client Acquisition & Business Growth : Identify, acquire, and onboard new retail and/or institutional clients, promoting Demat and Trading account openings through lead generation and referrals. Relationship Management : Build and maintain strong, trust-based relationships with active traders and high-net-worth individuals (HNIs). This involves regular contact, understanding client needs, and ensuring high satisfaction and retention rates. Sales & Revenue Generation : Drive revenue by meeting sales/revenue targets, cross-selling a range of investment products (e.G., Mutual Funds, PMS, IPOs, Insurance), and encouraging trading activity. Advisory Services : Provide clients with investment advice and tailored stock trading solutions based on market trends, risk assessment, and financial needs. Operational Support & Compliance : Assist clients with account setup, trading interfaces, and order execution. Ensure all client onboarding, KYC (Know Your Customer), and regulatory requirements are met and documented. Market Analysis : Monitor client trading patterns and stay updated on market trends to identify opportunities to upsell or provide timely market insights. Qualifications & Skills Education : A Bachelor's degree in Finance, Business Administration, Economics, or a related field is typically required. An MBA will be a plus. Experience : Good experience in equity sales, broking, wealth management, or a similar financial services role. Certifications : Relevant financial certifications such as NISM (National Institute of Securities Markets) Series VII, Series VIII, or equivalent licenses are often preferred or required, depending on the region. Skills : Strong knowledge of capital markets, stock trading mechanisms, and financial products. Excellent communication, negotiation, and presentation skills. Strong sales aptitude and a target-driven mindset. Ability to build trust and rapport with high-value clients. Familiarity with CRM software and trading platforms.
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Relationship Manager
7 days ago
Gandhinagar, Gujarat, India Ratnaafin Group Full time ₹ 2,00,000 - ₹ 6,00,000 per yearSourcing Affordable home loans product Responsible for empanelment of the DSA and acquiring the customers for Home Loanfrom open market and developer relationships. Responsible for establishing the organization brand and managing the sales and businessdevelopment activities for Home Loans with a focus on affordable/mass affluent segmentsin the assigned...
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Relationship Manager
3 days ago
Gandhinagar, India HDFC Bank Full timeJob Description Company Description HDFC Bank is India's largest private sector bank, serving over 92 million customers nationwide through an extensive network of 8,919 branches and 21,031 ATMs spanning 3,836 cities and towns. Established in 1995 by HDFC, India's leading housing finance company, the Bank offers a wide range of industry-leading financial...
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Relationship Manager- Mib
5 days ago
Gandhinagar, India YES BANK Full timeJob description Job description : - The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the CRM and Knowledge Banking approach. The role holder is also responsible for building Asset Book by extending Working Capital Facilities and Term Loans to MSME Clients. - Acquisition of New to Bank Business...
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Business Relationship
18 hours ago
Gandhinagar, India DRISHAN INDUSTRIES PVT LTD Full timeRole Description This is a full-time, on-site role located in Ahmedabad for a Business Relationship Manager. The responsibilities include building and maintaining strong business relationships, managing client accounts, providing excellent customer service, and engaging in financial discussions to support strategic decision-making. The role requires close...
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Relationship Manager
2 weeks ago
Ahmedabad, Gandhinagar, India Electronica Finance Full time ₹ 4,00,000 - ₹ 12,00,000 per yearWe are hiring Relationship Manager ProfileEligibility Criteria:Graduate or minimum 12th Pass with 1 Years of experience in mortgage or LAP.Job Role and Responsibilities:Minimum 1 year of experience is required in mortgage or LAP.To Identify sales opportunities for mortgage & LAP.Direct operational activities on a day-to-day basisGenerate leads for new...
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Relationship Executive
6 days ago
Gandhinagar, India JB Enterprises Full time**Key Responsibilities**: - Acquire new clients and generate revenue through equity and derivative products. - Maintain and nurture relationships with existing clients and ensure regular engagement. - Assist clients with trading, investing, and portfolio structuring based on risk appetite. - Educate clients on investment opportunities, market trends, and...
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Relationship Manager
2 weeks ago
Ahmedabad, Gandhinagar, India Disha Estate Management Full time ₹ 5,00,000 - ₹ 15,00,000 per yearRole & responsibilitiesHandle client inquiries and provide property details through calls, meetings, and site visits.Develop and maintain relationships with property owners, investors, and clients.Conduct property presentations, negotiations, and deal closures.Achieve monthly and quarterly sales targets.Coordinate with the marketing team to generate...
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Customer Relationship Management Professional
16 hours ago
Gandhinagar, India beBeecrm Full timeJob OverviewAs a CRM Manager, you will play a pivotal role in developing and implementing customer relationship strategies that drive business growth. This is a full-time remote position that requires strong analytical skills, excellent communication skills, and proficiency in sales and market segmentation strategies.Main ResponsibilitiesYou will be...
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Customer Relationship Executive
2 weeks ago
Gandhinagar, India TekCare Full time**Role Overview**: The Customer Relationship Executive will be responsible for building and nurturing long-term relationships with clients, ensuring customer satisfaction, and driving business growth. The role involves managing client interactions, resolving queries, upselling/cross-selling products or services, and acting as the primary point of contact...
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Assistant Relationship Management
2 weeks ago
Gandhinagar, India Standard Chartered Bank Full timeThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary This is an ARM role with key responsibilities around Origination of New Business, Sales support to existing business, with an aim to increase...