Preferred relationship manager
2 days 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 clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To 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 .
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Preferred Relationship Manager
4 weeks ago
Kozhikode, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Preferred Relationship Manager
4 weeks ago
Kozhikode, India Anand Rathi Share and Stock Brokers Ltd Full timeThe 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...
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Relationship Manager
1 week ago
Kozhikode, Kerala, India Medcity Study Abroad Full time ₹ 4,80,000 - ₹ 6,00,000 per yearPosition: Relationship ManagerIndustry: InsuranceLocation: KozhikodeCompany: Ageas Federal Life InsuranceCTC: Up to ₹4 - 5 LPAPreferred Candidates: Professionals with prior experience in the Insurance IndustryGeneral Overview of the RoleThe Relationship Manager – Life insurance will be responsible for building and managing relationships with channel...
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Customer Relationship Manager
7 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...
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Customer Relationship Manager
2 days ago
Kozhikode, Kerala, India Le Marble Gallery Full time ₹ 9,00,000 - ₹ 12,00,000 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...
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Customer Relationship Manager
5 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...
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Relationship Manager
2 days ago
Kozhikode, Kerala, India Jobs N Ta Hr Services Full time ₹ 4,00,000 - ₹ 12,00,000 per yearLead and develop a team of Financial Services Consultants (FSCs). Support onboarding, training, and capability-building for frontline staff. Conduct joint field visits to support FSCs and strengthen relationships with bank branch staff.
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Customer Relationship Manager
4 days 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:...
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Relationship Manager
1 week 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...
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Customer Relationship Management Specialist
2 weeks 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,...