Relationship Manager
1 month ago
Qualification Required – Graduates & NISM VA
Job Responsibilities:
· Existing Customers – Relationships Mapped
· Responsible for managing relationships with clients & providing investment advisory services
· Monitoring and managing client portfolios, developing and implementing investment strategies
· Get the Risk Profiling Done
· Portfolio Reviews with Clients
· Get Investment Top ups and increased Wallet Share
· Get References
· New Customers
· Responsible for Adding New Relationships & Acquire NRI Relationships
· Arranging for Investor Awareness Programs in Corporates
· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services & other Investment Products
· Research & Knowledge
· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news
· Attending Fund Manager Calls and Product calls and Meetings
· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis
· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products
Other Requirements – Good Analytical and Communication Skills
· Experience – 1 - 2 Years.
· Compensation – As per Industry Standards.
Contact Details:
,
-
maharashtra, India Mintskill HR Solutions LLP Full timeJob Description To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.Work closely with Branch Banking teams for new customer addition.To penetrate clients with various products like Current Account/Term Deposits/Transaction Banking/Trade...
-
Marketing & Operations Associate
1 week ago
Lower Parel, Mumbai, Maharashtra, India Great Manager Institute Full time**GREAT MANAGER INSTITUTE®, MUMBAI, INDIA** **Detailed Role of Marketing & Operations Associate** **Role & Responsibilities**: - Extract and analyze data from various sources to inform marketing strategies and decision-making. - Schedule and manage social media content across multiple channels. - Collaborate with cross-functional teams, including sales,...
-
Relationship Trainee
4 weeks ago
Pune, Maharashtra, India Risenbro Innoace Private Limited Full time**Designation - Relationship Trainee** **About the Programme** We offer an exceptional opportunity to launch your career and steadily increase your earnings as you prove your skills and dedication. Our program is designed to take you from an Intern to a Relationship Trainee, Associate Relationship Manager, and ultimately to a Relationship Manager. The...
-
Customer Relationship Executive
4 weeks ago
Nashik, Maharashtra, India Cyber Crescent Full timeAlso known as a client relationship manager, a customer relationship manager maintains an ongoing level of engagement with key customers. Customer relationship managers build trusting relationships with clients and protect the brand by maintaining a positive image. **Skills**: **Good Communication** **Generating Reports** **Analyzing Data** **Managing...
-
Relationship Officer
4 weeks ago
Solapur, Maharashtra, India Suryoday Small Finance Bank Full timeTo provide best in class service to the doorstep of customers & achieve the business targets. - 1. Sourcing and group formation - It is a discipline in which the Relationship Officer will identify prospective women members and encourage them to form a center with specified number of members. - 2. Conduct CPV (Contact point verification) - Wherein...
-
Customer Relationship Executive
2 weeks ago
Mumbai, Maharashtra, India Sam Associates - Tufflam Full timeUrgently required for the post of **Customer relationship executive** - **Mumbai** **Experience**: 2 to 6 years **Salary Package**: as per company norms **Notice Period**: Immediate joiner We are seeking a dynamic and customer-focused individual to join our team as a Customer Relationship Executive in the Manufacturing industry. The primary responsibility...
-
Customer Relationship Executive
1 month ago
Mumbai, Maharashtra, India Club Oxygen Holidays & Resorts Ltd. Full timeBuild customer relationships with Existing Members - Manage customer communications Oral / Written - Resolve customer issues within TAT - Improve customer care giving better service to the members - Expand customer base pitching - Upgradation to members and increase in revenue **Salary**: ₹15,000.00 - ₹20,000.00 per month **Benefits**: - Provident...
-
Customer Relationship Executive
4 weeks ago
Mumbai, Maharashtra, India Club Oxygen Holidays & Resorts Ltd. Full timeRole & Responsibility: 1 Build customer relationships with Existing Members 2 Manage customer communications Oral / Written 3 Resolve customer issues within TAT 4 Improve customer care giving better service to the members 5 Expand customer base pitching Up gradation to Members and increase in revenue Required Skill Sets: 1 Communication Oral /...
-
Customer Relationship Executive
1 month ago
Mumbai, Maharashtra, India Enrolsy Full timeWe are looking for a qualified **Customer Relationship Executive **to manage a team of representatives who will offer excellent customer service and after-sales support. You will create policies and procedures and oversee the customer service provided by the team. To be successful as a customer support executive, you should display excellent interpersonal...
-
Cre (Customer Relationship Executive)
1 month ago
Navi Mumbai, Maharashtra, India commutec.in Full timeWe are Hiring! Customer Relationship Executive ( Only Female) Company - Commutec Experience - 1+ years in Customer Relationship Management system Location - Vashi Education H.S.C with minimum 3 years of experience in CRM / graduate Shift time - 10 Am to 7 pm ( 1st and 3rd Saturdays off ) Job Brief We are looking for a professional Customer Success...
-
Customer Relationship Executive
1 month ago
Goregaon, Mumbai, Maharashtra, India Acme Services Full timeWe are hiring for a "**Customer Relationship Executive" **for a elevator & home lift solution providers **Job Location - ** Goregaon East, Mumbai **Qualification - **Graduate/ Post Graduate (with strong communication skills) **Work Experience - 3 + Years** **Primary Skill - Customer Relationship Executive, inbound calls, outbound calls, outbound...
-
Relationship Officer
4 weeks ago
Warje, Pune, Maharashtra, India Executive81 HR Solutions Full timeResponsible of getting Clients, Account Opening Demat Trading (Offline & Online). - Up Selling third party products & wealth products - LI, HI, MF, PMS & AIF. - Generating Leads by cold calling on Database & initiating open market sales activities. - Documenting records of all mapped customers portfolio & client Visitors. - Achieving growth and hitting sales...
-
Client Relationship Executive
1 month ago
Thane District, Maharashtra, India itology inventor private limited Full time**ITOLOGY INVENTOR PRIVATE LIMITED** 103, Purnashanti Heights Khartan Road, Thane ( West ) 400601Thane West, Thane, Maharashtra 400604 India. Contact :9699772471 **Customer Relationship Manager (CRM)** **Salary**: 18000/- to 22000/- Per Month Perks and Benefits: Great incentives/variables Functional Area: Customer Relationship Manager / B2B sales Role...
-
Relationship Executive- Broking Firm
6 days ago
Fort, Mumbai, Maharashtra, India Affirm Services Consultancy Pvt. Ltd. Full time**Job Details - Relationship Executive / Manger** **Location**: Ahmedabad, Fort **Primary Responsibilities**: - Generating margin from clients and pitching internal research calls for the day - min 90 mins call-time per day - Contact potential or existing customers to inform them about a product or service using scripts - Advising clients with regards to...
-
Customer Relationship Executive for Social Media
1 month ago
Nagpur, Maharashtra, India Triedge Solution Full timePosition : Customer Relationship Executive For Social Media **Work location: Nagpur** **Responsibilities**: 1)Client Communication: Serve as the main point of contact for clients, maintaining regular communication to understand their objectives, concerns, and feedback. 2)Client Relationship Management: Develop strong, trusting relationships with clients...
-
Student Relationship Officer
2 weeks ago
Pune, Maharashtra, India Lighthouse Communities Foundation Full time**Your role to supplement the Organisational goals**: - Research on job trends in the market. - Analyse the demand and supply of industry. - Work on the gaps present with our existing talent pool and the market standards. - Provide career services to the students of all the Lighthouses. - Organise the mock interviews with students. - Maintain strong...
-
Customer Relationship Executive
1 month ago
Nagpur, Maharashtra, India Aloverians Full time**Job Role description-** A Customer relationship executive will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. You must be comfortable generating leads from online inquiries, managing social sales (hunting/conversion) and cold call, working with channel partners, directs prospecting generating...
-
Student Relationship Officer
4 weeks ago
Mumbai, Maharashtra, India Kazian School of Management Full time**JOB SUMMARY**: We are hiring a Student Coordinator / Student Relationship Officer to manage student queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when an individuals are frustrated and have...
-
Artist Relationship Executive
6 days ago
Andheri West, Mumbai, Maharashtra, India Eway IT Solutions Full timeAs an Artist Relationship Executive, you will be responsible for handling the Variety of Artists and maintaining their profiles. Key responsibilities include: - Proving the required type of Artist to the B2C/Sales team as per the client requirement from our database. - Develop and maintain relationships with the artists who are registered with...
-
Client Relationship Executive
4 weeks ago
Virar, Mumbai, Maharashtra, India Legal Arrow LLP Full timeJob location : Virar Eligibility: Any Graduate with 5 years of experience Freshers are also welcome Day to day a client relationship manager might be: - ensuring your existing clients are satisfied through after-sales care, as well as gaining and using feedback - identifying and approaching potential new companies or individuals to engage as clients -...