RELATIONSHIP MANAGER
3 weeks ago
Job Title : RELATIONSHIP MANAGER AREA OF RESPONSIBILITY: · Bring self referred client/relation · Advisory and Order placement Support to mapped clients · Maximize investment from investor clients · Customized/High end support to trader clients Requirements PRIMARY RESPONSIBILITY: · Advising Super HNI clients on Equity & Derivatives Markets. · Creation of revenue(Responsible for achieving revenue targets) & Activation of clients through effective Advisory · Brokerage negotiation with clients · Portfolio Doctoring support for clients · Training & Demo to clients · Investment Query Resolution · Visits to clients & do hand holding · Relationship building. · HNI Client Meet & Interactions and Seminars. (Market Outlook, Mutual Funds, Stock Idea, SK Advisory Products, etc) ADDITIONAL RESPONSIBILITY: · Funding/MF/ IPO/etc other products to clients · Calling inactive clients for new business · Taking leads from existing clients & generate revenue · Liasoning with other departments to quickly resolve HNI client queries. · Responsible for keeping self-updated on stock market outlook and product knowledge PERSONAL skills: · Good communication and leadership skills. · Fast learner & Adaptive · Equity & Derivative Knowledge. · NISM Certification preferred Benefits Advantage with us · No third party products target · Attractive & transparent incentive plan · Travel reimbursement as per actual · Two Saturdays off in a month SALARY & PACKAGE · Salary from 50k + Performance incentive
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Relationship Manager
2 days ago
Patna, Bihar, India R Patel Wealth Full timeCompany DescriptionR Patel Wealth, established in 1990, is a highly regarded Mutual Fund Distribution Firm dedicated to fostering a culture of saving and building wealth through long-term investments. The firm prioritizes simplifying the complexities of investing, making it accessible and actionable for its clients. With a strong foundation in delivering...
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Client Relationship Manager
7 hours ago
Patna, Bihar, India Brand Medix Full timeCompany DescriptionBrand Medix is India's leading healthcare marketing agency dedicated to helping doctors, hospitals, and healthcare brands grow their audience, attract the right patients, and boost revenue. With a focus on innovation, we deliver tech-enabled marketing and communication solutions designed to yield measurable results. Our expertise spans...
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Business banking relationship manager
6 hours ago
Patna, India Peoplemint Consultants Full timeJob Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...
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Business Banking Relationship Manager
1 day ago
Patna, India Peoplemint Consultants Full timeJob Title: Relationship Manager – BBG (Business Banking Group) Industry: Banking & Financial Services GRADE-AVP Job Summary: Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions. Key...
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Business Banking Relationship Manager
1 day ago
Patna, India Peoplemint Consultants Full timeJob Title: Relationship Manager – BBG (Business Banking Group) Industry: Banking & Financial Services GRADE-AVP Job Summary: Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions. Key...
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Business Banking Relationship Manager
1 day ago
Patna, India Peoplemint Consultants Full timeJob Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...
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Business Banking Relationship Manager
2 days ago
Patna, India Peoplemint Consultants Full timeJob Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...
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RELATIONSHIP MANAGER
3 weeks ago
Patna, India Shivam Stock Broking Company Full timeJob Description Job Title : RELATIONSHIP MANAGER AREA OF RESPONSIBILITY: · Bring self referred client/relation · Advisory and Order placement Support to mapped clients · Maximize investment from investor clients · Customized/High end support to trader clients Requirements PRIMARY...
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Relationship Manager
3 weeks ago
Patna, Bihar, India Bajaj Allianz Full timeExecution Support partners to register claims on behalf of customers coordinate to ensure approvals within agreed timelines Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and submit...
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Wealth Relationship Manager
2 days ago
Patna, Bihar, India LAKSHMISHREE INVESTMENT & SECURITIES Full timeTotal years of Experience: 1 to 2 yearsResponsibilities:Acquire, onboard and manage a portfolio of High Net-Worth Individual (HNI) clients to drive business growth.Develop a deep understanding of clients' financial objectives, investment horizons and risk appetite to deliver customized wealth solutions.Advise clients on suitable investment and wealth...