Relationship Manager

9 hours ago

Sahibzada Ajit Singh Nagar, India Transformative Wealth Mentors Imf Pvt Ltd Full time

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.- Adequate knowledge of the equity market and the dynamics of the broking business.Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.- Responsible for business development through acquisition of high net-worth clients- Responsible for identifying customer needs and assessing their risk appetite- Responsible for achieving targets based on acquisition and revenue generation through equity- Provide regular updates to the immediate superior as and when requires- Analyze client portfolios and make necessary suggestions.- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.-Must ensure the growth of AUM and IR from existing customers mapped to themCANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLEExperience 1 - 3 Years No. of Openings 3 Education B.A, B.C.A, B.B.A, B.Com, B.Sc Role Relationship Manager Industry Type Banking / Financial Services / Stock Broking Gender ( Male / Female ) Job Country India Type of Job Full Time Work Location Type Work from Office Face interview location Sebiz Square IT Park , C-200 &223, 2nd Floor, Plot No. IT-C-6, Sector Rd, Sector 67, Mohali, Punjab

  • Relationship Officer

    10 hours ago

    Sahibzada Ajit Singh Nagar, India Wealth Vault Research and Analytics Pvt. Ltd Full time

    Relationship Officer Roles & Responsibilities Build and maintain relationships with clients, customers, and partners through regular communication and engagement activities. Understand client needs, preferences, and expectations to provide personalized service and support. Meet sales targets and performance metrics, such as revenue goals, client satisfaction...

  • Hiring For Relationship Manager

    10 hours ago

    Sahibzada Ajit Singh Nagar, India Skill Ventory Full time

    Roles and Responsibilities JOB DESCRIPTION ;- Relationship Management Managing NRI customers and responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Responsible for creation of new business and maintaining professional relationship with with clients for understanding their...

  • Relationship Manager

    1 week ago

    Sahibzada Ajit Singh Nagar, India Transformative Wealth Mentors Imf Pvt Ltd Full time

    - Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.- Adequate knowledge of the equity market and the dynamics of the broking business.Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the...

  • Customer Relationship Executive

    8 hours ago

    Sahibzada Ajit Singh Nagar, India Suntrust Capital IMF LLP Full time

    A customer relationship manager is a professional who builds and maintains strong, long-term and beneficial relationships with an organisation's customers.Experience 0 - 3 Years No. of Openings 15 Education Higher Secondary, Any Bachelor Degree, Post Graduate Diploma, Secondary School Role Customer Relationship Executive Industry Type Call Centre / BPO / KPO...

  • Relationship Officer

    10 hours ago

    Sahibzada Ajit Singh Nagar, India DIFSO Financial Private Limited Full time

    Job Title: Field Sales OfficerSkills: Field Sales, Sales, LoansKey Responsibilities* Identify, qualify, and develop new sales leads through various channels, including cold calling, networking, and industry events.* Understand customer needs and tailor sales pitches accordingly.* Negotiate and close deals, ensuring customer satisfaction and profitable...

  • Sales Manager/ SR Sales Manager/ AGM

    1 week ago

    Sahibzada Ajit Singh Nagar, India Down Town Full time

    ICON Group is seeking a motivated and experienced Sales Managers. The Sales Manager will be responsible for overseeing daily sales operations, setting goals, developing strategies, managing a team of sales representatives, and fostering strong relationships with clients to increase sales performance.Roles and ResponsibilitiesManage sales teams to achieve...

  • Sales Manager/ SR Sales Manager/ AGM

    8 hours ago

    Sahibzada Ajit Singh Nagar, India Down Town Full time

    ICON Group is seeking a motivated and experienced Sales Managers. The Sales Manager will be responsible for overseeing daily sales operations, setting goals, developing strategies, managing a team of sales representatives, and fostering strong relationships with clients to increase sales performance.Roles and ResponsibilitiesManage sales teams to achieve...

  • Manager/Sr. Manager RCM Operations

    4 weeks ago

    Sahibzada Ajit Singh Nagar, India Nath Outsourcing Solutions Pvt. Ltd. Full time

    Job Title: Manager / Sr. Manager - US Medical Billing (Practice Excellence) Company: Nath Outsourcing Solutions Pvt. Ltd. Location: Mohali (Punjab) Job Type: Full-time About the Role: We are seeking an experienced and dynamic Manager/Senior Manager to lead our Practice Excellence department. Key Responsibilities: Client Relationship Management: Serve as the...

  • Manager/Sr. Manager RCM Operations

    4 weeks ago

    Sahibzada Ajit Singh Nagar, India Nath Outsourcing Solutions Pvt. Ltd. Full time

    Job Title: Manager / Sr. Manager - US Medical Billing (Practice Excellence) Company: Nath Outsourcing Solutions Pvt. Ltd. Location: Mohali (Punjab) Job Type: Full-time About the Role: We are seeking an experienced and dynamic Manager/Senior Manager to lead our Practice Excellence department. Key Responsibilities: Client Relationship Management: Serve as the...

  • Manager/Sr. Manager RCM Operations

    4 weeks ago

    Sahibzada Ajit Singh Nagar, India Nath Outsourcing Solutions Pvt. Ltd. Full time

    Job Title: Manager / Sr. Manager - US Medical Billing (Practice Excellence)Company: Nath Outsourcing Solutions Pvt. Ltd.Location: Mohali (Punjab)Job Type: Full-timeAbout the Role:We are seeking an experienced and dynamic Manager/Senior Manager to lead our Practice Excellence department. Key Responsibilities:Client Relationship Management: Serve as the...