Relationship Manager

2 weeks ago

Madurai, Tamil Nadu, India Equitas Small Finance Bank Full time
Job Description

Roles and Responsibility

- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
- Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
- Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
- Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
- Identify new business opportunities through networking, referrals, and other channels.

Job Requirements

- Strong knowledge of mutual funds products, including their features, risks, and benefits.
- Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds.
- Ability to analyze complex financial data and provide insightful recommendations.
- Proficiency in using technology-based tools for managing client portfolios and transactions.
- Strong problem-solving skills to resolve client complaints and concerns effectively.
- Experience working in a fast-paced environment with multiple priorities and deadlines.

  • Relationship Manager

    3 weeks ago

    Madurai, Tamil Nadu, India tata aia life insurance Full time

    Position Overview Position Title Relationship Manager Department CUB Level Band Executive - 201 Role Summary Visit partner branches and interact with Bank branch managers Ensure sales targets assigned are met on every parameter Interact with customers to explain the products and solutions Help branches mapped to her him help achieve insurance sales...

  • Enterprise Relationship Manager

    3 days ago

    Madurai, Tamil Nadu, India beBeeBusiness Full time ₹ 4,00,000 - ₹ 8,00,000

    We are seeking a proactive Business Development Officer for our business vertical in Tamil Nadu. The ideal candidate will be responsible for developing and sustaining strong relationships with stakeholders and customers by conducting college and school visits, organizing seminars, and securing partnerships to drive results-based programs.Key...

  • relationship manager

    1 day ago

    Madurai, Tamil Nadu, India Randstad Full time

    Department:Relationship Manager -B2B SalesEducation Qualification :Bachelor's Degree/ Master's DegreeExperience:1-4 yearsWorking Days:Alternate Weekends OffShift Timings: 10:00 AM to 7:00 PMEligibility Criteria:● Two-Wheeler along with Driving License● Laptop for Client DemoRoles and Responsibilities:● Sell the PETPOOJA restaurant billing platform and...

  • Unlock Your Potential as a Strategic Relationship Manager

    2 days ago

    Madurai, Tamil Nadu, India beBeeStrategicRelationshipManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Strategic Relationship ManagerWe seek an exceptional Strategic Relationship Manager to ensure the success of our clients' projects and deliverables.Job Description:The successful candidate will be responsible for:Providing strategic consulting services to clients, delivering insights and solutions that drive business growth.Supporting Business Relationship...

  • Urgent Search Relationship Officer

    4 days ago

    Madurai, Tamil Nadu, India MSE Financial Services LTD Full time

    * Guide Clients through the Trading Process.* Solve client issues and answer questions.* Explain about our Product and its Benefits.* Generate leads by Telecalling on a daily basis. Generate leads from social media or other sources and Telecalling. Update leads in CRM.   Responsibilities & Duties: TelecallingMarketingPromotional activities Monitoring...

  • Financial Relationship Developer

    10 hours ago

    Madurai, Tamil Nadu, India beBeeRelationships Full time ₹ 1,04,000 - ₹ 1,30,878

    Job Description">Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.Identify new business opportunities and grow existing client relationships through effective sales strategies.Collaborate with internal teams to ensure seamless delivery of products and services to clients.Provide...

  • Event Manager

    7 hours ago

    Madurai, Tamil Nadu, India beBeeEventManagement Full time ₹ 80,00,000 - ₹ 1,25,00,000

    Key ResponsibilitiesManage the logistical aspects of events, overseeing setup and execution on client sites.Optimize event profitability and operational efficiency.Build and maintain strong relationships with clients to meet their expectations.Enforce health, safety, environmental, and quality standards at all event venues.Lead cross-functional teams to...

  • Branch Sales Manager

    2 weeks ago

    Madurai, Tamil Nadu, India Equitas Small Finance Bank Full time

    Job Description- Develop and implement effective sales strategies to achieve business objectives.- Lead and manage a team of sales professionals to meet targets.- Build and maintain relationships with key stakeholders, including customers and partners.- Analyze market trends and competitor activity to identify opportunities.- Collaborate with...

  • Manager, Account Management

    4 weeks ago

    Madurai, Tamil Nadu, India Birdeye Full time

    Why Birdeye?Birdeye is the highest-rated reputation, social media, and customer experience platform for local businesses and brands. Over 150,000 businesses use Birdeye's AI-powered platform to effortlessly manage online reputation, connect with prospects through social media and digital channels, and gain customer experience insights to grow sales and...

  • Chief Risk Management Professional

    13 minutes ago

    Madurai, Tamil Nadu, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Corporate Insurance Manager Job SummaryThis position involves managing complex insurance relationships and policies to ensure optimal business outcomes.