Relationship Manager
2 weeks ago
Job Description // Urgent Hirirng For Manager / Sr. Manager Independent Financial // Location- Jaipur, Pune, Mumbai Profile: Manager / Sr. Manager Independent Financial Experience- 2 years Ctc- upto 7 Lpa (Depends on interview) Working Days- 6 days Reporting To: National Head Key Responsibilities: 1. Strategic Planning and Leadership: - Develop and execute the sales strategy to drive business growth through the Independent Financial Advisor (IFA) channel. - Identify and capitalize on new business opportunities to expand the IFA network. - Provide strategic insights and recommendations to senior management for scaling the business. 1. Relationship Management: - Build and nurture strong relationships with IFAs to ensure high engagement and retention. - Address concerns and provide solutions to IFAs to ensure satisfaction and long-term collaboration. - Conduct regular meetings, training, and workshops to keep IFAs updated about products and services. 1. Sales and Business Development: - B2B sales by onboarding and activating high-performing IFAs. - Collaborate with the product and marketing teams to design value propositions tailored for the IFA segment. - Analyze market trends, competition, and client feedback to identify gaps and opportunities. 1. Compliance and Reporting: - Ensure adherence to regulatory guidelines and organizational policies in all sales activities. - Prepare and present periodic sales reports, forecasts, and performance analyses to the management. - Collaborate with compliance teams to ensure IFAs follow all necessary regulations and processes. Qualifications and Skills Required: - Bachelor's/Master's degree in Business Administration, Finance, or a related field. - Minimum 2 years of experience in B2B sales, in wealth management industry. - Proven track record of managing and growing the IFA network. - Strong understanding of financial products, including mutual funds, insurance, and portfolio management services. - Excellent communication, negotiation, and relationship-building skills. - Proficiency in using CRM tools, MS Office, and data analytics software. - Strategic thinker with strong leadership and team management capabilities. Key Competencies: - Goal-oriented and results-driven approach. - Ability to manage multiple priorities and thrive in a fast-paced environment. - Strong problem-solving and decision-making skills. - Adaptability and willingness to embrace change.
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Relationship Manager
1 week ago
Mumbai, India YES BANK Full timeJob Description Market Assessment and Business Development - Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. - Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to...
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Relationship Manager
3 weeks ago
Mumbai, India HDFC Bank Limited Full timeJob Description We're looking for a dynamic Relationship Manager to lead and grow our Vostro and cross-border business, managing key relationships with foreign banks, exchange houses, and money transfer operators (MTOs). What You'll Do Manage and expand a portfolio of Vostro and cross-border clients. Drive business growth through remittance, FX, and trade...
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Relationship Manager
3 weeks ago
Mumbai, India Craftmycareer Full timeJob Description Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their needs, and providing suitable solutions. The day-to-day...
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Relationship Manager
4 weeks ago
Mumbai, India Bharti AXA Life Insurance Full timeJob Description We are Hiring Sales professional in Mumbai ROLE SNAPSHOT - Relationship Manager 3 - Senior Relationship Manager 5 - Chief Relationship Manager 3 WHAT YOU'LL DO - Recruit & onboard part-time Insurance Advisors Insurance Managers (Tax consultants, MDRT Agents, LIC agents, finance pros, etc.) - Run weekly IM meets & monthly goal-setting huddles...
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Relationship Manager
2 weeks ago
Mumbai, India YES BANK Full timeJob Description Market Assessment and Business Development - Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities. - Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to...
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Relationship Manager
4 weeks ago
Mumbai, India YES BANK Full timeJob Description Level: AVP/Sr Manager Location: YES Bank House, Mumbai Roles And Responsibilities - Creating and monitoring advances/investment asset books through lending to NBFC segment borrowers in west region (Maharashtra, Gujrat, Goa, MP) - Preparing Credit Appraisal Memos for NBFC segment borrowers with detailed financial/credit analysis, presenting...
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Relationship Manager
4 weeks ago
Mumbai, India YES BANK Full timeJob Description Purpose of the role- SECTION III: PURPOSE OF THE ROLE The primary purpose of the role is to plan, direct and control the Multinational & New Economy Corporates relationship-based banking activities of the Bank under the supervisions and direction of Team Leader. The position plays a key role in increasing sales and revenue through management...
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Relationship Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra upGrad Rekrut Full timeAbout the CompanyRelationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers. They focus on understanding client needs, providing tailored solutions, and ensuring overall satisfaction to foster long-term partnerships and drive business growth.About the...
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Relationship Manager
2 weeks ago
Mumbai, India Anand Rathi Global Finance Limited Full timeJob Description Primary Job Responsibilities : Sourcing to loan disbursement of LAP Files. Should have market connect of 25+ DSA channels. Good understanding of various programs like Vanilla income, Low LTV, Banking Product, NIP/LIP etc. Good Understanding on Financials. Daily Field visit to meet channel partners and build relationship Demonstrate a...
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Relationship Manager
4 weeks ago
India Kaabil Finance Private Limited Full timeJob Description Company Description Kaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of Atmanirbhar Bharat, helping to build a self-reliant India. The company values inclusivity and sustainable growth,...
