Relationship Manager
4 days ago
1 The Relationship Manager will be responsible for bringing their existing clients Affluent Super Affluent and building a strong client book 2 Maintaining client relationships and generate AUM from preferred clients 3 Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4 Track the Affluent Super Affluent Client segment in the market for new client acquisition 5 To research investigate and update them on available investment opportunities financial market trend to determine whether they fit into clients portfolios 6 To coordinate with product and research team Centralize CFP Team for taking investment decision for the clients 7 To conduct and assist in organizing seminars workshops and other business development activities 8 An MBA PGDM or Graduate - Finance Marketing Degree holder or focused education in Financial planning Wealth Management Other qualifications like CFP will be an advantage 9 Minimum 1 year experience in handling HNI Relationship Sales Financial Planning of HNI Clients from BFSI sector with good business market knowledge Having experience of handling HNI Client Acquisitions and Relationship Management service ref updazz com
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Relationship Manager
1 week ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Relationship Manager
1 hour ago
Chennai, Tamil Nadu, India Standard Chartered Full timeJob Summary As a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...
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Relationship Manager
7 hours ago
tamil nadu, India SR Jungle Resort Full timeSR Jungle Resort is expanding our corporate and community outreach initiatives. We are seeking a driven and relationship-focused professional who can represent our resort and build strong connections with corporate groups, associations, and communities to increase bookings and brand presence.Key ResponsibilitiesDevelop and maintain strong relationships with...
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Relationship Manager
6 days ago
tamil nadu, India GramPro Business Services Pvt. Ltd. Full timeWe are Hiring for a Scheduled Commercial Bank!Position: Service Delivery Associate (SDA) – Non-Cash (Aspire)Reports to: Service Delivery Manager (or Branch Manager where no SDM is present)Brief Description:The role involves providing superior customer service, managing and enhancing relationships with Aspire Banking segment customers, acquiring new...
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Client Relationship Manager
6 days ago
tamil nadu, India TecSight Full timeJob Title: Client Relationship Manager – IT ServicesLocation: Chennai Job type: Full timeRole OverviewThe Client Relationship Manager (CRM) is responsible for managing and nurturing strategicclient relationships, ensuring high levels of customer satisfaction, driving account growth,and acting as the primary point of contact between the client and internal...
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Account Relationship Manager
3 weeks ago
tamil nadu, India Schoolcanvas.com Full timeCompany DescriptionSchoolcanvas, formerly known as Parentsalarm.com, is a prominent cloud-based School ERP and mobile apps company. Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including attendance tracking, examination management, online fee collection, school bus/GPS tracking, and performance...
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Executive Relationship Manager
4 days ago
tamil nadu, India Bajaj Allianz Life Insurance Full timeCompany DescriptionBajaj Allianz Life Insurance is a joint venture between Bajaj Finserv Limited and Allianz SE, providing innovative life insurance solutions. With a 5-Year CAGR of 29% in FY24 and INR 1,23,734 Crore Assets Under Management, we have become a trusted partner in securing the life goals of 3.85 Crore lives. Our customer-centric approach...
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Relationship Manager
3 weeks ago
Tirunelveli, Tamil Nadu, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Tirunelveli This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering...
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Client Relationship Manager
2 weeks ago
tamil nadu, India TECEZE Full timeAbout the RoleIT Services - CRMLocation: Chennai/Mumbai/Bangalore/Delhi/HyderabadThe role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.ResponsibilitiesMaintain and establish business...
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Relationship Manager
6 hours ago
tamil nadu, India Petpooja Full timeRoles and Responsibilities:Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including business loans, current account, swipe machine & QR codes.Act as the primary point of contact for clients regarding financial product inquiries.Meet or exceed sales and...