Urgent Opening- Relationship Manager/ Sr Relationship Manager
15 hours ago
JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It's not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Delhi/NCR ( Noida, Gurugram & Gaziyabad) Functional Area: BFSI, Investments & Trading. Employment Type: Full Time, Permanent. Education: Any Graduate. Total Openings - No. 30+ Notice period: Most preferred for immediate joiner/ 15 days / 1 month. Note- Must have experience into Direct sales (insurance/mutual fund) ROLES AND RESPONSIBILITIES: * Conduct daily sales calling with prospective new clients and identify their needs. * Provide and develop solutions and suggest schemes to clients basis their requirements and goal. * Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. * Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. * Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. * Achieve financial goals of the clients through various product line. * Update and cross sell products to existing clients and update them about the primary and secondary market trends. * Update self-regarding all schemes, products and solutions by regularly attending trainings. * Share regular communications with client regarding information, research and material of the organization.. * Wealth / Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals * Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to client. KEY SKILLS: Mutual funds,Life insurance, General Insurance, Home Loans, Bonds,Fixed Deposits, Investment Banking, Health Insurance. KNOWLEDGE: * Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. * Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals. * Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients. Interested Candidate can mail there resume meghna. dwivedi@bajajcapital.com
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Relationship Manager
2 weeks 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 Or Sr. Relationship Manager
3 weeks ago
India RECEX Full timeProducts Secondary Bonds Fixed Deposit Mutual funds Capital Gain Bonds RBI Bonds Debt Primary Issues Desired Experience MBA PGDBM Graduate candidates with 2 years of relevant experience Locations Mumbai Kolkata Bangalore Hyderabad Chennai Position Sr Relationship Manager Relationship Manager Key Skills - Prior Experience of handling B2B Channel - Excellent...
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Lucknow, India Taggd Full timeJob Description Exp- 1 to 3 years. Locations- Indore, Bhopal, Lucknow Qualifications- Graduate The Relationship Manager / Sr. Relationship Manager is responsible for making impactful sales presentations, staying updated on the organization's products and services, and successfully closing deals to meet sales targets. The role involves preparing proposals for...
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India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...
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1 week ago
Bengaluru, India YES BANK Full timeJob Description Level: AVP/Sr Manager Location: Bangalore Roles And Responsibilities - Creating and monitoring advances/investment asset books through lending to NBFC segment borrowers - Preparing Credit Appraisal Memos for NBFC segment borrowers with detailed financial/credit analysis, presenting the proposals and arranging facility approvals from relevant...
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Kanpur, India YES BANK Full timeJob Description Job Title: Sr. Relationship Manager Department: Mid Corporates Experience: 10+ Years Role Summary We are looking for a dynamic and result-oriented Senior Relationship Manager (SRM) to join our Mid Corporates (MC) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover ranging from 500 Cr to...
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Relationship Manager
6 days 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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Sales Officer/Relationship Manager/Sr. RM
7 days ago
Delhi, , India Arting Digital Full time ₹ 6,00,000 - ₹ 12,00,000 per year Position - Sales Officer/Relationship Manager/Sr. RM EXP - 1 + Yrs Location - Delhi Notice Period - Immediate joiner - 30 days Skills - Secured loan, Lap, cold calling, relationship management, customer service, generating leads, handle salesAbout the RoleWe are looking for driven and customer -focused professionals to join our sales team as Sales...
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Sales Officer/Relationship Manager/Sr. RM
6 days ago
Jalalabad, India Arting Digital Full timeJob Description Position- Sales Officer/Relationship Manager/Sr. RM EXP- 1 + Yrs Location- Gurugram Notice Period- Immediate joiner- 30 days Skills- Secured loan, Lap, cold calling, relationship management, customer service, generating leads, handle sales About the Role We are looking for driven and customer-focused professionals to join our sales team as...
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Urgent! Relationship Manager
3 weeks ago
Mumbai, India YES BANK Full timeJob Description Job Title: Relationship Manager Department: Medium Enterprises (ME) Experience: 34 Years Grade: Manager to AVP Role Summary We are looking for a dynamic and result-oriented Relationship Manager (RM) to join our Medium Enterprises (ME) team. The ideal candidate will be responsible for sourcing and managing a portfolio of clients with turnover...
