Relationship Manager
2 days ago
Job Description Job Summary - Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF, Gold ) Detailed Responsibilities - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management Manage the customer transition with utmost sensitivity. Awareness of all the policies and procedures issued in relation to money laundering prevention. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Mandatory Certifications AMFI mandatory
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Relationship Manager
3 weeks ago
Ahmedabad, India The Hiring Company Full timeJob Description Position Overview Relationship Manager (RM) Function Related Activities/Key Responsibilities RM - Sales Professionals are responsible to focus on face to face sales closures using daily presentations as they provide our clients with an opportunity to get to know offerings of Digital Services (Subscription based Model) and the value...
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Relationship Manager
1 week ago
Ahmedabad, Gujarat, India Prodigy Placement LLP Full time ₹ 2,16,000 - ₹ 2,88,000 per yearJob Title: Relationship ManagerLocation: Naranpura, AhmedabadWorking Hours: 10:00 AM – 7:00 PM (Monday to Saturday; Third Saturdays Off)Job Type: Full-TimeOverview:We are seeking a dynamic and customer-focused Relationship Manager to build and maintain strong client relationships, ensure customer satisfaction, and drive business growth. The ideal candidate...
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Policybazaar Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRole & responsibilities Job Title: Relationship ManagerDepartment: (Health Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - AhmedabadJob Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across...
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Relationship Manager
3 weeks ago
Ahmedabad, India Rational investments Full timeCompany Description Rational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Rational investments Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionRational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock...
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Relationship Manager
23 hours ago
Ahmedabad, Gujarat, India MyFark Full time ₹ 9,00,000 - ₹ 12,00,000 per yearWe're Hiring – Relationship Manager (Retail Agri)We believe in empowering rural India by providing farmers, co-operatives, and agri-businesses with the right financial solutions. To strengthen this mission, we are looking for passionate professionals to join us as Relationship Managers (Retail Agri).Key Responsibilities:Build and manage relationships with...
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Xpertvoice Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionXpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India.We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with...
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Relationship Manager
3 weeks ago
Ahmedabad, India Kotak Life Insurance Full timeRelationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail Sales About The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...
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Relationship Manager
2 weeks ago
Ahmedabad, Gujarat, India Kotak Life Insurance Full time ₹ 4,00,000 - ₹ 8,00,000 per yearRelationship Manager - Commercial Vehicles-SCV - Small Commercial Vehicle-Retail SalesAbout The Role Relationship Manager-Commercial Vehicle (CV)-Retail-Marketing Branches Operations JOB DESCRIPTION To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features,...
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Relationship Manager
3 weeks ago
Ahmedabad, India Kotak Life Insurance Full timeRelationship Manager Corporate Treasury Financial Objective: Achieve budgeted Revenue and Volume target at the customer and segment level Increase Trade and FX wallet share of the customers Grow derivative business in the given set of customers Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business...
