
▷ [Urgent] Service Relationship Manager - Private Wealth - Bank (4-10 Yrs) Ahmedabad (bfsi Sales)
4 days ago
1 Engagement Satisfaction Build and maintain strong client relationships ensuring high satisfaction levels 2 Issue Resolution Promptly address and resolve client concerns keeping them informed throughout the process 3 Product Knowledge Possess in-depth understanding of financial products like Mutual Funds PMS AIF Structured Products Bonds and NCDs 4 Documentation Compliance Ensure accurate and timely completion of account openings and adherence to regulatory requirements 5 Reporting Provide clients with necessary MIS reports and statements 6 Collaboration Coordinate with internal and external teams to track and manage client investments and queries 7 Record Management Regularly update and maintain client records 8 Regulatory Adherence Comply with all internal and external regulatory mandates SALARY UPTO 13 LPAMINIMUM 4 YEARS OF EXPERIENCE ref updazz com
-
Jamnagar, India Tekpillar Full timeTata Capital Sales Manager - Ahmedabad - Manage channel partner business on daily basis by visiting points of sales within a defined territory and meeting all concerned employees - Build excellent relationships with all concerned employees at the point of sale and fulfill all service-related requirements at the assigned Branches - Does personal and...
-
Private Wealth
5 days ago
Jamnagar, Gujarat, India ICICIDirect Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...
-
Senior Relationship Manager
2 weeks ago
Jamnagar, India Axis Mutual Fund Full timeJob Title: Senior Relationship Manager – Wealth & PCG Department: Sales, Wealth & Family Office Position Grade Range: Basis eligibility and evaluation Location: Ahmedabad Who we Are? Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across...
-
Jamnagar, India Tekpillar Full timeRoles Responsibilities - The Client Relationship Manager will be tasked with cultivating relationships with their current clientele Affluent Super Affluent and establishing a robust client base - Cultivating and nurturing client connections while driving Assets Under Management AUM from preferred clients - Providing investment guidance to Affluent...
-
Senior Relationship Manager
2 weeks ago
Jamnagar, India Peoplemint Consultants Full timeHiring for " Relationship Manager – PSU (MMG Acquisition) " in a leading bank. Location-Ahmedabad /Gujarat Grade- upto DVP Job Purpose: Responsible for acquiring and managing Public Sector Undertaking (PSU) clients under the Mid-Market Group (MMG) segment, driving business growth through corporate banking products and solutions. Key...
-
Jamnagar, Gujarat, India Kotak Mahindra Bank Full timeK-Step Kotak -Structured Treasury Excellence Program We at Kotak are hiring for the K-STEP Program It is a stepping stone into a coveted career in Treasury You will build expertise in a core functional area with an overall 360 degree view What roles can I do as a K-STEPperRelationship Manager - Corporate Treasury Financial Objective Achieve budgeted...
-
Jamnagar, India Kotak Mahindra Bank Full timeJob Category KMBLDegree Level Bachelor s Degree JD PRM- HHDevelops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Ensures high levels of customer service orientation and application of bank policy Cross sells existing bank products to customers Informs customers of new products or product...
-
Jamnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Relationship Manager-Business Banking-Affluent-Priority-Regional sales Pune Maharashtra India Be the First to Apply Role Develop new and expand existing HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these...
-
Sales Specialist
2 weeks ago
Jamnagar, India TekPillar® Full timeJob Description: We are looking for a result-oriented Sales Officer to join our growing team in Ahmedabad. The ideal candidate will be responsible for driving sales, building strong client relationships, and ensuring business growth through effective market strategies. Key Responsibilities: - Identify and acquire new customers to achieve sales targets. -...
-
Assistant Manager
4 weeks ago
Jamnagar, Gujarat, India Contactx Full timeRole Purpose The Area Manager - Private Projects will drive institutional and project sales in their assigned territory by engaging builders schools hospitals and private infrastructure clients The role demands high energy deep market mapping and persuasive engagement to win high-value accounts in a highly cost-conscious B2B buying environment Key...