Preferred Relationship Manager
5 days ago
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Pre-Requisites: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products: Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability) Roles & Responsibilities: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. In case there are any further questions feel free to reach out on adityaanerao@rathi.com or WhatsApp on +91 9819864010
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Client Relationship Manager
4 hours ago
Faridabad, Haryana, India Employment Clarity Full time ₹ 1,50,000 - ₹ 1,80,000 per yearClient Relationship Manager required skills - Commskills must be excellent /client interaction over the calllocation- Faridabadsalary upto 30kshare cv to / watsapp also for immediate response Required Candidate profileClient Relationship Manager - interaction with clients & understand their query & resolve the issue good commskillssalary upto 30klocation -...
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Customer Relationship Manager
2 days ago
Faridabad, Haryana, India Pikpart Full time ₹ 5,00,000 - ₹ 15,00,000 per yearWe Are Hiring: Customer Relationship ManagerPikPart is expanding and looking for a passionate professional who can build and maintain strong business relationships, drive exceptional customer satisfaction, and contribute to our rapid growth in the automotive spare parts industry. Experience Required: 2–4 Years Location: Faridabad, Haryana Industry:...
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Customer Relationship Manager
1 week ago
Faridabad, Haryana, India Oxy Glow Cosmetics Pvt Ltd Full time ₹ 2,40,000 - ₹ 3,00,000 per yearThe Customer Relationship Manager (CRM) is responsible for building and maintaining strong, long-term relationships with clients to ensure satisfaction and retention. This role involves acting as the primary point of contact for key customers, addressing their needs, resolving complaints, and identifying opportunities for business growth through upselling...
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Customer Relationship Management Executive
2 days ago
Faridabad, Haryana, India Natraj Corrugating Machinery Company Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionEstablished in 2004, Natraj Corrugating Machinery Co is a prominent manufacturer, exporter, importer, and wholesaler of corrugated box machinery. Our product range includes the 5 ply Automatic Corrugated Board Plant and Flexo Printer Slotter Die Cutting, available in customized shapes and sizes. Known for their excellent strength, high...
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Field Relationship Manager
3 days ago
Faridabad, Haryana, India SkillLabs Full time ₹ 8,00,000 - ₹ 12,00,000 per yearRoles and Responsibilities :-Exceeding branch level targets (NB, renewal, STP, digitisation, product mix etc)Interact with the branch teams and customers to explain the products and promote the brandSales and support to all branches assigned complete documentationDrive local contests and engagements to engage teamsKeep track of all contests and initiatives...
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Relationship Manager
2 weeks ago
Bathinda, Faridabad, Jalandhar, India Policybazaar Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRoles & ResponsibilitiesRecruit, train, and manage agents for motor insurance sales via the agency channel.Achieve sales targets through agent support and field activities.Conduct joint field visits and build strong agent relationships.Monitor sales performance and ensure compliance with policies and regulations.Support marketing campaigns to drive business...
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Branch Relationship Manager
1 week ago
Faridabad, India V Konnect Full timeJob Description Relationship Management : - Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify...
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Relationship Officer
2 weeks ago
Faridabad, Haryana, India Finova Capital Full time ₹ 4,00,000 - ₹ 8,00,000 per yearWe are hiring for Relationship Officer/Relationship Manager for Faridabad and Gurugram location. Products - HL and LAP. Will do business from Open market
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Relationship Officer
2 weeks ago
Faridabad, Haryana, India Muthoot Fincorp Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRELATIONSHIP MANAGER Company Name – Muthoot Fincorp Limited Job Title – Relationship Officer, Secured & Unsecured Business Loans Grade – C1/C2/C3 Designation – Location – PAN India Reports to – Business Manager, Secured & Unsecured Business Loans Span Of Control – NA Job Purpose The purpose of the role is to deliver and...
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Customer Relationship Management Specialist
2 days ago
Faridabad, Haryana, India S B Syscon Pvt Ltd Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearWe're looking for a smart, confident CRM Executive to manage customer relationships, track enquiries, quotations & orders, and coordinate between sales and service teams.Must have strong communication, interpersonal & follow-up skills, and be organized, customer-focused, and fluent in English. Prior experience in the switchgear/electrical industry is...