Preferred Relationship Manager
4 weeks 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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Relationship Manager
1 week ago
Faridabad, India Whatjobs IN C2 Full timeJob Description Job Title: Relationship Manager– LRD/ Developer Finance Grade Range: L6M/L7M Current Job Holder Name: Department: Reports to: Zonal/Regional Business Head – LRD Location: Regional Office Job Purpose Statement Assist the zonal/regional business head in driving profitable growth of the Lease Rental Discounting/Developer Finance Business...
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Client Relationship Manager
2 days 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
4 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
2 weeks ago
Faridabad, Haryana, India Raga Engineers Full time ₹ 3,00,000 - ₹ 6,00,000 per yearJobs and Responsibilities of Customer Relationship ManagerCommunicate order updates, and relevant information to customers.Provide timely and clear communication to customers regarding their inquiries and orders.Identify all material pending for more than 60 days, place them in designated Green Bins, and coordinate with dispatch team to ensure priority...
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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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Relationship Manager
1 week ago
Faridabad, India Tata AIA Life Insurance Full timeJOB DESCRIPTION Position Title Relationship Manager Department Direct Distribution – Direct Sales Force Level/ Band Officer Reports to Direct Sales Manager Geographic Area Covered As per mapped branch & city Stakeholders - Internal DSF Sales Force Stakeholders - External Exiting Tata AIA Consumers Organizational Relationships Job Dimensions Key Result...
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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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Customer Relationship Manager
6 days ago
Faridabad, Haryana, India Placement Hub Full time ₹ 3,00,000 - ₹ 3,60,000 per yearWe are looking for a CRM...Experience: 3+ YrsSalary: UP TO 30KLocation: Sector 10, FaridabadKey responsibilitiesCRM system administration: Manage, maintain, and optimize the CRM system to ensure data accuracy and system integrity.Data management: Enter, update, and analyze customer data to identify trends and opportunities.Reporting and analysis: Create...
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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 Management Specialist
4 days ago
Faridabad, India Whatjobs IN C2 Full timeWe are looking for a highly motivated and organized analyst to join our Relationship Management and Research teams. As the world's premier vendor of forward-looking, date-related financial data, we are a globally-minded company with offices in New York, London, Delhi, and Manila. Relationship Management Duties & Responsibilities Provide outstanding customer...