Urgent Opening- Relationship Manager/Sr Relationship Manager
3 weeks ago
JOB DESCRIPTION: Role: Relationship Manager/ Sr. Relationship Manager/ CTC: It’s not constrain for right candidate (Its Negotiable). Experience: 1+ Year Location: Ahmedabad, Barodra, Rajkot 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 sonam.singh@bajajcapital.com
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Relationship Manager
1 week ago
Jamnagar, Gujarat, India Nirvan Resources Full time ₹ 60,000 - ₹ 1,80,000 per yearMaintain strong relationships with existing clientsUnderstand client needs and offer suitable investment solutionsAssist clients with account opening and documentationProvide updates on market trends and investment opportunitiesResolve client queries and ensure customer satisfactionCoordinate with dealers and operations team for trade executioJob Types:...
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Relationship Manager
3 weeks ago
Jamnagar, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services (MOFSL)Profile: Relationship Manager Location: Ahmedabad, Vadodara, Surat Job Profile:New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance,...
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Relationship Manager
3 weeks ago
Jamnagar, India Motilal Oswal Financial Services Ltd Full timeCompany Name: Motilal Oswal Financial Services (MOFSL)Profile: Relationship Manager Location: Ahmedabad, Vadodara, Surat Job Profile:New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships. Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance,...
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Relationship Manager Corporate Banking
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Jamnagar, India Careerfit Full timeExperience – 4-6 years of experience working in Corporate Banking Job base location – Ahmedabad Working from – Ahmedabad Education – MBA in Finance, Marketing, or equivalent field Title – Relationship Manager – Corporate Banking Reporting to: Managing Director Role Overview We are seeking a dynamic and client-focused Relationship Manager to drive...
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Jamnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Develops 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 enhancements to further...
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Jamnagar, India CredFlow Full time📢 Credfund is Hiring – Manager / Senior Manager (Investor Acquisition) 📍 Noida | 4–8 years | Investor Sales | Private MarketsCredfund is looking for a driven professional to acquire and manage HNI/UHNI investors, wealth partners, and family offices for our curated alternative investment products — pre-IPO equity, structured credit, revenue-linked...
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jamnagar, India beBeeCustomerRelationship Full timeJob OverviewWe are seeking a seasoned CRM Manager to lead our customer relationship strategies and optimize our CRM platform. The ideal candidate will be responsible for developing and managing customer relationships, analyzing data to provide actionable insights, and collaborating with sales and marketing teams to drive business objectives.
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Jamnagar, India beBeeCommunication Full timeClient Solutions Specialist - A Role that Scales Success!Job Description:The role of a Client Solutions Specialist is instrumental in fostering strong client relationships and driving project outcomes. Key responsibilities include coordinating with clients and internal teams to ensure seamless execution, maintaining effective communication through...
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Customer Relationship Management Specialist
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Jamnagar, India beBeeManager Full timeAbout UsWe are committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments worldwide.Our team collaborates with top-tier universities across the United States, Europe, Latin America, Southeast Asia, India, and China.We provide short courses, degree programs, professional...