Urgent Opening- Relationship Manager/Sr Relationship Manager
3 days 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, India IndusInd Bank Full timeRelationship Manager Select / Senior Relationship Manager Select is responsible for managing existing customers of the bank as well as growing the base by acquiring new to bank customers; and are supposed to service all banking needs of mapped clientsOverall Job Description· To acquire new clients through leads and family accounts grouping· To grow the...
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Relationship Manager
2 weeks ago
Jamnagar, Gujarat, India Aadhar Housing Finance Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionAadhar Housing Finance Ltd. is one of India's largest housing finance companies, focusing on providing home financing solutions to low-income communities. Established in 2010, we have served over 250,000 customers through our extensive network of 500+ branches nationwide, managing assets worth 21,121 Cr. We aim to make homeownership...
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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
17 hours 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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▷ Urgent: Relationship Manager
4 weeks ago
Jamnagar, India Invoicemart Full timeWe have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A.Treds. A.TREDS Limited (a group company of Axis Bank) is a national level online platform which facilitates financing of Receivables of Micro, Small and Medium Enterprises (MSME) from buyers through financiers. TREDS is in the...
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Sr. Relationship Manager
3 weeks ago
Jamnagar, GJ, IN Atul Motors JAM LLP Full timeClient relationship management Nurture and grow relationships with high-value clients acting as the primary point of contact Strategic planning Develop and execute strategies to expand the client base and increase revenue through upselling and cross-selling Sales and revenue goals Meet and exceed sales targets and objectives for assigned accounts Client...
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Customer Relationship Management Manager
2 weeks ago
Jamnagar, India SpeedBirdServices - Medical Billing Company Full timeJob Title: Customer Relationship Manager (CRM) – Medical Billing) Department: Client Relations / Operations Location: Nehru Nagar, Ahmedabad, Gujarat. Shift: Multiple Shifts Available Reports To: Manager / Operations Head Summary: We are looking for a Customer Relationship Manager to build and maintain strong relationships with our clients in the medical...
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▷ Urgent Search: Relationship Manager
3 weeks ago
Jamnagar, India RECEX Full timeJob description New client acquisition building new relationships and increasing depth in existing relationships with clients Selling online broking accounts- Demat account trading account Identifying customer needs assessing their appetite and providing them investment options Cross selling of financial products like Mutual Fund Insurance Bonds etc...
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Jamnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree Deputy Branch Manager - Branch Banking Lead a team of Relationship Managers Sr Branch Relationship Managers Ensuring the sales of CASA TPP and other asset products through Relationship Managers Sr Branch Relationship Managers Driving customer coverage and Ensuring customer engagement Retention Drive...
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Relationship Manager
2 weeks ago
Jamnagar, India Kotak Mahindra Bank Full timeJob Category KMBL Degree Level Bachelor s Degree 4193-Relationship Manager - Commercial Vehicles Relationship Manager who will be responsible for sourcing of new business from open market RL branch network or CA DSA channel network Sourcing and servicing of Working capital Both Fund Based and Non Fund Based restricted to Transport Logistics segment segments...
