Relationship Manager
1 week ago
Technical Skills for Business DEVELOPMENT - Prospect acquire new client relationships UHNIs family offices corporates through various channel sources existing client referrals cold calling other client engagement activities - Advise clients on building portfolios based on various products and solutions across asset classes - MF PE Structured Products Insurance PMS etc - Prepare and interpret information for clients information such as investment performance reports financial document summaries income projections and proactively rebalancing their portfolios to match their required asset allocation - Constantly monitor and review client portfolios based on timely analysis of market dynamics - Ensuring regular availability of Research material and inputs to the client - Service existing clients with the support of the client servicing team - A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas advising with the support of research analysts and CIO for bespoke requests - Ability to advise clients on their investments and manage their overall financial portfolio and deepening the wallet from existing clients - Have successfully built and generated new business across a large set of client base - Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention - RESEARCH AND PRODUCT KNOWLEDGE - Should be on top of current affairs market developments and should always keep abreast with market knowledge and market intelligence - Should be proficient with knowledge of capital markets as well as third-party products such as MF PMS Insurance etc - Should coordinate with the research team and wealth products team and advise client basis intelligent analysis of facts - To read research and update themselves on available investment opportunities in the market ref updazz com
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Relationship Manager
1 week ago
Chennai, India Abakkus Asset Manager Private Limited Full timeJob Description Company Description Abakkus Asset Manager Private Limited, founded in 2018 by Mr. Sunil Singhania, is a premier alpha-focused asset management firm specializing in Indian equities. The company's name is inspired by the ancient computing instrument, the abacus, reflecting its innovative and strategic approach. Abakkus operates through Category...
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Relationship Manager
18 hours ago
India upGrad Rekrut Full timeHiring for Multiple Banking Roles – Leading Private Sector Banks (Mumbai) Experience: 1 to 10+ years Location: Mumbai (All major locations) Are you looking to build a rewarding career with India’s leading private sector banks? We are hiring for multiple clients in the Banking & Financial Services sector for various key roles across Mumbai. Open Positions...
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Relationship Manager
3 weeks ago
india Peoplemint Consultants Full timeHiring for " Senior Relationship Manager-Large Corporate " in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities: 1. Client Relationship Management...
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Relationship Manager
3 weeks ago
india Peoplemint Consultants Full timeHiring for "Senior Relationship Manager-Large Corporate" in a leading bank.To manage and grow a portfolio of large corporate clients by providing comprehensive banking solutions, deepening existing relationships, acquiring new clients, and ensuring high standards of service delivery and compliance.Key Responsibilities:1. Client Relationship Management- Serve...
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Relationship Manager
4 days ago
India Dolphin Consultants Full timeJob Description Job Responsibilities - Experience in dealing with LAP (Loan against Property) - Manage the LAP DSA team to drive sales performance and meet targets - Create good relationship with DSAs to create leads - Responsible for processing loan - Develop and maintain strong relationships with customers to enhance business opportunities - Coordinate...
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Relationship manager
18 hours ago
India InsuranceDekho Full timeProfile: Relationship manager Location: durgapur and birbhum Experience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred) Channel: Agency Channel — work with POSP agents ✨ Key Responsibilities: Recruit and manage POSP (Point of Sales Person) agents for Motor & Health Insurance Build strong relationships with agents & drive...
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Relationship Manager
1 week ago
India DIYA GREENCITY PRIVATE LIMITED Full time📢 Hiring Relationship Manager (RM) – Diya Greencity Private Limited 🏢 Company: Diya Greencity Private Limited 📍 Location: Raj Nagar Extension, Ghaziabad, Uttar Pradesh, India 🛑 Role: Assistant Relationship Manager (ARM) 📅 Employment Type: Full-Time (On-Site) Diya Greencity Private Limited is looking for a highly motivated and...
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Relationship Manager
1 week ago
India Swastika Investmart Full time ₹ 3,50,000 - ₹ 6,50,000 per yearRelationship Manager is a professional who aids in developing and maintaining strong customer relationship.Understand customer needs and develop plans to address them.Identify key staff in client companies to cultivate profitable relationships.Resolve customer complaints quickly and effectively.Forward upselling and cross-selling opportunities to the sales...
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Relationship manager
7 days ago
India InsuranceDekho Full timeProfile: Relationship managerLocation: Haldwani, rudrapur, pantnagar, rudrapryagExperience: Minimum 6 months in the Insurance sector (Motor/Health Insurance preferred)Channel: Agency Channel — work with POSP agents✨ Key Responsibilities:Recruit and manage POSP (Point of Sales Person) agents for Motor & Health InsuranceBuild strong relationships with...
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Relationship Manager
1 week ago
India gHRig People Solutions Full time ₹ 2,50,000 - ₹ 15,00,000 per yearRelationship Manager / Sr. RM - Direct DistributionDepartment: Direct DistributionJob Nature: Full TimeLocation: chandigharJob DescriptionWith a commitment for promoting and selling life insurance policies directly to clients. This role offers immense growth opportunities and the chance to make a significant impact in the organization.Role and...
