Relationship Executive

3 weeks ago


bangalore, India InServ Financial Services Private Limited Full time

InServ Financial Services Pvt Ltd (InServ - www.inservfinancial.com) is a leading Financial Planning Services company formed by a Group of finance professionals with the objective of providing a comprehensive range of investment and taxation advisory services.

Apart from a vast range of financial solutions like wealth management, financial advisory, corporate finance, risk management, and goal-based solutions; the group also provides a personal line of financial services for corporate employees which are:

Investment solutions (Mutual funds including ELSS Mutual Fund Tax-free bonds, fixed deposits, Bonds, etc)
Taxation advisory/ Assessment & Filing
Tax Planning
Financial Planning.
Children‘s Investment Planning / Retirement planning

Responsibilities
Proactively generate leads through various methods, including on-site visits and alternative outreach strategies.
Engage with clients to understand their business goals and identify potential challenges.
Conduct thorough data analysis to develop strategic recommendations tailored to client needs.
Identify, prospect, and close new sales opportunities to drive business growth.
Develop and expand the investment services portfolio.
Lead investment business efforts through segment and channel teams, ensuring alignment with company objectives.
Offer expert advice and product guidance to clients and Relationship Managers (RMs).
Foster and strengthen relationships with internal stakeholders to support business objectives.
Optimize business performance by identifying and capitalizing on growth opportunities.
Assist clients with completing necessary documentation for investment transactions as needed.

Qualifications
MBA or Bachelor Degree in Finance
Ability to manage multiple clients
Strong communication and interpersonal skills

Internship Period
4 Months.

Pay Structure
No fixed salary; incentives provided based on business generated during internship period.



  • Bangalore, India Anu Merton Full time

    About Anu Merton Anu Merton is a new eCommerce brand based in Bangalore & Jaipur with a mission to share the great Indian jewellery tradition with the make affordable, handmade Indian jewellery and apparel available to the whole world. About the Position We are seeking an empathetic and communicative client relationship executive to join our team....


  • Bengaluru / Bangalore, India Modern Ventures Full time

    JOB DESCRIPTION FOR CUSTOMER RELATIONSHIP EXECUTIVE (BACK_END OPERATIONS) AT MODERN SPAACES ABOUT MODERN SPAACESModern Spaaces, started in 2019, is an innovative real estate developer focused on integrating quality architecture and sustainability across its projects. With over 2 million square feet sold, 3 million square feet under development and a future...


  • bangalore, India Discoveries Quintessential Full time

    Experience: Minimum 1 year in telemarketing or client-facing roles in financial services Working Days: Monday to Friday Working Hours: 9 AM to 6 PM We’re looking for a Client Relationship Executive to join our team and play a key role in expanding our client base and strengthening relationships with institutional clients. If you’re sales-driven with...


  • bangalore, India Anu Merton Full time

    About Anu Merton Anu Merton is a new eCommerce brand based in Bangalore & Jaipur with a mission to share the great Indian jewellery tradition with the make affordable, handmade Indian jewellery and apparel available to the whole world. About the Position We are seeking an empathetic and communicative client relationship executive to join our team. The ideal...


  • Bangalore Urban District, Karnataka, India 21 Wayout Full time

    Designation: Client Relationship Executive Experience: 2-3years Languages To Be Known: English and Hindi Education: Graduate **Salary**: 25k - 26k (Take Home) Gender: Female Location: Bangalore **For any queries you may contact at 8334048554.** **JOB DESCRIPTION**: - Well versed in English and Hindi - Build and maintain relationships with clients...


  • bangalore, India Anu Merton Full time

    About Anu MertonAnu Merton is a new eCommerce brand based in Bangalore & Jaipur with a mission to share the great Indian jewellery tradition with the make affordable, handmade Indian jewellery and apparel available to the whole world.About the PositionWe are seeking an empathetic and communicative client relationship executive to join our team. The ideal...

  • Relationship Manager

    2 weeks ago


    Bangalore, India GRI Club Full time

    We are seeking a dynamic and self-driven Account Executive to join our expanding Real Estate sales team. The ideal candidate will have strong B2B sales experience, particularly in managing and growing relationships with mid-market and enterprise clients. In this role at GRI Club, you will be responsible for nurturing existing accounts and identifying...

  • Relationship Manager

    1 month ago


    bangalore, India Parag Parikh Financial Advisory Services Limited Full time

    Job Description - The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities, quick...


  • bangalore, India Evobi Automations Pvt Ltd Full time

    Job descriptionCustomer Relationship Manager/Executive for Kerala - Malayalam (Local Language Must) and EnglishDuties:•Build and maintain profitable relationships with schools.•Oversee the relationship with the school handled by your team.•Resolve technical complaints and documentation queries quickly and efficiently.•Keep schools updated on the...


  • bangalore, India Anu Merton Full time

    About Anu MertonAnu Merton is a new eCommerce brand based in Bangalore & Jaipur with a mission to share the great Indian jewellery tradition with the make affordable, handmade Indian jewellery and apparel available to the whole world.About the PositionWe are seeking an empathetic and communicative client relationship executive to join our team. The ideal...

  • Relationship manager

    4 weeks ago


    Bangalore, India Bloom Full time

    Company Overview: Bloom is a one stop platform for all creative skills like Arts, Dance, Music, Theatre, Public Speaking, Chess, Soft Skills, Stand-up, Podcasts, Writing & more. With a network of Physical Activity Centers, enabled by digital mobile app, Bloom intends to make extra-curricular or creative skills quite accessible, affordable & convenient for...


  • bangalore, India InServ Financial Services Private Limited Full time

    InServ Financial Services Pvt Ltd (InServ - www.inservfinancial.com) is a leading Financial Planning Services company formed by a Group of finance professionals with the objective of providing a comprehensive range of investment and taxation advisory services. Apart from a vast range of financial solutions like wealth management, financial advisory,...

  • Relationship Manager

    1 month ago


    Bangalore, India Parag Parikh Financial Advisory Services Limited Full time

    Job Description - The candidate should have a very clear concept and visibility of Sales & the various related aspects prevailing in the Mutual Fund market. Should have a very strong communication skill, excellent product knowledge, convincing attitude, smart, energetic, hardworking, target driven, result oriented, soaring passion for sales activities,...


  • bangalore, India InServ Financial Services Private Limited Full time

    InServ Financial Services Pvt Ltd (InServ - is a leading Financial Planning Services company formed by a Group of finance professionals with the objective of providing a comprehensive range of investment and taxation advisory services.Apart from a vast range of financial solutions like wealth management, financial advisory, corporate finance, risk...


  • bangalore, India InServ Financial Services Private Limited Full time

    InServ Financial Services Pvt Ltd (InServ - is a leading Financial Planning Services company formed by a Group of finance professionals with the objective of providing a comprehensive range of investment and taxation advisory services.Apart from a vast range of financial solutions like wealth management, financial advisory, corporate finance, risk...

  • Relationship Manager

    4 weeks ago


    bangalore, India Bloom Full time

    Company Overview:Bloom is a one stop platform for all creative skills like Arts, Dance, Music, Theatre, Public Speaking, Chess, Soft Skills, Stand-up, Podcasts, Writing & more. With a network of Physical Activity Centers, enabled by digital mobile app, Bloom intends to make extra-curricular or creative skills quite accessible, affordable & convenient for...


  • bangalore, India Evobi Automations Pvt Ltd Full time

    Job description Customer Relationship Manager/Executive for Karnataka - Kannada (Local Language Must) ,English and Telugu Duties: •Build and maintain profitable relationships with schools. •Oversee the relationship with the school handled by your team. •Resolve technical complaints and documentation queries quickly and efficiently. •Keep schools...


  • bangalore, India Evobi Automations Pvt Ltd Full time

    Job descriptionCustomer Relationship Manager/Executive for Kerala - Malayalam (Local Language Must) and English Duties:•Build and maintain profitable relationships with schools.•Oversee the relationship with the school handled by your team.•Resolve technical complaints and documentation queries quickly and efficiently.•Keep schools updated on the...


  • bangalore, India Evobi Automations Pvt Ltd Full time

    Job description Customer Relationship Manager/Executive for Kerala - Malayalam (Local Language Must) and English Duties: •Build and maintain profitable relationships with schools. •Oversee the relationship with the school handled by your team. •Resolve technical complaints and documentation queries quickly and efficiently. •Keep schools updated...


  • Bangalore, India Envision Energy Full time

    About the Company - Envision Energy is a world-leading green technology company, providing renewable energy system solutions for global enterprises, governments and institutions. ​ W ith “solving the challenges for a sustainable future” as its mission, Envision Energy keeps making renewable energy production, storage, and synergy less costly...