Associate Relationship Manager
1 month ago
Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).
We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realize their financial dreams. We are looking for a rockstar go-getter who will work closely with the founders and top leadership team of Stack to help spearhead the company’s growth trajectory, and will be closely involved in building a talented sales & client relations team that will take care of all the financial needs of Stack’s clients.
Responsibilities:
- Conduct outbound calls to prospective customers for wealth product offerings.
- Explain investment products, benefits, and other details to potential clients.
- Achieve sales targets and key performance indicators set by the company.
- Build and maintain a database of potential leads and customer interactions.
- Provide excellent customer service by addressing inquiries and resolving concerns.
- Collaborate with the sales team to enhance overall team performance.
- Keep updated on industry trends and product knowledge related to investments.
- Document and maintain accurate records of sales activities in the CRM system.
Qualifications:
- Proven experience in telesales, preferably in the insurance/credit card/wealth management sector.
- Strong communication and persuasion skills.
- Goal-oriented with a focus on achieving sales targets.
- Familiarity with investment products and terminology.
- Ability to work in a fast-paced and target-driven environment
Experience Required:- 1-5 years of work experience in sales, banking, insurance and Edtech preferred.
Industry- Financial Services
Full-time
-
Client Relationship Associate
4 weeks ago
Bangalore, India Paywize Full timeAbout The Company In the ideal digital economy, the retail segment operates via a fully functional fintech mechanism, eliminating transactional delays, empowering MSME businesses to enable automated payments, and creating a hyperlocal digital financial system. Paywize is the one-step solution towards achieving this goal. We provide a fully integrated...
-
Client Relationship Associate
4 weeks ago
Bangalore, India Paywize Full timeAbout The Company In the ideal digital economy, the retail segment operates via a fully functional fintech mechanism, eliminating transactional delays, empowering MSME businesses to enable automated payments, and creating a hyperlocal digital financial system. Paywize is the one-step solution towards achieving this goal. We provide a fully integrated...
-
bangalore, India Algates Financial Full timeCompany Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....
-
bangalore, India Algates Financial Full timeCompany Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....
-
bangalore, India Algates Financial Full timeCompany Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....
-
Relationship Manager
1 month ago
bangalore, India SmartQ Full timeAbout SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...
-
Relationship manager
1 month ago
Bangalore, India SmartQ Full timeAbout Smart Q: We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable. In less than...
-
bangalore, India Paywize Full timeAbout The Company In the ideal digital economy, the retail segment operates via a fully functional fintech mechanism, eliminating transactional delays, empowering MSME businesses to enable automated payments, and creating a hyperlocal digital financial system. Paywize is the one-step solution towards achieving this goal. We provide a fully integrated...
-
bangalore, India Paywize Full timeAbout The CompanyIn the ideal digital economy, the retail segment operates via a fully functional fintech mechanism, eliminating transactional delays, empowering MSME businesses to enable automated payments, and creating a hyperlocal digital financial system. Paywize is the one-step solution towards achieving this goal. We provide a fully integrated fintech...
-
Relationship Manager
1 month ago
bangalore, India SmartQ Full timeAbout SmartQ: We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable. In less than a decade...
-
Relationship Manager
1 month ago
bangalore, India SmartQ Full timeAbout SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...
-
Relationship Manager
1 month ago
Bangalore, India SmartQ Full timeAbout SmartQ: We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable. In less than...
-
Relationship manager
3 days ago
Bangalore, India Address Advisors Full timeAbout the company: Address Advisors is engaged in providing Real estate solutions to their clients. From leasing commercial office space to large MNCs, and startups; warehousing space to logistics companies and storage companies; to helping in purchasing residential homes, finding land for developing and arranging for funding for developers – the...
-
Relationship Manager
1 month ago
Bangalore, India ICICIDirect Full timeJob Responsibilities: To be involved into relationship building & management with the customer for Sales & Services of Financial Products of ICICI group. (Eg. Online Trading Account, Mutual Funds, Investment Advisory, Wealth Management) To manage customers in the branch or through client visits & provide Financial / Investment Advisory, develop new...
-
Relationship Manager
4 weeks ago
Bangalore, India GRI Club Full timeWe 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...
-
Associate Relationship Manager
1 month ago
bangalore, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...
-
Associate Relationship Manager
1 month ago
bangalore, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...
-
Associate Account Manager
2 weeks ago
Bangalore, India LWYD Interactive Full timeRole: Associate Account Manager Job Summary: We are seeking a Client Servicing Executive to manage our client relationships and ensure their satisfaction with our products and services. The ideal candidate should have at least 0-1 years of experience in a client-facing role, excellent communication and interpersonal skills, and the ability to build...
-
Associate Relationship Manager
1 month ago
bangalore, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...
-
Associate Relationship Manager
1 month ago
Bangalore, India Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...
