Senior Relationship Manager
8 hours ago
About the CompanyJM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically. Today, JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both its institutional and individual investors. We strive to give our family of investors many reasons to celebrate.About the RoleWe are looking to add Relationship Manager in our retail sales team at Chennai location. Someone with an experience range of 5-8 years in the mutual fund/AMC industry is preferable.ResponsibilitiesDistribution Management.Develop and execute channel strategies for asset growth.Drive client acquisition, retention, and satisfaction.Identify and on-board new clients within the targeted distribution channels.Provide product knowledge and conduct training sessions.Ensure compliance with regulatory requirements and internal policies.Mitigate risks associated with distribution activities and implement effective risk management strategies.Cultivate and maintain relationships with key stakeholders.Required Skills4+ years in asset management distribution.MBA Finance, CFP, CFA, CWM, MBA Securities Markets, or MBA Fintech.Strong knowledge of MF, PMS, AIF, wealth management and industry trend.Excellent interpersonal and communication skills.Preferred SkillsPerseverance, high on intrinsic motivation and driven by targets.Self-starter and possess good verbal and written communication skills, be customer focused and able to co-ordinate between disparate groups.Displays ability to think out of the box. Solution provider.
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Senior Relationship Manager
13 hours ago
tamil nadu, India AssetPlus Full timeRole: Senior Relationship Manager Mutual Funds AssetPlus is an end-to-end platform for financial advisors and investors to scale businesses/manage investments digitally. The mutual fund industry in India has experienced significant growth in recent years, presenting a lucrative opportunity for professionals looking to make an impact in the financial services...
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Client Relationship Manager
4 days ago
tamil nadu, India TECEZE Full timeAbout the RoleIT Services - CRMLocation: Chennai/Mumbai/Bangalore/Delhi/HyderabadThe role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.ResponsibilitiesMaintain and establish business...
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Senior Relationship Manager
1 week ago
Inclusive Banking - SBL>South>Tamil Nadu>Erode>Erode>Surampatti>Bhavani>>Bhavani, India Equitas Small Finance Ltd Full time ₹ 12,00,000 - ₹ 24,00,000 per yearSenior Relationship Manager - Retail To achieve the Business Targets for Disbursement Budgeted Yield for the financial year Budgeted Fee Income for the financial year Portfolio quality
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Senior Relationship Manager
2 weeks ago
Inclusive Banking - SBL>South>Tamil Nadu>Madurai>Madurai>K K Nagar>Virudhunagar>>Rajapalayam, India Equitas Small Finance Ltd Full time ₹ 4,00,000 - ₹ 12,00,000 per yearSenior Relationship Manager - Retail DESIRED RESULT X bucket resolution on bounce basis Ensure Collection Efficiency in 1-90 Resolution Ensure Collection Efficiency in 1-90 Normalization Ensure Collection Efficiency in Normalization roll back Collection charges as per the given target from bounce customers Self Development Process Orientaition
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Senior Relationship Manager
7 days ago
Inclusive Banking - SBL>South>Tamil Nadu>Kumbakonam>Perambalur>Thuraiyur>Manachanallur>>Manachanallur, India Equitas Small Finance Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per yearSenior Relationship Manager - Retail S.NO. DESIRED RESULT WEIGHTAGE KEY PERFORMANCE INDICATOR Ensure achievement of collections target set for allocated centres % % of regular Collections as per annexure Ensure achievement of new members through AOC % % of Achievement as per annexure Achieving the set targets for Cross Sell products...
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Account Relationship Manager
2 weeks ago
tamil nadu, India Schoolcanvas.com Full timeCompany DescriptionSchoolcanvas, formerly known as Parentsalarm.com, is a prominent cloud-based School ERP and mobile apps company. Award-winning and trusted by over 700 schools nationwide, it provides a comprehensive set of services including attendance tracking, examination management, online fee collection, school bus/GPS tracking, and performance...
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Relationship Manager
2 weeks ago
Tirunelveli, Tamil Nadu, India Insurance Dekho Full timeRelationship Manager We are seeking a dedicated Relationship Manager to join our dynamic team in Tirunelveli This role is ideal for professionals with expertise in motor insurance products and a passion for customer relationship management With an experience range of 3-6 years the ideal candidate will be responsible for managing sales targets and fostering...
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Senior Relationship Manager
2 weeks ago
Inclusive Banking - SBL>South>Tamil Nadu>Mailaduthurai>Trichy>Cantonment>Trichy>>Srirangam, India Equitas Small Finance Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per yearSenior Relationship Manager - RetailSourcing of LAP & Housing finance through connectors & self-sourcing. Empanelment of New connecters to source business in HF & LAP Process of LAP & Micro Housing loan by accessing their income through personal discussion & field Visit & documentation. Track and Ensure Repayments of the Loan disbursed An Individual player...
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Client Relationship Manager
4 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu TECEZE Full timeAbout the RoleIT Services - CRMLocation: Chennai/Mumbai/Bangalore/Delhi/HyderabadThe role involves maintaining and establishing business relationships between the company and its clients, developing IT projects to meet business needs, and ensuring timely delivery of IT initiatives related to customer services.ResponsibilitiesMaintain and establish business...
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Relationship Manager
6 hours ago
tamil nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeRoles and Responsibilities: It is sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligenceHe/she should have maximum number of own clients relationship and he/she should be aware of local market intelligencePromote Focus Product of the month Maintain records of business on internal...
