Relationship Manager-Portfolio-AGRI-FIN-PROJECTS

DescriptionJob RoleTo understand clients business & provide appropriate working capital solutions across Fund/ non-Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.To managed the mapped portfolio through regular meetings with the clients, to serve them, and to enhance the wallet shareBuild a sustainable direct sourcing channel by...

Job description of Sales Relationship ManagerPreferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel )Preferred Skill Set:-  Logical and analytical approach to Sales-  Convincing power-  Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life /Insurance...

Wealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...

Company DescriptionKaabil Finance Private Limited is dedicated to empowering individuals at the foundation of India's economic pyramid. By providing financial support to deserving customers, Kaabil Finance champions the cause of 'Atmanirbhar Bharat,' helping to build a self-reliant India. The company values inclusivity and sustainable growth, aligning itself...

About The Role   Key Objective of the Job:  Main Accountabilities  Client Acquisition:  - Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships. Also, adding Channel partners, Direct selling Agents to multiply the business scope.Client Relationship...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment...

Key Objective of the Job:Main Accountabilities Client Acquisition: Lead efforts to acquire new clients in the mid corporate sector, identifying prospects, and converting them into valuable business relationships.  Also, adding Channel partners, Direct selling Agents to multiply the business scope.  Client Relationship Management:Build and maintain...

Company DescriptionIBWC One Pvt Ltd brings over two and a half decades of experience, relying on advanced technology, security, and a client-centric and personalized approach. The company focuses on a continuous assessment of existing investments to meet future needs, all while maintaining a low-cost model. This dedication ensures comprehensive services...

Job Description Key Roles and Responsibilities: - Sourcing MSME Loan business and meeting targets. - Channel Development. - Resolution of PDD (if any). - Take care of MSME Loan collections. - Team Building and Channel Development. - Achievement of business plan. - Portfolio management in coordination with Ops & Collections. - Asset Verification of the cases...

Job Description Job Summary We are hiring a Customer Relationship Executive who will act as the primary point of contact for our clients. The role involves managing client communications, collecting documents, tracking service progress, and ensuring customer satisfaction for services such as GST, Income Tax, Company Registration, Loans, and Insurance . Key...